How We Work
Our reasons for becoming financial professionals and advisors are deeply personal. We repeatedly heard from friends, family, and clients about their struggles to find the advice they needed to map out their financial futures.
We are confident that with our years of experience, commitment to continuing education, coupled with our belief in working jointly with CPAs, attorneys, and strategic partners, we can help our clients better prepare for their next life stage.
As well-established professionals and advisors, we have developed a reputation for listening to our clients and forming lasting relationships. We strive to understand your situation and offer simplified solutions.
Kenneth Sedlock
Co-Founder
(210) 598-4015
Kenneth Sedlock is a fee-based financial advisor of Cambridge Investment Research, who is experienced in assisting business professionals and families in navigating the complex world of wealth management.
Jennifer Villarreal
Co-Founder
(210) 598-4015
Jennifer.Villarreal@SequelFG.com
Jennifer Villarreal is a fee-based financial advisor who is experienced in comprehensive financial advising that is uniquely tailored to each of her clients. She primarily works with affluent investors with complex needs...
Mellie "The Schnoodle" Sedlock
Remote Corres-paw-ndent
(210) 598-4015
Mellie “The Schnoodle” Sedlock is a remote Corres-PAW-ndent who specializes in providing clients with monthly electronic updates and birthday cards. Ken first met Mellie in April 2016 at a San Antonio Great Dane Rescue event...