SAN ANTONIO BUSINESS CONSULTING

Business owners are among the busiest people we know. The fact is, most owners struggle to find time to work on the business, rather than in it. You’re not alone, and we’re here to help.

Contact The San Antonio Office

BUSINESS PLANNING SIMPLIFIED

Our experiences and ongoing, extensive training have helped make us sensitive to the ever-present, but sometimes hidden, realities that exist in each client’s lives and businesses. This insight helps us effectively interpret your needs and objectives, analyze the potential solutions in the marketplace, and thereby make appropriate recommendations for your company.

MEET THE TEAM OF PROFESSIONALS

Our San Antonio location houses some of the brightest minds in business strategy with consultants specializing in human resources, payroll, employee benefits, employee wellness, and corporate retirement plans. In fact, our consultants hold some of the highest certifications in their respective areas of knowledge. While there are virtually unlimited planning options available, our team of professionals helps ensure our process puts the various pieces of your business planning together so you can live more and worry less.

Lynn Weirich headshot

Lynn Weirich

RHU®, CLU®, CHFC®

Co-founder Emeritus -

San Antonio Location

Kim Moore

Kim Moore

CFP®

Co-founder Emeritus -

San Antonio Location

Anne Marie Gray

Payroll Specialist -

San Antonio Location

Anna Gray

Anna Gray

Payroll Implementation Senior Specialist -

San Antonio Location

Amanda Larson headshot

Amanda Larson

CEBS®

Benefits Consultant -

San Antonio Location

Brenda Caballero

Brenda Caballero

Payroll Tax Coordinator -

San Antonio Location

Brittany Pettit headshot

Brittany Pettit

HR Service Coordinator -

San Antonio Location

Carmen Torres

Benefits Specialist -

San Antonio Location

Casey Hudlow

MA

Benefits Service Coordinator -

San Antonio Location

Claire Stone

Claire Stone

MS

HR Associate Consultant -

San Antonio Location

David Bird headshot

David Bird

Managing Partner -

San Antonio Location

Emily Alexander

Emily Alexander

Client Relationship Specialist -

San Antonio Location

Jessica Pasley

Jessica Pasley

Payroll Specialist -

San Antonio Location

Kari Hulse

Kari Hulse

Client Relationship Consultant -

San Antonio Location

Kiran Powers

Kiran Powers

Business Solutions Consultant -

San Antonio Location

Lorenda Erck

Payroll Service Coordinator -

San Antonio Location

Lori Wiese

Lori Wiese

HRIS Specialist -

San Antonio Location

Maria Elena Sanchez

Payroll Service Coordinator -

San Antonio Location

Maribel Maricio

Maribel Maricio

Payroll Specialist -

San Antonio Location

Meghan Jaskowiak

Meghan Jaskowiak

Director of Operations -

San Antonio Location

Michele Hirshberg

Michele Hirshberg

Payroll Consultant -

San Antonio Location

Ray Villarreal

IT Consultant -

San Antonio Location

Renee McRae

CPP

Tax & Accounting Consultant -

San Antonio Location

Samantha Brown

Samantha Brown

PHR®, SHRM-CP®

HR Consultant -

San Antonio Location

Sandra Diaz

Sandra Diaz

Payroll Specialist -

San Antonio Location

Sarah Box

Sarah Box

Benefits Analyst -

San Antonio Location

Sheila Jennette

Bookkeeper -

San Antonio Location

VISIT OUR CONVENIENT LOCATIONS SERVING SAN ANTONIO, TEXAS, AND BEYOND

Latest Blog Posts

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Amendment to Recent Alabama Overtime Exemption Law

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As of October 1, 2024, significant changes have been made to Alabama's Overtime Exemption Law that could impact employers with full-time employees working or li...

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In April 2024, the Federal Trade Commission (FTC) introduced a rule to ban nearly all non-compete agreements for employees nationwide, set to take effect in Sep...

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IRS audits to increase photo concept shows businessman in a suit with his tie blown back when opening an audit letter.

IRS Audits to Increase for Wealthy Individuals & Large Partnerships

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The Internal Revenue Service (IRS) is set to increase audit activities as part of its efforts to crack down on tax evasion and enhance revenue collection for ...

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