Our Team
How We Work
We are a relationship‑driven wealth management group rooted in family, trust, and the Golden Rule. As cattle ranchers and stewards of the land, we value hard work, honesty, and the simple things—fresh eggs from the farm, tomato plants grown from seed, and showing up for one another when it matters most.
We exist because we genuinely love people and the relationships we build. We walk beside our clients through life’s hardest seasons—loss, transition, uncertainty—and its most meaningful milestones, like retirement, legacy planning, and major life purchases.
Having the honor of serving multiple generations within the same families is something we never take lightly. The trust our clients place in us is the foundation of everything we do, and we are grateful for it every day.
What to expect
From the very beginning, our goal is to make you feel comfortable. Our approach is laid‑back, conversational, and friendly. We don’t believe in rushing meetings or talking over people—we prefer to listen first.
You can expect meaningful conversations about family, values, and what’s important to you. We take time to learn your story, gather the right information, and understand your goals before offering guidance.
When you’re ready to dive in, it’s helpful to bring things like account statements, Social Security estimates, and information on your assets, debts, and overall financial picture. This allows us to be thorough and provide thoughtful, full‑service support.
We collaborate with CPAs and attorneys when needed, working as a team to ensure everything is aligned and handled well.
Above all, you’ll find us friendly, professional, easy to work with, and genuinely invested in the people we serve.
Bruce Melton
Managing Director – Investments
Bruce has more than 35 years of experience in the financial services industry and formed the Melton Financial Group. He holds degrees from Texas Tech University and Texas A&M University. A lifelong resident of Grayson County, he established the Bar M Ranch on his family’s homestead, where he continues to oversee its operations.
Katiebeth Worrell, CFP®, CRPC® |
Managing Director – Investments
Katiebeth joined her father, Bruce, in the formation of the Melton Financial Group in 2009, bringing together family values and a shared commitment to serving clients with integrity. She is a graduate of Texas A&M University, where she earned degrees in Finance and Accounting, and later obtained her CERTIFIED FINANCIAL PLANNER® certification. Community involvement is important to her, and she is proud to serve on the Board of the Boys & Girls Club of Sherman. Katiebeth and her husband make their home on the Bar M Ranch, where they raise their two children, Lola and Leo.
Paula Judkins
Senior Registered Financial Client Associate
Paula is a Senior Registered Financial Associate for the Melton Financial Group. Paula worked for 20 years as a payroll coordinator for the Oscar Mayer plant in Sherman before moving into the securities business in 1998. She is a busy grandmother of eight and enjoys gardening and cooking in her spare time.
Taylor Melton
Financial Advisor
Taylor joined the family business in August 2025. Taylor enjoys listening to clients and finding solutions that fit their needs and goals. He brings a diverse background in engineering and farming, supported by degrees in horticulture and computer science. On his days off, you can find him spending time with his wife and three children, working on the farm, or restoring classic cars.