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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      Teresa Kepes

        Client Service Analyst

Born and raised in San Antonio, Teresa graduated from Saint Mary's Hall. She then completed her undergraduate education at Hobart and William Smith Colleges with a major in economics graduating cum laude. Teresa has experience in both real estate and financial services with Colliers International and Bloomberg LP. She is pursuing a masters degree at Trinity University.  In the meantime, Teresa is helping Beneficent Financial deliver the most meaningful services to clients.  She serves as an analyst as well as coordinating client events, and direct client engagement.