Reliance Wealth Management

Tyler Dunkelberger is a financial advisor with Reliance Wealth Management in San Antonio, TX, holding a Series 65 credential and three years of industry experience. He previously worked at Coppell Advisory Solutions LLC and is also Vice President and Insurance Agent at Reliance Financial Partners, where he is involved in the sale of insurance products. Reliance Wealth Management serves individuals, high-net-worth clients, foundations, trusts, estates, corporations, and charitable organizations, offering discretionary investment management alongside integrated and stand-alone financial planning. The firm employs a top-down, macro-environmental investment approach with tactical asset allocation and uses a variety of investment vehicles including mutual funds, ETFs, individual equities, bonds, structured notes, and alternative investments.

Grace Suchy is a financial advisor at Reliance Wealth Management in San Antonio, TX, with one year of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at S&D Financial, Coppell Advisory Solutions, Reliance Financial Partners, and Hurley Elder Care Law. Outside of advising, she is also an insurance agent at Reliance Wealth Management. Reliance Wealth Management serves individuals, including high-net-worth clients, as well as foundations, trusts, estates, corporations, and charitable organizations, providing discretionary investment management and financial planning. The firm uses a top-down, macro-environmental investment approach emphasizing tactical asset allocation and sector rotation across various asset classes, including alternatives and structured notes.

Kevin Kustelski is a financial advisor at Reliance Wealth Management in San Antonio, TX, holding a Series 66 license with three years of industry experience. He previously worked at MML Investors Services LLC and Foundry. Outside of advisory, he is licensed as an insurance agent specializing in life, long-term care, fixed annuities, and health insurance. Reliance Wealth Management serves individuals, including high-net-worth clients, as well as foundations, trusts, estates, corporations, and charitable organizations. The firm offers discretionary investment management combined with integrated and stand-alone financial planning, employing a top-down, macro-environmental investment approach with tactical asset allocation across a broad range of securities and alternative investments.

Bryce Christopher is a financial advisor at J.P. Morgan Securities with six years of industry experience. He holds the Series 63 and Series 66 licenses and has worked previously at Wells Fargo Bank and USAA. Outside of his advisory role, he is involved in a freelance computer repair business and works part-time with 3D Trees of Boerne in waste services. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis while clients retain final decision authority.

Michael Olivarez is a financial advisor at Reliance Wealth Management in San Antonio, TX, holding a Series 65 designation. He has experience with Goodstein Wealth Management and has been a full-time student until 2024. Reliance Wealth Management serves individuals, including high-net-worth clients, as well as foundations, trusts, estates, corporations, and charitable organizations, offering discretionary investment management combined with financial planning. The firm employs a top-down, macro-environmental investment approach emphasizing tactical asset allocation and uses a variety of investment vehicles, including structured notes and alternative investments.

Dana Dunkelberger is a financial advisor with Reliance Wealth Management in San Antonio, TX, holding a Series 65 designation and five years of industry experience. Prior to joining Reliance Wealth Management in 2024, Dunkelberger worked at Coppell Advisory Solutions LLC, Visionary Wealth Management, LLC, and Gibbs Wealth Management, LLC. He is also the owner and lead sales agent for fixed-indexed annuity and indexed universal life insurance sales through Reliance Financial Partners. Reliance Wealth Management serves individuals, including high-net-worth clients, as well as foundations, trusts, estates, corporations, and charitable organizations, offering discretionary investment management and financial planning. The firm employs a top-down, macro-environmental investment approach focused on tactical asset allocation across a diverse range of investment vehicles.

Sabrina Brown is a financial advisor with Reliance Wealth Management in San Antonio, TX, holding a Series 65 designation and five years of industry experience. She has worked at S&D Financial, Coppell Advisory Solutions, Visionary Wealth Management, and Gibbs Wealth Management. Outside the financial sector, she owns and operates B&S Performance and Tuning LLC, an automotive tuning business. Reliance Wealth Management serves individuals, families, and institutions, offering discretionary investment management and financial planning with a focus on a top-down macro-environmental investment approach that incorporates tactical asset allocation and a range of investment products including mutual funds, ETFs, equities, bonds, structured notes, and alternative investments.