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$7 trn
UBS Group invested assets
As of 12/31/2025
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.
First Vice President–Wealth Management
CERTIFIED FINANCIAL PLANNER
After leaving my company in Ft. Worth, I moved to Corpus Christi to become a sales engineer. My advisor at Merrill Lynch said I had a knack for investing so I should meet with his manager to discuss becoming a financial advisor. After meeting with the manager he offered me the job, I thought about why I would make the switch from something I was very good at to something I would need to learn from scratch. Opportunity accepted! I love to challenge myself and the thought of learning new things and using them to help others achieve their financial goals fit what I like to do which is to help people.
Whether in my previous career or in my present career, people seemed to pick up very quickly that I am genuine and that my main objective is to help them achieve their goals rather than promote mine. I have had the privilege to work with the parents, their children and now their grandchildren in my 25 years and that gives me great satisfaction. After a while, they understand that achieving their objectives is all that matters to me. Not just managing risk, but building a financial plan so we have a road map, helping them with their estate planning issues, and being proactive when things change. The greatest compliment that my clients give me is when they refer their children to me and ask me to help them. That is legacy wealth, a motivation to keep doing what I am doing and always strive to be better.
My clients like that I approach the business with the idea there is always something to learn. I’ve obtained the professional CFP® designation. I am continuously doing research and have the ability to convey it to them in an understandable manner. My clients can find me at the pool being a USA swim and UIL Deck Referee or the swim meets I officiate. As a Master Gardener, I also educate people in Texas on responsible organic gardening. I am passionate about serving people, whether we are in the garden, pool or the conference table.
Credentials
Our advice is comprehensive. We help diverse clients in a broad range of areas, including:
Lets connect
First Vice President–Wealth Management
CERTIFIED FINANCIAL PLANNER
After leaving my company in Ft. Worth, I moved to Corpus Christi to become a sales engineer. My advisor at Merrill Lynch said I had a knack for investing so I should meet with his manager to discuss becoming a financial advisor. After meeting with the manager he offered me the job, I thought about why I would make the switch from something I was very good at to something I would need to learn from scratch. Opportunity accepted! I love to challenge myself and the thought of learning new things and using them to help others achieve their financial goals fit what I like to do which is to help people.
Whether in my previous career or in my present career, people seemed to pick up very quickly that I am genuine and that my main objective is to help them achieve their goals rather than promote mine. I have had the privilege to work with the parents, their children and now their grandchildren in my 25 years and that gives me great satisfaction. After a while, they understand that achieving their objectives is all that matters to me. Not just managing risk, but building a financial plan so we have a road map, helping them with their estate planning issues, and being proactive when things change. The greatest compliment that my clients give me is when they refer their children to me and ask me to help them. That is legacy wealth, a motivation to keep doing what I am doing and always strive to be better.
My clients like that I approach the business with the idea there is always something to learn. I’ve obtained the professional CFP® designation. I am continuously doing research and have the ability to convey it to them in an understandable manner. My clients can find me at the pool being a USA swim and UIL Deck Referee or the swim meets I officiate. As a Master Gardener, I also educate people in Texas on responsible organic gardening. I am passionate about serving people, whether we are in the garden, pool or the conference table.
Credentials
Our advice is comprehensive. We help diverse clients in a broad range of areas, including:
Lets connect
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.
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
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.
The challenges women breadwinners face embracing their financial clout
Women are contributing more to their families’ incomes than ever before. Yet many remain less engaged than men in decision-making about the money they’ve earned. Why?
We believe financial participation, comprehensive planning and the support of financial professionals can help correct this imbalance. See how in our latest Own your worth report, “Tradition, trust and time: The challenges women breadwinners face embracing their financial clout.”
$7 trn
UBS Group invested assets
As of 12/31/2025
Global leader
UBS is a leading and truly global wealth manager
More than 160 years
offering financial advice
