Experience

• AZ
• CA
• CO
• DE
• FL
• GA
• ID
• IL
• KS
• LA
• MA
• MD
• MI
• MN
• MO
• NC
• NE
• NJ
• NM
• NY
• OH
• PA
• PR
• SC
• SD
• TN
• TX
• VA
• VT
• WA
• WI

Josh takes a collaborative approach, working closely with UBS specialists as well as tax and legal professionals, to understand clients’ goals and help simplify the complexity of today’s global markets through clear, actionable strategies. For more than 30 years, Josh has been helping clients solve complex financial challenges by anticipating their potential opportunities and challenges. As a Wealth Advisor, Josh works with a small, select group of clients, offering a highly personalized experience that has resulted in long-lasting relationships.

“We’re honest, sincere and straightforward with our clients. If it’s not in our clients’ best interest, we won’t bring it up. The type of clients we connect with are focused on living a meaningful life and leaving a legacy behind that they can be proud of.”

— Joshua Pottinger

Josh and the team have a specific focus on the needs of owners and key stakeholders of businesses who are considering a transition or actively looking to exit their business. His training and access to key experts within UBS is crucial to helping clients navigate the complexities of selling a business and prepare a comprehensive plan that addresses their needs before, during and after their exit.

Experience

• Entire career, since 1995, has been in financial services
• With A.G. Edwards from 1995 – 2000
• In practice with partner, Jason Chirogianis, since 2002
• Morgan Stanley, March 2000 – November 2008
• Joined UBS in November 2008 

Accomplishments

• Certified Exit Planning Advisor® (CEPA®) designation
• Certified Investment Management Analyst® (CIMA®) through the Investments and Wealth Institute
• Wealth Advisor designation
• UBS Private Wealth accreditation
• Behavioral Finance certification program through the Investments and Wealth Institute
• B.S. degree, finance, Arizona State University 

Life

• Served on the board of the Make A Wish Foundation for six years and also spent time working with Dell Children’s Hospital
• Enjoys spending time with his wife, Kristen, and children, Elle and Johnny, at their ranch in Harper, TX
• Passionate about the outdoors, including fly fishing, hunting, camping, and kayaking. Enjoys playing the guitar

• Forbes Best-in-State Wealth Advisors, 2021, 2022, 2023, 2024, 2025, 2026The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.
• Forbes Best-in-State Wealth Management Teams, 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.

• AZ
• CA
• CO
• DE
• FL
• GA
• ID
• IL
• LA
• MA
• MD
• MI
• MN
• MO
• NC
• NE
• NJ
• NM
• NY
• OH
• PA
• PR
• SC
• SD
• TN
• TX
• VA
• VT
• WI
• WV

For more than 30 years, Jason has been an advisor, ally and mentor to clients, providing the experienced guidance they need to confidently face their financial decision-making process. Jason goes above and beyond, making a real impact and helping clients focus on what is most important in their lives. As the Senior Portfolio Manager on the team, he manages their customized investment strategies, ranging from traditional diversified portfolios to tactical all-ETF proprietary portfolios. He also has extensive experience with hedging strategies, insider-diversification planning and concentrated/restricted stock positions.

With a specific concentration on the diverse needs of entrepreneurs and business owners, Jason works with key stakeholders at all stages of their business life cycle. Whether considering a transition or actively navigating a sale, Jason provides the experience and access to the global resources and experts of UBS to address business owners’ needs before, during and after their exit.

Experience

• 27 years of experience
• In practice with partner, Josh Pottinger, since 2002
• Morgan Stanley, 1998-2008
• Joined UBS in November 2008

Accomplishments

• UBS Private Wealth accreditation
• Certified Exit Planning Advisor (CEPA®) designation
• B.A. degree, psychology, Tulane University

Life

• Past 11 years has been active with the Meals on Wheels program.
• Resides in Austin with his wife, Adina, and their two children, Grady and Lila.
• Enjoys all things outdoor, especially fishing and hunting. Also, live music, cooking, reading and travel.

• Forbes Best-in-State Wealth Advisors, 2021, 2022, 2023, 2024, 2025, 2026The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.
• Forbes Best-in-State Wealth Management Teams, 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.

• AZ
• IA
• ID
• IL
• MA
• TX

Debi brings over 30 years of experience to her role, having begun her career in the financial services industry in 1992. Before joining ATX Wealth Partners, she honed her operational and client service expertise as a Senior Registered Client Associate at Wells Fargo Advisors and as Operations Manager at AG Edwards. Debi holds the Series 7, 66, and 9/10 General Securities Sales Supervisor licenses. Originally from Kingsland, Texas, Debi now resides in Austin with her husband, Scott. Recent empty nesters, they enjoy traveling and spending time with their children.

• MO
• TX

Ross provides support to the team in its development of wealth management strategies and in its efforts to coordinate the various components of our clients' wealth management planning. Ross began his career in finance as a Compliance Analyst for Waddell & Reed in Kansas City. Ross earned his B.S. in economics from the University of Kansas and holds the Series 7, 24, 66 securities licenses, as well as various Insurance licenses. He currently resides in Leawood, KS, with his wife, Kylie. 

• CO
• TX

Garret earned a Bachelor of Science in Business Administration from Colorado State University, with a concentration in Finance and a minor in Economics. Since graduating, he has built his career in the wealth management industry, including previous experience at UBS in Fort Collins, Colorado, before relocating to Austin in the summer of 2025. Originally from Coeur d’Alene, Idaho, Garret enjoys spending time outdoors and pursuing his interests in fishing, motorsports, and traveling to destinations around the world.

Sophia plays a key role in supporting the team’s client account servicing and day-to-day administrative operations. She began her career at UBS as a receptionist and has since advanced into her current role, bringing experience in fast-paced, client-focused environments. Sophia earned her bachelor’s degree in business management from Texas Tech University, with a minor in fashion design. She currently resides in Austin and enjoys staying active through pilates and yoga, spending time with friends and family, and exploring her interests in fashion and entrepreneurship.