DAN SCHLICHER, Licensed Client Associate

Office: 210.376.6206 | Fax: 210.468.4210


Dan works with Firstmark members to help plan for and achieve their long-term goals by providing custom investment solutions aimed at preserving and growing their wealth. He leverages both his real-world experience and academic background to help members build comprehensive goal-based financial plans. Dan has nearly 20 years of financial services industry experience. 



MARIO A. MORENO, Client Associate

Office: 210.376.3388 | Fax: 210.525.9461


Mario is available to assist clients with account management and service needs, in both English and Spanish. He is a graduate of The University of Incarnate Word with a Master's in Business Administration.




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