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Team

How We Work

How We Work

Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.

Our team approach adds perspective to all we do and provides increased benefits to our clients.

Meet Our Team

David Carlock, CFP®

Managing Director

210.714.3730

210.714.5210

david@planwellpws.com

David's focus is on understanding his clients' needs and goals. He specializes in wealth management, portfolio construction and long-term financial planning for individuals and businesses. In 2005 after 20 years in the...

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Susanne Bednarzyk

Registered Executive Assistant

210.714.3731

210.714.5210

sue@planwellpws.com

Susanne is a senior registered service associate with more than 40 years of experience in the financial services industry. Her primary responsibilities include managing documentation for client services, new accounts and transfers,...

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