Let's move forward. Together.

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Where are you today and where do you want to be tomorrow? We recognize that a lasting relationship starts by listening and understanding your priorities and concerns. We'll work together to look at the big picture, discuss your vision for the future and help you confidently pursue your life goals.

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.

  • Mikepic

    Michael L. Appelbaum

    Senior Vice President–Wealth Management

    Financial Advisor

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    • AL
    • AZ
    • CA
    • CO
    • FL
    • GA
    • ID
    • IN
    • KY
    • LA
    • MA
    • MD
    • MI
    • MN
    • MO
    • NC
    • NE
    • NH
    • NJ
    • NM
    • NV
    • NY
    • OK
    • OR
    • PA
    • SC
    • TN
    • TX
    • UT
    • VA
    • WA
    • WI
    • WV

    Mike began his career in the financial service industry as a Financial Advisor in 1992 and focuses on capital preservation and growth strategies.  He designs and implements custom portfolios based on comprehensive financial analysis of our clients' goals.  Mike graduated from Rice University where he received degrees in both Managerial Studies and Political Science.  He was a four year varsity letter winner on the football team where he earned All Southwest Conference honors as an offensive lineman.   Mike is appointed as an NFLPA Registered Player Financial Advisor and has had the privilege of working with players from twelve NFL franchises.

     

    Mike was born and raised in Texas.  He is still very active with the Rice athletic program as a booster, mentor and former Letterman President.  Other interests include; travel, working out, boating, and scuba diving.   Mike lives Houston with his wife, Kim, and their Boxer, Whiskey.  They stay busy keeping up with his children; Brooke, Grant and Shane and his bonus kids; Gabrielle, Carter, Hayden and Brock.

     CA License #0E77334

      • Rice University, Bachelors of Managerial Studies and Political Science
        4400 Post Oak Parkway
        17th Floor
        Houston, TX 77027
        mike.appelbaum@ubs.com
        Michael L. Appelbaum
        4400 Post Oak Parkway,Houston,TX,77027
      • Jenpic

        Jennifer M. VanderSchoor, CFP®

        Senior Vice President–Wealth Management

        Financial Advisor

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        • AL
        • AZ
        • CA
        • CO
        • FL
        • GA
        • ID
        • IN
        • KY
        • LA
        • MA
        • MD
        • MI
        • MN
        • MO
        • NC
        • NE
        • NH
        • NJ
        • NM
        • NV
        • NY
        • OR
        • PA
        • SC
        • TN
        • TX
        • UT
        • VA
        • WA
        • WI
        • WV

        Jennifer began her career in the financial services industry in 1998 and has been with UBS since 2009. She focuses on providing tailored financial planning solutions for client's retirement, tax, education and estate planning needs. Jennifer achieved the Certified Financial Planner ™ (CFP®) designation and has a Bachelors of Business Administration in Finance from the University of Houston.

        Jennifer was raised in Colorado and Wisconsin and lives in Houston with her husband, Craig, and their son Braden.  Their oldest son, Zack, resides in Pennsylvania but visits often.  Jennifer enjoys travel, reading, running, snow skiing, hunting and boating.

        CA License #0E75280

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

        • University of Houston, Bachelors of Business Administration in Finance
        • CERTIFIED FINANCIAL PLANNER®
        4400 Post Oak Parkway
        17th Floor
        Houston, TX 77027
        jennifer.vanderschoor@ubs.com
        Jennifer M. VanderSchoor, CFP®
        4400 Post Oak Parkway,Houston,TX,77027
      • Craig

        Craig V. VanderSchoor, CFP®

        Senior Vice President–Wealth Management

        Financial Advisor

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        • AL
        • AZ
        • CA
        • CO
        • FL
        • GA
        • ID
        • IN
        • KY
        • LA
        • MA
        • MD
        • MI
        • MN
        • MO
        • NC
        • NE
        • NH
        • NJ
        • NM
        • NV
        • NY
        • OR
        • PA
        • SC
        • TN
        • TX
        • UT
        • VA
        • WA
        • WI
        • WV

        Craig began in the financial service industry in 1998 and has developed extensive knowledge of the stock, bond and financial markets.  He focuses on providing tailored financial planning solutions for client's retirement, tax, education, and estate planning needs.  To that end, Craig achieved the CERTIFIED FINANCIAL PLANNER ™ (CFP®) designation from the College of Financial Planning.  Craig also attended The University of Rhode Island, where he played defense for the university's varsity hockey team.

        Craig was raised in Minnesota.  After college, Craig worked as a Golf Professional at several clubs in Florida and Pennsylvania while competing in mini-tour events.  Golf is still a passion of his today.  Other interests include; hunting, fishing, snow skiing and boating.  Craig lives in Houston with his wife, Jennifer, and their son Braden.  Their oldest son, Zack, resides in Pennsylvania but visits often.

        CA License #4230530

            • CERTIFIED FINANCIAL PLANNER®
            4400 Post Oak Parkway
            17th Floor
            Houston, TX 77027
            craig.vanderschoor@ubs.com
            Craig V. VanderSchoor, CFP®
            4400 Post Oak Parkway,Houston,TX,77027
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            Carole B. Lester

            Senior Client Associate

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            • AZ
            • CA
            • FL
            • TX

            Carole has been in the financial services industry since 1984.  She is fully licensed and assists clients with all of their day to day operational needs.  Carole attended Sam Houston State University.

            Carole was born and raised in Texas.  Outside of the office Carole enjoys reading, watching the Astros and travel.

                  4400 Post Oak Parkway
                  17th Floor
                  Houston, TX 77027
                  carole.lester@ubs.com
                  Carole B. Lester
                  4400 Post Oak Parkway,Houston,TX,77027
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                  Deidre A. Anderson

                  Senior Client Associate

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                  • CA
                  • FL
                  • NV
                  • TX

                  Deidre started assisting clients with their wealth management needs in 2001. Her experience in the financial service industry began in 1991 on the institutional bond desk. Deidre is fully licensed and assists clients with all of their day to day operational needs.

                  Deidre was born and raised in Pearland, Texas and has been a lifelong Texan.  Outside of the office she enjoys travel, cheering on the Astros and working out.

                        4400 Post Oak Parkway
                        17th Floor
                        Houston, TX 77027
                        deedee.anderson@ubs.com
                        Deidre A. Anderson
                        4400 Post Oak Parkway,Houston,TX,77027
                      Three generations in apple orchard

                      Turn possibilities into a plan

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                      The first 100 days

                      Is your portfolio ready?

                      In the first 100 days of a second Trump administration, policy uncertainty continues to dominate. Do you have questions about the impact of tariffs, inflation and geopolitical developments on your investment strategy?

                      We’re here to help you make sense of it all and move forward with confidence. Make sure your portfolio is prepared for ongoing market volatility.

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                      Backed by the strength of our parent company, UBS AG

                      More than 160 years

                      offering financial advice

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                      for High Net-Worth clients

                      Euromoney Private Banking and Wealth Management Survey (peer review), 2015-2022

                      $5.9+ trn

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                      As of 06/30/2024

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