Who We Are

Working together since 2000, Dan Rebmann and Nancy Waldron are committed to helping you be good stewards of your resources, and your goals are our highest priority.   Beneficent means being generous and doing good.  We try to be Beneficent service providers, and we love working with people who are as well.  We hope to have the opportunity to work with you. 

 

Dan Rebmann

President and Founder

Dan first came to South Texas while serving in the United States Army in 1985.  Reaching the rank of Captain, and leaving active duty in 1992, Dan's wife Cindy said she wanted to move someplace warm. Dan replied...

 

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Nancy Waldron

Director Client Services

Nancy, grew up in Texas and is a descendant of legendary cattleman George West.  He was one of the first to drive cattle from Texas to markets north.  Nancy brings this same tenacity and care to her role...

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Brisa Gonzales

Registered Assistant

Brisa, a native of Sugarland, Texas, graduated Summa Cum Laude from Our Lady of the Lake University in San Antonio, TX. At OLLU, she majored in Finance and served as captain of the Women's Tennis Team. At Beneficent Financial, Brisa contributes significantly by assisting with portfolios, financial planning, coordinating client events, and engaging directly with clients. She is fully securities licensed and is currently studying for her Certified Financial Planner certification. Brisa is dedicated to serving the community through her involvement in several nonprofits. She is an active Rotarian, a volunteer with Sleep in Heavenly Peace, and a Big at Big Brothers Big Sisters.