SWBC Investment Company

Ryan Riffe is a financial advisor at SWBC Investment Company in San Antonio, TX, with 13 years of industry experience. He holds a Series 66 designation and has been with SWBC Investment Company since 2015. He also has experience with Advisors Asset Management, Inc., where he has worked since 2012. SWBC Investment Company provides investment advisory services to individuals, banking and thrift institutions, charities, and pooled investment vehicles. The firm manages accounts through internal portfolio teams and sub-advisers, offering a range of services including discretionary portfolio management and private fund management focused on value-add real estate and private placements.

Christopher Dewlen is a financial advisor at SWBC Investment Company with 30 years of industry experience. He holds Series 63 and Series 65 designations. Prior to joining SWBC in 2025, he worked for Advisors Asset Management, Inc. for over two decades. SWBC Investment Company provides investment advisory services to individuals, including high-net-worth clients, banking and thrift institutions, charities, and pooled investment vehicles. The firm offers discretionary portfolio management, financial planning, and private investment fund management, utilizing internal portfolio teams and a network of sub-advisers.

Roger Versteeg is a financial advisor with SWBC Investment Company in San Antonio, TX. He holds the CFP®, ChFC®, and Series 63 designations and has 42 years of industry experience. He has been with SWBC Investment Company and its affiliated entity since 2007. SWBC Investment Company provides investment advisory services to individuals, including high-net-worth clients, banking and thrift institutions, charities, and pooled investment vehicles. The firm offers discretionary portfolio management, financial planning, sub-advisory services, and management roles for private investment funds, utilizing internal portfolio teams and third-party managers.

Alejandro Sierra is a financial advisor at SWBC Investment Company with 14 years of industry experience. He holds Series 63 and Series 66 licenses. His prior roles include positions at J.P. Morgan Securities LLC and Money Concepts Capital Corp. SWBC Investment Company provides investment advisory services to individuals, including high-net-worth clients, as well as banking institutions, charities, and pooled investment vehicles. The firm offers discretionary portfolio management, financial planning, and private fund management, utilizing internal teams and sub-advisers to implement tailored investment strategies.

Joan Cleveland is a ChFC® credentialed financial advisor with 30 years of industry experience, currently with SWBC Investment Company since 2013. She serves as President and CEO of SWBC Life Insurance Company and holds leadership roles including Chairman of the Consumer Credit Industry Association and board memberships with the Texas Association of Life and Health Insurers and the American Bankers Insurance Association. Additionally, she is involved in community service as a governing board member of Make-A-Wish Central and South Texas. SWBC Investment Company provides investment advisory services to individuals, financial institutions, charities, and pooled investment vehicles. The firm employs internal portfolio teams and external sub-advisers to manage discretionary and non-discretionary accounts, and it is active in private fund management with a focus on value-add real estate investments.

Christopher Elbrecht is a financial advisor at SWBC Investment Company in San Antonio, TX, holding a Series 66 designation with 17 years of industry experience. He has been with SWBC Investment Company and its affiliated entity, SWBC Investment Services LLC, since 2013. Outside of his advisory role, he serves as President and Board Member of the Walker Ranch Homeowners Association in San Antonio. SWBC Investment Company provides investment advisory services to individuals, institutions, charities, and pooled investment vehicles, utilizing internal portfolio teams and sub-advisers. The firm offers discretionary portfolio management, financial planning, and private fund management, including concentrated real estate investments and private placements.

Alejandro Ireta is a CFP® professional with 14 years of experience in the financial services industry. He has worked at SWBC Investment Company since 2020 and previously held roles at PAX Financial Group, 360 Wealth Management, and LPL Financial. Ireta is based in San Antonio, TX. SWBC Investment Company provides investment advisory services to individuals, banking and thrift institutions, charities, and pooled investment vehicles. The firm employs a multi-team approach, utilizing internal portfolio teams and third-party managers to deliver discretionary portfolio management, financial planning, and private fund management.

Thomas Sherwood is a financial advisor with SWBC Investment Company in San Antonio, TX. He holds Series 63, 65, and 66 licenses and has 37 years of industry experience. Prior to joining SWBC in 2026, he worked for Advisors Asset Management, Inc. for 21 years. SWBC Investment Company provides investment advisory services to individuals, banking and thrift institutions, charities, and pooled investment vehicles. The firm employs a multi-team approach using internal portfolio teams and third-party managers, offering discretionary portfolio management, financial planning, and private fund management with a focus on value-add real estate investments and private placements.

Brett Walker is a financial advisor at SWBC Investment Company with 21 years of industry experience. He holds Series 63 and Series 66 credentials and has been with SWBC Investment Services since 2008. SWBC Investment Company provides investment advisory services to individuals, banking and thrift institutions, charities, and pooled investment vehicles. The firm offers discretionary portfolio management, financial planning, sub-advisory services, and manages private investment funds with a focus on value-add real estate and private placements.

Michael Walters is a CFP® with seven years of industry experience, currently serving as an advisor at SWBC Investment Company. His prior experience includes roles at Teamwork Financial Advisors and First Command Advisory Services. He is also licensed as a Kellogg Insurance Agent, providing education on Medicare Advantage and Supplemental Plans. SWBC Investment Company offers investment advisory services to individuals, institutions, and pooled investment vehicles, managing accounts through internal teams and sub-advisers with various portfolio strategies, including discretionary management and private fund activities.

Stephanie Flores is a financial advisor at SWBC Investment Company with 17 years of industry experience. She holds Series 63 and Series 65 designations and has previously worked at CitiGroup, Frost Brokerage Services, and USAA Investment Management Company. Flores is based in San Antonio, TX. SWBC Investment Company provides investment advisory services to individuals, banking and thrift institutions, charities, and pooled investment vehicles. The firm employs internal portfolio teams and third-party managers to implement discretionary and limited non-discretionary strategies, including private fund management focused on concentrated real estate investments and private placements.

Kyle Hittle is an investment advisor at SWBC Investment Company with Series 63 and Series 65 credentials and one year of industry experience. Prior to joining SWBC Investment Company, he worked at SWBC Professional Employer Organization and has experience outside finance with Club Ourense Baloncesto. SWBC Investment Company provides investment advisory services to individuals, including high-net-worth clients, banking institutions, charities, and pooled investment vehicles. The firm uses internal portfolio teams and third-party managers to implement discretionary and limited non-discretionary strategies, and it manages private investment funds focused on concentrated value-add real estate investments and private placements.

Hunter Darling is an investment advisor at SWBC Investment Company with a Series 66 designation and one year of industry experience. His prior roles include positions at Primerica Advisors and Primerica Financial Services. Before entering the financial sector, he worked in education at Trinity University, Saint Mary's Hall, and Boerne Middle School. SWBC Investment Company provides investment advisory services to individuals, banking institutions, charities, and pooled investment vehicles, offering portfolio management, financial planning, and private fund management. The firm uses a combination of internal teams and third-party managers to implement customized investment strategies, including discretionary and limited non-discretionary arrangements.

Jamie Wisecarver is a financial advisor with SWBC Investment Company in San Antonio, TX, holding Series 63 and Series 66 licenses and bringing 18 years of industry experience. He previously worked at Advisors Asset Management for 11 years before joining SWBC in 2019. In addition to his advisory role, he is a licensed insurance agent conducting insurance sales for SWBC. SWBC Investment Company provides investment advisory services to individuals, including high-net-worth clients, as well as banking institutions, charities, and pooled investment vehicles. The firm employs a multi-team approach using internal portfolio teams and third-party managers, offering discretionary portfolio management, financial planning, and private fund management with a focus on value-add real estate investments and private placements.

Joshua Lynch is a CFA® charterholder and holds a Series 66 license with 16 years of industry experience. He has been with SWBC Investment Services since 2011, currently serving at SWBC Investment Company in San Antonio, TX. SWBC Investment Company provides investment advisory services to individuals, including high-net-worth clients, banking and thrift institutions, charities, and pooled investment vehicles. The firm employs a combination of internal portfolio teams and third-party managers, offering discretionary portfolio management, financial planning, sub-advisory services, and private fund management with a focus on value-add real estate investments and private placements.