Wealth advice that helps inspire confidence

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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, 2024, 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.

• University of Washington, B.A. Economics

• CERTIFIED FINANCIAL PLANNER
• Wealth Advisor

• AK
• AL
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• CA
• CO
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• FL
• GA
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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, 2024, 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.

• University of Houston, B.B.A. Finance

• Senior Portfolio Manager
• Wealth Advisor

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• MA
• MD
• MN
• MO
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• NJ
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• NV
• NY
• OK
• PA
• RI
• SC
• TN
• TX
• UT
• VA
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• WI

Will joined UBS in 2024 as a Client Service Associate when he joined the Aigner Perry Financial Group and has since advanced to his current role as an Associate Financial Advisor. In this position, he supports the team with operational responsibilities in addition to financial planning and portfolio implementation. Prior to joining the team, Will earned his undergraduate degree in Mechanical Engineering from the University of Texas at Austin. He began his career in the oil and gas industry, spending four years with SLB in various engineering and supply chain roles before deciding to change career paths. Will holds his Series 7 and Series 66 licenses and just recently earned his CFP designation. Outside of work, Will enjoys spending time with family and friends, playing golf, working out, and keeping up with the Longhorns.

• University of Texas at Austin, Mechanical Engineering

• CERTIFIED FINANCIAL PLANNER

• TX

Barbara joined the group in 2002 and brings 33 years of industry experience. As a Senior Client Service Associate, she plays a key role in delivering a high level of personalized service and maintaining strong relationships the team has built with clients and their families over time. She supports clients through all aspects of account servicing, helping ensure a smooth and responsive experience as their financial needs evolve through retirement and beyond. Barbara earned a B.A. in Economics from Spelman College in Atlanta, GA and holds her Series 7 and 63 licenses. Barbara and her husband Wendell have been married for 26 years and have one son, Wendell Jr.

• Spelman College, B.A. Economics

• TX

Carla has 28 years of experience in the financial services industry, with over 20 years supporting clients at both Eppler, Guerin & Turner and Morgan Stanley, while also spending time as a training specialist. Her background adds valuable operational knowledge and a strong client-service focus to the team. As a Senior Client Service Associate, Carla supports both advisors and clients, helping ensure that planning and investment strategies are implemented smoothly and efficiently. A native of East Texas, Carla has four grown children and is married to her husband Ken. In her free time, she enjoys gardening and traveling with her family in their RV.

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• TX

Sherry brings 41 years of experience in the financial services industry, including 10 years in operations management. She spent 15 years with Woodforest Financial Services and Raymond James before joining UBS. In her current role, Sherry supports the day-to-day needs of clients, helping ensure that their accounts and planning strategies are executed with care and precision. Her detail-oriented approach and commitment to service are especially valuable in supporting clients as they manage the complexities of retirement, including income distributions and account maintenance. Sherry holds her Series 7 and 63 licenses and is known for her dedication to building lasting relationships with clients and colleagues alike. She and her husband Raymond have raised two children who have blessed them with six grandchildren. Sherry is very active in the church choir at Second Baptist Church in Kingwood and enjoys scrapbooking and traveling in her free time.

• TX