At the heart of our organization lies a conviction that our work directly impacts our clients' lives as well as their legacy. We never forget that the money we steward represents years of their hard work and sacrifice.
We place a high value on family and understand that our advice and actions will influence your family for generations. As life-first advisors, we will take the time to really get to know you so that we can create a long-term plan that reflects what is most important to you. We invite you to please take a moment to get to know us better.
Please read our bios to learn more about us.
You will find that Dan brings a unique perspective to the practice of financial planning, impacted by his military service. As a member of a five-man reconnaissance team, Dan learned the meaning of a “360- degree battlefield.” The enemy could come from any direction, and poor planning could prove fatal.
In the evolving financial landscape, new threats to your success are always emerging. If you are like many of our clients, you aspire to a work-optional lifestyle, but the path to that goal is full of obstacles.Read full bio
After his first wife passed away in 1988, Tom endured the nightmare of a surviving spouse trying to raise his two boys on a single income. He lost his job as the editor of the local newspaper six months later, but he emerged from lean times with a passion for helping families obtain financial security and protection from unexpected life events.
Tom began his financial services career with New York Life in 1989 as a captive agent, but became an independent broker in 1994 so he could work for the benefit of his clients, rather than the benefit of an insurance company. Through the years Tom developed a passion for working with small business owners to engineer cutting edge employee benefits packages that enabled them to attract and retain key talent while maximizing tax savings. He has more than 25 years of experience working in the area of tax qualified defined contribution and defined benefit retirement plans.Read full bio
Donna will be the first person to greet you when you walk through the door or call our office. She has dedicated more than 15 years to providing exceptional customer service and takes great delight in delivering an elevated client experience.
Donna coordinates all of our schedules and day-to-day activities, and is the central point of contact for all client events, educational meetings, and workshops. If you call our office during business hours, you'll be speaking with Donna who is always willing to listen and assist you with your needs. Donna takes pride in making sure that none of our clients miss an annual financial plan update or portfolio review.
When she is not serving our clients, Donna enjoys working in her garden, reading a book or spending time with her husband and four boys. She is an active member of her local church body and Blue Star Moms.
When you come on board as a client of Arrow Wealth Advisors, you quickly learn that Natasha is the engine behind our day-to-day operations. Whether she is analyzing client data and preparing cash flow analysis, or anticipating your needs and following through on service requests, Natasha ensures that we are continuously providing exceptional service.
She is both courteous and client-centric. This means that if you ever encounter a problem, you have the privilege of interacting with a true professional who knows you as a person, not as an account.
After graduating from St. Mary’s University with dual bachelor’s degrees in Mathematics and Economics, Natasha completed her Paraplanner training through The American College of Financial Services.
When Natasha is not working, she enjoys spending time with her daughter Jessica. Together they volunteer with several animal rescue groups in San Antonio. In addition, Natasha serves on the board of Magic Beans, a charitable organization that supports children in Haiti.
With the many demands on your time and the complexities of the financial decisions you face, the comprehensive wealth advisory approach we provide can help make a real difference, both for your family and your business.
We understand that your investment portfolio is only one aspect of your whole financial picture, which is why we work with a team of experts, including your CPA and Estate Attorney, to determine the most beneficial course of action and strategy for all of your wealth management needs. And if you don’t have a CPA or Estate Attorney, we can help you find the right one, based on your specific goals.
We also work with Third-Party Administrators, Custodians, Record Keepers and other professionals in order to help meet all of your retirement plan needs.
It is our goal that by having a team of experts working closely together, we maximize the effectiveness of your plan to help ensure that it stays in synch, with every item properly addressed.
In order to help you maximize your potential for success in all areas of your financial life, we focus on these important areas:
This process can be key to creating and maintaining your financial comfort. It can include:
Proper estate planning is the most effective way to help ensure that you are able to provide for the financial health and well-being of your family. It also can reduce or prevent much of the stress that so often occurs when heirs attempt to sort out a family member’s estate.
We help you fulfill any philanthropic goals you might have and maximize the effectiveness of your charitable legacy.
We work to ensure that your wealth is protected against catastrophic losses, an extended illness or disability and identity fraud. Business owners might also want to consider strategies to protect their wealth and the value of their businesses.
We also offer a comprehensive range of retirement plan solutions, from 401(k) plans to profit sharing plans, defined benefit plans and many other qualified plan types, we provide the options you need and the guidance you deserve. This means we can help you plan for — and enjoy — a more secure retirement, both personally and professionally.
If you're interested in learning more about how we work with clients and the services we provide, download our brochure:
Our Planning Process »