SAN ANTONIO — SWBC Investment Services, LLC, is expanding its service offerings.
SWBC has launched an Executive Benefits Group to design, implement, and manage strategic benefits programs uniquely tailored for the members of a business' key leadership team. To support the new program, SWBC also has hired three new employees.
"Retention of your key executives is essential in order to avoid the business disruption and expense caused by turnover," said Kelly Tramontano, president/CEO of SWBC Investment Services, LLC. "It is important to reward those employees that are critical to your success, and our Executive Benefits Group can help companies who do that."
Recommended For You
The Executive Benefits team will work with SWBC sales representatives to implement executive benefit, retention, and attraction programs. They will also work in the area of qualified plans.
The three new staffers who will manage this program are Daniel Balogh, Dave Emery, and Roger Versteeg. Tramontano says combined, the trio has a total of more than 80 years experience with a focus in the areas of deferred compensation, advanced life insurance planning, estate planning, salary continuation, and qualified plans. In addition, they all have the advanced industry degrees of Chartered Life Underwriter, Chartered Financial Consultant, or Certified Financial Planner.
© 2025 ALM Global, LLC, All Rights Reserved. Request academic re-use from www.copyright.com. All other uses, submit a request to [email protected]. For more information visit Asset & Logo Licensing.
