DAN SCHLICHER, Licensed Client Associate

Office: 210.376.6206 | Fax: 210.468.4210
dschlicher@swbc.com

 

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.moreno@swbc.com

 

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.