MEET THE TEAM
Bob Barber, CWS®, CKA®
Senior Wealth Advisor and Owner
Bob is the owner and Senior Wealth Advisor of Christian Financial Advisors®. He has 34 years of investing experience, starting with real estate back in May of 1984 and financial planning and advisory experience since 1993. For 25 years, Bob has been helping individuals, couples, and families with financial advise from a Biblical perspective.
Shawn McCammon, JD, CFP®, CKA®
Wealth Advisor
Shawn McCammon, is a Wealth Advisor and CERTIFIED FINANCIAL PLANNERTM PROFESSIONAL who meets with clients in Boerne as well as New Braunfels. Shawn brings a unique perspective to the planning process as he is also a licensed estate planning attorney. Shawn is a registered Investment Advisor Representative, holding his series 65 license, as well as being a CFP® and Certified Kingdom Advisor®. Shawn enjoys helping clients take a holistic approach to legal and financial planning, rather than just focusing on a set of documents, helping clients align their faith, family and finances.
Shawn Peters
Wealth Advisor
Shawn is a Wealth Advisor whose experience in the financial industry includes portfolio and investment management, client and technology support, data reconciliation and analysis as well as acting as an Investment Advisor Representative and Financial Advisor. Shawn is currently studying to become a CERTIFIED FINANCIAL PLANNER™ to provide a holistic financial approach for our clients. Shawn was a three year Summa Cum Laude graduate of Liberty University in 2008 with a degree in finance and is married to Bob and Rachael’s oldest daughter, Jenna.
Teresa Joelson, CMFC®
Client Service Associate
Teresa Joelson holds the Chartered Mutual Fund Counselor (CMFC®) designation and a Series 65 Uniform Investment Advisor registration. She has over 12 years of experience in the investment management industry. She is a native Texan and has a Bachelor of Science degree from Texas A&M University.
Teresa coordinates with clients on account operational and processing needs. She also works closely with Nathaniel and Bob on investment strategy implementation, reporting, and administrative responsibilities.
Jenna Peters
Reception, Website Marketing, & Design
Jenna is Bob and Rachael’s oldest daughter. She has been with CIS since September 2015; however, Jenna has been involved with CIS and the office for many years, often spending her summer jobs working for the office.
Rachael Barber
Senior Management & Special Projects
Rachael is the wife of Bob and has been an invaluable component in the success of CIS over the years since they started the business in 1984. Her responsibilities include graphic design of all marketing materials, client events planning and coordination, and working closely with Bob and Kirsten on day to day operations and leadership of the business as necessary.
Schedule an initial appointment.
Learn more about Christian Financial Advisors® and how to get started.
VALUES BASED INVESTING
We offer many choices for those that would like to help make our world a better place both now and for generations to come. Become part of the values based movement today.
TRANSPARENT FEES
Our simple fee based approach takes away any potential conflict of interest or influence a large investment company could have over us.
HOW WE ARE DIFFERENT
We have a set of guiding principles that we follow based on Biblical values in order to serve clients with the utmost standard of care.
Do your investments reflect your values? Request your complimentary personal Moral Report to find out.
1. Make An Appointment
We would love to get to know you and learn more about your financial goals.
2. Tell Us Your Financial Goals
Together, with a personal assessment, we can chart a roadmap of your financial vision for the future.
3. We’ll Make Your Plan A Reality
You are now ready to begin your personal journey towards pursuing your wealth management goals.
