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.

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

TRB Trust and Wealth Tanya Castro

Tanya T. Castro, CFP®, AEP®, CTFA

Wealth Strategist
Houston, Texas
(713) 424-9564

Wealth Management Advisors

Mark Liserio

Wealth Management Advisor
McAllen, Texas
(956) 351-4680

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

Kevin Whitworth

Wealth Management Advisor
Houston, Texas
(713) 300-1286

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

Ruth Balaguer

Trust Operations Manager
McAllen, Texas
(956) 972-5403

Samantha Earnhardt

Executive Assistant
Houston, Texas
(713) 424-9562

Leonardo Gomez

Trust Operations Associate
McAllen, Texas
(956) 368-5350

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

Investment and insurance products: NOT FDIC INSURED | MAY LOSE VALUE | NO BANK GUARANTEE

TRB Wealth Management, LLC is a Registered Investment Advisor with the Securities and Exchange Commission

Form CRSForm ADVAdvisor 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.