Trust & Wealth Login

Our Team

Trusted fiduciaries who combine expert stewardship with personalized strategies.

Robert Farris, CFP®

Director/Vice Chairman
Harlingen, TX
(956) 972-5436

John Tippit, IV

President, Divisions
Harlingen, TX

Ben A. Fedorko

President, TRB Trust & Wealth Management
Houston, TX
(713) 424-9558

Trey Willerson, CFA

Chief Investment Officer
Houston, TX
(832) 810-9397

Brian Cafferky

Chief Operating and Compliance Officer
Houston, TX
(832) 810-3565

Michael Costa

Senior Advisor, Director of International Wealth Management
Harlingen, TX
(956) 368-5355

Tanya T. Castro, CFP®, AEP®, CTFA

Wealth Strategist
Houston, TX
(713) 424-9564

Linda Roberts

Wealth Management Advisor
Harlingen, TX
(956) 217-6029

Peyton Stamper, CPA, CFP®

Senior Client Advisor
Houston, TX
(713) 424-6630

Michael Baldermann

Wealth Management Advisor
Dallas, TX
(940) 297-6347

David Estes, CTFA, ATFA

Senior Trust Officer
McAllen, TX
(956) 972-5416

Leonardo Gomez

Trust Operations Team Leader
McAllen, TX
(956) 368-5350

Salome Garcia

Senior Wealth Management Associate
McAllen, TX
(956) 972-5448

Sandra Moreno

Senior Wealth Management Associate
Harlingen, TX
(956) 217-6028

Hunter Layne, CFP®, CRPC®

Senior Wealth Management Advisor
Houston, TX
(713) 347-9706

Maria Fernanda Salinas

Wealth Management Associate
San Antonio, TX
(956) 972-5424

Christopher Fetsch

Investment Operations Analyst
Houston, TX
(713) 424-9247

INVESTMENT AND INSURANCE PRODUCTS ARE NOT A DEPOSIT / NOT FDIC INSURED / MAY LOSE VALUE / NOT BANK GUARANTEED / 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.

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