Let's move forward. Together.

We make a real impact in the lives of our clients by guiding them through major life events and helping them preserve and pass on their wealth. Our customized approach focuses on thoughtful financial planning and wealth management that looks beyond your investments and encompasses all aspects of your financial life.

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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.

Kelsey Shive

Senior Vice President–Wealth Management

Financial Advisor
View bio Industry recognition
- AL
- AR
- CA
- CO
- FL
- HI
- LA
- ME
- MI
- MO
- NC
- NY
- OH
- OK
- OR
- TN
- TX
- VA
- WA
Kelsey's tenure with UBS began in July 2015. She holds her CERTIFIED FINANCIAL PLANNER™ certification and also the Accredited Wealth Management Advisor designation. Kelsey works alongside her clients to put together comprehensive financial plans and investment strategies using her extensive knowledge of wealth management to help them succeed in reaching their financial goals. She holds the Series 7 and 66 securities licenses and is licensed to offer insurance.

Before joining UBS, Kelsey worked as an accountant for KPMG. Kelsey earned her Masters of Taxation and her Bachelors of Business Administration in Accounting from Baylor University. Out of the office, Kelsey enjoys traveling and spending time with her family. She currently lives in The Woodlands, Texas with her husband.
- Forbes Best-in-State Wealth Advisors, 2024The 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 Top Next-Gen (Generation) Wealth Advisors Best-in-State, 2022, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in August based on information from a 12 month period ending in March of the award year.
- Forbes Top Women Wealth Advisors Best-in-State, 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.
- Baylor University, Bachelors of Business Administration in Accounting
- Baylor University, Masters of Taxation
- CERTIFIED FINANCIAL PLANNER®
- Accredited Wealth Management Advisor℠
1780 Hughes Landing Blvd
3 Hughes Landing, Suite 200
The Woodlands, TX 77380

kelsey.shive@ubs.com

Kelsey Shive

1780 Hughes Landing Blvd,The Woodlands,TX,77380
Brenda Paulson

Senior Client Associate
View bio Industry recognition
- AL
- AR
- CA
- CO
- TX
- WA
- NAPA Top DC Advisor Teams, 2022, 2024, 2025The NAPA rating is awarded annually in March based on information from December of the prior year.
1780 Hughes Landing Blvd
3 Hughes Landing, Suite 200
The Woodlands, TX 77380

brenda.paulson@ubs.com

Brenda Paulson

1780 Hughes Landing Blvd,The Woodlands,TX,77380

Kelsey Shive

Senior Vice President–Wealth Management

Financial Advisor
View bio Industry recognition
- AL
- AR
- CA
- CO
- FL
- HI
- LA
- ME
- MI
- MO
- NC
- NY
- OH
- OK
- OR
- TN
- TX
- VA
- WA
Kelsey's tenure with UBS began in July 2015. She holds her CERTIFIED FINANCIAL PLANNER™ certification and also the Accredited Wealth Management Advisor designation. Kelsey works alongside her clients to put together comprehensive financial plans and investment strategies using her extensive knowledge of wealth management to help them succeed in reaching their financial goals. She holds the Series 7 and 66 securities licenses and is licensed to offer insurance.

Before joining UBS, Kelsey worked as an accountant for KPMG. Kelsey earned her Masters of Taxation and her Bachelors of Business Administration in Accounting from Baylor University. Out of the office, Kelsey enjoys traveling and spending time with her family. She currently lives in The Woodlands, Texas with her husband.
- Forbes Best-in-State Wealth Advisors, 2024The 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 Top Next-Gen (Generation) Wealth Advisors Best-in-State, 2022, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in August based on information from a 12 month period ending in March of the award year.
- Forbes Top Women Wealth Advisors Best-in-State, 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.
- Baylor University, Bachelors of Business Administration in Accounting
- Baylor University, Masters of Taxation
- CERTIFIED FINANCIAL PLANNER®
- Accredited Wealth Management Advisor℠
1780 Hughes Landing Blvd
3 Hughes Landing, Suite 200
The Woodlands, TX 77380

kelsey.shive@ubs.com

Kelsey Shive

1780 Hughes Landing Blvd,The Woodlands,TX,77380
Brenda Paulson

Senior Client Associate
View bio Industry recognition
- AL
- AR
- CA
- CO
- TX
- WA
- NAPA Top DC Advisor Teams, 2022, 2024, 2025The NAPA rating is awarded annually in March based on information from December of the prior year.
1780 Hughes Landing Blvd
3 Hughes Landing, Suite 200
The Woodlands, TX 77380

brenda.paulson@ubs.com

Brenda Paulson

1780 Hughes Landing Blvd,The Woodlands,TX,77380

Turn possibilities into a plan

What’s really important to you—today and for the long term? UBS Wealth Way starts with questions and discussions that can help you organize your financial life into three key dimensions: Liquidity—to help provide cash flow for short-term expenses, Longevity—for longer-term needs and Legacy—for needs that go beyond your own.

^{UBS Wealth Way is an approach incorporating Liquidity. Longevity. Legacy. strategies that UBS Financial Services Inc. and our Financial Advisors can use to assist clients in exploring and pursuing their wealth management needs and goals over different time frames. This approach is not a promise or guarantee that wealth, or any financial results, can or will be achieved. All investments involve the risk of loss, including the risk of loss of the entire investment. Time frames may vary. Strategies are subject to individual client goals, objectives and suitability.}

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A leading global wealth manager

Texas flood relief

Support and resources

Our UBS Optimus Foundation in the US is directly supporting emergency response, relief and reconstruction activities in Texas through our partnerships with World Central Kitchen and Team Rubicon. You can support these organizations and pool funds, together with Optimus, to increase their ability to support communities in Texas. In addition, any client donation to one of our Optimus partners will receive a 10% match from UBS.

Learn how you can get involved and make an impact through the UBS Optimus Foundation.

^{The UBS Optimus Foundation is a global network of separately organized and regulated, tax-exempt, charitable organizations, founded and managed by UBS, that make grants and other financial contributions to implementing partner organizations aligned with their values and objectives.}

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A leader in wealth management

Backed by the strength of our parent company, UBS AG

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UBS Group invested assets
As of 12/31/2024

51 countries

Our global footprint

Global leader

UBS is a leading and truly global wealth manager

Let's move forward. Together.

Pursuing your goals together

Kelsey Shive

Brenda Paulson