Our team is proud to provide a breadth of experience, specialized financial knowledge and elevated level of service to all our clients. We work together to serve your goals and help you meet your financial future with more confidence.



Our advisors

Jason Merrill

Branch Manager

Vice President
Learn more about Jason Merrill Visit Jason Merrill's website

Jesse L Webb

CRPC, APMA

Financial Advisor

Managing Director
Learn more about Jesse L Webb Visit Jesse L Webb's website


Our team

Kinsey Chadick

Kinsey Chadick

Registered Operations Leader

Qualifications

  • Series 7, 63 & 65

  • Texas Insurance License

Roles & Responsibilities

  • Money movements
  • Account questions
  • Unsolicited investment trades
  • New account openings
  • Account transfers
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Sandie Almaraz

Sandie Almaraz

Client Service Specialist

Roles & Responsibilities

  • Client Scheduling
  • Client Service Relations
  • Statements and Tax Forms
  • Money Movement
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Tabitha Estes

Tabitha Estes

Director – Complex Operations

Qualifications

    • Series 7, 63 & 65
    • Texas Insurance License
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