Financial Planning Specialists
Scott Sawtelle was born in San Antonio, TX. He joined the United States Marine Corps in August 1966 and served two years. Scott is a Vietnam veteran and served with 1st Bn. 4th Marine Regiment, 3rd Marine Division during the Vietnam War. His Marine Awards include the Vietnam Commendation Medal, Vietnam Meritorious Service Medal, and the Presidential Unit Citation. He graduated with a Bachelor of Arts degree from The University of Texas at Austin in December 1972. Scott began his financial career in 1973 with State Mutual Life in San Antonio. He received his general securities license in 1975. In 1981, he applied his experience within the life insurance industry towards the securities industry with a Houston-based firm, Financial Synergies Equities, Inc. He became a partner and remained at Financial Synergies Equities, Inc. until 1993 when the firm was sold. At that point, Scott decided to offer investment advice, exclusively, in conjunction with managed accounts. In 1995, Sawtelle Financial Management registered with the Securities and Exchange Commission as a Registered Investment Advisor. Scott is a Chartered Financial Consultant, a designation he received from the American College after passing 10 investment-related tests. Scott has over 40 years of experience in assisting clients in planning their futures. Sawtelle Financial Management currently has 200 clients and over $142,678,485 in assets under management.
Christa Patterson, the Director of Operations, has been with my firm for three years and is very knowledgeable in the day-to-day operations and processes that take place here. She is currently working on her master’s degree in Accounting at the University of Texas at San Antonio through an accelerated program that will enable her to qualify for the CPA exam next year, before transitioning into her accepted position at Ernst & Young in August 2019. Because she is still going to school, she is typically in the office 25-30 hours a week, yet she maintains an excellent work ethic and will always answer your requests within 24 hours. When she is not working or going to school, she enjoys reading, going to the movies, and spending time with her family.
Audrey Keel, the Director of Business Development, manages our firm’s efforts to expand our clientele. Audrey is a native Texan who holds a BBA in Accounting from The University of
Juan Morales, the Director of Customer Relationship Management (CRM), is our newest team member. He oversees the day-to-day activities in the office while managing our overall firm goals each year. Born and raised in Texas, Juan grew up in