Laura Cantu
Portfolio Analyst As a Portfolio Analyst at Sendero®, Laura supports a team of Portfolio Managers by conducting portfolio analysis, preparing reports, observing portfolio performance, and considering historical trends. Laura has over 6 years of industry experience supporting financial planners, investment advisors, and portfolio managers with client portfolios and investment operations. She is a natural leader […]
Jared Hunt
Portfolio Manager Jared has over 8 years of experience developing, monitoring, and managing investment portfolios. He is skilled at researching stock market trends and economic forecasts, providing portfolio recommendations based on his research, conducting financial due diligence on potential investment strategies in private and public markets, and developing and presenting detailed analyses of investment performance, […]
Eric M. Gallardo, CIMA®
Institutional Portfolio Manager Eric is dedicated to serving our clients by cultivating genuine, long-lasting relationships and strategically guiding them to success in meeting their financial goals. His knowledge and experience are focused on recommending actions to improve finances, reconciling transactions through data comparisons and corrections, monitoring budgets through data input and validations, financial forecasting and […]
Stephen Bell
Portfolio Manager Stephen has over 6 years of industry experience conducting comprehensive portfolio reviews, developing financial plans, and building genuine client relationships. With knowledge of investment management, trust administration, estate planning, real estate and mineral management, operational compliance, and account creation and maintenance, he is well-equipped to partner with clients to meet their needs successfully. […]
Lee Przybyla, CFP®
Senior Portfolio Manager Lee joins Sendero® with over 15 years of comprehensive wealth management experience and a career built on focusing on client success. Prior to joining Sendero®, Lee gained valuable experience from her roles as Lead Financial Planner, Senior Financial Planner, Vice President Financial Advisor, and Wealth Manager. In these roles, she was responsible […]
Tyler Davies
Partner Investment Advisor Investment Committee Member Tyler works closely with clients to identify their personal and financial goals while building investment portfolios that align with their lives. He takes seriously his role to educate clients and find where goals and risk tolerance meet to build a portfolio that accomplishes what they seek. His strength is […]
Scott R. McMillian, CPA, CFP®
Founder Partner Emeritus Scott co-founded Sendero® with the philosophy of protecting and caring for families as if they were his own. He and Fred Middleton created a firm that offers distinct, conflict-free stewardship strategies. Scott has spent decades helping families plan for their financial futures. He worked at one of the nation’s Bix Six accounting […]
Gregg E. Muenster, PhD
Senior Philanthropic Advisor Gregg established Sendero’s philanthropic division. He works closely with private foundation boards to bring them sophisticated solutions. Strategic planning and education are tools used to create a charitable plan that moves beyond the mission statement. Gregg has designed a program that puts the joy back in giving by utilizing technology to build […]
Fred W. Middleton
Founder Partner Emeritus Fred has spent his life stewarding the financial futures of clients, family, and friends. He is co-founder of Sendero® and creator of the concept of modern wealth management in San Antonio. Fred remains actively involved at a high level of the firm. Participating in regular partner and investment meetings. He takes client […]
Edward A. Hart
Partner Chairman Investment Committee Member Ed has been an investment advisor for more than two decades. He began his career working with entrepreneurs in manufacturing and technology before earning his MBA in finance. He enjoys working with entrepreneurs, executives, and families, helping them navigate the future. Ed thrives on engaging in conversations with people. His […]