Erik Ahlenius, J.D.
Executive Vice President- Oil, Gas & Mineral Manager
San Antonio • (210) 736-7781
x
- Manages the Trust Department’s portfolio of Oil & Gas assets (approx. 250,000 gross minerals across the State of Texas)
- Represents individuals, Family Offices, Foundations in an Agency capacity for lease negotiations, royalty audits and special research projects
- B.A. from The College of William & Mary
- J.D. from Texas Tech School of Law
Erik Ahlenius, J.D.
Executive Vice President- Oil, Gas & Mineral Manager
1900 Broadway Suite 900
San Antonio,
TX
78215
x
- 10+ years experience practicing estate planning, probate, and guardianship
- 3 years as the staff attorney for Bexar County Probate Court No. 2
- B.B.A. University of Texas - Pan American (now UTRGV); J.D. University of Texas School of Law
Michelle Casillas, J.D.
Vice President, Trust Officer
1900 Broadway Suite 900
San Antonio,
TX
78215
x
- Manages the Trust Department’s portfolio of real estate assets
- 4 years prior experience in financial services trading for high-net-worth clients in private wealth management
- 5 years experience in trust administration specializing in mineral and real estate management
- Texas Real Estate License; B.S. from University of Texas at Austin
Taylyn Cunningham
Real Estate Officer
1900 Broadway Suite 900
San Antonio,
TX
78215
x
- 5 years transactional oil & gas attorney
- 3 years, estate and tax attorney specializing in high net worth planning for probate/trust administration
- B.S. Texas A&M University; J.D. St. Mary’s University
Erica Gay, J.D.
Vice President, Trust Officer
1900 Broadway Suite 900
San Antonio,
TX
78215
Teri Grubb
Senior Vice President, Director of Trust Operations and Client Experience
San Antonio • (210) 736-7205
x
- Over 20 years experience in financial services industry leading firm operations and client service for wealth management firms
- Former Senior Director at CAPTRUST, and Co-CEO and Chief Operating
- Officer at South Texas Money Management
- B.A. and M.A.A., University of the Incarnate Word
Teri Grubb
Senior Vice President, Director of Trust Operations and Client Experience
1900 Broadway Suite 900
San Antonio,
TX
78215
x
- 8 years in trust administration, managing all range of accounts
- Prior experience working in law firm specializing in litigation and immigration
Anais Hernandez
Assistant Vice President, Trust Officer
1900 Broadway Suite 900
San Antonio,
TX
78215
x
- 20 years practicing law in the areas of Probate, Estates and Guardianship
- 8 prior years in the banking industry
- B.B.A. Texas Christian University; J.D. St. Mary’s University School of Law
Shawn Hughes, J.D.
Senior Vice President, Estate & Trust Officer
1900 Broadway Suite 900
San Antonio,
TX
78215
x
- 20 years experience in financial services industry, including 16 years in trust administration
- 5 years practicing law in commercial litigation
- B.A. Denison University; J.D. Cleveland State University
David Syroney, J.D.
Senior Vice President, Trust Officer
1900 Broadway Suite 900
San Antonio,
TX
78215
x
- 15+ years experience practicing estate planning and regulatory law
- Former shareholder at Cox Smith (now Dykema)
- Regulatory and compliance executive attorney with USAA
- B.S. Texas A&M University and J.D. from the University of Houston
Reagan Winslow, J.D.
Division President, Trust
1900 Broadway Suite 900
San Antonio,
TX
78215
Notices & Disclosures
Jefferson Bank is chartered under the laws of the State of Texas and by state law is subject to regulatory oversight by the Texas Department of Banking. Any consumer wishing to file a complaint against Jefferson Bank should contact the Texas Department of Banking through one of the means indicated below:
- In Person or U.S. Mail : 2601 North Lamar Boulevard, Suite 300, Austin, Texas 78705-4294
- Telephone No: (877) 276-5554, Fax No.: (512) 475-1313
- Email: [email protected]
- (link sends e-mail)
- Website: www.dob.texas.gov
Investment and Insurance Products are:
- Not insured by the FDIC or any Federal Government Agency
- Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate
- Subject to Investment Risks, Including Possible Loss of the Principal Amount Invested
Deposit products offered by Jefferson Bank. Member FDIC
NMLS# 597833
Discover our full spectrum of wealth management services, customized to your individual needs, and delivered with the highest level of personal attention and integrity.
Schedule a meeting with a member of our wealth management team (210) 736-7600. Or simply fill out this online form.