Tailored wealth advice

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Cory serves as a financial advisor to high-net-worth and ultra-high-net-worth individuals, families, entrepreneurs, and family offices. He brings a deep understanding of global macroeconomic dynamics and asset allocation, applying these insights to the construction and management of diversified portfolios across equities, fixed income, hedge funds, private equity, private credit, real estate, and cash management solutions.

Cory and his team follow a personalized, principles‑based approach centered on Liquidity, Longevity, and Legacy—aligning investment strategies with each client’s goals, risk tolerance, and time horizon to manage volatility and optimize risk‑adjusted returns.

With a background in private equity, experience as a co-founder of an outdoor consumer products brand, and co-inventor on three issued patents, Cory brings an entrepreneurial perspective to client relationships. Leveraging UBS’s global resources, he collaborates with specialists across the firm to deliver integrated solutions encompassing estate and tax planning, family office services, investment banking, lending, and philanthropy through donor‑advised funds.

Cory holds Series 7 and 66 licenses, along with general insurance licenses, and is a FINRA Registered General Securities Representative and Investment Adviser. He earned a B.B.A. in Finance from Texas Tech University and an M.B.A. in Finance from Baylor University’s Hankamer School of Business.

Cory, his wife Christina, and their two daughters reside in the Park Cities community of Dallas. Outside the office, the family spends time together in the Roaring Fork Valley or back in Texas riding cutting horses, where Cory actively competes in the National Cutting Horse Association and the American Quarter Horse Association.

• Forbes Best-in-State Wealth Advisors, 2026The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.

• Baylor University, M.B.A., Finance
• Texas Tech University, B.B.A., Finance

• MBA
• Series 7 and 66 Securities Licenses
• General Lines Insurance License

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• DC
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• MO
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• NM
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• UT

Gretchen began her financial industry career in 1988 and has held roles in Banking, Trust Services, Compliance, and Financial Services.  Prior to joining UBS in 2015, Gretchen spent the majority of her career at Citigroup and JPMorgan Securities.  Her experience and robust knowledge of the financial industry (investing, trading, operations, and compliance) combined with her problem-solving skills makes her an integral part of our team and a trusted resource for our clients.

Gretchen holds Series 7, Series 9/10 and Series 66 licenses and earned a B.A. degree from Rutgers University. She resides in Northlake with her husband Gary.  In her free time, she enjoys reading, cooking and spending time at the beach with her family.

• Rutgers University, B.A.

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• AZ
• CA
• CO
• DC
• FL
• GA
• IA
• IL
• IN
• MD
• ME
• MI
• MN
• MS
• NC
• NE
• NJ
• NM
• NY
• OH
• OK
• PA
• PR
• TN
• TX
• UT
• VA
• VT

Maria began her career in 2008 with JPMorgan Securities and joined UBS in 2015. Her primary focus is providing the best client experience by anticipating client needs, delivering solutions and assisting clients with the ongoing technology/security capabilities UBS offers to keep our clients & their assets protected.  Maria provides strategic operational, marketing and administrative team support with the intent to strengthen the trust and relationship with our clients.  

Maria holds Series 7 and 66 licenses and earned  Bachelor of Science degree from the University of North Texas. She lives in Southlake with her husband Peter, and their two boys Nico & Luca. Maria enjoys spending time with her family & friends, playing and coaching soccer, and her family’s annual trip to Cape May, NJ.

• University of North Texas, B.S.