Who We Are

Reliance Retirement Services

Our Founders

Brothers and business partners, Dana and Tyler Dunkelberger are second-generation retirement specialists. They were raised in a small mid-western town in Iowa by their father who has years of industry experience. Before entering the financial field, they were both professional waterskiers and traveled extensively around the world.

Collectively, they have experience in retirement strategies, insurance, income planning, and estate planning. The combination of their professional knowledge and sincere concern for clients’ welfare allows them to meet both their immediate and long-term needs.

The firm is a member of the National Association of Insurance and Financial Advisors (NAIFA), the National Ethics Association, and the Better Business Bureau. They are most proud of their awards including Outstanding Customer Service. 

Reliance Retirement Services offers more than 12 years of experience in retirement strategies. We assist our clients in planning for retirement and protecting their finances during retirement. Our goal is to simplify the retirement planning process so that clients are able to achieve their financial goals.  
about dana

Dana Dunkelberger

Owner & CEO

Dana enjoys educating clients about the financial world and helping them reach their financial retirement goals. He strives to make sure that his clients have the ultimate asset of retirement security. Our services are tailored to each client’s personal situation to reduce risk, save tax dollars, protect assets from long-term care costs, and avoid probate.


Dana began focusing on safe money strategies when he started working as a financial advisor in 2007. After much success in the retirement industry, he decided to branch out on his own and started Reliance Retirement Services with one office in San Antonio. He expanded his business across Texas Hill Country in August of 2012 with the help of his brother, Tyler Dunkelberger. Currently, they have offices in San Antonio, Boerne, Kerrville, and surrounding areas.


Dana is a mentor and board member of one of the largest Financial Marketing Organizations in the country. Over 400 financial professionals from across the country have benefited from his mentoring. Several times a year, he presents at industry events and teaches breakout sessions, where other financial professionals come to their location to learn from him and the team.


When he is not helping clients, Dana enjoys spending time with his family on the lake or teaching others how to waterski. He lives in Fair Oaks Ranch, Texas with his beautiful wife, Shanye, and his two sweet daughters.

about tyler

Tyler Dunkelberger

Co-Owner & President

Tyler entered the financial sector as a full-time financial professional in 2007, when he began focusing on safe money strategies. Dana Dunkelberger joined forces with Dunkelberger in 2012 and became the Vice President of Agent Development.


Tyler is deeply committed to their clients and the relationships they have built with them. He is passionate about helping people feel more confident in their retirement strategies and travels throughout Texas to fulfill this goal. The most important thing is to protect what clients have worked for 30-40 years. He always offers sound financial guidance. His philosophy is to help clients feel confident about their retirement plans by keeping things simple. Tyler continues to learn about updates to policy changes, rule changes, and changes in the market on a monthly basis in order to offer his clients optimal products.


Tyler resides in Fair Oaks Ranch, Texas, with his lovely wife, Jami, and his two wonderful children and their two great Danes – Dora and Smooch.  His daughter runs track and his son plays baseball. When Tyler is not working, he enjoys spending time with his family, water skiing on the lake, camping, swimming, and other outdoor activities.

Commitment to Community

about charities
As part of its commitment to the community, Reliance Retirement Services has contributed to and organized fundraising events for several local and national charities, including:

Heather Green

Director of Operations

Heather Green is the Director of Operations, managing escalating requests, internal processes, and HR-related duties.


In addition, she manages new client accounts and ensures that the funds are transferred efficiently and in a timely manner. She is a new client’s first point of contact with the firm, helping to integrate their finances.


Heather enjoys showing new clients what it’s like to be a part of the Reliance Retirement Services family. She finds great satisfaction in helping people plan for retirement. She also enjoys starting a task and seeing it through to completion. She appreciates the sense of family, both within the team structure and among the clients.

Merissa Everett

Director of Marketing

In 2021, Merissa Everett joined Reliance Retirement Services. As Director of Marketing, she handles all marketing for prospective and existing clients. Additionally, she organizes company-sponsored seminars and client events. 


She enjoys meeting new people at events as well as planning events for clients. Merissa enjoys the challenge of marketing because it is constantly changing and there is always something new to learn. Merissa also appreciates the team-spirited and supportive environment at Reliance Retirement Services.


In 2018, she graduated from Tarleton State University in Stephenville, Texas, and moved back to Spring Branch, Texas where she grew up. She earned a Bachelor’s degree in Public Relations and Event Management. She also holds minors in Business, Marketing, Technical Writing and Document Design. Having a passion for planning and organization, finding out Tarleton State University had a built-in Event Planning major sealed the deal for her.


She worked as a wedding planner in San Antonio, Texas after graduating from college. She was able to meet so many amazing people and help them plan their special day. She eventually moved on from wedding event planning and became the Director of Events for Meals on Wheels serving seniors in need.


Merissa is known for her sense of humor and strong work ethic. A true professional, she puts herself first. She has been known for her kindness, and putting others’ needs before her own. Merissa loves giving back by donating toys to Children’s Hospitals and hygiene products to local shelters. She has also helped raise funds for Cystic Fibrosis, Multiple Sclerosis, and helped bring awareness to ANAD (National Association of Anorexia Nervosa and Associated Disorders) through her sorority, Delta Phi Epsilon.


Merissa’s family means the world to her and she would not be who she is today without their support. Family and friends means the world to her. In her free time, Merissa loves going on road trips with her friends and exploring the Texas Hill Country


She has three dogs: Tizzy, a sassy 16-year old Maltipoo, Nala, a fiercely loyal 5-year old black Lab, and Lucy, a goofy 3-year old Morkie a.k.a “Goose” and she also has a beta fish named Mr. Darcy.

Cynthia Alvarez

Administrative Assistant

In 2020, Cynthia Alvarez joined Reliance Retirement Services. She is responsible for answering incoming phone calls and scheduling appointments for clients. The office staff can also count on her for clerical duties and help out when needed.


Cynthia enjoys interacting with clients and helping them out in whatever way she can. She finds that the staff at the firm are very welcoming and you can feel the passion in the office. Her desire was to be a part of their outstanding team to help out their amazing clients as well as to educate future clients.

Cynthia believes that what sets Reliance Retirement Services apart from other financial agents is their open communication with clients. Clients are always kept informed about their accounts. Reliance Retirement Services also makes planning for retirement simple. Our clients know they can contact us at any time/any day and we’ll do our best to help them.


She graduated from Our Lady of the Lake University in 2018 with a degree in Communication Disorders. Before joining Reliance Retirement Services, she worked for a nonprofit organization called City Year. She worked for City Year in a high school on the West side of San Antonio, where she assigned herself to certain classrooms and specific students who required help with attendance, behavior, or schoolwork.


Originally from El Paso, Texas, she has been living in San Antonio for 8 years now. Friends and colleagues describe Cynthia as energetic, helpful, and a stand-up comedian.


Cynthia enjoys spending time with her two cats, Adonis and Beau when she is not helping clients or helping out at the office. Cynthia also enjoys reading and the great outdoors.

Bianca Prather

Executive Assistant

Bianca Prather is an Executive Assistant for Reliance Retirement. Her job entails, among other things, assisting with seminars, helping with client services, data entry, and calendar management.


She enjoys her job due to the opportunities to meet and interact with new people. Bianca loves how welcoming and friendly Reliance Retirement is to both employees and clients.

Bianca can be described as compassionate, hard-working, and a cat lover. She lives in San Antonio, Texas, with her husband, two cats, and two dogs. Although, she travels at every opportunity.

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