Executive Team

Steve Chafin
Steve Chafin, CFP®, CRPC®, was born and raised in Sinton, TX. After attending the United States Naval Academy, Rice University, and Texas A&M University at Corpus Christi, Steve worked for over 20 years for consulting engineering companies. Steve and his wife Kristine then moved from Boston, Massachusetts to San Antonio, TX, to establish a family home where they could raise their daughter. Steve wanted to find a new line of work that would be interesting, independent, and be a continuing challenge to and through retirement. Financial services – especially financial planning and wealth management – have provided that opportunity now for the past 10 years.


James A. Cotter