About Us

About Us

Transform Your Financial Future Effortlessly

KWS Financial Group is a network of Financial Professionals dedicated to helping individuals, families, and business owners prepare for their financial future.

Our company’s primary objective is to provide Knowledge to help build clients’ Wealth while providing quality Service through each phase of the financial planning process.

Meet our KWS Leadership Team

Jeremiah Castaneda

jcastaneda@kwsfinancialgroup.com

Rio Grande Valley

Aaron Lumbreras

alumbreras@kwsfinancialgroup.com

Rio Grande Valley

Joe Huerta

jhuerta@kwsfinancialgroup.com

Rio Grande Valley

Mario Garcia

mgarcia@kwsfinancialgroup.com

Rio Grande Valley

Eric Esquivel

eesquivel@kwsfinancialgroup.com

Rio Grande Valley

Julio Rodriguez

jrodriguez@kwsfinancialgroup.com

Rio Grande Valley

Paola Rodriguez

prodriguez@kwsfinancialgroup.com

El Paso

Vania Magallanes

vmagallanes@kwsfinancialgroup.com

Laredo

Meet our agents

Alaka Rao Kathi

araokathi@kwsfinancialgroup.com

Laredo Texas

Delia Pena

DPena@kwsfinancialgroup.com

Laredo Texas

Liz Martinez

lmartinez@kwsfinancialgroup.com

Laredo Texas

Laurita Rios

lrios@kwsfinancialgroup.com

Laredo Texas

Luis Montemayor

lmontemayor@kwsfinancialgroup.com

Laredo Texas

Patricia Valdez

pdvaldez@kwsfinancialgroup.com

Laredo Texas

Alex Flores

aflores@kwsfinancialgroup.com

Rio Grande Valley

Anabel Rangel

arangel@kwsfinancialgroup.com

Rio Grande Valley

Delmiro Garcia

delgarcia@kwsfinancialgroup.com

Rio Grande Valley

Denovan Colin

dcolin@kwsfinancialgroup.com

Rio Grande Valley

Diana Garcia

dgarcia@kwsfinancialgroup.com

Rio Grande Valley

George Cabrera

gcabrera@kwsfinancialgroup.com

Rio Grande Valley

Jason De Leon

jdeleon@kwsfinancialgroup.com

Rio Grande Valley

Our Services

Explore What We Offer

Secure retirement, grow investments, and protect loved ones with confidence.

Retirement Planning

We simplify retirement planning by creating a personalized roadmap for your financial future. Our expert advice helps you build a solid retirement income plan, addressing everything from savings strategies to managing Social Security benefits. We’re here to ensure your retirement goals are met, giving you the confidence to enjoy your post-career years without financial worries.

Enhanced Planning

Preserve family harmony and protect your legacy through strategic estate and wealth transfer guidance. We focus on aligning your assets, beneficiaries, and financial goals—without drafting legal documents. We’ll help you understand the essentials, coordinate with your attorney, and ensure your plan supports the people and causes that matter most.

Our Partners