How can you pursue what matters most?

Keep moving forward with confidence. You don't have to go it alone. We can help you with clear advice, wherever you are in life. We start by listening and understanding what drives your passions and what impact you want to make in the world. Then we'll make a plan together, get you on the right path and help you make the smart moves every step of the way.

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Meet the team

  • Joe Headshot 2023

    Joe Calao, CIMA, CRPC, CRPS, CEPA

    Senior Vice President–Wealth Management

    Institutional Consultant, UBS Institutional Consulting Program

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    • AL
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    Joe has more than 20 years of experience working in the industry and has been a part of the Calao Wealth Management Group at UBS since 2009. He graduated from Texas A&M University with a BA in Speech Communications. Joe specializes in retirement planning for individuals and corporations. He helps corporations develop, administers retirement plans for businesses and their employees, serves as a fiduciary on retirement plans, helps owners integrate their personal, financial and business goals, as well as help them understand how to transition their businesses. Committed to helping his community, Joe supports Rotary International, Waco Symphony, REACH Therapeutic Riding and ROCK, Ride On Center for Kids. He also enjoys cooking, playing golf, exercising, working on his ranch and raising champion dressage horses with his wife, Christine.

    • Forbes Best-in-State Wealth Advisors, 2020, 2021, 2022, 2023The 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.

    • Texas A&M University, B.A. Speech Communications
    • Institutional Consultant, UBS Institutional Consulting Program
    • Certified Exit Planning Advisor
    • Certified Investment Management Analyst®
    • Chartered Retirement Planning Counselor
    • Chartered Retirement Plans Specialist℠
    Retirement planning
    Financial planning
    Retirement Plan consulting
    Institutional consulting
    Business owners
    Professionals
    Exit planning
    Business succession
    200 West Highway 6
    Suite 400
    Waco, TX 76712
  • Hollee Headshot 2023

    Hollee Curry

    Client Associate

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      Hollee is a graduate of Tarleton State University and received her BS in Psychology. She has four years of experience in the financial industry, previously working as a Lending Assistant. As a Client Service Associate for Calao Wealth Management Group at UBS, Hollee specializes in enhancing client experiences by providing them with day-to-day services. Such services include opening accounts, transferring assets, introducing and familiarizing them to online services and providing notary and medallion signatures. Outside of work, Hollee enjoys photography, raising chickens and ducks and spending time with her husband, Zachary, son, Sutton, and their five dogs.

        • Tarleton State University, B.S. Psychology
          200 West Highway 6
          Suite 400
          Waco, TX 76712
        • Nat Headshot 2023

          Natalia Adames

          Client Associate

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            Natalia joined UBS in 2020, and serves as a Client Service Associate for the Calao Wealth Management Group. In her role, she focuses on providing clients with day-to-day services, including transferring assets, opening accounts, handling client communication, and assisting with online services. When she is not working, Natalia spends her time baking, playing piano, singing, gardening, and serving her church as a member. She attended McLennan Community College where she studied music and vocal performance.

                  200 West Highway 6
                  Suite 400
                  Waco, TX 76712
                • Tim Headshot 2023

                  Tim Irwin

                  Wealth Strategy Associate

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                  • AL
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                  • MI
                  • MO
                  • NC
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                  • SC
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                  • VA
                  • WI

                  Tim graduated from Baylor University with a BBA in Management Information Systems and a BBA in Finance. He has been a part of the Calao Wealth Management Group at UBS since 2019. As a Wealth Strategy Associate, Tim helps research and analyze investments, runs Financial Goal Analysis reports, maintains investment policy statements, creates investment proposals and monitors wealth management portfolios. Dedicated to serving the community, Tim volunteers his time at Caritas of Waco to help fight poverty and food insecurity. He also enjoys beekeeping, playing volleyball and swimming.  

                    • Baylor University, B.B.A. Finance
                    • Baylor University, B.B.A Management Information Systems
                      98 San Jacinto Boulevard
                      Suite 600
                      Austin, TX 78701
                    • Alec Headshot 2023

                      Alec Burriss

                      Wealth Strategy Associate

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                      • AL
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                      • IL
                      • IN
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                      • MI
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                      • NC
                      • NJ
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                      • OK
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                      • UT
                      • VA
                      • VI
                      • WI

                      Alec returned to the Calao Wealth Management Group at UBS in 2022 after previously working with the team in 2018. In his role, he helps with investment research, servicing corporate retirement plan clients, coordinating with plan providers, and creating Financial Goal Analysis reports. Alec has experience helping small business start or grow their business by providing tailored financing solutions. He attended Covenant College where he earned his degree in History. Outside of work, Alec enjoys spending time with his family, playing golf, and trying out new restaurants. He is on the board of the Waco Symphony Association and leads their Concerto Circle.

                        • Covenant College, B.A. History
                          200 West Highway 6
                          Suite 400
                          Waco, TX 76712
                        • Sam Headshot 2023

                          Sam Hodges

                          Team Administrator

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                          • TX

                          Sam is a Baylor University graduate and received his BA in American Studies. As a Team Administrator of the Calao Wealth Management Group at UBS, Sam increases operational efficiency for the team, produces videos and podcasts, is heavily involved in the corporate retirement plan business, helps to monitor investment menus, runs quarterly reviews and provides technology support and investment analysis. He has his Series 7 and 66 license which allows him to serve clients by executing transactions and rebalancing portfolios. Sam leads change and serves his community as a member of his Rotary Club. He enjoys traveling with his family, playing golf, reading and following Formula 1 racing and Premier League soccer.

                            • Baylor University, B.A. American Studies
                              200 West Highway 6
                              Suite 400
                              Waco, TX 76712

                            Backed by the strength of UBS

                            A global leader in wealth management

                            #1

                            Family office services

                            Euromoney Private Banking and Wealth Management Survey, 2022

                            #1

                            Serving the next generation

                            Euromoney Private Banking and Wealth Management Survey, 2020-2022

                            #1

                            for High Net-Worth clients

                            Euromoney Private Banking and Wealth Management Survey (peer review), 2015-2022

                            A focus on personalized access and service

                            Working with diverse clients with specific needs, our team sees it as our top responsibility to understand each aspect of your unique and often complicated financial life.

                            CIO House View monthly livestream

                            Institutional consulting

                            Institutional consulting

                            Business transition and succession planning

                            Business transition and succession planning

                            Year Ahead 2023

                            A year of inflections

                            Following one of the toughest years in history for investors, CIO sets its sights on the Year Ahead. Entering what we expect to be a “Year of Inflections,” uncertainty remains high. But for investors with the ability to look through short-term noise, the difficulties of 2022 should make way for longer-term opportunities. Navigating these anticipated inflection points in 2023 will be key to investment success.

                            Insights