A plan for today, tomorrow and generations to come

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John, a 30 year veteran of the financial services industry, started his career with Morgan Stanley in 1995.  In 2001, he moved his practice to UBS Wealth Management where he holds two UBS firm designations Senior Portfolio Manager and Wealth Advisor. In 2009, he founded WTC Investment Group and what began as a three person investment team in Houston has doubled in size and operates three offices in Texas (Houston, Fort Worth and Plano).

John completed his bachelor’s degree in Business from TCU in 1990 and received a Master’s degree from Baylor in 1994. During John’s college years, he played and coached college football.  John served on TCU’s National Alumni board as an officer from 1996 to 2001.

John and his wife Christy live near TCU in Fort Worth and are members of Arborlawn United Methodist Church and Colonial Country Club.  Christy is a member of the Fort Worth Women’s Club and works as a District 3 Director for the City of Fort Worth.

• Forbes Best-in-State Wealth Management Teams, 2025, 2026The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.

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Patrick leads our Dallas-based investment team and brings over 30 years of experience in the investment industry. He earned a Bachelor of Science in International Trade and Finance from Louisiana State University and was inducted into the E. J. Ourso College of Business Hall of Distinction in 2025—one of LSU’s highest alumni honors.

A veteran of Operation Desert Shield and Desert Storm, Patrick served eight years in the U.S. Naval Reserve. Before joining UBS in 2000, he was a market maker on the trading floors of the Chicago Board Options Exchange and the Chicago Mercantile Exchange. He holds the UBS Senior Portfolio Manager and Wealth Advisor designations.

Patrick remains deeply engaged with LSU, serving on the Dean’s Advisory Council for the E. J. Ourso College of Business and the LSU Foundation National Board. He is a past president of the DFW LSU Alumni Association and previously served on the AIESEC Life National Board of Directors.

He splits his time between Plano, Texas, and Tampa, Florida, with his fiancée, Raquel. His daughter, Santana, is a flight attendant with American Eagle, and his son, Sultan, is a student at Texas State University.

• Forbes Best-in-State Wealth Management Teams, 2025, 2026The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.

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Tony has been with UBS providing personalized financial guidance and a full range of investment services since 1992. He is a Wealth Advisor and works with business owners, corporate executives, professionals, and affluent individuals. A former Marine, Tony holds a degree from the University of Texas at Arlington and he works closely with Pathways to Hope, where he leads workshops on finance for those who are incarcerated in Texas prisons. 

Tony and his wife of nearly 40 years, Mina, have 2 adult children and 6 grandchildren.  

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

• University of Texas at Arlington

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Jennifer is a Vice President–Wealth Management and Portfolio Manager at UBS, where she helps lead the Fort Worth-based WTC Investment Group. With over 25 years in the financial industry and a focus on insurance and annuity income planning, she brings deep expertise and a personal touch to every client relationship. Jennifer values transparency, clear communication, and face-to-face meetings to help clients feel confident in their financial futures. 

She joined UBS in 2014 and is an active member of Texas Wall Street Women’s Fort Worth Chapter. A native of Stephenville, Texas, Jennifer’s early training as a ballet dancer under Suzanne Farrell and her time performing with Ballet Concerto instilled the discipline and attention to detail that continue to shape her professional approach today.

Jennifer and her husband live in Fort Worth’s Ridglea Hills neighborhood with their Labrador Retriever and are proud parents of four adult children.

• Forbes Best-in-State Wealth Management Teams, 2025The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.

Hailey is a native Texan who began her career with UBS in 2016 and has held the roles of Branch Service Associate and Branch Technology Liaison. She has worked in both the Fort Worth, TX, and Midland, TX branches, where she gained valuable experience and built strong relationships within the firm. Hailey and her husband Raleigh have two children, Abel (10) and Isla (3), who bring immense joy to their lives. In December 2024, Hailey earned a Bachelor of Science in Psychology with a minor in Learning & Behavior Neuroscience from Tarleton State University. She is currently studying for her SIE and Series 7 exams concurrently. Hailey enjoys spending time with family and friends, traveling to favorite spots like Disneyland and Big Bear, CA. She is an avid reader and a Disney enthusiast with a passion for collecting Disney memorabilia and tiki mugs.

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Theresa is a native Houstonian and a veteran in the financial services industry.  She serves as a Senior Registered Client Associate delivering professional administrative support while building lasting personal relationships.  Her passion is to help others achieve their legacy by bringing their financial, philanthropic, tax and estate strategies into alignment.  She performs a variety of investor related functions promptly and courteously.  She's resourceful and understands various UBS products, systems and policies.  She holds her Series 7, Series 63, Series 66 and life insurance licenses.

Theresa's son formerly served as an officer in the United States Air Force and is thrilled to have him back in Texas where he continues to grow in his professional career as a civilian.