Merit | Dallas Location
Frisco, TX
2801 Network Blvd., Suite 503
Frisco, TX 75034
Phone: 214.423.4200
Fax: 214.423.4211
Toll-Free: 1.866.980.3336
Blaine Malcolm
Wealth Manager, Branch Manager, Partner
Blaine Malcolm
CFP®
Wealth Manager, Branch Manager, Partner
Blaine is a Wealth Manager focusing on building client relationships and helping people navigate financial planning and investing. He enjoys helping clients pursue their financial goals. Blaine received a Bachelor of Business Administration in Marketing from Texas Tech University, and also holds his CFP designation. When not at work, he likes to spend time with his wife and kids, and go skiing with his boys when he is not coaching or watching their sports.
JP Pattinson
Vice President of Technology, Wealth Manager, Partner
JP Pattinson
RFC®
Vice President of Technology, Wealth Manager, Partner
JP Pattinson is a Partner and the Vice President of Technology. He focuses on wealth management, operations, and branch management. He enjoys providing his clients with confidence in their financial futures. JP received his Bachelor's Degree from the University of North Texas with a degree in Financial Services. He likes to spend time with his wife Leslie and daughter Brynn. He also enjoys fishing, hunting, and traveling.
Kyle Shores
Wealth Manager, Partner
Kyle Shores
Wealth Manager, Partner
Kyle Shores is a Wealth Manager for Merit focusing on advising clients on investments, insurance, estate planning, risk management, and other areas of comprehensive financial planning. He enjoys redefining the norm for the financial advising relationship, which is different for every investor. Kyle received a Bachelors Degree in Financial Planning from the University of North Texas. He also sits on the Board of The Children’s Advocacy Center for Denton County. Kyle enjoys spending time with his wife Klair and their four boys Cameron, Dalton, Max, and Harrison.
Zac Beckerley
Wealth Manager
Zac Beckerley
CFP®
Wealth Manager
Zac Beckerley, CFP® is a Wealth Manager for Merit focusing on investment growth and income strategies through comprehensive financial planning. He enjoys helping clients build and pursue their financial goals for a comfortable and exciting retirement. Zac received both his Bachelors and Master’s degree from Texas Tech University. He has always enjoyed numbers, so it was a good fit for him to earn a degree in financial planning. Zac likes to play and listen to music, as well as spend time with his wife and three children.
Sara Benavides
Technology Administrator
Sara Benavides
Technology Administrator
Sara Benavides is the Technology Administrator for Merit focusing on the client experience, event coordination and acts as a client liaison. She enjoys making sure our clients have an amazing experience throughout their journey with the firm. Sara received her Bachelors Degree from the University of North Texas with a degree in Biology. She likes to spend time with her husband, Jonathan and their 3 kids, Xavier, Addison and Kimber. They enjoy boating and being involved with Cub Scouts.
Tami Snider
Senior Client Service Manager
Tami Snider
Senior Client Service Manager
Tami Snider is a Senior Client Service Manager for Merit. She focuses on the client's service experience and processing new business. Tami enjoys providing our clients with top-notch client service and a streamlined process when opening accounts and making investments. She brings 20 years of experience in the finance industry to our group. When Tami is not working, she likes to travel and explore new places with her family and friends.
Nicole Denson
Client Development Manager
Nicole Denson
Client Development Manager
Nicole Denson is a Client Development Manager in the Frisco office. She focuses on marketing and business growth through client satisfaction and experience, community outreach and events. Nicole enjoys meeting new people she can introduce to the Frisco advisors and Merit Financial. She received her Bachelor of Arts from Plymouth State College with a focus on performance. She enjoys traveling and being involved in her church. Nicole also likes to perform locally, go on adventures with her daughter, kickbox and spend time with family and friends.
Kimberly Kovacs
Client Relationship Manager
Kimberly Kovacs
Client Relationship Manager
Kimberly Kovacs is a Client Relationship Manager for Merit, focusing on helping our advisors and clients build and keep a strong relationship. She enjoys being a part of a hard-working team to help clients feel confident and comfortable planning their financial life with us. Kimberly received her Bachelor’s Degree from the University of Missouri - Columbia. She likes to work on the ranch, hike, and ride her motorcycle.