Meet Shawn

Meet Shawn

Shawn Peters is a Wealth Associate with CIS Wealth Management. Shawn has 5 years of experience in the financial industry, which includes portfolio and investment management, client and technology support, data reconciliation and analysis as well as acting as an Investment Advisor Representative and Financial Advisor. Shawn is currently studying to become a CERTIFIED FINANCIAL [...]
Secular and Biblical Counsel

Secular and Biblical Counsel

We’ve included a section from Bob’s Bible study, “Biblical Viewpoints of Money and Wealth”, on secular and biblical counsel. We encourage you to take a look, get out your Bible, and fill out the questions below! Plans fail for lack of counsel, but with many advisers they succeed. PROVERBS 15:22 What does Proverbs 15:22 say [...]
Meet Bailey

Meet Bailey

Since Kirsten went into the ministry, Bailey is the new Office Manager of CIS Wealth. Her responsibilities include ensuring the office runs efficiently, assisting Bob, handling bookkeeping & financial matters, managing office systems and operations, client services and coordinating workshops and events. Bailey and her husband, Dwight, recently moved to San Marcos, Texas to be [...]
Voting Right, Investing Left

Voting Right, Investing Left

By Bob Barber, CWS® Counterproductive - something that has the opposite of the intended affect or that goes against what you are trying to achieve. Polarization - division into two sharply contrasting groups or sets of opinions or beliefs at the same time. Adding one and taking away one = nothing Does being counterproductive, polarized, [...]