Wealth advice that helps inspire confidence

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Our clients know that we put their best interests first at all times. As your financial advocates, we ask the critical questions to learn all about you, your family, priorities and concerns. At the end of the day, we understand that earning your confidence and trust requires integrity, prudence and accessibility.

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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.

  • David Aigner Profile Photo

    David Aigner, CFP

    Senior Vice President–Wealth Management

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    • AR
    • CA
    • CO
    • CT
    • FL
    • GA
    • IL
    • KY
    • LA
    • MA
    • MD
    • MI
    • MN
    • MO
    • MS
    • NC
    • NE
    • NJ
    • NM
    • NV
    • NY
    • OH
    • OK
    • OR
    • PA
    • SC
    • TN
    • TX
    • UT
    • VA
    • VT
    • WA
    • WI

    David has been in the financial services industry for over 41 years. He focuses on working with retirees, executives and small business owners as they begin planning for retirement. David attended the University of Washington, where he received a B.A. in economics, and has also earned designation as a CERTIFIED FINANCIAL PLANNER™ (CFP®). 

    • Barron's Top 1,000 Financial Advisors, 2010, 2011, 2012The Barron's rating is awarded annually in March and is based on information from the prior year Q3. 
    • Forbes Best-in-State Wealth Management Teams, 2023, 2024The 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 Washington, B.A. Economics
    • CERTIFIED FINANCIAL PLANNER™
    • Wealth Advisor
    4400 Post Oak Parkway
    17th Floor
    Houston, TX 77027
  • Christopher Perry Profile Photo

    Christopher Michael Perry

    Senior Vice President–Wealth Management

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    • AR
    • CA
    • CO
    • CT
    • FL
    • GA
    • ID
    • IL
    • KY
    • LA
    • MA
    • MD
    • MI
    • MN
    • MO
    • MS
    • NC
    • NE
    • NJ
    • NM
    • NV
    • NY
    • OH
    • OK
    • OR
    • PA
    • SC
    • TN
    • TX
    • UT
    • VA
    • VT
    • WA
    • WI

    Chris has over 26 years of experience in financial and client services. Prior to joining UBS in 2009, he worked for Morgan Stanley. Chris primarily services retirees, professionals and business owners. Using his experience with and knowledge of wealth management planning, Chris creates personalized strategies to help clients pursue their financial goals. A graduate of the University of Houston, Chris earned a B.B.A. specializing in finance. He subsequently obtained Series 7, 31, 63 and 65 securities licenses as well as life and health insurance licenses.

    • Forbes Best-in-State Wealth Management Teams, 2023, 2024The 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 Houston, B.B.A. Finance
    • Senior Portfolio Manager
    • Wealth Advisor
    4400 Post Oak Parkway
    17th Floor
    Houston, TX 77027
  • Tracy Longstreet Profile Photo

    Tracy Marie Longstreet

    Senior Client Associate

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    • TX

    Tracy joined the group in 1998. She has extensive knowledge in client operations and is dedicated to providing exemplary service to our clients. Tracy has over 36 years of industry experience and holds her Series 7 and 63 licenses. She and her husband Mark have have two children; Claire and Cole.

          4400 Post Oak Parkway
          17th Floor
          Houston, TX 77027
        • Barbara Shepherd Profile Photo

          Barbara Ann Shepherd

          Senior Client Associate

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          • TX

          Barbara joined the group in 2002. She graduated from Spelman College in Atlanta, GA with a B.A. in Economics. She has 32 years of industry experience and has earned her Series 7 and 63 licenses. As the team's Senior Client Service Associate, she is responsible for client service requests and day-to-day operations such as processing wires, sending and depositing checks, and opening and maintaining accounts. Barbara and her husband Wendell  years have a son named Wendell Jr.

            • Spelman College, B.A. Economics
              4400 Post Oak Parkway
              17th Floor
              Houston, TX 77027

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