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Mission
To be the premier boutique trust and wealth management business in Texas by providing families with an exceptional client experience and skilled stewardship of their assets to ensure informed peace of mind.
Who We Serve
The people we know. We help families, individuals and organizations analyze and achieve their financial goals by providing exceptional, personalized and significant strategies.
Values
A fiduciary owes its principal one of the highest duties known to law. This underscores our devotion to the families we serve and our obligation to place our client’s interests above all else.
What We Do
Your family’s financial well-being is our priority. Our Trust and Wealth Management team provides boutique services with a personalized focus on your family’s unique needs.
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Investment Management
We construct thoughtfully customized long-term investment portfolios utilizing active, passive, and alternative investment approaches. Investing for highly successful families and institutions requires carefully understanding financial and business exposures as well as return goals, and the insight to construct a portfolio that is diversified around the type of asset or income concentrations that are a frequent characteristic of our clients.
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Estate & Trust Administration
We serve as the corporate fiduciary for estates, as well as personal, court-created, and special needs trusts. In these roles we provide professional and experienced estate and trust administration that focuses on objective decision-making to carry out your wishes and preserve and protect your families’ assets.
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Family Office Services
For families who require a level of service beyond traditional investment management or estate and trust administration, our team becomes the center of our clients’ financial lives. We help manage and streamline cash flow, outside vendors and advisors, estate and succession planning, family business consulting, exit planning and other affairs relevant to successful families.
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Financial Planning
Our advice goes beyond asset allocation and investment management. We drive conversations with our clients by using the most advanced technology and planning tools to give our clients actionable insights. We consider more than just investment performance in how we define success for a client—we also look to the financial planning process to better enable healthy family relationships, financial literacy and education, and effective transition of generational wealth.
Our People
Executive Team
Robert Farris, CFP®
Chairman, TRB Trust & Wealth Management
Harlingen, Texas
(956) 972-5436
Ben A. Fedorko
President, TRB Trust & Wealth Management
Houston, Texas
(713) 424-9558
John Tippit, IV
President, Divisions
Harlingen, Texas
(956) 972-5422
Trey Willerson, CFA
Chief Investment Officer
Houston, Texas
(832) 810-9397
Brian Cafferky
Chief Operating and Compliance Officer
Houston, Texas
(832) 810-3565
Joshua R. Flores
Chief Fiduciary Officer
Houston, Texas
(832) 810-9357
Wealth Strategists
Tanya T. Castro, CFP®, AEP®, CTFA
Wealth Strategist
Houston, Texas
(713) 424-9564
Wealth Management Advisors
Rick Garcia
Wealth Management Advisor
McAllen, Texas
(956) 217-6007
Linda Roberts
Wealth Management Advisor
Harlingen, Texas
(956) 217-6029
JR Stewart
Wealth Management Advisor
Austin, Texas
(713) 424-9561
Peyton Stamper, CPA, CFP®
Wealth Management Advisor
Houston, Texas
(713) 424-6630
Michael Baldermann
Wealth Management Advisor
Dallas, Texas
(940) 297-6347
Trust Officers
Hortencia Villarreal, CTFA
Senior Trust Officer
McAllen, Texas
(956) 972-5408
David Estes, CTFA, ATFA
Senior Trust Officer
McAllen, Texas
(956) 972-5416
Ruth Lim, ATFA
Senior Trust Officer
Houston, Texas
(713) 424-9478
Avery Martin
Trust Officer
McAllen, Texas
(956) 709-8575
Operations and Administrative Staff
Mark Liserio
Retirement Planning Specialist
McAllen, Texas
(956) 351-4680
Leonardo Gomez
Trust Operations Senior Associate
McAllen, Texas
(956) 368-5350
Samantha Earnhardt
Executive Assistant
Houston, Texas
(713) 424-9562
Jacob Loredo
Trust Operations Associate
McAllen, Texas
(956) 928-7303
Brenda Cardenas - Rivera
Trust Operations Associate
Houston, Texas
(713) 424-9569
Gina Reyes
Administrative Assistant
McAllen, Texas
(956) 972-5404
Sandra Moreno
Senior Wealth Management Associate
Harlingen, Texas
(956) 217-6028
Salome Garcia
Senior Wealth Management Associate
McAllen, Texas
(956) 972-5448
Maria Fernanda Salinas
Wealth Management Associate
San Antonio, Texas
(956) 972-5424
Contact Us
Contact Our Trust & Wealth Management Team
Call Us
(844) 221-8595
Email Us
trbtrustandwealth@trb.bank
Rick GarciaWealth Management Advisor |
Mark LiserioRetirement Plan Specialist |
J.R. StewartWealth Management Advisor |
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Peyton StamperClient Advisor Vice President Houston, Texas |
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David EstesSenior Trust Officer |
Hortencia VillarealSenior Trust Officer |
George GarzaTrust Officer
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Ruth LimSenior Trust Officer |
Sal GarciaSenior Relationship Manager McAllen, Texas |
Maria Fernanda SalinasRelationship Manager McAllen, Texas |
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INVESTMENT AND INSURANCE PRODUCTS ARE NOT A DEPOSIT / NOT FDIC INSURED / MAY LOSE VALUE / NOT BANK GURANTEED / NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY.
TRB Wealth Management, LLC is a Registered Investment Advisor with the Securities and Exchange Commission
Form CRS | Form ADV | Advisor Info
TRB Wealth Management, LLC does business in the name of TRB Trust and Wealth Management. Trust and Family Office services offered exclusively through Texas Regional Bank. The trust department of Texas Regional Bank has engaged TRB Wealth Management, LLC to provide investment advice to Texas Regional Bank for trust department accounts.