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WE CAN HELP YOU TAKE CHARGE OF YOUR FUTURE.

Our wealth management approach is highly personal and fully objective, which means that you’ll get the right strategies and solutions for your unique circumstances.

FINANCIAL PLANNERS

Ken Michaud CFP®, CIMA®

Ken Michaud CFP®, CIMA®

President,
Broadway Wealth Solutions, Inc.

Ken has more than 24 years of investment management and financial planning experience. Prior to joining Broadway in 2016 Ken served as Sales Manager, 3rd Party Distribution as well as a Wealth Manager and Financial Planner at USAA. He also served as Regional Vice President for ING Funds Distributors and as a Financial Planner with American Express Financial Advisors and Webster Investment Services. Ken is an Army Veteran, serving a total of 11 years between the Reserves and Active Duty, achieving the rank of Captain. Currently he is responsible for leading Broadway’s Registered Investment Advisor, Broadway Wealth Solutions, Inc. Ken earned a Bachelor of Science degree in Accounting from Bryant University and has earned the CERTIFIED FINANCIAL PLANNER™ and Certified Investment Management Analyst designations.

Sandra Sepulveda

Sandra Sepulveda

Financial Planner
Broadway Wealth Solutions, Inc

Sandra Sepulveda has more than 15 years of experience in the financial services industry. Prior to Broadway Wealth Solutions, Sandra worked as a Relationship Banker at the Broadway Bank’s flagship San Antonio headquarters. In this capacity, Sandra worked directly with many of the bank’s most influential customers, including individuals, families, business owners, and organizations to accomplish their personalized banking goals. As a Relationship Banker, Sandra leveraged her intuitional knowledge and background to analyze individual customer circumstances and recommend banking solutions that aligned with each customer unique needs. Her educational background includes a Bachelor of Business Administration, B.B.A. with a major in Finance and minor in International Business Management from the University of Texas at San Antonio.

Jordan Wright, CFP®

Jordan Wright, CFP®

Financial Planner
Broadway Wealth Solutions, Inc.

Jordan joined the Broadway Wealth Solutions team as a Financial Advisor in early 2019. He helps Broadway clients chart out and achieve financial goals through comprehensive financial planning. Prior to joining the Broadway team, Jordan focused on providing Financial Advice to the military community here in San Antonio and throughout the United States.

He is an Army Veteran and was stationed at Fort Wainwright in Alaska where he was deployed to the Middle East in support of Operations Enduring Freedom and Iraqi Freedom.
He is a summa cum laude graduate of Texas State University, with a Bachelor of Business Administration in Finance. Additionally, he completed the CFP® Certification Curriculum at the American College of Financial Services in 2018 and is an active member of the Financial Planning Association of San Antonio & South Texas. He also serves on the Board of Trustees for his local church. He holds the FINRA series 7, 63, and 65 licenses as well as the Texas Life Producer License.

WEALTH
ADVISORS

Tammy Ashby, CTFA, CAP®

Tammy Ashby, CTFA, CAP®

Senior Vice President
Wealth Advisor

Tammy has more than 25 years of experience in Trust Administration. She earned her BAS in Management from Wayland Baptist University and is a graduate of the Texas Trust Schools and of the Cannon Financial Institute Trust Schools. She earned her Certified Trust and Financial Advisor designation in 2001 and her Chartered Advisor of Philanthropy® (CAP®) professional designation from the Richard Irwin Graduate School of the American College, Bryn Mawr, Pennsylvania in 2014.

Tammy is a member of the Institute of Certified Bankers and of San Antonio Estate Planners Council. She is a member of the Planned Giving Advisory Council for the San Antonio chapter of the American Red Cross, and a member of UT Health San Antonio and the UIW Planned Giving Council.

Gary Aymes

Gary Aymes

Senior Vice President
Wealth Advisor

Gary has more than 35 years of experience in personal trust and estate administration. Prior to joining Broadway Bank, he was employed by a multinational US bank where he obtained comprehensive knowledge and experience in advising clients on personal trust, estate administration, and tax efficient asset transfer strategies.

He obtained his Bachelor of Arts degree in business management from The University of Texas Permian Basin. Gary is a current member and former director of the San Antonio Estate Planners Council and serves on the Planned Giving Council for the San Antonio chapter of the American Red Cross.

Susan Balmaceda

Susan Balmaceda

Senior Vice President
Wealth Advisor

Susan has more than 25 years of experience in trust and wealth advisory services. Previously, Susan served over 20 years as Trust Administrator and Estate Settlement Specialist at Broadway Bank and six years as a Senior Trust Administrator with another banking institution before re–joining Broadway Bank. She focuses in helping her clients build, manage, preserve and transition their wealth.

Susan has an undergraduate degree in Business Management from St. Scholastica’s College in Manila, Philippines and is a graduate of the Texas Trust Schools. She was past President of the Colorado Springs Estate Planning Council and an active member of the San Antonio Estate Planning Council.

Monica Bonilla, JD

Monica Bonilla, JD

Vice President
Estate Settlement Specialist

Monica Bonilla has over 19 years of legal experience. Monica provides legal and practical guidance to Broadway Bank clients regarding the settlement of estates. Prior to joining Broadway Bank, she served as the deputy director and staff attorney for Catholic Charities Legal Guardianship and Money Management. She is a summa cum laude graduate of St. Mary’s University, with a Bachelor of Arts in political science. She earned a Doctor of Jurisprudence from St. Mary’s University School of Law in San Antonio. She was licensed to practice law in the state of Texas in 1996. She volunteers for Catholic Charities and the Community Justice Program of the San Antonio Bar Association.

Julie Hardaway, JD

Julie Hardaway, JD

Senior Vice President
Director of Wealth Services

Julie Hardaway provides guidance to Broadway clients regarding estate planning and trust and estate administration. In addition, she leads the specialty services groups of Estate Settlement, Real Estate and Oil & Gas. Prior to joining Broadway in 2005, she served as the Staff Attorney for Bexar County Probate Court No. 1.

She is a graduate of Southwestern University in Georgetown, Texas, with a Bachelor of Arts degree in International Studies. She earned a Doctor of Jurisprudence from Texas Tech University School of Law in Lubbock, Texas, and was licensed to practice law in Texas in 1996. Julie was elected to the Fellows of the Texas Bar Foundation in 2019. She currently serves as Vice President of the Board of Governors of the San Antonio Estate Planners Council.

Elizabeth Hetrick, JD, CTFA

Elizabeth T. Hetrick, JD, CTFA

Senior Vice President
Director of Wealth Advisory

Elizabeth Hetrick has more than 20 years of experience in estate planning, trust and estate administration. Prior to joining Broadway in 2011, she served as a senior vice president in the financial services industry. She also served as Staff Attorney to Bexar County Probate Court #2 and spent time in private practice with the law firm of Cauthorn Hale Hornberger Fuller Sheehan Becker and Beiter focusing on estate planning, tax matters and trusts and guardianships.

Elizabeth received her undergraduate degrees in Management and Marketing from Texas A&M University and her MBA and J.D. from St. Mary’s University. She has also earned the Certified Trust and Financial Advisor (CTFA) credential from the American Bankers Association.

Elizabeth serves on the Board of The Ecumenical Center for Religion and Health and is a past President of the San Antonio Estate Planners Council and has Co-Directed that organization’s Docket Call in Probate Court Seminar five times.

Carey Leva, JD

Carey S. Leva, JD

Senior Vice President
Wealth Advisor

Carey joined Broadway Bank in 2015 as a Senior Vice President, Wealth Advisor and Trust Officer in the Broadway Bank Austin Region, with more than twenty years of experience in estate and wealth succession planning, trust administration, and estate settlement. Prior to joining Broadway Bank, Carey worked in a private practice law firm focusing on trusts, estates, estate tax planning, probate and guardianships.

He earned a Bachelor of Arts from the University of Texas in Austin and a Doctor of Jurisprudence from the University of Texas School of Law. He is a member of the Austin Bar Association Estate Planning and Probate Section, Estate Planning Council of Central Texas, State Bar of Texas, and the National Association of Charitable Gift Planners.

Stuart Lohmeyer, JD

Stuart Lohmeyer, JD

Vice President,
Wealth Advisor

Stuart Lohmeyer is an attorney with over 15 years experience in the Wills, Trust and Probate areas of law. He joined Broadway Bank in 2016 as a trust officer working in the Broadway Bank Hill Country Region.
Stuart holds a B.A. from The University of Texas at Austin and a J.D. from the University of Tulsa College of Law. He is a licensed attorney and a member of the Kerr County Bar Association. Stuart has been actively involved
in the Kerrville community. Stuart is serving on the Hill Country Youth Ranch School Board, the Our Lady of the Hills Regional Catholic School Board and has volunteered legal time to the Christian Assistance Ministry in Kerrville.

Bob Ownby

Bob Ownby

Senior Vice President
Wealth Advisor

Bob Ownby joined Broadway Bank’s Wealth Management Division in May 2000 and has more than 25 years of experience in trust and wealth management. He was instrumental in the development & management of the real estate and mineral management areas of Broadway Bank’s Wealth Management department.
Bob now focuses on helping clients build, manage, conserve, and transition the wealth they have accumulated.

He is a graduate of Texas A&M University in College Station, Texas and successfully completed the TBA Trust & Graduate Trust Schools. Bob continues his involvement with BCFS, the Juvenile Diabetes Research Foundation, and the San Antonio Livestock Show & Rodeo.

Elizabeth Strait, JD

Elizabeth Strait, JD

Vice President
Wealth Advisor

Elizabeth Strait has more than 13 years of experience in trust and estate administration. Prior to joining Broadway Bank, Elizabeth was a Trust Relationship Manager at major financial institution. She also spent time in private practice with The Nunley Firm, focusing on estate planning, probate, guardianship, and fiduciary litigation.

Elizabeth received a Bachelor of Science in Journalism from Texas A&M University and a Doctor of Jurisprudence from St. Mary’s University School of Law. She was licensed to practice law in 2006. Upon completion of the Cannon Financial Institute Trust Schools in 2012, she received the Certified Trust and Financial Advisor designation. She is a current member of the San Antonio Estate Planners Council and is a sustaining member of the Junior League of San Antonio.

PORTFOLIO MANAGERS

Donna Bridge

Donna Bridge

Vice President
Portfolio Manager

Donna has more than 25 years of experience in the fixed income markets. Prior to joining Broadway Bank, she provided municipal trading and underwriting services for a regional broker-dealer in Dallas. Donna earned her Bachelor of Business Studies from Dallas Baptist University with dual majors in Finance and Management.

Kelly Colotla, CFA, CMT, CFP®

Kelly A. Colotla, CFA, CMT, CFP®

Senior Vice President
Portfolio Manager

Kelly Colotla has more than 20 years of experience in investment management. Prior to joining Broadway Bank as a Portfolio Manager, she worked as a global equity analyst and prior to that she was an investment manager in a wealth management group for a major U.S. bank. She spent the early part of her career in fixed income.

Kelly holds both a Bachelor of Business Administration in Finance and a Bachelor of Arts in Language and International Trade from Eastern Michigan University. She holds a Master of International Management with a concentration in Finance from Thunderbird School of Global Management and has a Post-Graduate Certificate of Accounting from Simpson College and is also a graduate of Texas Trust Schools. Her experience in academia includes teaching finance and investments courses as an adjunct instructor.

Kelly currently serves as Chair of the CFA Societies of Texas and is an active board member of several other professional and charitable boards. She is also a Rotarian, an avid volunteer, and a frequent host parent to exchange students from around the world. Kelly has earned both the Chartered Financial Analyst (CFA) and Chartered Market Technician (CMT) designations, and is also a CERTIFIED FINANCIAL PLANNER ™ professional. She has completed everything except the experience requirement toward the Certified Public Accountant (CPA) designation. Kelly speaks Spanish fluently, as well as well as some Danish and French.

Brian Korb, PhD, CFA, CFP®

Brian R. Korb, PhD, CFA, CFP®

Senior Vice President
Portfolio Manager

Brian Korb has more than 27 years of Investment Management and teaching experience. Prior to joining Broadway Bank in 2014, he held investment-related positions in the financial services industry. In addition, he has taught economics, investments, corporate finance, and personal financial planning as a full-time professor at West Point, Trinity Western University (British Columbia), and Texas Tech University. At Broadway, Brian manages funds for foundations, endowments, retirement funds, trusts and high net worth individuals.

Brian holds a Bachelor of Science in Management from the U.S. Air Force Academy, a Master of Business Administration with distinction in Finance from the University of Michigan, and a Doctor of Philosophy in Family and Consumer Sciences Education from Iowa State University. He has earned the Chartered Financial Analyst (CFA ) designation and is a CERTIFIED FINANCIAL PLANNER™ professional. Brian is an adjunct professor at Schreiner University in Kerrville where he teaches investments, and money & banking.

Jeff Nelson, PhD, CFA, CFP®

Jeff S. Nelson, PhD, CFA, CFP®

Executive Vice President
Chief Investment Officer

Jeff Nelson has more than 14 years of professional investment management experience. Prior to joining Broadway Bank as a Portfolio Manager, he served as a wealth advisor in the banking industry. He also spent five years in private practice providing investment management and financial services to clients.

Additionally, Jeff retired from the United States Air Force after 20 years of service at the rank of Lieutenant Colonel. He earned a Bachelor of Science in Aeronautical Science from Embry-Riddle Aeronautical University, a Master of Science in Management and Human Relations from Abilene Christian University, and a Doctor of Philosophy in Personal Financial Planning from Kansas State University. Jeff has earned the Chartered Financial Analyst (CFA ) designation and is a CERTIFIED FINANCIAL PLANNER™ professional. He teaches a course on investments as an adjunct graduate school faculty member at The University of Texas at San Antonio and is an active member of CFA Society San Antonio.

Kelly Rice, CFP®

Kelly D. Rice, CFP®

Senior Vice President
Portfolio Manager

Kelly Rice has more than 18 years of experience in the financial services industry. Prior to joining Broadway Bank in 2006, he worked for the American Funds mutual fund family and Hartford Financial Services Group. Kelly manages funds for foundations, trusts, retirement accounts, and high net worth individuals along with providing equity and mutual fund research.

He holds a Bachelor of Business Administration in Finance and a Master of Business Administration with a concentration in Finance from The University of Texas at San Antonio. Kelly is a CERTIFIED FINANCIAL PLANNER ™ professional and is a 2013 graduate of the North San Antonio Chamber of Commerce Leadership Lab program.

Bruce Walker, CFA

Bruce Walker, CFA

Senior Vice President
Portfolio Manager

Bruce Walker has more than 12 years of investment management experience. Prior to joining Broadway Bank in 2013, he was a vice president and investment manager at a large national bank where he managed funds for foundations, trusts, retirement accounts, and high net worth individuals.

He earned his Bachelor of Arts in Economics, cum laude, from Vanderbilt University in Nashville, Tennessee. Bruce also earned the Chartered Financial Analyst (CFA) designation in 2010 and is a member of the CFA Society of San Antonio.

Catherine Weiser

Catherine Weiser

Assistant Vice President
Portfolio Manager

Catherine Weiser has more than ten years of experience in the financial services industry. Prior to joining Broadway Bank’s Investment Management Group, she worked in Broadway’s Enterprise Risk Management department and in credit of another bank.

Catherine provides equity and mutual fund research along with acting as primary trader for equities and mutual funds, and she supports fixed income trading. Catherine earned a Bachelor of Business Administration in Finance from The University of Texas at Austin. She also earned the Chartered Financial Analyst (CFA) designation in 2018 and is a member of the CFA Society of San Antonio.

ASSET MANAGERS

Kyle Gubernator

Kyle Gubernator

Senior Vice President
Real Estate, Farm and Ranch

Kyle Gubernator has more than 32 years in the Real Estate Industry, and 22 years managing Fiduciary held Real Estate and Farm and Ranch assets. Prior to joining Broadway Bank in 2014 he served as a Vice President and Regional Manager representing the management of a fiduciary real estate portfolio for a global bank.

Kyle holds a Bachelors degree in Business Administration from The University of Texas of the Permian Basin, as well as being a State Certified (Texas) General Real Estate Appraiser and a licensed (Texas) Real Estate Broker. He also holds an associate MAI designation with the Appraisal Institute.

He currently serves on the Texas Bankers Association’s Asset Management Task Force who develops and organizes educational events for trust and estate professionals.

(210)283-6700 Local (844)200-0758 Toll Free

*Insight Digital and Insight Advisor are offered through Broadway Wealth Solutions, Inc., a Registered Investment Advisor wholly owned but separate from Broadway National Bank. For further information, please contact us for a copy of our disclosure documents, including Form ADV Part 2A and supplemental materials.

Broadway Bank and its affiliates do not provide tax or legal advice. Please consult your tax and legal advisors to determine how this information may apply to your own situation. Whether any planned tax result is realized by you depends on the specific facts of your situation at the time your taxes are prepared.

INVESTMENT PRODUCTS:
NOT FDIC INSURED • NOT A DEPOSIT • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT BANK GUARANTEED • MAY LOSE VALUE