8620 N New Braunfels Ave
Ste 205
San Antonio, TX 78217-6361

WhiteStone Wealth Management Services

(210) 828-0441

 

Team

Patrick J. Lynch III

Patrick J. Lynch III

Senior Partner, CFS

(210)-828-0441
plynch@whitestonewm.com

Patrick Lynch III has been a financial planner in San Antonio since 1981. He is a nationally recognized leader and innovator in the financial services industry, and received the "Financial Planner of the Year" award in 2004. As an...

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Steve J. Markey

Steve J. Markey

Managing Partner, CPA

(210)-341-1515
smarkey@whitestonewm.com

A native of San Antonio, Texas, Steve Markey graduated from Texas A&M University in 1991 with his Bachelor’s degree in Accounting. After graduation, he spent five years in Houston, and then Austin, practicing trust, individual, and...

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Le Keough

Partner, CPA, CFA, CFP

(210)-828-0441

Le Keough recently joined Whitestone Wealth Management Services following six years as a Senior Vice President and Regional Portfolio Manager for Frost Bank’s Trust and Investment Advisory Group. Le maintained discretionary...

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Dawn M. Pollentier

Dawn M. Pollentier

Office Manager

(210)-828-0441
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Dawn Pollentier grew up in Indiana and started working in the financial industry in 1985 with Lincoln Financial Advisors. She served as the office manager for the Central and South Texas Region until 2004, when she accepted a position...

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Scott J. Langham

Scott J. Langham

Associate

(210)-828-0441
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Scott Langham graduated in 2002 from Texas A&M University where he earned a Bachelor’s degree in Finance with an emphasis on investments. At Texas A&M, Scott was selected to be a Tanner Fund manager and was an active member of...

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Patrick J. Lynch IV

Associate

(210)-828-0441
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P.J. Lynch IV was born and raised in San Antonio, Texas, and attended Antonian Preparatory High School. In 2004, he earned his Bachelor’s degree in Business with an emphasis in Marketing from The University of Texas at San...

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M. Sean Willingham

M. Sean Willingham

Medicare and Social Security Benefit Professional

(210)-828-0441
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Sean Willingham graduated in 2002 from The University of Texas at Austin. He earned his Bachelor’s degree in Finance and was a member of the Pi Kappa Alpha fraternity. Shortly after graduation, Sean began his career as an...

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Maria P. Lipscomb

Maria P. Lipscomb

Group Benefits Administrator

(210)-828-0441
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Maria Lipscomb began employee benefits consulting in 1989. She accepted a management position in 1996 with Group One Source (the group benefits department of Lincoln Financial Group). In 2002, Maria founded Customized Group Benefits...

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