Tailored wealth advice

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Cory works closely with high-net-worth and ultra-high-net-worth individuals and families, tailoring financial strategies to meet their objectives. He specializes in developing and managing diversified portfolio allocations that incorporate equities, fixed income, hedge funds, alternative investments including private equity and private credit, alongside prudent cash management. He and his team’s approach is built on three key strategies—Liquidity, Longevity, and Legacy—helping align investment plans with each client’s unique aspirations, risk tolerances, and time frames. 

With a background in private equity and entrepreneurial experience co-founding an outdoor consumer products brand, Cory brings unique business acumen to client relationships. He leverages the thought leadership and global resources of UBS and works in tandem with experts across various divisions, providing direct access to our Estate & Tax Planning, Advanced Planning, Family Office Solutions, and Investment Banking & Lending Groups (real estate lending, aviation financing, unsecured lines, and SBLs). This collaborative approach allows him to seamlessly integrate UBS’s best offerings into client portfolios.

Cory holds Series 7 and 66 licenses, general insurance licenses, and is a FINRA-Registered General Securities Representative and Investment Advisor. Cory 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 two daughters, reside in the Park Cities community of Dallas. Outside of the office, you will find the family together, either in the Roaring Fork Valley or back in Texas riding cutting horses, where Cory competes within the National Cutting Horse Association and American Quarter Horse Association.

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

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

• AZ
• CA
• CO
• FL
• GA
• IL
• MI
• NC
• NJ
• NM
• PA
• PR
• TX

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.

• AZ
• CA
• CO
• GA
• IL
• MI
• NC
• NM
• PA
• PR
• TX

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.