Meet The CIS Wealth Team

Bob Barber

Bob Barber, CWS®, CKA®
Senior Wealth Advisor & Owner

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Mary Jo Lyons

Mary Jo Lyons, CFP®, CKA®
Wealth Advisor

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Nathaniel Morris

Nathaniel Morris, CWS®
Wealth Advisor and Portfolio Manager

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

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Teresa Joelson Bio Image

Teresa Joelson, CMFC®
Client Service Associate

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Kirsten Otto

Kirsten Otto
Office Manager

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Jenna Peters

Jenna Peters
Marketing & Design

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Rachael Barber

Rachael Barber
Senior Mgmt & Special Projects

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Bob Nate and Mary Jo

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About Christian Investment Services Wealth Management Group

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.

The founders, Bob and Rachael Barber, started in the investment business in 1984 under the name Barber Investments. Christian Investment Services was later founded in 1992 and is now one of the oldest and largest independent Wealth Management Firms started and headquartered in New Braunfels, TX between San Antonio and Austin with regional branch offices in the Houston and Corpus Christi areas. CIS Wealth Management Group serves clients in Texas and across the nation. With technology we bridge the location gap for those out of our area, to connect as if we are sitting across the desk from you. CIS Wealth Management Group has both experienced and young talent to carry the firm far into the future to better serve you, your children, and grandchildren for many generations to come.

Call (830) 609-6986 to set up an appointment with a representative at CIS Wealth Management group!

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CIS Wealth Guiding Principles

Guiding Principles

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We Are Different

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invest with your values

With Your Values

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