Meet Our Team
Bob Halter
- CFP
- Partner
Bob Halter
- CFP
- Partner
Bob Halter is a founding partner of High Ridge Wealth Management is the PIM Portfolio Manager for the practice. He has been providing customized wealth management strategies for clients since 2001. His main goal is to understand the deepest goals and values of every client and make good on the trust they place in him in helping them achieve their financial objectives.
Bob graduated from UCLA with a degree in Mathematics/Economics and later obtained the CERTIFIED FINANCIAL PLANNER® certification in 2012. Being a CFP® professional, Bob has met extensive training and experience requirements that help him in meeting his primary objective of providing every client with targeted, comprehensive financial advice and portfolio management – delivered with the highest level of personal service and professional integrity.
Bob is married to Christina and has two sons, Jacob and Nicolas, who are both Eagle Scouts. He loves to travel with his family to physically experience the history of places and expose his children to the various cultures of the world. Bob has served on several boards in the past; currently in this season of life his community involvement is centered around the activities of his children. Bob especially enjoyed his years of coaching baseball and is always eager to go watch a professional game whenever traveling.
CA License #: 0D59927 Resident state, TX
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Scott Butler
- CFP
- Partner
Scott Butler
- CFP
- Partner
Scott Butler is a founding partner of High Ridge Wealth Management. He began his investment career in 1985 after graduating from the University of Texas - Permian Basin where he earned a BBA in Finance. Today Scott continues to work with high-net-worth individuals and business owners. He has also earned and maintains the CERTIFIED FINANCIAL PLANNER® certification. This professional certification has helped him serve his clients with a holistic approach, serving not only investment needs, but also liability management as well.
Financial advisors who hold CFP® certification have met education, examination, experience and ethics requirements. Only those who have fulfilled the certification and renewal requirements of CFP Board can display the CFP® certification marks, which represent a high level of competency, ethics and professionalism.
Scott is married to Lory and has two grown children and one grandson they are crazy about! He and Lory love to travel as well as spending time in their Texas Hill Country lake home. In addition, Scott enjoys golf and hiking.
Scott has a strong drive to give back to the community that has been so good to him and his family. Scott has served on numerous community and church boards over the years. He is the current President of the Catholic Diocese of El Paso School Board and serves as a board member on the statewide Catholic Education Growth Fund.
CA License #: 0G09848 Resident State, TX
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Education
- University of Texas – Permian Basin
Brian Farrish
- CFP
- Partner
Brian Farrish
- CFP
- Partner
Brian Farrish is a founding partner of High Ridge Wealth Management. Since 2000, he has been providing customized wealth management strategies for clients. Brian seeks to truly get to know his clients and their goals. He believes by doing so he can create investment portfolios to help meet his client’s needs and to do it in a way that helps them rest easy at night.
Brian has earned and maintains the CERTIFIED FINANCIAL PLANNER® certificant. As a CFP® professional, Brian has met extensive training, education, examination, experience and ethics requirements that help him in meeting his primary objective of providing every client with targeted, comprehensive financial advice and portfolio management – delivered with the highest level of personal service and professional integrity.
Brian is a native El Pasoan and a graduate from Cathedral High School. He went on to marry his high school sweetheart and they are blessed with two beautiful children. When Brian and his wife are not busy with their children’s activities, they find themselves spending time with family and friends.
Brian serves on several boards locally and feels that it is his responsibility to give back to the community in which he grew up. He has served on numerous committees and boards at Cathedral High school. He is also active in his church community serving on the parish board along with several ministries. A product of Catholic education, he takes pride in his involvement on the Catholic Diocese of El Paso School Board. Brian has been a long-time member of the Boy Scouts of America where he has helped boys through the various ranks from Cub Scouts to the pinnacle of Eagle Scout.
CA License #: 0G11495 Resident State, TX
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Education
- St. Edward's University
Tim Kilpatrick
- Financial Advisor
Tim Kilpatrick
- Financial Advisor
Tim has been providing financial advice for over 37 years. He first obtained an Insurance Registration in 1984, and then a Series 7 securities registration from E F Hutton in 1985. Since then, he has worked with clients at providing retirement and income solutions.
Retirement planning means more than providing clients with investment advice. It means helping them maintain the financial independence they have worked their whole lives to achieve. It means striving to ensure they have the means to pursue what is most important to them. Moreover, it means understanding them as people with unique goals, values and circumstances that determine the strategies I develop on their behalf.
Tim is married to his lovely wife Susan, and together they have raised numerous Great Danes.
Tim plays Jazz Guitar in a small Jazz Combo on weekends, to his surprise and delight.
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Education
- University of Texas at El Paso
Working with a CERTIFIED FINANCIAL PLANNER® Professional
Working with a CERTIFIED FINANCIAL PLANNER® Professional
Working with a CERTIFIED FINANCIAL PLANNER® Professional
With a CFP® certification, our partners offer a holistic approach to wealth management that strives to align with your goals. They keep you informed about your wealth plan and provide a comprehensive suite of services in a client-first manner.
Mark Moreland
- Financial Advisor
Mark Moreland
- Financial Advisor
A native of El Paso, Mark has spent over 40 years in the financial services. With many titles and roles throughout the years, Mark has spent his career helping his clients use their money to meet their goals. His business is founded upon trust, transparency and devotion to his clients and many of them have been with him for over 30 years and this relationship often extends to the next generation.
For Mark, the financial industry has provided immense satisfaction in the form of the relationships he’s forged over time. The drive to leave an enduring impact of personalized guidance and support has given Mark a purpose and vision for creating a brighter future for his clients and their families.
Mark and his wife Judy have two grown sons, Connor & Max. Mark and Judy enjoy traveling and have plans to see more of the world. Their favorite places so far have been New Zealand and Scotland.
CA License #: 0C64623 Resident State, TX
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Education
- University of Mary Hardin- Baylor
- University of Texas at El Paso
- California Costal University
Sandra Serrano
- Operations/Administrative Manager
Sandra Serrano
- Operations/Administrative Manager
Sandra is actively involved in our Practice Management. She oversees many of our special projects, such as seasonal tax documents, annual performance reporting, charitable giving, and insurance processing. In addition, she is an active participant in helping to improve our internal operations and overall team communications.
Sandra has 18 years of financial services experience building off her 25 years of experience in the banking industry. She is dedicated to helping individuals meet their financial needs by developing investment plans around their long-term goals and risk tolerance. Her extensive experience - throughout major shifts in the markets - enables her to help clients structure balanced portfolios to address their specific financial goals.
Sandra and her husband, Fernando, are originally from El Paso. They have three grown sons and she enjoys being “Lita” to her two grandchildren. She also likes to exercise by dancing and walking and she enjoys gardening and reading.
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Payton Price
- Client Associate
Payton Price
- Client Associate
Payton Price serves as a Client Associate for High Ridge Wealth Management. She prides herself in making every client’s experience an exceptional one and strives to exceed clients’ wants and needs.
Born in Washington State, Payton attended the University of Washington and received her bachelor’s degree in Public Relations. In 2020 Payton made the move to El Paso Texas with a new passion for finance making High Ridge Wealth Management the perfect workplace.
Payton and her husband love being in the outdoors and spending time with friends and family when time allows.
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Clarrissa Aguirre
- Client Associate
Clarrissa Aguirre
- Client Associate
Clarrissa joined High Ridge Wealth Management as a Client Associate in 2023 and has over a decade worth of experience in the financial sector. She prides herself in making every client’s experience an exceptional one and strives to exceed clients’ wants and needs.
She strives to be the best version of herself by continuing to develop her knowledge in the financial industry. She recently earned the Accredited Asset Management Specialist SM designation in 2024 that is awarded by the College for Financial Planning. This rigorous course covers a broad range of topics such as investments, insurance, taxation, retirement, and estate planning issues.
Outside of the office, her life revolves around her son, Mason.
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Michelle M. Rosales
- Client Associate
Michelle M. Rosales
- Client Associate
Michelle Rosales recently became a part of the team at High Ridge Wealth Management. In her role, she assists in the branch’s operations and works closely with clients and advisors to ensure a top-notch client experience. Michelle is committed to maintaining the highest standards of integrity and client
service.
With more than a decade of financial experience, Michelle brings a wealth of knowledge in operations and compliance. She possesses a bachelor’s degree. Michelle prioritizes staying updated on industry regulations and policies to better service her clients.
In her spare time, Michelle enjoys watching her son, Jaxon play soccer. She also enjoys traveling and cooking.
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Our culture of teamwork fosters the sharing of experience and knowledge to the entire staff allowing our clients to benefit from more innovative solutions.
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