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 [...]
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 [...]
Welcome Mary Jo Lyons!

Welcome Mary Jo Lyons!

We are pleased to announce Mary Jo Lyons, Certified Financial Planner (CFP®), has joined CIS Wealth as a Wealth Advisor to serve the Houston and Corpus Christi areas beginning June 1st. With over 20 years of experience in the investment industry and as a Certified Financial Planner (CFP®) since 2004, Mary Jo brings extensive expertise [...]
Why You Should Use A Holistic Certified Wealth Strategist

Why You Should Use A Holistic Certified Wealth Strategist

Investment Advisor VS Wealth Advisor People often view financial advice through a single lens, as investment advice. However, there’s a big difference between simply managing your investment portfolio (one aspect of your overall finances) and a holistic approach to coordinating your entire financial picture. Only a full-service, independent financial advisor provides the critical planning services [...]
Athena’s Tips and Tidbits

Athena’s Tips and Tidbits

BRI Lab Report I know most of you may think BRI stands for “Barking Really Impressively” (I sure did before the humans sat me down and trained me on Biblically Responsible Investing, also known as BRI). In a tailwag, it allows Christians to invest their money according to their beliefs. This means that Christian financial [...]
Do You Need A Trusted Financial Advisor?

Do You Need A Trusted Financial Advisor?

We All Have Different Gifts God gives all of us different gifts and strengths to help one another. Some of us are teachers, doctors, nurses, carpenters or mechanics. Others are architects, artists, entertainers, pastors, engineers or protectors (police, fire, military). While others are veterinarians, managers, leaders and everything in between. And let’s not forget about […]