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Serving Your Needs Today. Tomorrow. Always.


Expertise

Both our San Antonio and Austin teams boast decades of experience and expertise in providing Riverside clients with financial planning, investment, insurance and 401(k) needs.

Comprehensive

At Riverside we recognize that your financial needs and goals are unique. We work closely with you and your family to devise appropriate solutions tailored to you, your family, and your business.

Attentiveness

Putting clients first is what we do. Our team’s clear attentiveness to detail helps you rest easy knowing your finances are in order and taken care of.


A Team Dedicated to Serving You

At Riverside Securities we are dedicated to your financial success, regardless of how you define it.

As a comprehensive wealth management firm we always evaluate your life’s big picture and strive to provide actionable and relevant advice tailored to your unique needs. Many firms feel that their time is best spent with those who have already positioned themselves comfortably. We believe everyone should have access to personalized financial services.

Whether you are at the beginning of your financial journey or are ready to plan your estate, our team works diligently and confidentially to create an individualized plan to meet the needs of you, your family and your business.

Brad Bates Photo

Brad Bates

MBA, AIF®
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Brad Bates, MBA, AIF®

bbates@riversidesecurities.com
(210) 417-4445 (office)

Brad Bates has more than 20 years of business experience and is a graduate of Wayland Baptist University where he earned both his Bachelor of Science in Occupational Education and Master of Business Administration. He also holds a Master of Security Analysis and Portfolio Management from Creighton University. In addition to professionally serving the community, he is an instructor at Wayland Baptist University where he teaches finance and management.

Brad has his Financial Industry National Regulatory Industry (FINRA) Series 4, 7, 24, 53 and 66 securities licenses, as well as his Texas Group 1 insurance license. He is currently licensed to conduct business in AL, AZ, AR, CA, CO, CT, FL, GA, HI, IL, IN, KS, KY, LA, MA, MD, MI, MN, MS, MO, NV, NJ, NM, NY, NC, OH, OK, OR, PA, SC, TX, UT, VT, VA, WA and WI.

Donnas Landry Photo

Donnas Landry

MBA, CWS®
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Donnas Landry, MBA, CWS®

dlandry@riversidesecurities.com

Donnas has over 18 years experience in sales and management of small businesses in fields as varied as Truck and Marine Refrigeration, Art, and Wine and Spirits.

Donnas earned a Bachelor of Science in Management (Minor in Accounting), as well has his Master of Business Administration with a Finance Concentration from the University of New Orleans. In May of 2016 He also earned the Certified Wealth Strategist® designation from the Cannon Financial Institute.

Donnas has his Financial Industry Regulatory Authority (FINRA) Series 7 and 66 securities licenses.  He is currently licensed to conduct securities business in  FL, GA, LA, MS and TX.  Donnas also holds insurance licenses in Louisiana, Mississippi, and Texas. 

Gregory Schroen Photo

Gregory Schroen

MBA, CFF®
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Greg Schroen, MBA, CFF®

gschroen@riversidesecurities.com
(512) 255-0395 (office)
(512) 354-1127  (cell)

Greg Schroen is knowledgeable and experienced in a wide range of investment disciplines and practices, using sophisticated wealth building strategies and techniques, he helps clients navigate tough market environments and make sound financial choices. Greg Schroen believes in providing individualized service, hands-on guidance and customized planning to enable each client to understand, and become comfortable with financial tools and concepts. Above all, Greg provides outstanding customer support and a full range of financial, retirement and tax services representing products from some of the best companies in the industry.

A dedicated financial professional, Greg participates in various independent professional associations that require adherence to professional codes of ethics and a commitment to continuing professional education. Active in professional and community organizations in Austin and throughout Central Texas, Greg has served as president of the Austin chapter of the National Association of Accountants.

Prior to becoming an independent financial/investment professional, Greg worked in the corporate world for over 15 years, holding titles such as senior financial analyst and senior systems analyst. His former employers include Dell, Motorola and Texas Instruments. He owns a growing tax practice and holds a B.S. in Finance and an M.B.A. from the University of Connecticut.

Greg has his Financial Industry National Regulatory Industry (FINRA) Series 6, 26, 63 and 65 licenses, as well as his Texas Group 1 insurance license. He is currently licensed to conduct business in CA, FL, HI, IL, LA, MD, MA, NY, OH, TX, and VA.

Brad Bates  Photo

Brad Bates

MBA, AIF®
Read Bio

Brad Bates, MBA, AIF®

bbates@riversidesecurities.com
(210) 417-4445 (office)

Brad Bates has more than 20 years of business experience and is a graduate of Wayland Baptist University where he earned both his Bachelor of Science in Occupational Education and Master of Business Administration. He also holds a Master of Security Analysis and Portfolio Management from Creighton University. In addition to professionally serving the community, he is an instructor at Wayland Baptist University where he teaches finance, management and accounting courses.

Brad has his Financial Industry National Regulatory Industry (FINRA) Series 4, 7, 24, 53 and 66 securities licenses, as well as his Texas Group 1 insurance license. He is currently licensed to conduct business in AL, AZ, AR, CA, CO, CT, FL, GA, HI, IL, IN, KS, KY, LA, MA, MD, MI, MN, MS, MO, NJ, NM, NY, NC, OH, OK, OR, PA, SC, TX UT, VT, VA, WA, WI.

Michael Peters Photo

Michael Peters

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Michael Peters

mpeters@riversidesecurities.com
(512) 891-7526 (office)
(512) 636-1118 (cell)

Mike has worked in the financial industry for more than 30 years; he is helping families financially plan for all stages of their lives, from planning for college, to planning for retirement and beyond. He believes everyone deserves to work with a financial professional, regardless of their stage in life.

Mike grew up in Texas and has made his home over the last 30 years in Austin, TX. He is married and has 7 children and step-children along with 12 grandkids.

Mike has his Financial Industry National Regulatory Industry (FINRA) Series 6, 26, 63 and 65 securities licenses, as well as his Texas Group 1 insurance license. He is currently licensed to conduct business in AL, AR, CA, IL, IN, MA, NJ, PA, SC and TX.

Stephen Bonner Photo

Stephen Bonner

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Stephen Bonner

sbonner@riversidesecurities.com
(512) 891-7526 (office)
(512) 567-1358 (cell)

Steve has his Financial Industry National Regulatory Industry (FINRA) Series 6, 63 and 26 licenses as well as his Texas Group 1 insurance license. He is currently licensed to conduct business in CO, TX VA and WI.

Eric Shield Photo

Eric Shield

MBA
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Eric Shield, MBA

eshield@riversidesecurities.com
(512) 891-7526 (office)
(512) 963-4925 (cell)

A Texas native. Eric grew up in Texas and graduated from Texas State University with his BBA in Economics and MBA in Finance. He has worked in the financial industry for over 17 years and enjoys working with families to reach their financial goals. Prior to his financial career, he has worked as a senior analyst for a municipal bond reporting agency as well as with oil, gas and uranium exploration and production.

Eric has his Financial Industry National Regulatory Industry (FINRA) Series 6, 63 and 65 securities licenses, as well as his Texas Group 1 insurance license. He is currently licensed to conduct business in CA, KY, LA, OK and TX.

Comprehensive Services to Meet Your Unique Needs

The phrase, “You only live once,” has been around for generations. We grow up, get an education, settle into a career and start a family. And while it may not always be in that order, it’s a journey. But it’s what you do along the way that prepares you for the day you can retire.

Working with the right financial professional, you will get the personal and objective advice to help you reach your goals, and new ones that may come along the way.

At Riverside Securities, we take planning seriously.
You get one shot at life - We can help you plan it right.

Contact Us Today

There are more ways to manage money than there are people that manage it. In these times you hear many words thrown around the financial industry and media: stocks, bonds, mutual funds, diversification, re-balancing, risk tolerance, research, etc. There are countless opinions and websites that seem dedicated to information overload, leaving you wondering whom to trust.

At Riverside Securities we help you make sense of it all.
Spend less time worrying & more time enjoying life.

Our focused investment recommendations are always based on your unique needs and are executed with complete transparency. You’ll never be left wondering what you’re invested in, or why.

Contact Us To Learn More

You’ve made a commitment to your employees and their families.

At Riverside Securities we understand that your retirement plan is more than just a simple commitment. Rather, it’s a vehicle by which we save, invest and manage our income as we plan for retirement.

Let us help you make your plan work for you and your employees. Our team can help by:

   Reducing costs

   Improving investment selections

   Increasing employee participation

   Providing employee education

   Reducing your fiduciary liability

   Implementing user-friendly technology


Contact Us Today To Improve Your Company’s Retirement Readiness

Let us help protect you against the unexpected.

By incorporating the right insurance solutions you can guarantee a stream of income, protect against premature death or disability, or even provide a death benefit outside your estate to preserve your wealth for your heirs.

We can help you find the right solution for you and your family.

   Disability Insurance

   Long Term Care Insurance

   Fixed Annuities

   Life Insurance

         Term and permanent

         Key Person insurance

         Irrevocable Life Insurance Trusts


Contact Us Today!


Guarantees and death benefits are subject to the claims paying ability of the issuing insurance company.

Helping You Grow to New Heights


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Frequently Asked Questions


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PLEASE NOTE: The information being provided is strictly as a courtesy. When you link to any of the web sites provided here, you are leaving this web site. We make no representation as to the completeness or accuracy of information provided at these web sites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, web sites, information and programs made available through this web site. When you access one of these web sites, you are leaving our web site and assume total responsibility and risk for your use of the web sites you are linking to.

It All Begins With a Conversation

Find out if Riverside Securities is right for you. We would love to hear from you!


San Antonio

8620 N. New Braunfels Ave., Ste 102
San Antonio, TX 78217
(210) 417-4445

Austin

2028 E. Ben White Blvd., Ste. 508
Austin, TX 78741
(512) 891-7526