Let's move forward. Together.

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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

• Forbes Best-in-State Wealth Advisors, 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.

• Rice University, Bachelors of Managerial Studies and Political Science

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• IN
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• MD
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• MN
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• NC
• NE
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• OR
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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.  Their oldest son, Zack, resides in Pennsylvania but visits often.  Braden, their youngest son, is a student at the University of Oklahoma.  Boomer!

CA License #4230530

• CERTIFIED FINANCIAL PLANNER

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• ID
• IN
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• LA
• MA
• MD
• ME
• MI
• MN
• MO
• NC
• NE
• NH
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• NM
• NV
• NY
• OH
• OK
• OR
• PA
• SC
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• UT
• VA
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• WI

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.  Braden, their youngest son, is a student at the University of Oklahoma.  Go Sooners!  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 Advisors, 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.
• Forbes Top Women Wealth Advisors Best-in-State, 2022, 2023, 2024, 2025, 2026The 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

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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.

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Amey began her career in the financial service industry in retail banking with Wells Fargo Bank in 2000. She started as a Teller and worked her way up to Branch Manager and then became a Learning & Development Trainer.  Amey began assisting clients with their wealth management needs in 2015 and joined UBS Financial Services, Inc. in 2024.  Amey is fully licensed and assists clients with all of their day to day operational needs.   She is committed to building lasting relationships with each client and takes pride in responding to client requests and working with the team to address their needs, no matter how small or complex.

Amey is a Houston native.  She lives in the house next door to her childhood home (where her parents still live) with her husband, Jay, and their daughter, Gwendy, they had the pleasure of adopting at birth. Gwendy keeps them busy with her love of swimming, riding her bike, playing with the neighborhood kids and spending time with family.

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Grant began his career at UBS in 2025 as a Client Service Associate.  Prior to joining UBS, Grant worked in commercial real estate where he focused on tenant representation and investment sales for industrial properties around the Texas market.  Grant graduated from the University of Oklahoma with a Bachelor of Business Administration in Finance in May of 2022 and was a member of the Lambda Chi Alpha fraternity.  

Grant was born and raised in Houston, Texas.  Outside of work, he enjoys golfing, working out, and spending time with friends and family.