While San Antonio natives Tom and Annette
work hard to build their future, they also find
pleasure in preserving their past. They recently
constructed their own 1800s-style homestead
on their ranch in the Texas Hill Country
where Tom’s grandfather’s home once stood.
And when it comes to building and preserving
their wealth, Tom and Annette turned to the
team of Wealth Management professionals
and Private Banking’s concierge services at
Broadway Bank.

“Now we’re looking toward our kids’
generation to transfer some of our assets,” says
Tom. “We’re very fortunate to have the kind
of relationship with Broadway Bank that will
enable us to bridge generations.”

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