Our Wealth Management Team

Wayne H. Madsen

Wayne H. Madsen
Group Executive Vice President
Wealth Management Division
wmadsen@broadwaybank.com

Wayne joins Broadway Bank from Northern Trust Company in Chicago, Illinois, where he served for 12 years. He has over 20 years of banking and legal experience. Wayne oversees all areas of the Wealth Management Division which includes assets over $1.5 billion and 46 professionals. He earned his Juris Doctorate from the John Marshall Law School in Chicago, Illinois and a Bachelor of Business degree with a major in Petroleum Land Management from the University of Texas.


Wealth Advisors

Elizabeth T. Hetrick

Elizabeth T. Hetrick, CTFA
Senior Vice President
Wealth Advisor Team Manager
ehetrick@broadwaybank.com

Elizabeth has over fifteen years of experience in estate planning, trust and estate administration. She served as Staff Attorney to Bexar County Probate Court #2 and spent time in private practice with the law firm of Cauthorn Hale Hornberger Fuller Sheehan Becker and Beiter focusing on estate planning, tax matters and trusts and guardianships. Elizabeth received her undergraduate degrees in Business from Texas A&M University and her MBA and Doctor of Jurisprudence from St. Mary’s University. She has also earned the Certified Trust and Financial Advisor (CTFA) credential from the American Bankers Association and is on the Board of Governors of the San Antonio Estate Planners Council.


Julie Hardaway

Julie Hardaway
Senior Vice President
Wealth Advisor Team Manager
jhardaway@broadwaybank.com

Julie provides guidance to Broadway Bank clients regarding estate planning and trust and estate administration. Prior to joining Broadway Bank in 2005, she served as the Staff Attorney for Bexar County Probate Court No. 1. She has a Bachelor of Arts in International Studies from Southwestern University in Georgetown. She earned a Doctor of Jurisprudence from Texas Tech University School of Law in Lubbock and was licensed to practice law in Texas in 1996. Julie serves on the Board of Directors of the Arc of San Antonio.


Shawn Hughes
Shawn Hughes
Senior Vice President
Wealth Advisor Team Manager
shughes@broadwaybank.com

Shawn comes to Broadway Bank following 20 years with his private law office, practicing adult guardianship, estate administration and elder law. Hughes has a Bachelor of Business Administration in marketing from Texas Christian University and a Doctor of Jurisprudence from St. Mary’s University School of Law. He is a member of the Texas Guardianship Association, the National Guardianship Association and the Elder Law Section of the San Antonio Bar Association.


Rebecca Cotton
Rebecca Cotton
Senior Vice President
Wealth Advisor and Trust Officer
rcotton@broadwaybank.com

Rebecca joined Broadway Bank in May 2000 and has more than 30 years of Trust and Wealth Management experience. She holds both a B.S. and a Masters degree from Texas A&M University-Commerce and is a graduate of the Southwestern Graduate School of Banking. She is involved in many civic, charitable and professional groups, and is an active volunteer with the Assistance League of San Antonio.


Wes Dorman
Wes Dorman
Senior Vice President
Wealth Advisor and Trust Officer
wdorman@broadwaybank.com

Wes has over 35 years of Trust experience. He joined the bank in 2002. He holds a B.A. degree from Rice University, a Doctor of Jurisprudence from the University of Houston, is a graduate of the Southwestern Graduate School of Banking, and holds the Certified Trust and Financial Advisor designation from the Institute of Certified Bankers. Wes currently serves on the boards of the Hill Country Youth Ranch, the Salvation Army-Kerrville, the Community Foundation of the Texas Hill Country, and the Lions Sight Research Foundation.


Dolores Wheless

Dolores F. Wheless
Senior Vice President
Wealth Strategist
dwheless@broadwaybank.com

Dolores has over 19 years of experience in financial services assisting families in the areas of personal financial counseling, wealth transfer planning and tax consulting. Prior to joining the bank in 2012, she worked with Ernst & Young and a local multifamily office. Dolores currently serves as Wealth Strategist and Director of the Family Business Resource Center. Dolores earned her B.A. in accounting and M.S. in taxation degrees from Texas A&M University. She is a Certified Public Accountant and Personal Financial Specialist with membership in the American Institute of CPAs.


Tammy Ashby
Tammy Ashby, CTFA, CAP®
Vice President
Wealth Advisor and Trust Officer
tashby@broadwaybank.com

Tammy has over 22 years of experience in Trust Administration. She earned her BAS in Management from Wayland Baptist University and is a graduate of the Texas Trust Schools and of the Cannon Financial Institute Trust Schools. She earned her Certified Trust and Financial Advisor designation in 2001 (CTFA) and her Chartered Advisor of Philanthropy® (CAP®) professional designation from the Richard Irwin Graduate School of The American College, Bryn Mawr, Pennsylvania in 2014. Tammy is a member of the Institute of Certified Bankers and of the San Antonio Estate Planners Council. She serves on the Planned Giving Advisory Council for the San Antonio chapter of the American Red Cross, University of Texas Health Science Center at San Antonio and the UIW Planned Giving Council.


Susan Balmaceda
Susan Balmaceda
Vice President
Wealth Advisor and Trust Officer
sbalmaceda@broadwaybank.com

Susan has over 25 years experience in trust and wealth advisory services. Previously, Susan served over 20 years as Trust Administrator and Estate Settlement Specialist at Broadway Bank and six years as a Senior Trust Administrator with Wells Fargo Wealth Management Group before re-joining Broadway Bank. Susan has an undergraduate degree in Business Management from St. Scholastica’s College in Manila, Philippines and is a graduate of the Texas Trust Schools. She was past President of the Colorado Springs Estate Planning Council.


Kevin Rademacher
Kevin Rademacher, CTFA, CFP®
Vice President
Wealth Advisor and Trust Officer
krademacher@broadwaybank.com

Kevin has more than 13 years of experience with multi-generational trust administration, comprehensive financial planning and retirement planning. Prior to joining Broadway Bank, he worked as a Regional Trust Consultant in the banking industry. Kevin earned a bachelor’s degree in Business from Excelsior College, a Certificate in Financial Planning from Florida State University and he completed the American Bankers Association Graduate Trust School. He is a U.S. Navy veteran and is actively involved with the Financial Planning Association of San Antonio, San Antonio Estate Planning Council and the ACTS Missions.


Casey Seitz
Casey Seitz, CTFA
Vice President
Wealth Advisor and Trust Officer
cseitz@broadwaybank.com

Casey has over 10 years of experience in trust and estate administration. Prior to joining Broadway Bank, Casey served as an assistant vice president in the financial services industry. She also spent time in private practice focusing on estate and trust administration, as well as fiduciary litigation. Casey received her undergraduate degree in Business Management and Marketing from Texas State University. In addition, she holds a Juris Doctorate from the University of Texas School of Law.


Estate Settlement

Monica Bonilla
Monica Bonilla
Vice President
Estate Settlement Specialist
mbonilla@broadwaybank.com

Monica Bonilla has over 19 years of legal experience. Monica provides legal and practical guidance to Broadway Bank clients regarding the settlement of estates. Prior to joining Broadway Bank, she served as the deputy director and staff attorney for Catholic Charities Legal Guardianship and Money Management. She is a summa cum laude graduate of St. Mary’s University, with a Bachelor of Arts in political science. She earned a Doctor of Jurisprudence from St. Mary’s University School of Law in San Antonio. She was licensed to practice law in the state of Texas in 1996. She volunteers for Catholic Charities and the Community Justice Program of the San Antonio Bar Association.


Portfolio Managers

Gregory V. Dunn
Gregory V. Dunn, CFA
Executive Vice President
Chief Investment Officer
Investment Management Group
gdunn@broadwaybank.com

Greg Dunn has over 20 years of investment experience. He is responsible for Broadway Bank’s Investment Management Group, which manages $1.5 billion in assets; including personal, institutional and charitable foundations. He earned a B.A. in Business Administration from Texas Lutheran College with majors in Administrative Management and Marketing. He is also a certified mathematics and business teacher. Greg holds the Chartered Financial Analyst (CFA) designation. He is an active member of the CFA Institute and the San Antonio Society of Financial Analysts. He serves on the Investment Committee of Texas Lutheran University Endowment and is a graduate of Leadership San Antonio Class 37.


Michael A. Zwartjes
Michael A. Zwartjes, CFA
Executive Vice President
Senior Portfolio Manager
Investment Management Group
mzwartjes@broadwaybank.com

Mike Zwartjes has over 40 years of investment experience. Prior to joining Broadway Bank, Mike held various positions in the financial services industry. In addition to his management role, he currently manages funds for foundations, endowments, retirement funds, trusts and high net worth individuals. Mike holds a B.A. degree from Texas A&M University and a Masters degree in Public Administration from the University of Colorado. He also holds the Chartered Financial Analyst (CFA) designation. He is an active member of the CFA Institute and a past-president of the San Antonio Society of Financial Analysts.


Jeffrey S. Nelson
Jeffrey S. Nelson, PhD, CFA, CFP®
Senior Vice President, Portfolio Manager
Investment Management Group
jnelson@broadwaybank.com

Jeff Nelson has over ten years of investment experience. Prior to joining Broadway Bank he worked as a Wealth Advisor in the banking industry. He also spent five years in private practice providing investment management and financial services to clients. Additionally, Jeff retired from the United States Air Force at the rank of Lieutenant Colonel. He earned a B.S. in Aeronautical Science from Embry-Riddle Aeronautical University, a M.S. in Management and Human relations from Abilene Christian University, and a Doctor of Philosophy in Personal Financial Planning from Kansas State University. Jeff holds the Chartered Financial Analyst (CFA) and CERTIFIED FINANCIAL PLANNER™ (CFP®) designations. He is an adjunct faculty member at The University of Texas at San Antonio where he teaches investments and is an active member of CFA Society San Antonio.


Brian R. Korb
Brian R. Korb, PhD, CFA, CFP®
Senior Vice President, Portfolio Manager
Investment Management Group
bkorb@broadwaybank.com

Brian has more than 25 years of investment management and teaching experience. He has held investment-related positions and has taught economics, investments, corporate finance, and personal financial planning as a full-time professor at West Point, Trinity Western University (British Columbia) and Texas Tech University. At Broadway Bank, Brian manages funds for foundations, endowments, retirement funds, trusts and high net worth individuals. He has a Bachelor of Science in management from the U.S. Air Force Academy, a Master of Business Administration with distinction in finance from the University of Michigan, and a Doctor of Philosophy in family and consumer sciences education from Iowa State University. He holds the CERTIFIED FINANCIAL PLANNER™ (CFP®) and the Chartered Financial Analyst (CFA) designations. Brian is an adjunct associate professor at The University of Texas at San Antonio where he teaches investments and money & banking.


Kelly D. Rice
Kelly D. Rice, CFP®
Vice President, Portfolio Manager
Investment Management Group
krice@broadwaybank.com

Kelly Rice has 15 years experience in the financial services industry. He manages funds for endowments, foundations, retirement funds, trust and high net worth individuals, along with providing equity and mutual fund research. Kelly holds a B.B.A degree in Finance and an MBA with a concentration in Finance from the University of Texas at San Antonio. He holds the CERTIFIED FINANCIAL PLANNER™ (CFP®) designation. Kelly is a 2013 graduate of the North San Antonio Chamber of Commerce Leadership Lab program.


Bruce Walker
R. Bruce Walker, CFA
Vice President, Portfolio Manager
Investment Management Group
bwalker@broadwaybank.com

Bruce Walker has over nine years of investment management experience. Prior to joining Broadway Bank he worked as an investment manager where he managed funds for foundations, trusts, retirement accounts, and high net worth individuals. He earned a B.A. Economics, cum laude, from Vanderbilt University in Nashville, Tennessee. Bruce holds the Charter Financial Analyst (CFA) designation and is a member of the CFA Society of San Antonio.


Donna Bridge
Donna Bridge
Assistant Vice President, Portfolio Manager
Investment Management Group
dbridge@broadwaybank.com

Donna has 22 years of experience in the Fixed Income markets. Prior to joining Broadway Bank she held a Vice President role at Stifel Nicolaus and Co. Inc. Dallas, TX, trading both primary and secondary municipal markets. Donna earned her Bachelor's of Business Studies majoring in both Finance and Management from Dallas Baptist University.


Speciality Asset Management

Patricia Houston
Patricia Houston
Senior Vice President
Real Estate Mineral Department Manager
phouston@broadwaybank.com

Patricia has over 30 years of experience in the Oil and Gas Industry and comes to Broadway from Hurd Enterprises, Ltd where she held the position of Land Manager. Patricia earned a Bachelor of Science degree in Medical Records Administration from the University of the Incarnate Word (formerly Incarnate Word College). Patricia also holds the Certified Professional Landman Designation and is an active member of the San Antonio Professional Landman’s Association.


Kyle Gubernator
Kyle Gubernator
Senior Vice President
Real Estate Department Manager
kgubernator@broadwaybank.com

Kyle Gubernator has over 27 years in the Real Estate Industry, and 17 years Managing Fiduciary held Real Estate and Farm and Ranch assets. Prior to joining Broadway National Bank in 2014 he served as Vice President and Senior Real Estate Manager at Cassidy Turley Commercial Real Estate Services, Kyle holds a Bachelors degree in Business Administration from The University of Texas of the Permian Basin, as well as being a State Certified (Texas) General Real Estate Appraiser and a licensed (Texas) Real Estate Broker.


INVESTMENT PRODUCTS:
NOT FDIC INSURED • NOT A DEPOSIT
NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY
NOT BANK GUARANTEED • MAY LOSE VALUE

 

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