Partners
Aaron R Estrada
Aaron R Estrada is co-founder of Estrada Webb & Associates with over 20 years of extensive experience in the wealth management industry.
Aaron is dedicated to providing comprehensive, objective financial advice to his clients. He works with affluent families, small business owners and successful professionals. Aaron brings a unique blend of strong business acumen and risk management skills in helping his clients achieve their long-term goals. Aaron seeks to help his clients build real wealth that is not focused solely on dollars and cents. By providing the experience needed to efficiently manage a client’s overall financial picture, Aaron is able to free up his clients' time to pursue the truly meaningful things in life. Whether that means spending more quality time with their spouse or children, focusing on personal or career growth or even engaging in their favorite hobbies, a client’s true wealth comes from being able to spend their valuable time doing the things they were meant to do, not worrying about their financial future. Aaron is committed to being a trusted advisor that helps his clients and their families experience true wealth.
Aaron spent his college years at Southern Methodist University and the University of Texas at Arlington.
Morgan J Webb, CFP®, CFS, EA
Morgan J Webb is co-founder of Estrada Webb & Associates and has been providing comprehensive financial planning and implementation to families and business owners for the past 15 years.
As a Financial Adviser, she has successfully helped her clients navigate through some of life’s most important milestones. With her clients’ best interests as her highest priority, Morgan continues to be intentional with her clients developing a plan that is customized to their personal goals & objectives and helping to bring purpose to their wealth.
Morgan is a Certified Financial Planner®, Certified Fund Specialist, and an Enrolled Agent with the IRS. She spent her college years at Texas Christian University and the University of North Texas.