Vice President–Wealth Management
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.
Senior Client Service Associate
Benjamin entered the Financial Services industry in 2005 at Smith Barney after attending the University of Houston. Benjamin has developed a unique approach and delivery of client service over the past 13 years while holding a variety of positions. His purpose and mission has been to provide exceptional client service that not only meets but exceeds his clients' expectations. In 2010, Benjamin began his tenure at UBS Financial Services Inc. as a Sr. Registered Client Service Associate. He supports Shawn and Kelsey as they provide customized wealth management strategies. To his clients, he delivers the same consistent high level of client service which in turn creates strong client relationships. Benjamin enjoys playing golf and spending time with his family. He lives in The Woodlands area with his wife and two daughters.