Securities offered through Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC. Investment advisory services offered through Kestra Advisory Services, LLC (Kestra AS), an affiliate of Kestra IS. Neither Udell Associates nor Pendragon Financial Services are affiliated with Kestra IS or Kestra AS. This site is published for residents of the United States only. Registered Representatives of Kestra Investment Services, LLC and Investment Advisor Representatives of Kestra Advisory Services, LLC, may only conduct business with Imageresidents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all of the products and services referenced on this site are available in every state and through every representative or advisor listed. For additional information, please contact our Compliance department at 512-697-6000.

Timbe Merkle Client Services Manager

Timberly Merkle (Timbe), Client Services Manager, oversees
matters relating to clients’ policies, medical underwriting, and
the administration associated with new business. She also
provides supervisory, general office, and operational support to
the organization. Timbe has been with Udell Associates for
over 15 years and is currently pursuing the Fellow, Academy
of Life Underwriting designation through the Academy of Life

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We are a wealth management and estate planning firm specializing in estate
and trust planning, income tax planning, philanthropy and asset management.