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CIS Wealth Staff May 2018

WHO WE ARE

CIS Wealth Management Group is a full-service Christian Financial advisory, planning, and investment management firm of experienced professionals.

We use a comprehensive team approach consisting of Registered Investment Advisors and financial planners, and partner with CPAs and attorneys all focused on understanding our clients’ total financial and wealth management needs, wants, goals and dreams.

WHO WE ARE

CIS Wealth Management Group is a full-service Christian Financial advisory, planning, and investment management firm of experienced professionals.

We use a comprehensive team approach consisting of Registered Investment Advisors and financial planners, and partner with CPAs and attorneys all focused on understanding our clients’ total financial and wealth management needs, wants, goals and dreams.

MEET THE TEAM

Bob Barber

Bob Barber
Senior Wealth Advisor, Owner, & CWS®

Bob is the owner and Senior Wealth Advisor of CIS Wealth Management. He has 34 years of investing experience, starting with real estate back in May of 1984 and financial planning and advisory experience since 1993. For 25 years, Bob has been helping individuals, couples, and families with financial advise from a Biblical perspective.

Nathaniel Morris

Nathaniel Morris
Wealth Advisor, Branch Manager & CWS®

Nathaniel Morris, CWS®, Wealth Advisor & Branch Manager, has over 15 years of experience in the investment management industry. During that time, he has gained broad knowledge in securities analysis, portfolio construction, client service, product due diligence, regulatory compliance and strategic planning. He is a registered securities representative and Investment Advisor Representative and holds the Series 7, 24, 63, & 66 securities registrations and well as insurance registrations.

His responsibilities include supervision and support to the wealth advisors, compliance, investment strategy design and implementation, product due diligence and research, as well as meeting with and advising clients.

Mary Jo Lyons

Mary Jo Lyons
Wealth Advisor and CFP®

Mary Jo is a CERTIFIED FINANCIAL PLANNER® (CFP®) and Wealth Advisor serving the Houston and Corpus Christi areas. She is a native Texan and graduate of Texas A&M University at Corpus Christi. Mary Jo has over 20 years of experience in the investment industry and has been a CFP® since 2004, allowing her to bring extensive experience in designing financial strategies for individuals, families, and small business owners.

Teresa Joelson, CMFC®
Client Service Associate

Teresa Joelson holds the Chartered Mutual Fund Counselor (CMFC®) designation and a Series 65 Uniform Investment Advisor registration. She has over 12 years of experience in the investment management industry. She is a native Texan and has a Bachelor of Science degree from Texas A&M University.

Teresa coordinates with clients on account operational and processing needs. She also works closely with Nathaniel and Bob on investment strategy implementation, reporting, and administrative responsibilities.

Kirsten Otto

Kirsten Otto
Office Manager

Kirsten’s 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.

Jenna Peters

Jenna Peters
Reception, Website Marketing, & Design

Jenna is Bob and Rachael’s oldest daughter. She has been with CIS since September 2015; however, Jenna has been involved with CIS and the office for many years, often spending her summer jobs working for the office.

Rachael Barber

Rachael Barber
Senior Management & Special Projects

Rachael is the wife of Bob and has been an invaluable component in the success of CIS over the years since they started the business in 1984. Her responsibilities include graphic design of all marketing materials, client events planning and coordination, and working closely with Bob and Kirsten on day to day operations and leadership of the business as necessary.

Bob Nate and Mary Jo

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Learn more about CIS Wealth and how to get started.

VALUES BASED INVESTING

We integrate Biblical guidelines within our investment portfolios using screening processes to make sure your investments line up with your Christian values.

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HOW WE ARE PAID

Our simple fee based approach takes away any potential conflict of interest or influence a large investment company could have over us.

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CLIENT BENEFITS

We offer holistic wealth management with a team of experienced professionals all under one roof dedicated to serving you.

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HOW WE ARE DIFFERENT

We have a set of guiding principles that we follow based on Biblical values in order to serve clients with the utmost standard of care.

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1. Make An Appointment

We would love to get to know you and learn more about your financial goals.

2. Tell Us Your Financial Goals

Together, with a personal assessment, we can chart a roadmap of your financial vision for the future.

3. We’ll Make Your Plan A Reality

You are now ready to begin your personal journey towards pursuing your wealth management goals.

READY TO START YOUR FINANCIAL JOURNEY WITH CIS WEALTH?

We have 3 easy contact methods!

OPTION 1

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OPTION 2

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OPTION 3

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