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William (“Bill”) Payne co-founded Tri-Star Advisors in 2009. With more than 30 years of fixed income wealth management experience, Bill leads teams of financial planners, insurance specialists, lawyers, accountants and bankers in coordinating every aspect of his clients’ financial lives.
Outside of the office Bill enjoys playing golf, wine, traveling and staying actively involved in the Sugar Land community where he lives.
Jonathan has been with Tri-Star Advisors since 2009. Today, he leads the firm’s financial planning practice, helping clients and their families develop plans and investment portfolios that are academically sound and carefully aligned with their unique retirement and estate planning goals.
Jonathan's experience in the financial services industry began after after earning his bachelor’s degree in economics from Pepperdine University and a JD / MBA from Baylor University. He worked as a fixed income investment analyst and then as a financial planner after earning the CERTIFIED FINANCIAL PLANNER™ (CFP®) designation in 2013. An advocate for continued learning, Jonathan is Series 7, 66 and 24 licensed and spends each day working directly with clients, helping them build financial plans and investment strategies around their unique goals and preferences.
Outside of work, Jonathan enjoys playing golf, fishing, writing and spending time with his wife, Rachel, and their three children, Liam, Jackson and Claire.
As an Investment Advisor Representative, Austin assists clients with financial planning, portfolio allocations and trade execution, among other professional duties. Austin works hard to provide unmatched service for his clients, and his tenacity for building relationships and making personalized recommendations is something his team admires. With over 8 years of experience in the industry, Austin has a true appreciation for putting client’s needs first and understanding their entire financial picture.
Austin gains satisfaction from helping clients develop a path to achieving their financial goals. As they approach and enjoy retirement, the challenge of communicating complex financial information and building a meaningful relationship is made worth it. An advocate for continued learning, Austin is Series 7 and 66 licensed and has obtained his CERTIFIED FINANCIAL PLANNER™ (CFP®) designation.
A graduate of Stephen F. Austin State University, Austin earned his bachelor’s degree in finance and it was during his junior year that he began interning with a Tri-Star Advisors affiliate. When he’s not working, Austin enjoys exploring Cypress, Texas and spending time with his wife, Brooke, and their children, Fannin and Wesley.
Crystal received her Certified Financial Planning Certificate from Rice University and has been a CERTIFIED FINANCIAL PLANNER™ (CFP®) since 2012. She graduated from the University of Houston with a bachelor’s degree in marketing with minors in public relations, management and European studies. She also received a certificate from the nationally ranked Program for Excellence in Selling. She has over nine years of industry experience and diversified experience in client relationship management and administrative functions. Today, she is responsible for the daily management of accounts and operations of our business.
Outside of work Crystal enjoys spending time with her family and friends, volunteering for the Houston Livestock Show and Rodeo, reading, gardening, practicing yoga, playing soccer and volleyball. Crystal is also a freelance writer about food and wine and is Level 2 Certified with the International Sommeliers Guild.
Jon founded Tri-Star Advisors in 2009 and continues to work closely with clients building personalized bond portfolios.
Jon is a member of the CFA Society of Houston, serves on the board of St. Andrew’s Episcopal School and volunteers with several non-profit organizations in Houston.
Jon graduated from Baylor University with a double major in finance and international business and earned his Chartered Financial Analyst designation in 1997.
Chamie joined Tri-Star in 2006 and has over 12 years of experience focusing on fixed income investments. She provides expertise in certificates of deposit (CDs) to advisors and their high net worth clients. Her career began with Spires Financial in 1996 as manager of institutional new accounts, where she also handled the clearing of multi-billion dollar new issue collateralized mortgage obligations (CMOs). At Coastal Securities she specialized in agency securities for institutional accounts as the assistant trader on the taxable fixed income desk.
Debbie is responsible for the day-to-day accounting and back-office activities of Tri-Star Advisors. Since 1997, she’s been managing wealth management practices. She holds the FINRA Series 27 license (Financial & Operating Principal).
Debbie volunteers as a National Memorial Lady serving the families of deceased veterans. When not working, she enjoys camping, gardening and spending time with her family and grandchildren.
Thomas Payne has been with Tri-Star Advisors since 2009 and focuses on providing his clients with personalized advice and a high level of service.
Outside of work, Thomas enjoys working out and spending time with his wife and children.