Financial Advisors | RBFCU Investments Group
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Meet Our Financial Advisors
We’re ready to work for you
At
RBFCU Investments Group
, our team of financial advisors is ready to provide you with the experience, knowledge and dedication you expect of us as you manage your financial plans.
Find a financial advisor by location:
San Antonio
Austin
Corpus Christi
Dallas-Fort Worth
Virtual Advisory Center
SAN ANTONIO
Douglas Bock, AAMS®
Financial Advisor
210-637-4569
Meet Douglas
Jorge Cruz
Financial Advisor
210-637-4569
Meet Jorge
Bryan Drayton
Financial Advisor
210-637-4569
Meet Bryan
Deric Eldridge
Financial Advisor
210-405-3755
Meet Deric
Travis Hughes
Financial Advisor
210-637-4569
Meet Travis
David Kunold, AIF®
Financial Advisor
210-637-4569
Meet David
David Matthews, CFP®
Financial Advisor
210-637-4569
Meet David
John Rodriguez, CRPC®
Financial Advisor
210-637-4569
Meet John
David Stanley, CRPC®
Financial Advisor
210-637-4569
Meet David
Danielle Thompkins
Financial Advisor
210-637-4569
Meet Danielle
Katya Thompson-Cantu, CRPC®
Financial Advisor
210-637-4569
Meet Katya
Roger Torres
Financial Advisor
210-637-4569
Meet Roger
Jeff Woodcock, CFP®, BFA™
Financial Advisor
210-637-4569
Meet Jeff
AUSTIN
Caleb K. Johnson
Financial Advisor
512-873-2600
Meet Caleb
Eric Sheppard
Financial Advisor
512-873-2600
Meet Eric
CORPUS CHRISTI
Bryan M. Grove II, CFP®, APMA™
Financial Advisor
361-267-6600
Meet Bryan
DALLAS-FORT WORTH
Rob Karimov
Financial Advisor
469-552-3715
Meet Rob
Brian E. Wasson, CRC®
Financial Advisor
469-552-3715
Meet Brian
Visit the Virtual Advisory Center
To more fully support your financial planning needs, we also have a dedicated, virtual team of financial advisors.
What you can expect
Shared knowledge on an array of investment and insurance products
Online goal tracking capabilities to help you plan and meet your goals
A team equipped to develop solutions for your complex financial concerns
Personalized service online and over the phone
RBFCU Investments Group
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Investment Strategies
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Page last updated in March 2026.
Investment products are not insured by the FDIC, NCUA or any federal agency, are not deposits or obligations of, or guaranteed by any financial institution, and involve investment risks including possible loss of principal and fluctuation in value.
Ameriprise Financial Services has a partnership with this financial institution to provide financial planning services and solutions to clients. The financial institution is not an investment client of Ameriprise but has a revenue sharing relationship
with us that creates a conflict of interest.
Ameriprise Financial Services partners with financial institutions to provide investment advisory, brokerage and insurance services to their clients. This is a contractual relationship, which earns the financial institution compensation from Ameriprise
for successful referrals. In most cases, the financial institution also receives a majority of the commissions and fees generated by Ameriprise financial advisors for the services noted above. This applies as long as the referred client maintains
a relationship with Ameriprise. Non-licensed employees of the financial institutions may receive incentives from their employer for referring clients to Ameriprise. These incentives create a conflict of interest.
Ameriprise Financial is not affiliated with the financial institution.
RBFCU Investments Group is a financial advisory practice of Ameriprise Financial Services, LLC.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP
, CERTIFIED FINANCIAL PLANNER™ and CFP
certification mark (with plaque design) logo in the U.S.
Investment advisory products and services are made available through Ameriprise Financial Services, LLC, a registered investment adviser.
Securities offered by Ameriprise Financial Services, LLC. Member
FINRA
and
SIPC