Broker Check

Team

 

Patrick J. Lynch III

Senior Partner, CFS

(210)-341-1515

(210)-341-4858

[email protected]

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

Managing Partner, CPA

(210)-341-1515

(210)-341-4858

[email protected]

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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Scott J. Langham

V.P. of Investments

(210)-341-1515

(210)-341-4858

[email protected]

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 Alpha...
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George Luhn

Associate

210-341-1515

210-341-4858

[email protected]

George Luhn started working in the insurance industry in 1958 with State Mutual of America.George then started his own insurance agency in 1979 named George M. Luhn Insurance, respectively, which was affiliated with Dunlap Insurance....
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Dawn M. Pollentier

Office Administrative Manager

(210)-341-1515

(210)-341-4858

[email protected]

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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Coty McPartlin

Executive Assistant

210-341-1515

210-341-4858

[email protected]

Coty McPartlin was born and raised in San Antonio, TX. After serving in the United States Coast Guard, she started working in the business industry in 2010 as an Administrative Receptionist for Abby Executive Suites. Having five years...
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