CONNECT

Address:

2023 Gold Canyon Drive
San Antonio, TX

Phone:

210.321.7235

Fax/Other:

866.355.0413

 

Our Financial Professionals

  


 

brian Marchiori, Financial Advisor

Located at Firstmark Credit Union
Alamo Ranch, Bandera, Culebra, DeZavala, Huebner, Potranco
Office: 210.308.7825

Fax: 210.635.1448
bmarchiori@swbc.com


 

 

Brian is committed to helping Firstmark members plan for all aspects of their financial lives. From basic investing to college and retirement planning to comprehensive wealth management strategies, Brian develops customized plans that evolve as your needs do.

 

A graduate of the University of San Diego, Brian has been serving Firstmark members for over five years and been providing financial advice for over 19 years.  



 

DANIEL ESPINOZA, Financial Advisor


Located at Firstmark Credit Union, 

Bitters, Gold Canyon, Gulfdale, Mission
Office: 210.308.7826
Fax: 210.468.40963
danielespinoza@swbc.com

 

 

 

Daniel has been assisting Firstmark members with their financial planning goals since 2011. He believes in identifying both short- and long-term goals in order to develop well-balanced plans that meet your individual needs.

 

Daniel has over 13 years of advising experience and attended the University of Texas at San Antonio.

 

 

 

 

carlos loyaFinancial Advisor

 

Located at Firstmark Credit Union
Fredericksburg, Jefferson, O'Connor, Zarzamora
Office: 210.483.6736 
Fax: 210.468.4096

carlos.loya@swbc.com

 

 

 

Carlos works with Firstmark members plan for and achieve their long-term goals by providing custom investment solutions to help preserve and grow their wealth. He leverages both his real-world experience and academic background to help members build comprehensive goal-based financial plans. 

 

A graduate of The University of Texas at San Antonio with a concentration in Finance, Carlos was recognized as a Distinguished Business Student representing the top 1.5% of the College of Business. 


 

 

 

Honor Randall, Client Associate


Office: 210.321.7235
Fax: 866.355.0413
honor.randall@swbc.com

 

 

 

Honor assists Firstmark members with their service needs including account changes, investment/portfolio inquiries, account set up and maintenance and other support requests. She is passionate about working with clients and helping them better understand their investment accounts.

 

A graduate of Stephen F. Austin State University, Honor has been supporting financial advisors and their practices since she graduated in 2015.

 

 

 

Check the background of our investment professionals on FINRA's BrokerCheck.

 

 
 
 
Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck