Investments & Planning

"I help members plan for the longest and most important vacation of their lives ... retirement!"

Chip specializes in developing financial plans for members based on their objectives, time horizons, and risk tolerances. A native of San Antonio and married with three children, Chip is a member of the Financial Planning Association and holds Series 7, 63 and 65 securities licenses as well as a Life insurance license in Texas, Michigan and Maryland.

 

"My goal is to assist members, prospective members, and their families in understanding investment products and services so they can make informed decisions about financial wealth and financial security."

Rose is a native Texan, wife, and mother to a son. She has been a member of the Credit Human family since 1992 and holds Series 6, 7, 63 securities licenses as well as the Texas Life & Health Insurance license.  Rose is securities licensed in the state of Texas.  Rose also serves as our Spanish-speaking representative and translator for investments and insurance.

"I strive to provide exceptional service through product knowledge and continuous learning to help members navigate an ever-changing financial market."

Frank is a Marine Corps veteran and graduated with a B.A. in Finance from the University of Texas at San Antonio. On his off time, he likes to spend time with his wife and two children through outdoor recreational activities and exercise. He currently holds his series 7 and 63 securities licenses and is fluent in Spanish.
 

"Our member’s lives are important, and my goal is to help them become financially secure so they can enjoy it."

Born and raised in San Antonio, Gabriel is a husband and a father. He enjoys an adventurous lifestyle that consists of activities like sports, exercise, hiking, and spending quality time with family. Gabriel has been a member of Credit Human since 2015 and is dedicated to the financial success of the people he serves.