Michael R. Sierra, CFP®

  • 30
  • June 18, 2014
profile picture
  • Vice President,
    Senior Trust Officer
  • San Antonio, TX
  • 210.352.2410

Vice President,
Senior Trust Officer


JD, Texas Tech University School of Law

M.A. (Personal Finance Planning), Texas Tech University School of Law

Mike joined thhe company in 2012 and is responsible for managing client relationships as well as business development. He is a licensed attorney and a Certified Financial Planner™ practitioner.

Previously, Mr. Sierra was in private practice focusing on domestic and international estate planning, probate law, and charitable organizations.

After graduating from Southwestern University, in Georgetown, Texas, Mr. Sierra worked for AIM Mutual Funds (now, Invesco), in Austin, Texas. Following his tenure at AIM, Mr. Sierra attended Texas Tech University School of Law and Graduate School, graduating with a Juris Doctorate and a Master’s of Science in Personal Financial Planning in 2006, with honors.

Mr. Sierra is a member of the State Bar of Texas, the American Bar Association, the San Antonio and South Texas Chapter of the Financial Planning Association, and the San Antonio Estate Planners Council. He has been active in various community and civic organizations throughout his career, including his church, the Boys and Girls Club, and United Way.