Merit | Dallas Location
Frisco, TX
3001 Dallas Pkwy, Suite 100
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 for Merit and the Botsford Private Wealth Division 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
Regional Director of Operations, Partner
JP Pattinson
RFC®
Regional Director of Operations, Partner
JP Pattinson is a Partner and Regional Director of Operations for Merit. He focuses on wealth management, operations, and branch management. He enjoys providing his clients with confidence in their financial futures. JP received his Bachelors 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 in the Botsford Private Wealth Division 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 likes to spend time with his wife Klair and their four boys Cameron, Dalton, Max and Harrison.
Erin Botsford
Founder of Botsford Private Wealth
Erin Botsford
CFP®, CRPC
Founder of Botsford Private Wealth
Erin Botsford was the founder of our legacy firm, Botsford Financial Group, now known as our Botsford Private Wealth Division. Erin is a widely-recognized thought leader on investing, risk management and retirement planning, she now works to build further momentum toward Merit's future growth. Erin was quoted saying, “I am thrilled to join forces with Merit, an organization that shares our group's passion for constantly raising the bar in the service experience we deliver to our clients. I could not have asked for a better partner to continue to provide our clients with the white-glove treatment they expect and deserve while investing heavily in the business to drive enhanced services for their needs over the long term."
Erin and her husband, Bob, an American Airlines pilot, reside in McKinney, Texas. Their son Kevin is married to Kristin Botsford and they have three sons, Cooper, Carson, and Christian. Erin and Bob love to snow ski, a sport they enjoy with their family and the Dallas Ski Club. Bob and Erin spend the majority of their free time working on their philanthropic endeavors, which include serving returning military veterans and providing water wells, orphan homes and other humanitarian relief to women and children in Africa.
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
Office Manager
Sara Benavides
Office Manager
Sara Benavides is an Office Manager 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.
Nate Cavender
Vice President of Corporate Relations
Nate Cavender
Vice President of Corporate Relations
Nate earned his bachelor’s degree in finance from Texas Tech University. Nate served eight years in the United States Air Force as an officer/pilot. He was an Instructor Pilot in the C-17A and amassed over 650 hours of combat flying time. He was awarded the Meritorious Service Medal, three Air Medals and two Air Force Commendation Medals before separating in the rank of Captain. During his service, Nate graduated from American Military University with an MBA in Global Business in 2012.
His passion to serve along with his love of finance guided him in pursuing a career in Wealth Management. Just as he never flew any mission without a detailed plan, Nate understands the importance of detailed thorough planning when it comes to achieving your financial goals.
Nate was a financial advisor with a large financial institution where he obtained his Series 7 & 66. The Series 7 registration is held through LPL Financial, and the Series 66 registration is held through LPL Financial. He also holds his life, accident, and sickness insurance license for Texas. He then made the move to go from a traditional wire house to an independent financial planning firm because Nate believed his clients would be better served in an independent environment.
When Nate is not working with clients, he dedicates his time to his family, friends and passions. He lives in Dallas with his wife Crystal. Nate enjoys flying, playing golf, working out, and is an active member of the Dallas Sigma Chi Alumni Chapter. Nate and Crystal attend the Village Church.
Tami Snider
Senior Client Service Manager
Tami Snider
Senior Client Service Manager
Tami Snider is a Senior Client Service Manager for Merit in the Botsford Private Wealth Division. 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.
Casey Stegman
Vice President of Corporate Relations
Casey Stegman
Vice President of Corporate Relations
Casey brings more than 15 years of financial services experience to our Worksite Financial Wellness division. He graduated with a Bachelors of Business Administration in Marketing at Texas Tech University and currently holds his Series 7, 63 and 24 registrations with LPL Financial and his Series 65 with Merit Financial Group. Prior to joining Worksite, Casey was with an investment banking boutique specializing in raising capital for private equity fund managers.
He has always had a passion for helping and educating people in the finance industry as well as helping clients focus on healthy habits and positive financial behavior. Casey also serves on Rawls College of Business Scholarship Committee. When Casey is not working with clients, he enjoys spending time with his wife Courtney and two kids (Hunter and Emma), fishing, traveling, golfing, and coaching baseball.
Joey Beason
Relationship Manager
Joey Beason
Relationship Manager
As a Relationship Manager, Joey analyzes and processes documentation in order to assist in the development of client financial and investment plans. Before joining our team, Joey attended Texas Tech University where he obtained his Bachelors of Science degree in Personal Financial Planning. Joey also gained experience by completing an internship at Merrill Lynch Wealth Management in Lubbock, TX. After Graduation, Joey relocated to McKinney, TX with his wife Sam. He is also dedicated to obtain his Series 7 – General Securities Representative registration, Series 66 – Uniform Investment Advisor and his Insurance license.