Professional Advisors

  • David K. Alvarez, CFP®
    J.P. Morgan Private Bank
    1020 NE Loop 410, Floor 2
    San Antonio, Texas 78209
    Tel: (210) 841-7045
    Fax: (210) 841-7044

    [email protected]

  • Todd R. Braulick
    Senior Vice President / Market Trust Director
    U.S. Trust, Bank of America Private Wealth Management
    300 Convent, 8th Floor
    San Antonio, Texas 78205-3701
    Tel: (210) 270-5487
    Fax: (210) 270-5520

    [email protected]

  • David Butterbaugh
    Attorney At Law
    The Gardner Law Firm
    745 East Mulberry, Suite 500
    San Antonio, TX 78212
    (210) 733-8191
    Fax: (210) 733-5538

    [email protected]

  • Walter C. Hayne
    Senior Financial Advisor
    Merrill Lynch Wealth Management
    210-805-2881
  • Charles Matt, CFS
    Moss & Matt Financial Services
    10101 Reunion Place, Ste. 300
    San Antonio TX 78216
    Tel: (210)384-3413
    Fax: (210) 342-6460

    [email protected]

  • Danny Prostrollo
    Privategiftannuity.com
    14224 Santa Loma
    Helotes, TX 78023
    (210) 241-1179

    [email protected]

  • Charles E. “Gene” Roe, MSFS, CAP, CHFC, CLU
    Managing Partner
    Planto Roe Financial Services
    19230 Stonehue, Suite 4200
    San Antonio, TX 78258
    (210) 477-7147
    Fax: (210) 477-7276

    [email protected]

  • John D. Rogers, CWS®, CTFA
    Senior Vice President
    Frost Wealth Advisors
    1300 S. Main
    Boerne, TX 78006
    Tel: (830) 249-6612

    [email protected]

Apply for Membership

The PGCSA is a dynamic group of non-profit planned giving professionals from academic, health care, religious, social and cultural institutions working with a variety of allied professionals including attorneys, accountants, trust officers, financial planners, insurance representatives and planned giving consultants.

While joint membership in the PGCSA and the National Association of Charitable Gift Planners is encouraged, non-profit and allied professionals may join only the PGCSA and receive all the benefits of the local organization.

If you have questions about PGCSA membership, please contact our Vice President/Membership, Clay Howell

JOIN NOW

(Leave PGCSA and go to the CGP national website)