Team
Mr. Vaughan graduated from Baylor University with a double major in Finance and International Business. He has 17 years of experience in the fixed income markets in trading as well as sales. His areas of expertise include:...
Mr. Payne's career spans over 20 years in the financial services industry. His firm offers CDs, general securities, fixed income and insurance products. Although Bill is president of his corporation, he spends most of his time handling...
John manages all types of accounts and portfolios including individual investment accounts, tax deferred retirement plans, trusts for estate planning, and corporate financial management accounts. He has dealt in municipal, treasury,...
Michael focuses on helping clients successfully attain their financial goals, guiding them through uncertain market conditions. His client roster includes corporate investment portfolios, pension funds, life insurance companies, banks,...
Thomas Payne has been offering one-on-one financial service to his clients for over a decade. His strategic approach to investing, refined by years of experience during challenging economic times, emphasizes the cultivation of...
Chamie joined Tri-Star in 2006 and has over 12 years of experience focusing on fixed income investments. She provides expertise in certificates of deposit (CDs) to advisors and their high net worth clients. Her career began with Spires...
Debbie joined Tri-Star in 1997. She currently works as the firm's Operating Executive performing the day to day accounting duties and overseeing the firm's back office activities. Originally from Ohio, Debbie moved to Texas in 1981....
Debbie has worked for over 30 years in fixed income securities markets specializing in municipal bonds. She provided products for a nationwide network of financial advisors and their high-net-worth clients as the Texas regional retail...
After 18 years in New York, Jonathan attended college at Pepperdine University where he graduated with a Bachelor of Arts degree in Economics. During that time he was a macroeconomic teaching assistant, the President of Phi Alpha Delta...
Christy has been a part of the Tri- Star team since 2010. Her Background includes experience in a variety of customer service, sales and administrative supportive roles including 15 years in the petroleum industry. While providing...
Crystal received her Certified Financial Planning Certificate from Rice University and has been a Certified Financial PlannerTM Practitioner since 2012. She graduated from the University of Houston with a Bachelor of Business...
Kelly joined Tri-Star with over ten years of industry experience and diversified expertise in the client asset management and administrative functions critical to developing and maintaining a successful wealth management practice....
