San Antonio, TX San Pedro Avenue Office

Theodore Burkhart is a financial advisor with Cary Street Partners in San Antonio, TX, holding a Series 63 designation and over 50 years of industry experience. He has been with Cary Street Partners since 2013. Outside of his advisory work, he is involved in operating a day care center, owns a restaurant and casino business, and provides consulting services for church capital campaigns. Cary Street Partners offers wealth management and advisory services to a diverse client base, utilizing both third-party and in-house resources across various investment strategies, including traditional and opportunistic approaches.

Janie Faught is a financial advisor with Cary Street Partners in San Antonio, TX, holding Series 63 and Series 66 licenses and bringing eight years of industry experience. She previously worked at Raymond James & Associates from 2015 to 2017. Outside of her advisory role, she serves as a Finance Committee Member at The First Baptist Church of San Antonio, where she contributes to the development and monitoring of the church’s budget. Cary Street Partners provides discretionary and non-discretionary wealth management and advisory services to a diverse client base, including individual investors, charitable organizations, corporations, and retirement plans. The firm employs a comprehensive investment approach that includes portfolio management across multiple asset classes, financial and retirement planning, and access to alternative investments and proprietary strategies.

Benjamin Coppock is a financial advisor at Cary Street Partners with two years of industry experience. He holds a Series 66 designation and has worked at Cary Street Partners Investment Advisory LLC and Cary Street Partners LLC since 2024. Prior to joining the firm, he was employed at Equitable Advisors and has experience in academic and corporate settings, including roles at the University of Texas-Austin and Infineon Technologies. He volunteers with Junior Achievement of Central Texas, teaching financial literacy to middle and high school students. Cary Street Partners provides discretionary and non-discretionary wealth management and advisory services to individuals, charitable organizations, corporations, retirement plans, and other institutions. The firm’s investment approach includes portfolio management across various asset classes, financial and retirement planning, and access to alternative and private fund vehicles, utilizing both third-party managers and in-house resources.

Thomas Faught is a financial advisor at Cary Street Partners with 38 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 66 licenses. Since 2013, he has worked at Cary Street Partners and its affiliated entities, and since 2009, at Riverstone Wealth Management. He serves on the FINRA Content Committee, contributing to the development and review of industry qualification exams. Cary Street Partners provides discretionary and non-discretionary wealth management and advisory services to a diverse client base, including individuals, charitable organizations, corporations, and retirement plans. The firm offers portfolio management, financial and retirement planning, and access to alternative investments, utilizing both third-party and proprietary strategies.