Broker Check

Our Team

Christopher R. McNeil, MD, FAAEM

Partner and Investment Advisor Representative

(210) 332-4717

[email protected]

Christopher R. McNeil is a founding partner and owner of VitalStone Financial. Dr. McNeil completed medical school at the University of Nebraska Medical College and his Emergency Medicine Residency at Brooke Army Medical Center in San...

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Jason Odette, CFP®

Partner, Certified Financial Planner Professional and Investment Advisor Representative

(210) 332-4730

[email protected]toneFinancial.com

Jason Odette is a founding partner and owner of VitalStone Financial. Jason graduated summa cum laude from Fort Lewis College in Colorado. Jason has worked in the financial services industry for the last 22 years and as a Certified...

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James Jedrziewski, LUTCF

Partner and Investment Advisor Representative

(210) 308-0248

[email protected]

James Jedrziewski is a founding partner and owner of VitalStone Financial. James attended Concordia University in Austin and worked in business management for several years before joining the financial industry. James has extensive...

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Douglas Radcliffe, CFP®, CLU®

Partner, Certified Financial Planner Professional and Investment Advisor Representative

(210) 332-4717

[email protected]

Doug Radcliffe, Certified Financial Planner Professional and Financial Services Representative of Invest Central, is continually recognized for excellence by his peers. He shares his expertise on a variety of topics, notably profit...

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Kenneth Marriott, MD, FAAEM

Partner and Investment Advisor Representative

(210) 332-4717

[email protected]

Kenneth Marriott is partner and investment advisor representative of VitalStone Financial. Ken completed his medical school at the Uniformed Services University of the Health Sciences and his Emergency Medicine residency at Brooke Army...
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Michael Priede

President and CEO Capital Strategies

(210) 332-4717

[email protected]

Mike Priede is President and CEO of Capital Strategies and is headquartered in Austin, Texas. Captial Strategies employs over 100 advisors covering all of Central and West Texas as well as New Mexico. Mike leads the Austin office of...

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Stephen San Roman

Investment Advisor Representative

(210) 332-4717

[email protected]

Stephen is an Investment Advisor Representative with VitalStone Financial. Stephen is fully licensed in insurance and securities and has extensive experience in banking.

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