Experience. Advice. Collaboration.

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Earl began his financial advisory career at Legg Mason in 1995 before joining UBS in February of 2000. He is FINRA-registered and hold the Series 7, Series 63, Series 66 designations and a license for life, accident, and health insurance. He also holds a Private Wealth Advisor designation from UBS.  

Earl graduated with a degree in Liberal Arts/Marketing from Texas A&M University. Prior to graduating from Episcopal High School, he attended Awty International School which offers both French and American diplomas.

Earl advises ultra-high net worth clients primarily in the Texas chemicals, and oil & gas industries. For most of his career, he has concentrated on developing customized investment solutions in equities, fixed income, and alternative investments while helping his clients meet their short- and long-term financial goals. He developed and has managed his own equity strategy for more than two decades, and continues to adapt his strategies to the ever changing capital markets.

For five generations, Earl's family has contributed to the history of Houston. Notably, his great grandfather was Mayor of Houston from 1918 to 1921. Earl's namesake was an Oil & Gas Attorney who served honorably in World War II on the USS Samuel S. Miles. In addition, his family founded a prominent advertising agency and as well as chain of convenience stores across Texas.

Earl and his wife, Sarah have two children Andersson and Fletcher. Earl and Sarah actively support the Houston Museum of Natural Science, and the Houston Zoo. They are members of River Oaks Country Club, Coronado Club, and the San Francisco Fly Casting Club. In addition to spending time with his family, Earl enjoys reading history and geo-politics, as well as fly fishing and hunting.

• 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.

• Texas A&M University, Liberal Arts and Marketing

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Jillian joined UBS in May of 2016. She is a CERTIFIED FINANCIAL PLANNER™ professional. She also holds the CPWA and Accredited Wealth Management Advisor designations. Prior to joining UBS, Jillian worked at Hines. Jillian earned a B.A. in international business and management with an emphasis in entrepreneurship from the University of Oklahoma and a M.B.A. in finance from the University of Houston – Downtown. She most recently completed the CPWA curriculum through Yale School of Management.  She is FINRA-registered and holds the Series 7, Series 66, and Series 63 designations as well as a license for life, accident and health insurance.

Jillian and her husband, Josh, live in Bellaire with their twin children, Charlotte and Pierce. Hank, Labrador and duck dog extraordinaire, also claims residence. Jillian is passionate about serving her community.  She is a member of the Junior League of Houston and leads a group of volunteers at DePelchin Childrens Center. She was a mentor with Big Brother Big Sisters, where she was matched with her little sister for the past 11 years.  When her husband reluctantly agrees, they fosters dogs through several rescue organizations.  Jillian enjoys spending time with her family, traveling (South Africa is a favorite), reading, sports, and scuba diving.  

• Forbes Best-in-State Wealth Advisors, 2025, 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, 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 Next-Gen (Generation) Wealth Advisors Best-in-State, 2024, 2025The 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, 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 Oklahoma, B.A. in International Business and Management with an Emphasis in Entrepreneurship
• University of Houston – Downtown, M.B.A. in Finance

• CERTIFIED FINANCIAL PLANNER
• Accredited Wealth Management Advisor

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Kelli has been with UBS since 2006. She holds the Series 7, Series 66 and Texas Life Insurance licenses. She is also a CERTIFIED FINANCIAL PLANNER™ professional. Kelli is responsible for all operational and administrative activities for our team.  

Kelli graduated from Texas State University in 2004 with a Bachelor of Arts degree in Economics and a minor in Business Administration. Kelli and her two sons, Cole and Ryan, live in Richmond. Kelli spends most of her free time on the baseball field with her boys.

• Texas State University, Bachelor of Arts Degree in Economics and a Minor in Business Administration

• CERTIFIED FINANCIAL PLANNER