Schedule a Client Meeting "*" indicates required fields Please enter your information below to book your Client appointment.Last Name*Last 6 of SSN*Please click "Next" after entering your info so we can connect you to your advisor.(It may take a few seconds for the Next button to appear)This field is hidden when viewing the formUID This field is hidden when viewing the formIDWe're sorry but the information you entered does not appear to match our records.Please be sure you enter only the Last 6 Digits of your SSN. If you entered the information correctly, please either call or text us at (830) 609-6986 so we can assist you in booking your appointment.This field is hidden when viewing the formAdvisor- Select a Name -Bob BarberMatthew BarrovecchioDon VandeVanterHousehold*This field is hidden when viewing the formFirst NameThis field is hidden when viewing the formLast NameThis field is hidden when viewing the formCurrent Email This field is hidden when viewing the formCurrent PhoneEmail* Incorrect? Please edit your email above.Phone*Incorrect? Please edit your number above.This field is hidden when viewing the formEmail UpdatedThis field is hidden when viewing the formPhone UpdatedWhat is this appointment concerning?* Annual or Detailed Meeting General Questions Financial Planning Paperwork Risk, Volatility, or Investment Allocation Other or Not Sure What kind of questions or topics would you like to cover?*How would you like to meet?* Video Call In-person Phone In addition to email, select how you would like to be contacted* Text Message Phone Call This field is hidden when viewing the formAdvisor (Archived)CommentsThis field is for validation purposes and should be left unchanged.