Our Team

Our Team

 

John Chan, MBA, CFP®

Partner, Certified Financial Planner™

Born and raised in San Antonio, he originally pursued a pre-medical track by attending UT Austin and  then graduating with a B.S. in Biochemistry in 2005.  Finding his calling in helping individuals with their financial health, he began his financial career with Alamo Insurance & Wealth Management in the aftermath of the financial meltdown of 2008-2009. During this time, he also pursued and obtained his M.B.A. with a Concentration in Finance from the University of Texas at San Antonio in December 2011 and is a Certified Financial Planner™.

Outside of work, John enjoys spending time with family, reading, research, and gives time to charitable organizations such as the American Diabetes Association and to events such as the free Financial Planning Days held by the Financial Planning Association and the CFP® Board.

Thomas Coy

Senior Financial Professional

Thomas Coy is one of the first financial professionals brought on board by Alamo Insurance & Wealth Management. A lifelong resident of San Antonio, Thomas is committed to helping others and giving back to the community by volunteering at the San Antonio Food Bank, Habitat for Humanity, and the San Antonio Humane Society.

Prior to working in financial services, Thomas was a real estate agent, and still continues to give advice to friends, family, and clients regarding real estate purchases and real estate investments.

When he is not meeting with clients, Thomas enjoys cooking, watching movies, and exercise. Thomas is also planning on completing his first half-marathon this December.

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