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.



Advisors

Advisor photo for Jason Merrill

Jason Merrill

Branch Manager

Financial Advisor
Visit Jason Merrill's website
Advisor photo for Jesse L Webb

Jesse L Webb

CRPC

Financial Advisor

Managing Director
Visit Jesse L Webb's website


Team

Carson Nix

Carson Nix

Registered Client Service Associate

Sandie Almaraz

Sandie Almaraz

Client Service Coordinator

Roles & Responsibilities

  • Client Service Relations
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Kinsey Chadick

Kinsey Chadick

Registered Operations Leader

Qualifications

  • Series 7 & 63

  • Texas Insurance License

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Tabitha S. Estes

Tabitha S. Estes

Senior Operations Leader

Qualifications

  • Series 7, 63 & 65

  • Texas Insurance License

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