Meet Our Team

AllManagement & AdvisorsStrategic PartnersClient Services

Fred W. Middleton

Chairman

Fred W. Middleton

Chairman

Sendero is Spanish for path through the wilderness. Fred has created and led Sendero with vision for the last 25 years.  He challenges Sendero daily to be the best it can be for families, friends and employees.  Fred has always provided wise counsel to those in need throughout his career.   He is fond of saying, “We help you invest in memories.”  This has meant guiding through challenges, cheering when needed and celebrating successes over and over.  Along the path, Fred has strategically chosen his team.  Each addition has been carefully selected for their unique qualities which continue to strengthen the Sendero legacy.  With a God-given talent and passion, he has created an organization that lives to serve. Fred brings over five decades of experience to Sendero.  Along with founding Sendero, he also founded the Texas Cavaliers Charitable Foundation, a foundation built to encourage, foster, support and conduct activities and programs to benefit Texas children.  Fred has one rule in life “You do it right every day, even when it might hurt”.

 

Work Background

  • (1997–Present) Chairman and Founding Partner, Sendero Wealth Management
  • SVP, Redstone Consulting
  • SVP, Head of Trading, Rotan Mosle

Education and Volunteer

  • Bachelor of Business Administration, University of Texas Austin
  • Series 1, 40, 63, 65, and 99 licenses
  • Founder, Texas Cavaliers Charitable Foundation
  • Former Chairman, District Business Conduct Committee of the National Association of Securities Dealers (now known as FINRA)
  • Former Director, Rotan Mosle

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FINRA

Scott R. McMillian, CPA, CFP

Chief Executive Officer

Scott R. McMillian, CPA, CFP

Chief Executive Officer

The founding philosophy of protecting and caring for families as if they were our own continues today and is embodied by the entire Sendero team.  Scott and Fred knew the importance of creating a firm that would offer distinct, conflict-free stewardship strategies. Scott has focused on molding a team that challenges consensus views and rewards independent thinking.  He encourages teams to be unconventional and yet strategic in their thoughts.  In this way, Sendero is actively securing a pathway to move your legacy forward.  Scott is dedicated to asking pertinent questions of clients, in order to better serve them rather than selling them products.  “I have learned more over my career by taking the time to have honest conversations.  It’s easier to serve a client when you listen to them!”

 

Work Background

  • (1998–Present) Chief Executive Officer and Founding Partner, Sendero Wealth Management
  • Manager, Arthur Andersen Personal Financial Planning
  • Assistant Beekeeper and Grocery Sacker

Education, Volunteer, and Award

  • MS Accounting, Texas A&M University
  • BBA Accounting, Texas A&M University
  • Series 7, 24, 53, 63, 65, and 99 licenses
  • Certified Public Accountant
  • Certified Financial Planner
  • Investment Chair, Aggie Park Endowment
  • Past Board Member, Entrepreneur Organization
  • Past Regional Chair, Entrepreneur Organization
  • Five Star Advisor Award

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FINRA

Elizabeth F. Crawford

Managing Director, Investment Advisor

Elizabeth F. Crawford

Managing Director, Investment Advisor

Stewardship: An ethic that embodies the careful, responsible planning and management entrusted to one’s care; the acceptance or assignment to shepherd and safeguard the valuables of others; choosing service over self-interest.   For Liz, stewardship speaks to her at her core.  She demonstrates her commitment to stewardship in her passion for strengthening families, institutions and serving the community. As a second-generation advisor, results of thoughtful investing and her devotion for others is engrained in her DNA.  “Whether an institution or a family, there are challenges to managing wealth.”  Liz brings a practical approach, working to simplifying the complex nature of investing.  She is passionate about helping those she serves avoid mistakes.

Work Background

  • (2012 - Present) Managing Director, Sendero Wealth Management
  • Director of Consulting, The Trust Company
  • Marketing and Consulting Relationship Associate, Barrow Hanley Mewhinney & Strauss
  • Client Service Associate, Solomon Smith Barney
  • Client Service and Marketing Associate, Austin, Calvert and Flavin

Education, Volunteer, and Award

  • BA Psychology, Boston University
  • Series 65 licensed
  • Current President and Board Member, Legatus
  • Current Board Member and Treasurer, Children’s Hospital of San Antonio
  • Member, National Charity League
  • Past President of ChildSafe, Inc.
  • Former Trustee, St. Luke’s Episcopal School
  • Former Board Member and Treasurer, Southwest School of Art
  • San Antonio Business Journal 40 Under 40 Rising Star Award
  • Five Star Advisor Award

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FINRA

Edward A. Hart

Managing Director, Investment Advisor

Edward A. Hart

Managing Director, Investment Advisor

Unconventional thinking is a key principle in Sendero Wealth Management’s client interaction philosophy.  It is also a fundamental component of Ed Hart’s background.  Ed spent six years working in manufacturing and technology businesses before attending graduate business school and then starting a career in the investment advisory industry.  He leans on that real-world experience regularly when working with entrepreneurs and executives who are looking for help in diversifying their wealth.  “Our industry loves to create and pitch product.  My experience has taught me to first ask the uncomfortable questions and then help find solutions to solve problems.”

Work Background

  • (2012 – present) Managing Director, Sendero Wealth Management
  • Vice President, Goldman Sachs
  • Director of Client Service, Austin Calvert & Flavin
  • Vice President Institutional Equity, UBS
  • Associate, Paradigm Simulation
  • Management Trainee, Parker School Uniforms

Education and Volunteer

  • MBA Finance, University of Texas McCombs School of Business
  • Series 7, 63, 65 licenses
  • BA History, Washington & Lee University
  • Board Member and Investment Committee Chair, San Antonio Museum of Art
  • Investment Committee Member, San Antonio Academy
  • Former Board member and Investment Committee Member, The Texas Cavaliers
  • Past President, San Antonio Chapter of JDRF
  • Past President, Founders Council for Texas Biomed
  • Past President, San Antonio Country Club

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FINRA

210.930.9498

Roy Trice

Vice Chairman, Sendero Partners

Roy Trice

Vice Chairman, Sendero Partners

History does not repeat itself but it does rhyme. Roy has a three-decade history of and a passion for building great companies.  He was the original architect that created Fred and Scott’s partnership in the late 90’s.  Roy’s intellectual curiosity compels him to study organizations and opportunities.  Sendero is the benefactor of Roy’s experience. Whether assessing the strengths and weakness of a potential manager’s team and organization, weighing investment opportunities or strategically planning Sendero’s future, our clients’ best interests are at the heart of all decisions.

 

Work Background

  • (2009-Present) Founding Partner, Canyon Road Capital, L.P.
  • Chief Operating Officer and Board of Directors, Carlson Capital, L.P.
  • Partner, Redstone Companies
  • Kidder Peabody/PaineWebber
  • Texas Commerce Bank
  • Arthur Andersen

Education and Volunteer

  • BBA Accounting, Texas A&M University
  • Board Member, Barbican Insurance

Lisa Kahn-Smith

Chief Compliance Officer

Lisa Kahn-Smith

Chief Compliance Officer

Doing it right every day, even if it hurts, is Sendero’s philosophy.  Lisa has almost four decades of experience working alongside Fred Middleton in her role as Chief Compliance officer and principal of the firm, her goal is to continue to educate and instill Sendero’s culture in every employee.  Lisa has built lifelong relationships along the way.  She is known to say “They aren’t just clients, they are part of our family”.  Lisa has devoted her entire career helping Fred realize his vision of Sendero Wealth Management which has been a great adventure. She love’s seeing the company continue to grow with such talented people.

Work Background:

  • (1998-Present) Chief Compliance Officer, Former Manager of Operations, Sendero Wealth Management
  • Assistant Compliance Officer, San Antonio Manager of Operations, Redstone Consulting
  • Registered Sales Assistant – UBS/Redstone
  • Wire Operator, Administrative Assistant Rotan Mosle/UBS

Education and Volunteer

  • Series 7, 24, 63, 65 and 99 licenses
  • Member of San Antonio Compliance Round Table
  • Ronald McDonald House
  • Former troop leader of the Boy Scouts of America
  • Former Brownie and Girl Scout leader of the Girl Scouts of the USA
  • Life Time Member San Antonio Stock Show and Rodeo Ambassador Committee

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FINRA BrokerCheck

210.805.1180

Amaury de Barros Conti

Managing Director, Research and Strategy

Amaury de Barros Conti

Managing Director, Research and Strategy

“Investing with passion” is a key tenet of Sendero.  It is also a fundamental component of Amaury’s background.  Amaury spent over twelve years working on a trading desk looking for trends and learning how markets behave.  Along with being a student of the market, Amaury’s other passion is aviation. He leans on that wide-ranging and disciplined experience regularly when working with clients and money managers.  “Identifying why markets are behaving a certain way is key to being a successful investor. There is always a bull market somewhere!”

Work Background

  • (2012 – Present) Director of Research, Sendero Wealth Management
  • Consulting Analyst, The Trust Company
  • Head Trader, Austin Calvert & Flavin
  • Institutional Trader, U.S. Global Investors, Inc.

Education and Volunteer

  • MBA Financial Management, St. Mary’s University
  • BS Aviation Management and Flight Technology, Florida Institute of Technology
  • Series 7, 65 licenses
  • Current Board Member, Boy Scouts of America- Alamo Area Council
  • Catholic Youth Organization, Head Coach Soccer

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FINRA

210.930.9409

John B. Rowsell, PhD

Strategic Advisor

John B. Rowsell, PhD

Strategic Advisor

At Sendero, we are investors.  Finding investment opportunities, regardless of the market environment, is the challenge we face. John’s extensive network within the hedge fund industry, from his many years of evaluating managers and strategies, provides him with a unique vantage point and information flow.  Our partnership with John allows our clients unparalleled access to preeminent managers and strategies.  Our due diligence team has benefitted from John’s guidance and discipline and our clients are benefitting from John’s tremendous knowledge and insight.

 

Work Background

  • (2012 -Present) Partner, Canyon Road Capital, L.P.
  • Managing Director, Head of Principal Strategies, Man Group, PLC
  • Chief Executive Officer, Chief Investment Officer Glenwood Capital Investment, LLC
  • McKinsey & Co.
  • Past Chairman of the Board and Chief Executive Officer, GLG Investment – Emerging Asia Equity Fund
  • Director of Research, Credit Agricole Futures
  • Advisor, Goldman Sachs
  • Director, Chicago Mercantile Exchange

Education and Volunteer

  • M.S. and Ph.D. Agricultural and Applied Economics, Virginia Polytechnic Institute
  • Sc., University of Guelph (Canada)
  • Board Member, Virginia Tech Foundation
  • Board Member, Teach For America, Chicago

Thomas A. Carter, CFA, CPA

Investment Advisor

Thomas A. Carter, CFA, CPA

Investment Advisor

Sendero garners relationships with families, family offices and institutions that need personalized solutions. Tommy brings a wealth of knowledge and ideas to these relationships furthering the development of Sendero’s offerings and access to experts. He has a unique ability to deconstruct a situation to find innovative solutions.  Tommy views the world from a vantage point of both accounting and analytical perspective, allowing him to make connections that others may not readily see.  Tommy’s strengths are most prominent when working with complex families. The uniqueness of each client and of Sendero’s culture and commitment is what excites Tommy.

Professional Portfolio

  • (2001-Present) Investment Advisor, Sendero Wealth Management
  • Chief Financial Officer, Sendero Wealth Management
  • Portfolio Analyst, USAA Investment Management Company

Education and Affiliations

  • MBA in Accounting, Saint Mary’s University San Antonio
  • BBA in Finance and Economics, Texas Tech University
  • Series 6, 7, 27, and 65 licenses
  • Certified Financial Analyst
  • Certified Public Accountant

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FINRA BrokerCheck

210.805.1187

W. David Dale

Information Technology Director

W. David Dale

Information Technology Director

Sendero was built to be a leader by marrying technological expertise with family care for the relationships we serve.  David embraces that spirit of care for our clients and our firm.  He acts as a guardian and guide of Sendero’s information technology systems, shepherding Sendero through an ever-changing technology filled world.  David’s inherent desire to learn and understand how things work brings to Sendero an enterprise vantage point.  His enthusiasm for learning and an ability to combine the best of breed ideas has created a robust technological offering from Sendero. David is an advocate for utilizing technology to make life simpler.

Work Background

  • (2012 – present) Information Technology Director, Sendero Wealth Management
  • IT Director/IT Manager, The Redstone Companies
  • Network Support Engineer, Cierra Solutions Inc.
  • Network Administrator/Certified Trainer Core Software, Inc.

Education and Volunteer

  • BA, University of Texas at Austin
  • Cisco CCNA
  • Microsoft MCSE, MCP
  • Information Technology Infrastructure Library certification
  • Supporter of Sendero Philanthropic Initiatives

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210.930.9423

R. Tyler Davies

Senior Client Services Analyst

R. Tyler Davies

Senior Client Services Analyst

Sendero was built with a stay wealthy approach.  Making prudent investment decisions is contingent upon being educated and informed.  Tyler’s experience at a national bank during the financial crisis helped mold his approach to risk management.  “Return goals are the easy part of the conversation.  Honest discussions regarding risk are equally as important but not as much fun to talk about.  Our job as advisors is to educate and inform our clients, find where return goals and risk tolerance meet, and build a portfolio that accomplishes our clients’ goals.”  At Sendero, we help our clients keep their goals in mind while navigating all parts of the market cycle.

Work Background

  • (2015 – present) Senior Client Services Analyst, Sendero Wealth Management
  • Vice President & Portfolio Manager, U.S. Trust, Bank of America Private Wealth Management
  • Advisor, Waddell & Reed

Education, Volunteer, and Awards

  • BA Finance, Trinity University
  • Series 65 licensed
  • Board Member and former President, Susan G. Komen for the Cure
  • Former Race Chair, Susan G. Komen Race for the Cure

San Antonio Business Journal 40 Under 40 Rising Star Award

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FINRA

Kate K. Hall, CIMA®

Director of Due Diligence

Kate K. Hall, CIMA®

Director of Due Diligence

Sendero believes behind every number is a person.  Kate uncovers the people behind the numbers, and builds relationships with the people we entrust with our clients’ assets.  She has spent over two decades of her career identifying, monitoring and managing Sendero’s relationships with best in breed, niche managers across the investing landscape.   We don’t outsource trust.  Our due diligence team lives this commitment in their study of each manager. Nothing is more exciting to Kate than to uncover the next gem in the rough and watching our clients’ portfolios benefit over time.

Work Background

  • (1997 – present) Director of Due Diligence, Sendero Wealth Management
  • Due Diligence, Redstone Consulting Houston
  • Reporting and Due Diligence Analyst, PaineWebber
  • Reporting Systems Manager, Monroe Vos Consulting Group

Education and Certifications

  • B.A. English and Spanish, Texas Christian University
  • Series 7, 63, 65, 99 licenses
  • Certified Investment Management Analyst
  • Member, Investment Management Consultants Association

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FINRA BrokerCheck

713.522.3005

Tara D. Maxwell, PHR, SHRM-CP

Managing Director, Client Service & Human Resources

Tara D. Maxwell, PHR, SHRM-CP

Managing Director, Client Service & Human Resources

Sendero lives by Abraham Lincoln’s creed, “The best way to predict your future is to create it.” Tara has spent her career embracing this mantra.  She believes that every person should be challenged to be the best they can and given permission forge a path of greatness.  Sendero offers an environment that does that for our employees and the clients we serve.  Tara says, “It excites me to know we are quietly making a huge impact in our community through the work we and our clients do”.  Tara started her investments career nearly two decades ago.  Along the way, she has helped Fred and Scott move their legacy of empowering employees and clients forward.

Work Background:

  • (1997 - Present) Managing Director, Client Service & Human Resources, Sendero Wealth Management
  • Vice President of Option Trading/Reporting Analyst, Redstone Consulting
  • Registered Sales Assistant – UBS/Redstone

Education, Volunteer and Award

  • Southwestern Oklahoma State University
  • Series 4, 7, 63, 65 and 99 licenses
  • Member, Society of Human Resource Management
  • Member, San Antonio of Human Resource Management Association
  • Volunteer, First Baptist Academy Universal City, Texas
  • Founder, Sendero’s Annual Christmas Adopt a Family
  • Five Star Advisor Award

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FINRA

George Watson

Operations Manager

George Watson

Operations Manager

Sendero’s commitment to service drives all aspects of our business.  This commitment has resonated with George throughout his professional career.  He prides himself in providing exceptional service to all that he serves.  George believes that service is always enduring, and at many times the strongest component of a relationship.  “It is my belief that I can help build piece of mind for our clients by building on the trust they place in me to take care of them.”

Work Background

  • (2013-Present) Operations Manager, Sendero Wealth Management
  • Client Sales and Service Officer, AVP, US Trust, Bank of America Private Wealth Management
  • Trader, Smith Barney, Citigroup Global Markets Inc.
  • Policy Service Associate, USAA

Education and Volunteer

  • Series 7, 24, 63 and 65 licensed
  • Basketball and Fishing
  • Spending time with his children
  • Volunteer Chess and Little League Coach

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FINRA

Julie Lewis

Chief Financial Officer

Julie Lewis

Chief Financial Officer

Sendero knows the importance of looking beyond the numbers.  Julie’s passion is accounting.  She has used this passion to further the strategic design of businesses throughout her career. Her three decades in the business have taught her that she loves challenges and it excites her to solve them.  She believes her role is the heart of the organization and understands that the financial health is crucial to long-term success. Julie can be leaned on to mentor those around her. She uses her mentoring skills to teach others the necessity of investing in the wellness of your business.

Work Background

  • (2017 – Present) Chief Financial Officer, Sendero Wealth Management
  • Chief Compliance Officer, Mastrapasqua Asset Management
  • Chief Financial Officer, Austin, Calvert & Flavin, Inc.
  • Controller, Daniel Breen & Co.

Education and Volunteer

  • Bachelor of Science in Accounting and Finance, Oklahoma State University
  • Certified Public Accountant
  • Member, Texas Society of Certified Public Accountants
  • Member, San Antonio Society of Certified Public Accountants
  • Former Treasurer, Reagan Diamondbacker Association
  • Former Treasurer, San Antonio Executive Women’s Golf Association

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Brenda D. Allen

Senior Client Service Operations Specialist, AML Compliance Officer

Brenda D. Allen

Senior Client Service Operations Specialist, AML Compliance Officer

Sendero was created to be advocates for its clients. Brenda advocates for clients everyday with her integrity and determination. Her efforts are rarely known by clients but the fruit of her labors are enjoyed by all.  Her nearly four decades of experience bring a wealth of knowledge to the Sendero’s clients.  She enthusiastically accepts every challenge that comes her direction.

Professional Portfolio

  • (2000-Present) Senior Client Service Operations Specialist, AML Compliance Officer, Sendero Wealth Management
  • Registered Operation Associate, Redstone Consulting, San Antonio
  • Registered Sales Assistant, PaineWebber/UBS
  • Registered Sales Assistant, Solomon Smith Barney
  • Sales Assistant, Rotan Mosle

Education and Volunteer

  • San Antonio College
  • Series 7, 63, 65 and 99 licenses
  • Volunteering at various animal shelters

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FINRA

210.805.1183

Anne Buckthal, CFA

Client Service Analyst

Anne Buckthal, CFA

Client Service Analyst

Our greatest legacy is the relationships we steward.  Anne is an advocate for families, building relationships through care and listening.  Her ability to listen is one of her most significant strengths; a strategic advantage in addressing the challenges of wealth.  Her strengths are seen in the leadership she demonstrates amongst her peers.  You will find Anne involved in every crucial project.  It is this enthusiasm in tending to client relationships, her team and her community that tells us she will be shepherding prosperity for future generations.

Work Background:

  • (2014 - Present) Analyst, Sendero Wealth Management
  • Portfolio Management Administrator, South Texas Money Management

Education, Volunteer and Award

  • BA Business Administration and Economics, Rhodes College
  • Series 65 licensed
  • Chartered Financial Analyst
  • Board Member and Director of Technology, CFA Society of San Antonio
  • Member, Junior League of San Antonio
  • Volunteer, Tri Delta
  • San Antonio Business Journal 40 Under 40 Rising Star Award

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FINRA BrokerCheck

210.930.9414

Diane M. Connor

Client Service Operations Specialist

Diane M. Connor

Client Service Operations Specialist

At Sendero we put clients first in all that we do. Diane exemplifies this spirit by always seeing that clients’ needs are met.  She has a long tenure of focusing on the details and nuances of each relationship, allowing her to exceed clients’ expectations.  Colleagues and clients rely on her ability to comb through the details.  Diane embodies a servant’s heart in all that she does.

Work Background

  • (2013-Present) Client Service Operations Specialist, Sendero Wealth Management
  • Senior Consumer Lending Representative, Randolph Brooks Federal Credit Union
  • Dealer Account Manager, Ford Motor Credit Company

Education and Volunteer

  • Church, Guest Services Ministry

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Carmen M. Goerges

Brand Management Specialist

Carmen M. Goerges

Brand Management Specialist

Sendero is unique, our culture is rare and our passion to serve is indisputable. Carmen strives to make the essence of Sendero come alive in all of our content, social media and marketing endeavors. Carmen personifies Sendero; each event she coordinates has her signature touch and attention to detail.  She is passionate about Sendero philanthropic initiatives taking a guiding role in our efforts to impact the community.

Work Background

  • (2012 - Present) Brand Management Specialist, Sendero Wealth Management
  • Communication & Development Specialist, Texas Council on Family Violence

Education and Volunteer

  • University of Texas at San Antonio
  • Volunteer, San Antonio Humane Society
  • Volunteer, Ronald McDonald House
  • Member, Alpha Sigma Alpha

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M. Rahnae Johnson

Client Experience Coordinator

M. Rahnae Johnson

Client Experience Coordinator

Sendero was founded on the idea that a client should come first and be treated as family.  Rahnae insures our clients have a delightful journey with Sendero.  She knows communication and listening are a very important part of any relationship.  Rahnae listens with compassion and a true interest in what happens in their lives.  She strongly believes it is important our clients know we want to be their first call anytime they need advice.

Work Background

  • (2004 - Present) Client Experience Coordinator, Sendero Wealth Management
  • Operations Associate, Redstone Consulting
  • Operations Associate, Sendero Wealth Management
  • Client Service Associate, UBS Financial Services
  • Retirement and Shareholder Service Representative, American Funds

Education and Volunteer

  • Associates Degree, San Antonio College
  • Volunteer, Community Bible Church
  • Theater Booster Club Member, Johnson High School

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Lisa M. Martinez

Client Service Analyst

Lisa M. Martinez

Client Service Analyst

Sendero believes in having a strategic plan, being disciplined and not rushing to action in our approach to investments.  Just as Sendero believes, Lisa is certain one must be strategic and deliberate in your actions.  She tackles each challenge with an endurance and spirit that won’t quit until she has found the right solution for our clients.  She is faithfully committed to growing the legacy of each relationship she works with.  Lisa never forgets it is their money and her work matters to them. She is always willing to go the extra mile for her clients and colleagues alike.

Work Background

  • (2011-Present) Analyst, Sendero Wealth Management
  • Private Banking Intern, Frost Bank

Education and Volunteer

  • BBA Corporate Finance, St. Mary’s University
  • BBA Financial Services & Risk Management, St. Mary’s University
  • Series 65 licensed
  • Level III CFA Candidate
  • Board Member & Secretary, Justice For Our Neighbors – San Antonio Region
  • Committee Member, Texas Wall Street Women - San Antonio Chapter
  • Mentor, Young Women’s Leadership Academy
  • Volunteer Judge, River City Rumble Debate Tournament

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FINRA

Carla Monita

Client Service Operations Specialist

Carla Monita

Client Service Operations Specialist

Sendero treats clients and employees as they would a family member and gives back to the community generously.  Carla was drawn to Sendero’s core values and how these values speak to her on a personal level.  She tends to the growth of your legacy by caring for the details behind the scenes.  Her goal is to make your life easier.

Work Background

  • (2014 - Present) Client Service Operations Specialist, Sendero Wealth Management
  • Receptionist, Morgan Stanley

Educational and Volunteer

  • BA in Psychology, University of Texas at San Antonio
  • Pursuing MA in Social Work, University of Texas at San Antonio

Supporter of Sendero Philanthropic Initiatives including Wimberly Relief, Ronald McDonald House and Adopt a Family at Christmas

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Kokila Muthukumar

Due Diligence Analyst

Kokila Muthukumar

Due Diligence Analyst

Selecting successful investment options is both an art and a science. Sendero recognizes manager selection is as much about the people behind the process as it is about the investment process itself.  As part of the research and due diligence team, Kokila performs ongoing investment due diligence on Sendero’s managers and potential investment opportunities. She has a passion to understand market behavior.  She embraces the chance to understand the art of translating market behaviors into investable opportunities.

Work Background

  • (2014 - Present) Due Diligence Analyst, Sendero Wealth Management
  • Registered Analyst, Sendero Wealth Management
  • Consultant, FactSet Research Systems

Education and Volunteer

  • BBA Finance, University of Texas at Austin
  • BA Biochemistry, University of Texas at Austin
  • Series 65 licensed
  • CFA Level II Candidate
  • Director, Texas Wall Street Women San Antonio Chapter
  • Mentor, Young Women’s Leadership Academy

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FINRA

Melinda J. Perez

Client Service Operations Specialist

Melinda J. Perez

Client Service Operations Specialist

Sendero’s goal is to propel your legacy forward for future generations.  In doing so, details and the client experience matter. Melinda recognizes no detail is too small and no project is too large. She can be counted on to bring a passion for servicing clients.

Work Background

  • (2012-Present) Client Service Operations Specialist, Sendero Wealth Management
  • Graduate School Admissions Specialist, St. Mary’s University
  • Graduate School Off Campus Representative—Lackland Airforce Base, St. Mary’s University

Education and Volunteer

  • MA International Relations, St. Mary’s University
  • BA Multinational Organization Studies in Spanish, St. Mary’s University
  • Series 65 and 99 licensed
  • Committee member, Texas Wall Street Women
  • Choir Member, Resurrection of the Lord Catholic Church
  • Mentor, Young Women’s Leadership Academy
  • Former Team member, Teen Acts at Resurrection of the Lord Catholic Church

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FINRA

210.930.9411

Debbie A. Ponzio

Client Experience Associate

Debbie A. Ponzio

Client Experience Associate

Our promise is to protect and care for our families as if they were our own.  Debbie has spent over twenty years cultivating her commitment to treat clients as family.  She is committed to making each client’s journey with Sendero exceptional.

Work Background

  • (2014 - Present) Client Experience Associate, Sendero Wealth Management
  • Director of First Impressions, Netting & Pace, CPAs
  • Reconciliation Specialist, Austin, Calvert & Flavin
  • Administrative Assistant, Stoltz & Company Insurance Agency
  • Back Office Manager, Carr-Friesenhahn & Company Inc. Brokerage Firm

Education and Volunteer

  • San Antonio College of Medical & Dental Assistants
  • Heidi Search Center Volunteer
  • MADD Volunteer

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Fabian J. Rodriguez

Client Service Analyst

Fabian J. Rodriguez

Client Service Analyst

Trust - assured reliance on the character, ability, strength, or truth of someone or something, (Merriam-Webster).  Sendero firmly believes trust cannot be outsourced.  Fabian is a trusted advocate for families and boards, a true complement to the work they are doing.  He earns their respect through his collaboration and ability to simplify complex ideas, building peace of mind in his intricate knowledge of every client he works with.  As an advocate, he focuses on client goals and strives to keep clients on their path to attaining them.  No project is too big for him.

Work Background

  • (2011 - Present) Analyst, Sendero Wealth Management

Education and Volunteer

  • BBA Accounting, University of Texas at San Antonio
  • Series 65 licensed
  • Level II CFA Candidate
  • Volunteer Judge, River City Rumble Debate Tournament
  • Volunteer, Alamo City Comic Con

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FINRA

Laura E. Rodriguez

Controller

Laura E. Rodriguez

Controller

When Sendero reviews prospective managers, they must have strong business and back office infrastructure. Laura is devoted to overseeing the financial strength of Sendero.  She lives by the Sendero motto of “no job is too small when it comes to ensuring a job is done well.”  She has a passion for marrying her assessment of risk and optimizing internal controls to ensure Sendero will continue to be a strong vibrant organization for future generations.

Work Background

  • (2010 – Present) Financial Controller, Sendero Wealth Management
  • Assistant Vice President, Manager, Citigroup Retirement Plan Services New York and San Antonio Texas

Educational and Volunteer

  • MSA, University of Incarnate Word
  • BA Business Administration in Accounting University of the Incarnate Word
  • Spanish/English Translation Certified
  • Member, American Institute of Certified Public Accountants
  • Member, Certified Public Accountant San Antonio Chapter
  • Member, National Society of Leadership and Success
  • Member and Mentor, Texas Wall Street Women
  • Volunteer, March of Dimes
  • Volunteer, Junior Achievement Program
  • Volunteer, HEB Feast of Sharing

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Adam Roth

Billing Specialist

Adam Roth

Billing Specialist

Our entire team supports your stewardship strategy.  Adam oversees client billing, as well as business intelligence. Never content with the status quo, he continues to search for ways to improve processes. Adam is dedicated to serving our clients and his team.

Work Background

  • (2014 – Present) Billing Specialist, Sendero Wealth Management
  • Account Tech, University of Illinois

Education and Volunteer

  • BS in Business, Eastern Illinois University
  • Beta Gamma Sigma Member
  • Associates in Science, Parkland College
  • QuickBooks Certified
  • Volunteer, San Antonio Food Bank
  • Volunteer, Shearer Hills Baptist Church

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210.930.9415

Cindy M. Wyatt

Client Reporting Analyst

Cindy M. Wyatt

Client Reporting Analyst

Trust, Honor, Respect, Service and Family are Sendero’s core values.  Cindy embodies these values in her work as a client reporting analyst and outside the office.  As a leader, she brings people together and challenges teams to stay focused while putting their best foot forward.  She doesn’t limit her leadership to inside the office; Cindy is often the impetus for Team Sendero competing in many of the local sports-related fundraisers.

Work Background

  • (2010 - Present) Client Reporting Analyst, Sendero Wealth Management
  • Wholesale Auditor, Ford Motor Credit Company

Volunteer Work and Interests

  • Vacation Bible School
  • Church
  • Helping Hands Ministry
  • Sports:  Running, biking, skiing
  • Painting and crafts

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210.930.9410

Austin Lankford

Client Service Analyst

Austin Lankford

Client Service Analyst

Sendero believes educating clients is key to long-term financial success.  Austin has a passion for educating on financial topics, helping others formulate a path to their goals.  Our work requires us to understand and protect private aspects of our clients’ financial lives. Austin appreciates how this level of insight allows us to work collaboratively with clients as a trusted advisor.

Work Background

  • (2016-Present) Analyst, Sendero Wealth Management
  • Investment Strategy and Financial Planning Intern, Lee Financial Corporation
  • Field Technician, Environmental Evolutions Energy Services

Education and Volunteer

  • B.S. Agricultural Economics, Texas A&M University
  • Series 65 Licensed
  • Candidate for CFP ® Certification
  • Supporter of Sendero Philanthropic Initiatives

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Sylvia Rodriguez

Client Service Operations Specialist

Sylvia Rodriguez

Client Service Operations Specialist

Sendero has a culture to do it right every day, every time. Sendero’s goal is nothing less than exceptional service.  Sylvia has spent three decades in the financial services industry cultivating great care for the clients she serves.  She says of her role at Sendero “The collaboration always spoke to me when I worked with Sendero during my tenure at another firm. I love that I get to be part of it now”.

Work Background

  • (2016 – Present) Operations Associate, Sendero Wealth Management
  • Office Manager, Texas Insurance Agency
  • Client Service Analyst, South Texas Money Management

Education and Volunteer

  • Bachelor Business Administration and Marketing, Texas A&M University Kingsville
  • Mentoring at Risk Youth, Houston ISD
  • USO Volunteer Greeting Returning Servicemen and Servicewomen

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