Meet Our Team

Who We Are

A family-owned practice making the confusing and complex issues of retirement and estate planning clear and understandable to help you reach your immediate and long-term financial needs.

White Reliance Retirement Services Shield

Reliance Retirement Services offers more than 12 years of experience in retirement planning, insurance, income planning, and estate preservation to clientele. This cultivates comfort with any given recommendations and encourages them to be better informed about the solutions they decide to implement.

Dana and Tyler Dunkelberger are second generation retirement specialists growing up with their father who holds years of industry experience. Before entering the financial field, they both made a living as professional water-skiers and traveled to many places across the world.

Proud to have a perfect standing with the Better Business Bureau and all of their professional licenses, both Dana and Tyler are members of the National Ethics Association and pride themselves the most in awards including Outstanding Customer Service.

For people looking to obtain individualized financial plans that may reduce risk, save tax dollars, protect assets from long term care costs and avoid probate while maintaining a peace of mind, you’re in good hands with the team at Reliance Retirement Services.

Dana, Owner & CEO: Dana Dunkelbeger is a second-generation retirement specialist and the founder of Reliance Retirement Services. He has been involved in various aspects of the financial services industry since 2007. Dana lives in Fair Oaks Ranch, Texas with his beautiful wife, Shayne, and his two sweet daughters, Hayden and Reese.

Tyler Dunkelberger, Co-Owner & President: Tyler Dunkelberger is a financial advisor at Reliance Retirement Services. He is also Dana's brother and business partner. Tyler is passionate about helping people reach greater confidence in their retirement and travels throughout Texas to exercise this passion. Tyler's home is in Fair Oaks Ranch, Texas with his lovely wife, Jami, and his two beautiful children, Lyla Jade and Jett Robert.

Sabrina, Director of Operations: Sabrina has worked for Reliance Retirement Services since 2011 and manages new business and current client asset movement, as well as the daily business operations. Sabrina graduated from UTSA with her B.A. in Psychology and is an avid animal lover. She currently lives in San Antonio, Texas with her husband, Brandon, and their four-legged kids Aria, Maximus, Izzy, and Willow.

Heather, Director of Client Relations: Heather began working for Reliance Retirement Services in 2016. After graduating from UTSA with her B.B.A. in Marketing, she found her way to Reliance Retirement Services and hasn't looked back. She assists clients with their current accounts Traveling with her fiancé is one of her priorities, and she is always planning her next trip to see more of the world.

Cynthia, Administrative Assistant: Cynthia graduated from Our Lady of the Lakes in 2018 with a B.A. in Communications and Learning Disorders. She started her employment with Reliance Retirement in 2020 and has loved every moment of it since. She assists with various administrative duties, from taking phone calls and setting up appointments to greeting clients as they walk through the doors. She enjoys her free time with her four-legged son, Beau, and is planning to expand her four-legged family soon.

Contact Us

Interested in learning more about our services? Give us a call or send us a quick message and we will respond as soon as we can.

Learn More

Tel: 210-255-3040
Fax: 1-800-878-6163

Hours: Monday-Thursday 9:00 AM to 5:00 PM
Friday 9:00 AM to 12:00 PM
Meetings by Appointment Only

Home Office

6827 Camp Bullis Rd
Suite 402
San Antonio, TX 78256

View Other Locations

Proud Member

By contacting Dana Dunkelberger, TX License #1490984, Tyler Dunkelberger, TX License #1977049/Reliance Retirement Services, TX License #2265020 you may be offered information regarding the purchase of insurance products, including fixed index annuities and life. NO products will be sold at the event and there is no obligation to make a follow-up appointment. All written content on this site is for information purposes only. Opinions expressed herein are solely those of Reliance Retirement Services and our editorial staff. The information contained in this material has been derived from sources believed to be reliable, but is not guaranteed as to accuracy and completeness and does not purport to be a complete analysis of the materials discussed. All information and ideas should be discussed in detail with your individual adviser prior to implementation. Advisory services are offered by Fusion Capital Management, an SEC Registered Investment Advisor in the State of Texas. The presence of this website shall in no way be construed or interpreted as a solicitation to sell or offer to sell advisory services to any residents of any State other than the State of Texas or where otherwise legally permitted. All written content is for information purposes only. It is not intended to provide any tax or legal advice or provide the basis for any financial decisions. Images and photographs are included for the sole purpose of visually enhancing the website. None of them are photographs of current or former clients. They should not be construed as an endorsement or testimonial from any of the persons in the photograph.