1900 Wealth

Christopher Kardys is a financial advisor at 1900 Wealth in San Antonio, TX, holding a Series 65 designation with six years of industry experience. He has been with 1900 Wealth, formerly Monticello Wealth Management, LLC, since 2019 and previously worked at Rocanda USA Inc. from 2011 to 2019. 1900 Wealth serves individuals, family offices, pension and profit-sharing plans, trusts, estates, corporations, and other entities, providing financial planning, consulting, and investment management services. The firm emphasizes strategic asset allocation using low-cost ETFs and mutual funds to create diversified long-term portfolios tailored to each client’s goals, risk tolerance, and time horizon.

Jessica Drought is a financial advisor at 1900 Wealth with five years of industry experience. She holds the Series 65 designation and has previously worked at M Capital and Texas Next Capital. 1900 Wealth serves individuals, family offices, pension and profit-sharing plans, trusts, estates, corporations, and other entities with financial planning, consulting, and investment management. The firm emphasizes strategic asset allocation using low-cost ETFs and mutual funds to build long-term, diversified portfolios tailored to clients’ goals, risk tolerance, and time horizon.

Austin Kroll is a financial advisor at 1900 Wealth in San Antonio, TX, holding Series 63 and Series 65 licenses with 11 years of industry experience. His prior roles include positions at Frost Investment Services and Frost Bank, where he worked for over a decade. 1900 Wealth serves individuals, family offices, pension and profit-sharing plans, trusts, estates, and corporations, providing financial planning, consulting, and investment management using a strategic asset allocation approach. The firm utilizes low-cost ETFs and mutual funds for diversified portfolios and also offers family office services and managed portfolios through sub-advisers.

Melissa Anderson is a financial advisor at 1900 Wealth with five years of industry experience. She holds a Series 65 designation and has previously worked at Windmühle LLC and Bull Creek Financial Services LLC. Anderson serves as a trustee for Southwestern University and is a board member and chairperson of the investment committee at The Catholic Foundation-Diocese of Austin. 1900 Wealth provides financial planning, consulting, and investment management services to individuals, family offices, pension and profit-sharing plans, trusts, estates, corporations, and other entities. The firm emphasizes strategic asset allocation using low-cost ETFs and mutual funds, offers family office services, and manages client accounts both discretionary and non-discretionary.

Miles Fuquay is a CFP® professional with seven years of industry experience, currently with 1900 Wealth in San Antonio, TX. He has been with 1900 Wealth, formerly Monticello Wealth Management, since 2018 and previously worked at Jefferson Bank from 2005 to 2019. 1900 Wealth serves a diverse client base including individuals, family offices, pension and profit-sharing plans, and corporations, offering financial planning, consulting, and investment management services. The firm employs a strategic asset allocation approach using low-cost ETFs and mutual funds to create long-term diversified portfolios, and also manages affiliated pooled investment vehicles while making use of sub-advisers for customized portfolios.

Charles Dodd Jr. is a financial advisor at 1900 Wealth with Series 63 and Series 65 credentials and three years of industry experience. He previously worked at Northwestern Mutual Investment Services LLC and held various roles in financial services and other sectors since 2018. 1900 Wealth serves individuals, family offices, pension plans, trusts, estates, corporations, and other entities with financial planning, consulting, and investment management. The firm emphasizes strategic asset allocation using low-cost ETFs and mutual funds to create diversified portfolios tailored to client goals and risk tolerance, and it manages affiliated private funds while recommending related banking services through its connection with Jefferson Bank.

Robert Jones is a CFA® charterholder with three years of industry experience. He is currently with 1900 Wealth Management LLC and previously worked for seven years at USAA Asset Management Company. 1900 Wealth serves a diverse client base including individuals, family offices, pension and profit-sharing plans, and corporations. The firm’s investment approach centers on strategic asset allocation using low-cost ETFs and mutual funds to create long-term, diversified portfolios tailored to each client’s goals and risk tolerance.

Todd Brockwell is a CFA® charterholder affiliated with 1900 Wealth in San Antonio, TX, where he has worked for 10 years. His entire professional tenure has been with 1900 Wealth, formerly known as Monticello Wealth Management. 1900 Wealth provides financial planning, consulting, and investment management services to individuals, family offices, pension plans, trusts, estates, corporations, and other entities. The firm emphasizes strategic asset allocation using low-cost ETFs and mutual funds to build diversified, long-term portfolios tailored to client-specific goals, risk tolerance, and time horizon.

Joseph Velazquez is a financial advisor at 1900 Wealth in San Antonio, TX, holding Series 63 and Series 66 licenses with four years of industry experience. Prior to joining 1900 Wealth in 2026, he worked at JP Morgan Securities, LLC and JP Morgan Chase Bank, N.A. for three years and had a one-year tenure with Northwestern Mutual Life Insurance Company and Northwestern Mutual Investment Services LLC. 1900 Wealth serves individuals, family offices, pension and profit-sharing plans, trusts, estates, corporations, and other entities, offering financial planning, consulting, and investment management. The firm emphasizes strategic asset allocation using low-cost ETFs and mutual funds within diversified portfolios tailored to clients' goals and risk tolerances, and it operates affiliated private funds while occasionally using sub-advisers for customized managed portfolios.

Caroline Satel is a financial advisor at 1900 Wealth in San Antonio, TX, holding Series 63 and Series 65 licenses with three years of industry experience. Her prior roles include positions at IFA Paris and Purshe Kaplan Sterling Investments, Inc. 1900 Wealth serves a diverse client base including individuals, family offices, pension plans, and corporations, offering financial planning, consulting, and investment management services. The firm focuses on strategic asset allocation and uses low-cost ETFs and mutual funds to build long-term, diversified portfolios tailored to clients’ objectives.

Stephen Hernandez is a financial advisor at 1900 Wealth with a Series 65 designation and one year of industry experience. Prior to joining 1900 Wealth, he worked at Platform Science and Trimble, and spent seven years at Oracle. Outside of his financial advisory role, Hernandez serves as an elder and director at Redeemer Bible Church of San Antonio, where he is involved in preaching, teaching, church leadership, and managing the church’s finances. 1900 Wealth serves a diverse client base, including individuals, family offices, pension and profit-sharing plans, trusts, estates, and corporations. The firm focuses on strategic asset allocation using low-cost ETFs and mutual funds to build diversified portfolios tailored to clients’ goals, and also offers family office services along with management of affiliated pooled investment vehicles.

Jacob Allison is a financial advisor at 1900 Wealth in San Antonio, TX, holding a Series 65 credential. He has been active in the financial industry since 2024, with prior experience at Northwestern Mutual and KE Andrews. Allison’s background includes several roles outside finance, including positions at Texas A&M University and Westwood Country Club. 1900 Wealth provides financial planning, consulting, and investment management services to individuals, family offices, pension and profit-sharing plans, trusts, estates, and corporations. The firm emphasizes strategic asset allocation using low-cost ETFs and mutual funds to build diversified, long-term portfolios tailored to clients’ goals and risk tolerance.

Mary Romanczuk is a financial advisor at 1900 Wealth in San Antonio, TX. She holds Series 63 and Series 65 licenses and has four years of industry experience, including prior roles at Piper Sandler & Co. and KCIC. 1900 Wealth serves individuals, family offices, pension plans, trusts, and corporations with financial planning, consulting, and investment management. The firm emphasizes strategic asset allocation using low-cost ETFs and mutual funds, providing tailored investment plans and access to customized managed portfolios through sub-advisers.

Hannah Jones is a financial advisor at 1900 Wealth with two years of industry experience. She holds a Series 65 designation and previously worked at Luther King Capital Management and in graduate studies at Texas Tech University. 1900 Wealth serves a diverse client base including individuals, family offices, pension plans, and corporations, offering financial planning, consulting, and investment management. The firm employs a strategic asset allocation approach using low-cost ETFs and mutual funds to build long-term, diversified portfolios tailored to client goals and risk tolerance.

James Sulester Jr is a financial advisor at 1900 Wealth with 12 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at CrowdOut Capital for eight years and Pasadera Capital for three years. 1900 Wealth provides financial planning, consulting, and investment management services to individuals, family offices, pension plans, trusts, estates, corporations, and other entities. The firm utilizes a strategic asset allocation approach with low-cost ETFs and mutual funds, offers family office services, and manages affiliated private funds.