Team Mission Statement:

Structured Solutions, Tailored for Life’s Complexity.

We partner with business owners, professionals, families, trusts, and retirees to navigate the intricacies of estate and financial planning with care and precision. Through thoughtfully structured portfolios, we enable the seamless transfer of wealth, the preservation of legacy, and the distribution of income with intention.

Our mission is to bring lasting clarity and structure to life’s financial complexities—so our clients can focus on what matters most.

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Our advisors

Jason Merrill

AAMS, CRPC

Branch Manager

Managing Director
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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