Linear Park Wealth Management Team

A native of Michigan, Jerry began his career as a Financial Advisor with A.G. Edwards & Sons, a predecessor firm of Wells Fargo Advisors, where he developed his fundamental investment knowledge.In 2005, Jerry earned the AAMS® certification by completing an approved educational program, passing a rigorous examination. Jerry attained a bachelor’s degree from Siena Heights University in Adrian, Michigan. He played two years on the baseball team and one year on the golf team. In September 1983, Jerry and his wife Martha, with their one month old son moved to Brownsville, Texas. Jerry began his career in the golf industry at Valley International C.C. While there he earned his class A PGA Professional card and was instrumental in teaching, individuals of all walks of life, the fundamentals of golf. Away from the office, Jerry spends his free time with his wife and family. He continues to be involved with the game of golf, honing his own golf skills and playing with friends and family. Jerry and Martha have three adult children and five grandkids. He has served as President of theRotary Club of Brownsville/Sunrise, and as Chairman of the Public Utilities Board Consumer Advisory Panel (PUBCAP).

Community involvement and financial literacy are some of the most important principles we could instill in our youth to inspire them to become the best version of themselves. We help individuals and their families reach their life goals by guiding them in Building, Managing, Preserving and Transitioning their wealth not only with investments but by taking a comprehensive wealth management approach.

Born in Brownsville, Tatiana earned her bachelor’s degree in Accounting and minor in Business Administration from the University of Texas at Brownsville (now UT-RGV). Tatiana began her career in the financial industry with A.G. Edwards, LLC, a predecessor firm of Wells Fargo Advisors in 2003. In 2009, Tatiana earned the CRPC, Chartered Retirement Planning Counselor, certification by completing an educational program and passing a rigorous examination.

Tatiana has been involved in several community initiatives, such as Money Smart, a US Treasury pilot program in Southern Cameron County, creating a Dollars and Sense clinic through the Brownsville Junior Service League, United Way of Southern Cameron County where she was named Volunteer of the Year in 2011 and elected as Co-Campaign Chair in 2012, Leadership Brownsville class XXIV, Brownsville Beautification Committee, had the privilege to be a Board of director for the Brownsville Chamber of Commerce and is currently a member of the Brownsville Rotary Club. Tatiana spends her free time with her husband, Fernando, a real estate agent and contractor, and their two sons, Iker Fernando and Javier Mikel.

Background and Experience

Prior to founding Linear Park Wealth Management, Andres worked at Wells Fargo Advisors starting in 2016 and AXA Advisors in 2013. He underwent the Private Wealth Advisor program in collaboration with the University of Chicago Booth School of Business, which has given him an in-depth understanding of how to advise high net worth clients.

In his role at Linear Park Wealth Management, Andres oversees all aspects of his clients’ financial lives, including retirement planning, investment management and tax planning strategies. He works closely with his clients to create customized wealth plans that help them achieve their short-term and long-term financial goals. 

Andres understands that the financial world can be complex and overwhelming, which is why he prioritizes education and transparency in his approach. He takes the time to explain investment options and strategies in a way that is easy to understand, and he is always available to answer his clients’ questions and concerns.

Away from the Office

Outside of the office, Andres finds motivation and support from his family. His wife Denay and their two children Gigi and Andres are an essential part of his life.

Andres is an active member of the Brownsville community. He trains in Brazilian Jiu-Jitsu, which keeps him disciplined, grounded and focused- qualities that carry over into his personal and professional life.

With his deep knowledge and experience in financial advising, Andres is committed to helping his clients achieve their financial goals and secure their financial futures.

Focus

Andres Shane is a Wealth Advisor and Founding Partner at Linear Park Wealth Management in Brownsville, Texas. He has over a decade of experience in the financial industry and has built a successful career by providing comprehensive wealth planning services to his clients.

Investment Approach

Andres’ expertise lies in helping high net worth individuals, executives, entrepreneurs, business owners, and non-profit entities create and implement financial strategies that are tailored to their specific needs and goals. He takes a holistic approach to wealth planning, taking into account his clients’ unique circumstances and helping them understand the various investment options available to them.

Investment products and services are offered through Wells Fargo Advisors Financial Network, LLC (WFAFN), Member SIPC.  Linear Park Wealth Management is a separate entity from WFAFN.

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Focus

Micki’s client base represents people from all walks of life including professionals, families, and people in transition. Each relationship starts with a conversation about goals and what you want your money to do for you. Armed with this information Micki helps develop a plan designed to help you build and enjoy your best life. Micki utilizes a plan-based approach custom-crafted to give you clarity and confidence about your finances. A well-structured plan will also help avoid pitfalls of making poor financial decisions based on emotion or an unexpected financial event.

Investment Approach

More than 40 years of experience have taught Micki that when it comes to investing and planning one size does not fit all. That belief is the foundation for how she designs customized investment strategies for each client.

Micki uses a disciplined comprehensive wealth management approach where each investment strategy is designed based on your personal financial situation, goals, and risk tolerance. Micki has dedicated her career to delivering the calm, personalized investment planning services her clients seek.

Background and Experience

More than 40 years ago, Micki began her career in Financial Services as a Client Associate at a predecessor firm of Wells Fargo Advisors. In 1997 she pioneered the move from client associate to Financial Advisor. Partnering with David Merrill in 2002 she earned the designation of Accredited Asset Management. Energy was added to the team in 2022 with the addition of Andres Shane and Ian Buenrostro; this afforded the team the opportunity to seek independence and Linear Park Wealth Management was formed in 2023.

Away from the Office

Micki and her husband Luis reside in Brownsville and gather at their casita in San Miguel de Allende, with extended family at every opportunity. They have two adult children. Alana is Vice President of membership and development for the World Affairs Council of Dallas/Fort Worth. Ian is Wealth Advisor and founding partner of Linear Park Wealth Management.

Securities Registered in the following states: AK, AL, AR, AZ, CA, CO, CT, FL, GA, IA, IL, KS, LA, MA, MI, MO, NC, OH, OK, TX, UT, WA. Insurance licensed in: TX

Focus

As the son of a Financial Advisor, Ian learned the importance of planning and investing at an early age. As a result of that experience, Ian has made it his personal mission to provide every client with targeted, comprehensive financial advice and portfolio management–delivered with the highest level of personal service and professional integrity.

Investment Approach

Ian collaborates with you to develop a customized investment strategy that integrate your unique goals and objectives.  His experience with data analytics allows Ian to create detailed investment strategies to fit your specific needs. This plan-based approach helps ensure you stay on track with clearly defined goals and active monitoring of your ongoing progress.

Background and Experience

Ian began his career in Financial Services over 10 years ago with Wells Fargo Advisors as a Registered Client Associate before moving to his role as a Financial Advisor in 2018. After experiencing successful business growth, Ian partnered to create an independent financial practice called Linear Park Wealth Management, where he serves as a founding partner and wealth advisor.

Ian holds a Bachelor’s Degree in International Business from the University of Texas at Brownsville.  He has also successfully completed the Certified Investment Management Analyst (CIMA) course provided through the Yale School of Management.

Away from the Office

Ian, a native Texan, currently resides in his hometown of Brownsville. Outside of his professional endeavors, Ian places great importance on staying active. He can often be found working out or participating in various sports activities. Being a true Texan, he appreciates the tradition of weekend Bar-B-Qs and has been honing his grill skills.

Ian has developed a passion for the outdoors and is an avid hunter and fisherman. Ian, a proud new father, values exploring new destinations with his wife, Natalia, and their newborn son, seeing travel as a way to create lasting memories as a family.

Just as he works to help his clients prosper, Ian does the same for his community. He was a graduate of the Leadership Brownsville Class XXXI, a past member of the Sunrise Rotary Club and currently a Board Member on the Downtown Brownsville, TX Main Street Advisory Board. Ian also enjoys volunteering with local organizations, most recently he served as a Loaned Executive for the United Way of Southern Cameron County and was a volunteer basketball coach at his high school alma mater for a number of years.

This information is intended for use only be residents of: AL, AZ, AR, CA, CO, CT, FL, GA, IL, IA, KS, LA, MA, MI, MO, NV, NC, OH, OK, TX, UT, VA

David Merrill and his colleague, Micki Buenrostro, offer a combined 68 years of experience in the industry.

David began his financial services career with Merrill Lynch, and moved to legacy firm A G Edwards in May, 1989.David relates his work with clients to his “prior life”, namely 16-years in television journalism.

“My goal is to give clients solid information on which they can act. Our objective is to deliver that information by working together with our clients; getting to know their needs, setting goals, and providing solutions. The solutions can come from a wide range of products and services.”

David Merrill has been involved with several community service organizations: He’s a past Chairman of the Brownsville Chamber of Commerce; Campaign Chair and President of the United Way of Southern Cameron County; Chairman of the World Birding Center, and President of the Board of IDEA Public Schools. He currently leads the Brownsville and Harlingen, Texas offices as branch manager.

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Focus
With over 15 years of financial services experience, Lulu strives to ensure that the clients’ administrative, trading and operational needs are handled accurately and quickly. She handles the day-to-day administration of accounts, including opening new accounts, updating existing account information, managing account transfers and answering questions regarding statements.

Lulu’s attention to detail and exceptional client service makes her a valuable member of the team.

Background and experience
Lulu began working in the financial industry in 1995, working in customer service for several local banks. She then began working as a client associate in 2005, becoming registered in 2007. She is the newest member of the team, joining Wells Fargo Advisors in January 2021.

Away from the office
Lulu was born in Illinois but has called Brownsville home for the past 30 years. She loves to bake for her family and friends. Lulu also volunteers in her ministry, volunteering 18+ hours a week helping others in her local community.

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