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ABOUT US

We will work to meet the needs of every client, every time. Our team takes a personal approach when helping our clients. We strive for excellence in all that we do and want to be your source for sound financial advice and solutions.

Team Members

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Luis J. Rodriguez, EA

Luis J. Rodriguez, a graduate of The University of Texas at San Antonio in 2003, has been working in public accounting since 2005. Luis has worked for several small and medium accounting firms with a wide‐range of industry‐specific returns from large corporations to small sole‐proprietors and all kinds in between. Luis, his wife Claudia, and daughter Iliana live in San Antonio, and are involved with St. Anthony Mary Claret Catholic Church.

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Cherelyn Lutz

Cherelyn Lutz, a 1990 graduate of Southwest CUNA Management School, Houston, TX and currently a senior at Capella University with a 3.85 GPA, graduating in May 2021 with a Bachelor of Science in Business/Specialization in Management and Leadership. Cherelyn has forty years accounting experience, both in the public and private sector. Cherelyn joined our office in November of 2019 as Staff Bookkeeper/Payroll. Born in Hawaii, Cherelyn resides in Quihi, Texas with her husband of 29 years. Cherelyn and her husband have 6 children (one deceased at 16), 10 grandchildren with number 11 on the way, and 3 fur babies.

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Crystal Mishler

Crystal Mishler is a licensed Enrolled Agent and has spent the last 15 years of her career in the field of public accounting. Crystal graduated Magna Cum Laude as a double major with a degree in Business from Columbia Southern University, and along the way worked hard to obtain multiple certifications and designations while she continued her studies at Sul Ross State University and Western Governors University in the fields of accounting, taxation, management, and many leadership subjects, all of which would eventually provide the foundation for a fun and dynamic career in the financial services field since 2004.

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Claudia Rodriguez

Claudia Rodriguez, is a graduate of University Texas Health Science Center in 2004. Claudia has been working as a Pediatric Physical Therapist for the past 16 years. In August 2019, Claudia came on board to assist her husband, Luis, as an office manager. Claudia also has bachelor degrees in Psychology and Health Sciences. She was born and raised here in San Antonio. Claudia and Luis, along with their daughter Iliana, live in San Antonio and are involved with St. Anthony Mary Claret Catholic Church. As a family we enjoy supporting local and national organizations such as: Children’s Shelter, Ronald McDonald House, Alzheimer’s Association, St. Jude’s Hospital, Foster Programs, Animal Rights/Rescue Programs and more.

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Adriana Estrada

Adriana Estrada is a graduate of Texas A&M University–San Antonio. Adriana graduated in 2018 with her Bachelor in Accounting. Adriana is always eager to learn something new. Adriana joined our company in December of 2018. When not at work, Adriana is a full time mother to Aubree who is 7 and Naudia who is 2. They love to explore the outdoors and do crafts on the weekends.

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Jeanette McGlun

Jeanette McGlun is a San Antonio Native. Jeanette earned a Certificate of Finance in 2002 through Business Careers High School. Upon her senior year in high school, she immediately began her career with Security Service Federal Credit Union as a Business Development Intern and worked her way through the career ladder for 11 years and departed with the company as a Senior Operations Officer of two branch locations in 2012. Jeanette then decided to start a new journey with Randolph Brooks Federal Credit Union in the Consumer Lending Department and played roles as a Trainer, a Subject Matter Expert, and departed as a Senior Consumer Lending Specialist in 2017. Jeanette joined our office in March of 2018. She is currently the Front Desk Coordinator and is quickly learning the fundamentals of what makes the office operate effectively offering a helping hand in administration. She dedicates the rest of her time to her husband and son who is actively involved in sports and finds every opportunity she can to travel anywhere out of Texas.

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Gustavo Rios

Gustavo Rios is originally from Mission, TX. Gus is a graduate of South Texas College, 2001 and Texas A&M University‐Kingsville, 2003, both degrees in business computers. Gus moved to San Antonio is 2006 and has had various jobs. Gus has been working in the tax field since 2014, and specifically with our firm, as an Associate, since January 2016. When Gus is not working, he enjoys singing in community choirs as a Tenor soloist, ensemble member, choir member, and community volunteer.