College Station, TX Holleman Drive East Office

Craig Colson is a financial advisor at OFG Financial Services, Inc. in College Station, TX, with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has been with OFG Financial Services since 2012. Outside of his advisory role, he is involved in insurance product sales through Executive Financial Services and participates as a limited partner in agricultural and timber ventures. OFG Financial Services provides investment advisory and planning services to individuals and corporations, managing approximately $270 million in assets across 843 client relationships. The firm employs fundamental analysis to construct portfolios emphasizing no-load mutual funds and listed securities, offering non-discretionary account management and a range of planning and consulting services.

John Phinney is an advisor with OFG Financial Services, Inc. in College Station, TX, holding Series 65 and Series 63 credentials with 31 years of industry experience. He has been with OFG Financial Services since 2000. Approximately 20% of his time is spent working with clients on insurance products, including fixed annuities, life insurance, and long-term care insurance, with the remainder focused on securities. OFG Financial Services is a multi-advisor SEC-registered investment adviser serving individuals and corporate clients with approximately $271 million in assets under management. The firm employs fundamental analysis to construct portfolios emphasizing no-load mutual funds and manages accounts on a non-discretionary basis, providing written financial plans and limited consulting through a team of 28 advisors.

Steven Colson is a financial advisor with OFG Financial Services, Inc. in College Station, TX, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 34 years of industry experience, including 27 years with OFG Financial Services and over 28 years as an independent agent. Outside of his advisory role, he is involved in executive financial services focused on life and health insurance and fixed annuities, and he holds stock in Lion Street, Inc., an independent marketing organization for life insurance products. OFG Financial Services serves individuals and corporations through a team of 37 advisors managing approximately $270 million in assets. The firm provides non-discretionary portfolio management and financial planning, employing fundamental analysis with an emphasis on no-load mutual funds and listed securities.

Scott Marwil is a financial advisor with OFG Financial Services, Inc. in College Station, TX, holding Series 65 and Series 63 licenses and eight years of industry experience. He has been with OFG Financial Services since 2017 and worked previously at E N Engineering. Outside of advising, he volunteers as a general contractor rebuilding homes damaged by Hurricane Harvey in Dickinson, Texas. OFG Financial Services is a multi-advisor SEC-registered firm serving individuals and corporate clients with approximately $271 million in client assets across about 850 relationships. The firm employs fundamental analysis to construct portfolios with an emphasis on no-load mutual funds and provides written financial planning, consulting, and non-discretionary account management.

Benjamin Schroeder is a financial advisor with OFG Financial Services, Inc. in College Station, TX, holding Series 63 and Series 65 licenses and nine years of industry experience. He has been with OFG Financial Services since 2016. Outside of advisory work, he is an independent life and health insurance agent, dedicating about 10% of his time to these activities. OFG Financial Services provides investment advisory and planning services to individuals and corporations, managing approximately $270 million in assets across 843 client relationships. The firm uses fundamental analysis to construct portfolios emphasizing no-load mutual funds and listed securities, offering non-discretionary portfolio management and written financial planning.

Lorin Kieschnick is a financial advisor at OFG Financial Services, Inc. with 18 years of industry experience. He holds a Series 66 designation and has been with OFG Financial Services and Ameritrust Capital Mortgage since 2007. Outside of advisory work, Kieschnick is involved in livestock sales and marketing. OFG Financial Services serves individuals and corporations with investment advisory and planning services, managing approximately $270 million in assets through a team of 37 advisors. The firm uses fundamental analysis to construct portfolios emphasizing no-load mutual funds and listed securities, providing non-discretionary advice tailored to client objectives.