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.
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.