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, 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

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

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

• TX

Will’s UBS career with UBS began in 2024 when he joined the Aigner Perry Financial Group as a Client Associate. In his role, Will assists the team with operational tasks, as well as, assisting with 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 worked in the oil and gas industry for four years in various engineering and supply chain roles with Schlumberger before deciding to change career paths. Will recently obtained both his Series 7, and Series 66 licenses. 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

• 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 all aspects of client service. Barbara and her husband Wendell have been married for 27 years and have one son, Wendell Jr.

• Spelman College, B.A. Economics

• TX

Carla was born and raised in East Texas.  She’s been in the financial services industry for 27 years. She started out at Eppler Guerin and Turner, the oldest brokerage boutique in Houston at the time. Carla then took a position with Morgan Stanley in 2000.  After fifteen years with Morgan Stanley, she moved over to UBS to assist with a group of advisors at the UBS CityCentre location. She then took on the role of Training Specialist in the training and development department, her second role at Morgan Stanley, which lasted for 5 years.  Carla joins the Aigner Perry Financial Group as a Client Service Associate.  She is married with four grown children and now shares the house with her husband, Ken, and their 4 dogs.  In her free time, you can find them in the garden or riding off into the sunset in their RV.

• FL
• TX

Sherry joined us from Woodforest Financial Services and Raymond James whom she was with for 15 years. Sherry brings with her 40 years of experience in the financial industry, 10 of them in operations management. Sherry’s current role with UBS is to assist in the day-to day operations of clients needs. Her detailed approach and unwavering commitment to customer service enables her to resolve complex issues while building enduring relationships with clients and her entire UBS Financial Team. Sherry currently holds her Series 7 and 63 licenses. The things most important to Sherry are her family, friends and faith. 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. When she is not spending time with family or touring the country, Sherry enjoys scrapbooking.