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WHO WE ARE

CIS Wealth Management Group is a full-service advisory, financial 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 advisory, financial 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, CWS®, CKA®
Senior Wealth Advisor and Owner

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.

Shawn Peters
Wealth Advisor

Shawn is a Wealth Advisor whose experience in the financial industry 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 PLANNER™ to provide a holistic financial approach for our clients. Shawn was a three year Summa Cum Laude graduate of Liberty University in 2008 with a degree in finance and is married to Bob and Rachael’s oldest daughter, Jenna.

Shawn McCammon, JD, CFP®, CKA®
Wealth Advisor

Shawn McCammon, is a Wealth Advisor and CERTIFIED FINANCIAL PLANNERTM PROFESSIONAL who meets with clients in Boerne as well as New Braunfels. Shawn brings a unique perspective to the planning process as he is also a licensed estate planning attorney. Shawn is a registered Investment Advisor Representative, holding his series 65 license, as well as being a CFP® and Certified Kingdom Advisor®. Shawn enjoys helping clients take a holistic approach to legal and financial planning, rather than just focusing on a set of documents, helping clients align their faith, family and finances.

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.

Bailey Theaker - Office Manager

Bailey Theaker
Office Manager

Bailey is our Office Manager and has been with CIS Wealth since 2020. She has experience in administration, communication, office management, and marketing. Some of her responsibilities at CIS Wealth include ensuring the office runs efficiently, scheduling appointments, assisting Bob in his day-to-day activities, 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.

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Schedule an initial appointment today.

Learn more about CIS Wealth and how to get started.

1. Make An Appointment

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

2. Tell Us Your Retirement Goals

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

3. Make Your Retirement A Reality

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

READY TO START YOUR RETIREMENT PLANNING JOURNEY WITH CIS WEALTH?

We have 3 easy contact methods!

OPTION 1

Call Us At (830) 609-6986

OPTION 2

Fill Out The Form Below

OPTION 3

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