Our Team

Joe Cantu, President,
Chief Investment Officer

Joe Cantu is a West Point graduate and holds a Master of Science from Boston University, USA received in studies in Germany and Bachelor of Science degree in engineering with a concentration in economics from the United States Military Academy at West Point, New York. Joe has over 35 years as a Financial Manager. He is Chief Investment Officer, President for Cantu Tactical Wealth Management, Inc. since 2009 and before that held positions as a Financial Advisor and discretionary portfolio manager at Merrill Lynch - Bank of America, Morgan Stanley, Smith Barney, and Lovett & Neuhaus. Additionally, he served as a evening College Adjunct Instructor in Retirement and Estate Planning at Lone Star College in North Houston for fourteen years teaching retirees how to manage their money for their investment portfolios. Joe Cantu is a Registered Investment Advisor for the states of California, Florida, Georgia and Texas.

Ronald Liston,
Senior Vice President

Ronald Liston is a Texas A&M University graduate with a Bachelor of Science degree from the College of Agriculture and Life Sciences focused on Renewable Natural Resources. He is an Investment Advisor, Senior Vice President for Cantu Tactical Wealth Management, Inc. Before this held positions as science teacher at Montgomery Public Schools, TX and 1984-2004 Director of Finance, Marketing & Sales at Jimmy Copeland Dealerships. His professional programs included Daimler-Chrysler Business Management Program, Gulf States Toyota School of Finance, Service Lloyds of London Insurance School, and Institute for Teachers Teaching Gifted & Talented and the University of Texas Tyler Project on design, modeling and automaton robotics. He is a Registered Investment Advisor for the states of California, Florida and Texas.

Terri Cantu, Compliance Officer

Terri is a mother of two and grandmother of two. She has been with the firm since inception in 2009 and is responsible for Compliance of the firm. Terri is the office administrator and is responsible for payroll, taxes, and general office financial support. Additionally, Terri is responsible for the company website.

Brooke Carvalho, Graphic Designer

Brooke is a mother of two and a graduate of Biola University, where she studied Graphic Design. Her experience includes WB Records and Sony Music on artists like Beyonce, Adele, Rita Ora, One Direction and Festivals like Coachella and Lollapolooza. She went on to work at agencies for brands like NBC, WB Pictures, Vizio, Kaiser Permanente, Oakley, FX, and then to corporate positions with Magnolia, Google and Walmart Corporate.