Meet Your
Fiduciary Experts
- Specialize in developing risk-managed growth portfolios via active management.
- Focus on creating lifetime income plans for individuals nearing or just into retirement.
- Team members bring diverse experience from major financial and tech firms.
- CFP® and CRPC credentials showcase expertise in retirement and investment planning.
- Emphasis in multi-generational planning.
- Dedicated to client-focused solutions
Meet Your
Fiduciary Experts
- Specialize in developing risk-managed growth portfolios via active management.
- Focus on creating lifetime income plans for individuals nearing or just into retirement.
- Team members bring diverse experience from major financial and tech firms.
- CFP® and CRPC credentials showcase expertise in retirement and investment planning.
- Emphasis in multi-generational planning.
- Dedicated to client-focused solutions
-
Walter Reyna
Founding Partner - Anthony Reyna
Partner - Michael Cutbirth
Investment Adviser
Representative - Jerri-Lynn Mata
Administrator
Like his father Walter, Anthony Reyna is also a proud graduate of Baylor University and partner of Walter J. Reyna, Inc. Anthony graduated with a BBA degree in Financial Services and Planning, building upon his interest in the financial world, his talent for understanding it, and his diverse business background–making him a wonderful asset to Walter J. Reyna, Inc.
- Anthony Reyna, President
Jerri-Lynn Mata oversees all administrative functions, including client relations, at Walter J. Reyna, Inc., bringing a strong background in accounting and a 15-year career in education to her role. A lifelong McAllen resident, she and her husband are raising their three daughters in the community they love, while she enjoys staying active, reading, and spending time with family and friends.
- Jerri-Lynn Mata
“You will always find us sitting on the same side of the table as our clients when we develop a tailored strategy to help meet their financial needs.”
– Walter Reyna
Like his father Walter, Anthony Reyna is also a proud graduate of Baylor University and partner of Walter J. Reyna, Inc. Anthony graduated with a BBA degree in Financial Services and Planning, building upon his interest in the financial world, his talent for understanding it, and his diverse business background–making him a wonderful asset to Walter J. Reyna, Inc.
– Anthony Reyna, President
Michael believes in lifelong continuing education. He is a Certified College Planning Specialist, a CERTIFIED FINANCIAL PLANNER™ professional and a Retirement Income Certified Professional®.
– Michael P. Cutbirth
Jerri-Lynn Mata oversees all administrative functions, including client relations, at Walter J. Reyna, Inc., bringing a strong background in accounting and a 15-year career in education to her role. A lifelong McAllen resident, she and her husband are raising their three daughters in the community they love, while she enjoys staying active, reading, and spending time with family and friends.
– Jerri-Lynn Mata
