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$5.9+ trn
UBS Group invested assets
As of 06/30/2024
Our clients know that we put their best interests first at all times. As your financial advocates, we ask the critical questions to learn all about you, your family, priorities and concerns. At the end of the day, we understand that earning your confidence and trust requires integrity, prudence and accessibility.
Vice President–Wealth Management
Financial Advisor
Brian was born in Bryan, Texas and spent his formative years in Sweeny, Texas graduating from Sweeny High School in 1969, Summa Cum Laude. In 1973 he earned his BS degree in Mathematics from Southwest Texas University in San Marcos, Texas.
Brian has been in the investment industry for over 10 years and holds the CFP (CERTIFIED FINANCIAL PLANNER™) and CRPC® (Chartered Retirement Plan Counselor)
He is very active in area organizations and church groups. He is a Life Member of the Houston Livestock Show and Rodeo where he has served on the Corral Club Committee since 1989. Brian is a Life Member and Past President of the Alief Jaycees. He is also a Life Member of Theta Xi Fraternity.
Brian is a member of St. Catherine of Sienna Episcopal Church in Missouri City, Texas where he is very active. He has served or is currently serving as a Member of Bishops Committee/Vestry. He has been a member of the Episcopal religion all his life and was the Vice-President of the Diocese of Texas Episcopal Young Churchmen in 1969. He was licensed as a Layreader at the age of 17 years.
He is very active in Freemasonry where he has served as the head of five different lodges and as the Grand Master of the State of Texas in 2006.
He is married with four children and resides in Missouri City, Texas.
Education
Credentials
Vice President–Wealth Management
Financial Advisor
Brian was born in Bryan, Texas and spent his formative years in Sweeny, Texas graduating from Sweeny High School in 1969, Summa Cum Laude. In 1973 he earned his BS degree in Mathematics from Southwest Texas University in San Marcos, Texas.
Brian has been in the investment industry for over 10 years and holds the CFP (CERTIFIED FINANCIAL PLANNER™) and CRPC® (Chartered Retirement Plan Counselor)
He is very active in area organizations and church groups. He is a Life Member of the Houston Livestock Show and Rodeo where he has served on the Corral Club Committee since 1989. Brian is a Life Member and Past President of the Alief Jaycees. He is also a Life Member of Theta Xi Fraternity.
Brian is a member of St. Catherine of Sienna Episcopal Church in Missouri City, Texas where he is very active. He has served or is currently serving as a Member of Bishops Committee/Vestry. He has been a member of the Episcopal religion all his life and was the Vice-President of the Diocese of Texas Episcopal Young Churchmen in 1969. He was licensed as a Layreader at the age of 17 years.
He is very active in Freemasonry where he has served as the head of five different lodges and as the Grand Master of the State of Texas in 2006.
He is married with four children and resides in Missouri City, Texas.
Education
Credentials
Roaring 20s: The next stage
Our Chief Investment Office (CIO) looks to what awaits investors in the next half of the decade with the 2025 edition of Year Ahead.
A dramatic change in US politics, Chinese economic stimulus, ongoing geopolitical developments and falling interest rates are all at play. How should you prepare your portfolio? Let’s talk about how you can move confidently forward in the new year and beyond.
$5.9+ trn
UBS Group invested assets
As of 06/30/2024
51 countries
Our global footprint
Global leader
UBS is a leading and truly global wealth manager
