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 values based and fiduciary driven firm offering financial planning & advice, retirement planning, and investment management. We use a comprehensive team approach of experienced professionals 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.

CIS Wealth is one of the oldest and largest independent Wealth Management Firms started and headquartered in New Braunfels, TX between San Antonio and Austin. CIS Wealth has regional branch offices in Boerne & Rockport and serves clients in Texas and across the nation. With technology we bridge the location gap for those outside 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 or CLICK HERE!

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CIS Wealth Guiding Principles

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Guiding Principles

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invest with your values

Invest
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