13750 San Pedro
In 1988, after spending 5 years playing professional golf, including PGA tour events, Gene Roe began a career in the financial services industry. He started Planto Roe Financial Services with a partner in 1994. The firm grew into the second largest independent financial services firm in the greater San Antonio area. Under Gene's leadership the firm served over 5,000 clients.
In 2017, Gene sold Planto Roe Financial Services. This enabled him to focus on his clients, his ministry as an ordained United Methodist Minister, and his work with nonprofits and charitable organizations. Planto Roe was renamed Symmetry Financial Services and Gene continued to work with the group until 2019.
In August 2019, Gene started Wesley Wealth Management, a firm based on his mission of service to others through philanthropic financial planning. This change in course led many to believe that he retired. Far from it, Gene is busy at being of service to others through in-depth financial planning and charitable giving plans.
Gene graduated with a BBA from Texas State University in 1981, and received a Masters of Science in Financial Services from the American College in Bryn Mawr, Pennsylvania. He is ordained United Methodist Clergy, a Chartered Advisor in Philanthropy, attended Asbury and Perkins Theological Seminary, is a Chartered Leadership Fellow, a Chartered Financial Consultant, and a Chartered Life Underwriter. He also holds a Group 1 Life and Health Insurance License, as well as FINRA Series 63, 6, and 22 licenses.
Gene is a perpetual student who immerses himself in the pursuit of knowledge on financial matters. He regularly attends seminars and workshops and researches the economy, tax laws, and the financial markets so that he can share his education with his clients and create impactful legacy plans for them.
Gene is passionate about being an advocate for his clients, their families, and the causes they believe in. He has been a part of major life events in his client’s lives for over 30 years, from being by their side as they passed to caring for their families in cases of premature deaths. He understands the promise and perils of wealth on families and endeavors to create a passion for giving and impactful investing for generations. Gene’s goal is to provide his clients with simplicity, peace of mind, a deep understanding of what drives them, and tools to define, measure, and track their goals.
Additionally, he is both passionate and formally trained in working with nonprofits and churches to help their donors continue to fund impactful programs within God’s kingdom. He seeks to help all with whom he works answer God’s call on the gift of creating wealth and ensuring it positively impacts them, their family, and their community.
Gene’s ultimate goal is that we all have a positive answer in our exit interview. When God asks us if we have been of service to others (Matthew 25:31-46) we should all be able to answer, “yes Lord and I still am”!
Responsibilities are daily office operations, servicing clients, Investment processing, compliance overseeing and blotters. liaison between owner, associated companies and vendors.
Letty entered the Financial Service industry in 1984. She joined Gene Roe’s Firm, Planto Roe Financial Services in 1996 in which she held several management positions for 20 years. Took a break for 3 years then Gene approached her in May of 2019 to be part of his team at Wesley Wealth Management. She believes in Gene’s concept in helping others achieve financial stability and his mission of service to others through philanthropic financial planning and charitable giving.
Letty enjoys working one on one with clients and is proactive. She strives to cultivate positive client relations. Always has a positive and energetic attitude.
Letty has served and held positions in several professional committees. She enjoys participating and raising funds for non-profit events like Light the Night, Head for the Cure and Night to Shine.
She loves dancing, Zumba and putting together family and friend gatherings. Always willing to lend a helping hand to those in need.
Believes in continuing to educate herself as evidence by the professional designation she has achieved. CLTC-Certified Long-Term Care designation and Group 1 Life and Health Insurance.
Investment Adviser Representative
Steve is a proud Veteran of the United States Army that used his career in Military Intelligence to procure a job with Lockheed Martin. After 14 years of working with Lockheed Martin in National Security, he decided to change careers and pursue a job in Financial Planning and Advising.
In May of 2022, Steve graduated Magna Cum Laude from Texas State University with a BBA in Finance and Accounting. While studying at Texas State University, he was selected to participate in the Student Managed Investment Fund for the University. The SMIF program invests a portion of the University's endowment with the goal of training future Financial Analysts in managing institutional portfolios. During that time, SMIF placed 2nd in an International Portfolio Management competition among schools like Rice University and Kent State University.
Steve holds FINRA Series 7 and Series 66 licenses and a Group 1 Life and Health Insurance License.
As a father of four, he enjoys spending time with his family and attending their high school events. Steve serves at his local church by teaching Sunday school classes to elementary school students.
Steve looks forward to engaging with clients and is passionate about helping others plan for their retirement and financial security.