Meet the Team

Meet the Team

TEJAS FINANCIAL087
 

 

Oscar Lopez

Senior Financial Advisor

Oscar brings 34 years of experience to Tejas Financial Advisors. Upon graduation from the University of Texas at Austin in 1983 with a BA in economics, Oscar returned to Laredo to work for the family music store. In 1984, he joined A.G. Edwards & Sons in Laredo as a financial advisor. He was appointed branch manager for A. G. Edwards in 1994. In 2007, he enrolled in a comprehensive study course and passed his CERTIFIED FINANCIAL PLANNER™ practitioner exam and continues to be a CFP® certificant today. Oscar has his FINRA Series 7, 8, and 63 securities registrations through Commonwealth Financial Network®. He is also licensed to offer life insurance products to his clients. “I offer a wide range of financial products and services to our clients, including retirement plans, college education plans, investments, and life insurance." We offer independent, objective, and comprehensive investment advice and guidance.

Oscar has been active in many community organizations, having served as a volunteer in many capacities, which have included the Laredo UT Exes, Borderfest, the Imaginarium of South Texas, and Leadership Laredo. Currently, Oscar serves as vice chairman of the Regional Mobility Authority for the City of Laredo and Webb County.

Oscar has been married to Adriana Martinez Lopez for 28 years, and they have five children: Triana, Oscar II, Katrina, Sabrina, and Isabella. “We love to travel together and have fun together skiing, hunting, fishing, and enjoying the outdoors.” Oscar loves to play golf and is a traditional bow hunter. 

Presidents_seal
 

Oscar Lopez is proud to have been recognized as a President's Club advisor for 2016—a distinction based on annual production attained by 16 percent of advisors affiliated with Commonwealth Financial Network.

Each year, Commonwealth, the broker/dealer–RIA that helps us process investment transactions on your behalf, recognizes President's Club advisors by inviting them to an exclusive gathering of their peers, leading industry experts, and Commonwealth home office staff. President's Club advisors benefit from an intensive learning and networking experience designed to help them hone their expertise, share best practices, and provide ever-higher levels of service, education, and leadership to their clients.

Ruben Lopez, Jr.

Financial Advisor

Ruben started his career as a financial advisor with Wells Fargo Advisors in June 2011. Prior to joining Wells Fargo Advisors, his experience in commercial and real estate lending with local banks, as well as a real estate professional in the Laredo, San Antonio, and Corpus Christi markets, spanned almost 30 years. He is a graduate of Texas A&M International University with a bachelor’s degree in business administration (finance). Ruben attended local schools and graduated from J. W. Nixon High School in 1972.

Ruben has been active in the community for many years, having served as a volunteer in various capacities for organizations, such as Communities in Schools, Laredo Daybreak Rotary, Round Ball on the Rio for Special Olympics, and Cola Blanca Big Buck Contest of the Laredo Chamber of Commerce. Throughout his working career, he has attended and completed numerous seminars and workshops related to banking, real estate, insurance, and securities investing. He holds FINRA Series 7 and 66 securities registrations through Commonwealth Financial Network®, as well as a life insurance license for the State of Texas.

Ruben has been married to the former Roberta L. Rodriguez for 29 years, and they have two children: twins Karina Lamar and Nicolas Samuel. As a family, they enjoy many outdoor activities, but mostly they enjoy hunting, fishing, traveling, and managing a cattle operation in Webb County.

Diana Chaires

Client Services Manager

Diana has worked in the financial services industry since 1998 when she started her career with A.G. Edwards & Sons. Diana started as a cashier/wire operator and rose to the position of senior client associate. Her position placed her in charge of administrative and operational duties for the office, including preparation for compliance audits, training for new hires, and acting as a liaison to the hub office in San Antonio. As a senior client associate, she was responsible for coordinating all aspects of client interactions with financial advisors in the office. Diana brings her many years of experience to her role as client services manager with Tejas Financial Advisors.

Diana is a self-professed dog lover. She devotes much of her free time to her Chihuahua, Timon, her best pet and companion. Diana is an avid San Antonio Spurs fan. She loves to travel and enjoys sporting events and attending family gatherings.

Gilbert Bermea

Financial Advisor

Gilbert joined Tejas Financial Advisors in June 2018 as a financial assistant. In this role, he provided administrative and technical support to advisors, leveraged technology to improve the operational efficiency of the office, and analyzed data to help advisors identify opportunities for improving the client experience. As part of his training, Gilbert studied for and passed several exams and now holds FINRA Series 7 and 66 securities registrations through Commonwealth Financial Network®, as well as the General Lines Agent - Life, Accident, Health & HMO license with the Texas Department of Insurance. After successfully completing these examinations, he became a registered financial advisor in March 2019. In his new role, Gilbert will continue to expand and enhance our commitment to providing the best service to our clients.

Gilbert received his BBA in marketing from Mays Business School at Texas A&M University, where he was the 2017-2018 Sales Cup Champion and now serves on the business school’s Professional Selling Board. He was also a member of the Financial Planning Student Association, an organization that solidified his passion for the profession. In his spare time, Gilbert enjoys being outdoors, watching college football (Gig ‘em Aggies) and spending time with loved ones.