Insight-based advice

Team AGT Photo

Where are you today and where do you want to be tomorrow? We recognize that a lasting relationship starts by listening and understanding your priorities and concerns. We'll work together to look at the big picture, discuss your vision for the future and help you confidently pursue your life goals.

Young family at the beach

Pursuing your goals together

Our mission is to provide quality strategies customized to your needs. Our goal is to be your primary source of financial advice. To this end, we concentrate our efforts on developing long-term relationships through a commitment to quality client service.

  • Jay D. Arbetter Photo

    Jay D. Arbetter, CRPC

    Senior Vice President–Wealth Management

    Financial Advisor

    • image
    • image
    • image
    • AL
    • AR
    • AZ
    • CA
    • CO
    • CT
    • DC
    • DE
    • FL
    • GA
    • HI
    • ID
    • IL
    • IN
    • KS
    • LA
    • MA
    • MD
    • ME
    • MI
    • MN
    • MO
    • MS
    • MT
    • NC
    • NH
    • NJ
    • NM
    • NV
    • NY
    • OH
    • OK
    • OR
    • PA
    • SC
    • SD
    • TN
    • TX
    • UT
    • VA
    • WA
    • WI
    • WY

    Jay brings over 30 years of advising business owners, professionals, retirement plans, endowments, liquidity events and entrepreneurs. He focuses on clients as individuals, carefully evaluating their risk tolerance, goals and objectives, and works to create a financial plan that's right for them. Jay leverages the Team AGT core strengths and capabilities as a way to help clients achieve financial health.

    Jay graduated from the University of North Texas with a B.A. in Accounting and holds the Chartered Retirement Planning Counselor (CRPC®) designation. Jay is active in the local cycling community. His philanthropic focus outside of the office is to inspire and give people the tools to find the best employment opportunity for themselves.

        • Chartered Retirement Planning Counselor
        7250 Dallas Parkway
        Suite 1200
        Plano, TX 75024
        jay.arbetter@ubs.com
        Jay D. Arbetter, CRPC
        7250 Dallas Parkway,Plano,TX,75024
      • Jason E. Taraszki  Photo

        Jason E. Taraszki, CAIA, CFP

        Senior Vice President–Wealth Management

        Financial Advisor

        • image
        • image
        • image
        • AL
        • AR
        • AZ
        • CA
        • CO
        • CT
        • DC
        • DE
        • FL
        • GA
        • HI
        • ID
        • IL
        • IN
        • KS
        • LA
        • MA
        • MD
        • ME
        • MI
        • MN
        • MO
        • MS
        • MT
        • NC
        • NE
        • NH
        • NJ
        • NM
        • NV
        • NY
        • OH
        • OK
        • OR
        • PA
        • SC
        • SD
        • TN
        • TX
        • UT
        • VA
        • WA
        • WI
        • WY

        Jason evaluates a client's entire financial picture to implement a plan that is customized based on their agreed upon needs and aspirations. Jason strives to help families confidently accumulate, preserve, and transfer wealth through a planning based approach, allowing families to  successfully achieve wealth through a planning based approach, allowing families to successfully achieve their critical financial goals. Understanding that these critical goals can change, Jason works consistantly to review and update the plans accordingly. Jason graduated from Texas Christian University with a B.A. in Accounting and holds the Chartered Alternative Investment Analyst (CAIA®) and the Certified Financial Planner (CFP®) designations. Jason lives in Dallas with his wife and four active children.

            • CERTIFIED FINANCIAL PLANNER™
            • Chartered Alternative Investment Analyst®
            7250 Dallas Parkway
            Suite 1200
            Plano, TX 75024
            jason.taraszki@ubs.com
            Jason E. Taraszki, CAIA, CFP
            7250 Dallas Parkway,Plano,TX,75024
          • Rusti  RoggerPhoto

            Rusti D. "Rusti" Rogger, CRPC

            Senior Vice President–Wealth Management

            Financial Advisor

            • image
            • image
            • AL
            • AR
            • AZ
            • CA
            • CO
            • CT
            • DC
            • DE
            • FL
            • GA
            • HI
            • ID
            • IL
            • IN
            • KS
            • LA
            • MA
            • MD
            • ME
            • MI
            • MN
            • MO
            • MS
            • MT
            • NC
            • NH
            • NJ
            • NM
            • NV
            • NY
            • OH
            • OK
            • OR
            • PA
            • SC
            • SD
            • TN
            • TX
            • UT
            • VA
            • WA
            • WI
            • WY

            Rusti has been serving clients in the financial services industry for over 20 years. She began her career as a Senior Facility Analyst with Fidelity Funding Mortgage in 1997 and joined PaineWebber in 2000. Her years of experience make her uniquely qualified to offer sophisticated investment advice that help to solve the complex needs of clients. As an experienced advisor she provides detailed financial planning along with customized wealth management strategies. In her spare time, Rusti enjoys spending time with her family and gives back to the community by volunteering with local charitable organizations.

            Rusti holds her FINRA Series 7 and 66 securities licenses as well as a Texas insurance license and the Chartered Retirement Planning Consultant (CRPC®) designation.

                • Chartered Retirement Planning Counselor
                7250 Dallas Parkway
                Suite 1200
                Plano, TX 75024
                rusti.rogger@ubs.com
                Rusti D. "Rusti" Rogger, CRPC
                7250 Dallas Parkway,Plano,TX,75024
              • Henry Jordan Photo

                Henry Jordan

                Senior Vice President–Wealth Management

                Financial Advisor

                • image
                • image
                • image
                • AL
                • AR
                • AZ
                • CA
                • CO
                • CT
                • DC
                • DE
                • FL
                • GA
                • HI
                • ID
                • IL
                • IN
                • KS
                • LA
                • MA
                • MD
                • ME
                • MI
                • MN
                • MO
                • MS
                • MT
                • NC
                • NH
                • NJ
                • NM
                • NV
                • NY
                • OH
                • OK
                • OR
                • PA
                • SC
                • SD
                • TN
                • TX
                • UT
                • VA
                • WA
                • WI
                • WY

                Henry is a Senior Vice President – Wealth Management in the Plano office of UBS Wealth Management. He is responsible for advising affluent families, institutions and non-profits, as well as their respective trusts, estates, foundations, endowments and pension plans on all matters related to the capital markets. Henry works closely with his clients’ trusted tax, legal advisors and consultants on all matters, including tax and estate planning, the management and liquidation of concentrated stock positions, and the sales of privately held businesses.

                Henry is active in the community and a former board member of the Dallas Chapter of the National Football League Alumni, a charitable organization which holds various events benefiting children’s charities in Texas. He is also part of the leadership committee of the Southlake Focus Group, a top all-volunteer local career networking group.

                Henry holds an MBA and Economics degrees from the University of North Dakota where he was a two-sport letterman. After college, he moved to Dallas with his wife, Becky, and they have three grown children, Rebecca, Henry III and Alec, all of whom graduated from Baylor University, and like him, married their high-school sweethearts.  He and his wife have been blessed with 4 grandchildren and counting.

                    • Senior Portfolio Manager
                    7250 Dallas Parkway
                    Suite 1200
                    Plano, TX 75024
                    henry.jordan@ubs.com
                    Henry Jordan
                    7250 Dallas Parkway,Plano,TX,75024
                  • Evan Edward Taylor Photo

                    Evan Edward Taylor

                    Account Vice President

                    Financial Advisor

                    • image
                    • image
                    • image
                    • AL
                    • AR
                    • AZ
                    • CA
                    • CO
                    • CT
                    • DC
                    • DE
                    • FL
                    • GA
                    • HI
                    • ID
                    • IL
                    • IN
                    • KS
                    • LA
                    • MA
                    • MD
                    • ME
                    • MI
                    • MN
                    • MO
                    • MS
                    • MT
                    • NC
                    • NH
                    • NJ
                    • NM
                    • NV
                    • NY
                    • OH
                    • OK
                    • OR
                    • PA
                    • SC
                    • SD
                    • TN
                    • TX
                    • UT
                    • VA
                    • WA
                    • WI
                    • WY

                    Evan enjoys managing the needs of his clients while providing a consistent and proactive approach to serving wealthy families. His favored style is to put himself in his clients’ shoes, as he feels the best way to help someone is to understand their perspective first. He enjoys problem-solving and the responsibility of having to meet clients’ goals. His enthusiasm, personal service and ability to efficiently handle clients’ distinct needs help set him and his experienced team apart.

                    Evan likes to spend his time rock climbing, playing tennis, and watching soccer. Evan earned a B.S. in Economics from the University of Texas at Dallas and holds the FINRA Series 7 and 66 securities licenses.

                     

                          7250 Dallas Parkway
                          Suite 1200
                          Plano, TX 75024
                          evan.taylor@ubs.com
                          Evan Edward Taylor
                          7250 Dallas Parkway,Plano,TX,75024
                        • Alec J. Jordan Photo

                          Alec J. Jordan

                          Financial Advisor

                          • image
                          • image
                          • AL
                          • AR
                          • AZ
                          • CA
                          • CO
                          • CT
                          • DC
                          • DE
                          • FL
                          • GA
                          • HI
                          • ID
                          • IL
                          • IN
                          • KS
                          • LA
                          • MA
                          • MD
                          • ME
                          • MI
                          • MN
                          • MO
                          • MS
                          • MT
                          • NC
                          • NJ
                          • NM
                          • NV
                          • NY
                          • OH
                          • OK
                          • OR
                          • PA
                          • SC
                          • SD
                          • TN
                          • TX
                          • UT
                          • VA
                          • WA
                          • WI
                          • WY

                          AJ advises a wide array of clients including individuals, families, their businesses, and their other advisors, including their CPA's and attorneys. Additionally, AJ is a Certified Exit Planning Advisor, which helps him prepare small businesses for a smooth transition into the next stage of their business’s life cycle. Currently, AJ serves on the board for both the Young Risk Management Association and The Finance Forum.

                          Before he joined UBS, AJ worked in the International Tax Group at KPMG. While there, he worked on a variety of Fortune 500 companies, including ones in the financial services and consumer goods industries. AJ, along with his wife, Ally, are both lifelong Dallas residents. When not working, they enjoy cooking and taking their dog to the dog park.

                                7250 Dallas Parkway
                                Suite 1200
                                Plano, TX 75024
                                alec.j.jordan@ubs.com
                                Alec J. Jordan
                                7250 Dallas Parkway,Plano,TX,75024
                              • image

                                Loren Koziol

                                Account Vice President

                                Financial Advisor

                                • image
                                • image
                                • image
                                • AL
                                • AR
                                • AZ
                                • CA
                                • CO
                                • CT
                                • DC
                                • DE
                                • FL
                                • GA
                                • HI
                                • ID
                                • IL
                                • IN
                                • KS
                                • LA
                                • MA
                                • MD
                                • ME
                                • MI
                                • MN
                                • MO
                                • MS
                                • MT
                                • NC
                                • NE
                                • NH
                                • NJ
                                • NM
                                • NV
                                • NY
                                • OH
                                • OK
                                • OR
                                • PA
                                • SC
                                • SD
                                • TN
                                • TX
                                • UT
                                • VA
                                • WA
                                • WI
                                • WY

                                      100 Crescent Court
                                      Dallas, TX 75201
                                      loren.koziol@ubs.com
                                      Loren Koziol
                                      100 Crescent Court,Dallas,TX,75201
                                    • Scott Wolfe

                                      Scott Wolfe

                                      Wealth Strategy Associate

                                      • image
                                      • image
                                      • image
                                      • AL
                                      • AR
                                      • AZ
                                      • CA
                                      • CO
                                      • CT
                                      • DC
                                      • DE
                                      • FL
                                      • GA
                                      • HI
                                      • ID
                                      • IL
                                      • IN
                                      • KS
                                      • LA
                                      • MA
                                      • MD
                                      • ME
                                      • MI
                                      • MN
                                      • MO
                                      • MS
                                      • MT
                                      • NC
                                      • NJ
                                      • NM
                                      • NV
                                      • NY
                                      • OH
                                      • OK
                                      • OR
                                      • PA
                                      • SC
                                      • SD
                                      • TN
                                      • TX
                                      • UT
                                      • VA
                                      • VI
                                      • WA
                                      • WI
                                      • WY

                                      Prior to joining UBS, Scott worked as an advisor at Merrill Lynch and Citizens Securities.  He is also a U.S. Army veteran with a career spanning 15 years of military service.  As a Captain, he deployed a total of 18 months, leading soldiers in both Operation Enduring Freedom and Operation Spartan Shield.  The duality of his experience provides the team with a strong analytical and organizational structure needed to overcome any obstacle a client may face in pursuit of meeting their financial goals. 

                                      Scott graduated from Indiana University’s Kelley School of Business with a Master of Science in Finance and Robert Morris University with a Master of Science in Taxation and a Master of Business Administration. He also holds his FINRA Series 7 and 66 securities licenses.

                                            7250 Dallas Parkway
                                            Suite 1200
                                            Plano, TX 75024
                                            scott.wolfe@ubs.com
                                            Scott Wolfe
                                            7250 Dallas Parkway,Plano,TX,75024
                                          • Juan

                                            Juan Villamizar

                                            Senior Wealth Strategy Associate

                                            • image
                                            • image
                                            • image
                                            • TX

                                            Juan began his career as an independent financial advisor at Ameriprise Financial before joining Fidelity Investments in 2007, where he spent 15 years supporting high net-worth clientele from financial planning and wealth management to portfolio reporting and analysis. As a CERTIFIED FINANCIAL PLANNERTM, Juan brings an iterative and dynamic approach to managing client’s financial plans. Juan is energized by those around him and believes that the strongest relationships are centered around trust and confidence.

                                             

                                            Juan is a lifelong soccer player and continues to play competitively on several over-30 teams. Not one to shy away from a challenge, he also picked up ice hockey in 2020. He plays on a few teams locally, one of which is devoted to providing “support through sport” for veterans, service members, and their families. He and his wife Melissa (an ex-D1 soccer athlete) can be seen around DFW supporting their two sons, Rylan and Soren, who both play for FC Dallas Youth Soccer. Juan holds a BA in Finance from Baylor University, along with the FINRA Series 7, 63, and 65 licenses and the Certified Financial Planner (CFP®) designation.

                                                  7250 Dallas Parkway
                                                  Suite 1200
                                                  Plano, TX 75024
                                                  juan.villamizar@ubs.com
                                                  Juan Villamizar
                                                  7250 Dallas Parkway,Plano,TX,75024
                                                • Janine Solomon Photo

                                                  Janine Solomon

                                                  Senior Client Associate

                                                  • image
                                                  • image
                                                  • image
                                                  • TX

                                                  With over a decade of experience in the financial services industry, Janine has developed extensive knowledge of services and solutions available to our clients. Her commitment to exceptional service and consistent communications are key to building long term, multi-generational relationships. Client accessibility is a top priority for Janine and our team. 

                                                   Born in Fort Worth, Texas, Janine was raised in Oklahoma and graduated from the University of Oklahoma with a Bachelor of Business Administration-Finance degree. After graduating, she worked in the investments division of a large bank and then as a bankruptcy legal assistant. 

                                                   Janine has lived in Bangkok, Thailand and Jakarta, Indonesia where her daughter Madeline was born. She lives in Allen with her family and enjoys cooking, gardening and playing mahjong.  Janine volunteers at the Allen Food Pantry.  She holds the FINRA Series 7 and Series 66 securities licenses.  

                                                      • Senior Registered Client Associate
                                                      7250 Dallas Parkway
                                                      Suite 1200
                                                      Plano, TX 75024
                                                      janine.solomon@ubs.com
                                                      Janine Solomon
                                                      7250 Dallas Parkway,Plano,TX,75024
                                                    • Laurie Logan

                                                      Laurie Logan

                                                      Senior Client Associate

                                                      • image
                                                      • image
                                                      • AR
                                                      • TX

                                                      Laurie joined Team AGT in September of 2020.  She has been in the financial services industry since June 1984.  She is the first point of contact for the clients, providing an excellent client experience.  Her work includes exercising stock options, annual required minimum distributions, deceased account processing, as well as offering administrative and managerial support to financial advisors and office management. 

                                                       

                                                      Laurie grew up in Texarkana, TX.  She has a Bachelor of Business Administration in Marketing and a Bachelor of Business Administration in Computer Information Systems from the University of Arkansas at Little Rock.  She holds the FINRA Series 7 and 63 securities and her Texas Insurance License.

                                                       

                                                      Laurie volunteers in her community and enjoys traveling, dining, and exploring Dallas.  Her hobbies include watching sports and being with friends and family.

                                                            7250 Dallas Parkway
                                                            Suite 1200
                                                            Plano, TX 75024
                                                            laurie.logan@ubs.com
                                                            Laurie Logan
                                                            7250 Dallas Parkway,Plano,TX,75024
                                                          • Pam Fontenot

                                                            Pamela Fontenot

                                                            Client Associate

                                                            • image
                                                            • image
                                                            • image

                                                              Pamela Fontenot started in the financial services industry with Legg Mason Wood Walker back in 1996.  She joined Team AGT in January of 2021.  She provides quality client service and support to the financial advisors on the team.

                                                               Born and raised in South Louisiana, Pamela is a huge LSU Tiger fan. She attended the University of Louisiana at Lafayette.  She now lives in Plano with her family.  In her free time she enjoys traveling, hiking, reading and quality time with friends and family.

                                                                    7250 Dallas Parkway
                                                                    Suite 1200
                                                                    Plano, TX 75024
                                                                    pamela.fontenot@ubs.com
                                                                    Pamela Fontenot
                                                                    7250 Dallas Parkway,Plano,TX,75024
                                                                  • Kathy

                                                                    Kathy Rosenthal

                                                                    Client Associate

                                                                    • image
                                                                    • image

                                                                      Kathy has 35+ years providing quality service and assistance to clients.  She began her career in mutual funds with Fidelity Investments, then as an Account Executive for Amdahl in the field of IT; joining UBS from Deutsche Bank in 2012 .  Kathy attended the University of North Texas with a pursued focus in Business and Finance.

                                                                            7250 Dallas Parkway
                                                                            Suite 1200
                                                                            Plano, TX 75024
                                                                            kathy.rosenthal@ubs.com
                                                                            Kathy Rosenthal
                                                                            7250 Dallas Parkway,Plano,TX,75024
                                                                          • Carly Elizabeth Jordan Photo

                                                                            Carly Elizabeth Jordan

                                                                            Client Associate

                                                                            • image
                                                                            • image

                                                                              Carly is the teams Client Relationship Specialist whose duties are to enhance the overall experience for our clients while helping to build strong and trusting relationships. She has a BBA in Finance from UT El Paso and has over 8 years of client service experience through hospitality and banking.

                                                                              Growing up in El Paso, Texas she was an active member of the community whom helped establish the Epilepsy Foundation in West Texas and raised awareness through local walks, golf tournaments, and scholarships.  She is a restaurant connoisseur and enjoys traveling in her free time all while staying active. Her hobbies include running marathons, golf, and sand volleyball.

                                                                                    7250 Dallas Parkway
                                                                                    Suite 1200
                                                                                    Plano, TX 75024
                                                                                    carly.e.jordan@ubs.com
                                                                                    Carly Elizabeth Jordan
                                                                                    7250 Dallas Parkway,Plano,TX,75024
                                                                                  • Jana Sutherland

                                                                                    Jana Sutherland

                                                                                    Client Associate

                                                                                    • image
                                                                                    • image
                                                                                    • image

                                                                                      Jana works with clients to establish and maintain relationships, earn their trust, ensure needs are met and that they receive exceptional customer service.

                                                                                      Prior to joining UBS Jana worked for the Home Furnishings Association, the nation’s leading non-profit trade organization dedicated to the success of 1,200+ retail member supporting over 7K storefront locations.  There she worked with furniture retailers and vendors across the country to establish and maintain relationships with members and ensure they had the tools necessary to operate a successful and profitable retail business.

                                                                                      Jana graduated from Stephen F Austin State University in Nacogdoches, TX with a Bachelor of Business Administration degree.

                                                                                          • Client Relationship Specialist
                                                                                          7250 Dallas Parkway
                                                                                          Suite 1200
                                                                                          Plano, TX 75024
                                                                                          jana.sutherland@ubs.com
                                                                                          Jana Sutherland
                                                                                          7250 Dallas Parkway,Plano,TX,75024

                                                                                        Defining your priorities. Pursuing what matters.

                                                                                        Our experience and structured planning process drives a comprehensive financial plan and customized investment strategies. Depending on where you are in your life and the priorities that matter most, our planning conversations may focus on liquidity management, your cash flow needs, asset replacement solutions such as insurance, estate planning strategies, or tax and legal structures such as trusts and philanthropic vehicles.

                                                                                        Why does A.I. in space matter?

                                                                                        Multigenerational wealth planning

                                                                                        Multigenerational wealth planning

                                                                                        retirement couple

                                                                                        Retirement planning

                                                                                        Pumpkin patch

                                                                                        Success to succession

                                                                                        Enabling the transfer of all you hold valuable

                                                                                        What defines family success? A business, property, or is it more elusive: traditions, values, ethics? And how will you pass it on to the next generation with forethought, clear goals and careful execution?

                                                                                        Too often, before sharing assets, we neglect the actual communication of wishes, plans and expectations. Let’s change that.

                                                                                        A leader in wealth management

                                                                                        Backed by the strength of our parent company, UBS AG

                                                                                        $5.8+ trn

                                                                                        UBS Group invested assets
                                                                                        As of 03/31/2024

                                                                                        51 countries

                                                                                        Our global footprint

                                                                                        Global leader

                                                                                        UBS is a leading and truly global wealth manager

                                                                                        Insights