Your wealth. Your family. Your future.

• AR
• AZ
• CA
• CO
• CT
• DC
• FL
• GA
• IA
• ID
• IL
• IN
• KS
• KY
• LA
• MA
• MD
• MI
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• MS
• NC
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• NJ
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• NY
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Larry has over 39 years of wealth management experience. He joined UBS in 2001 after beginning his career in 1983 with Morgan Stanley. Larry received his PMP designation from UBS in 2014. He focuses on total asset allocation and portfolio management. He holds the Series 7 and 63 securities licenses and is licensed to offer insurance. He attends Chapelwood United Methodist Church, is a past president of the Houston Longhorn Club and is a member of Houston Country Club. Larry is on the Advisory Board of the Rise School of Houston and is an avid golfer and fisherman. He and his wife, Allison, have twins, a son and a daughter. His daughter, Ashley is a speech pathologist in Houston.  His son, Taylor, is a petroleum engineer, married to his wife Beth and living in Dallas.

• Forbes Best-in-State Wealth Advisors, 2022, 2023, 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 Best-in-State Wealth Management Teams, 2023The 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.

• Portfolio Manager
• Wealth Advisor

• AR
• AZ
• CA
• CO
• CT
• DC
• FL
• GA
• IA
• ID
• IL
• IN
• KS
• KY
• LA
• MA
• MD
• MI
• MN
• MS
• NC
• ND
• NE
• NJ
• NM
• NV
• NY
• OK
• OR
• PA
• SC
• TN
• TX
• UT
• VA
• WA

Sharon has more than 27 years of wealth management experience. She joined UBS in 2001 after 11 years at Morgan Stanley. She completed the Certified Financial Planner™ (CFP®) certification education program at Rice University in 2005. To help her clients succeed in reaching their financial goals, Sharon specializes in financial planning, asset allocation and portfolio management with a focus on retirement income planning and risk management. She holds the Series 7 and 63 securities licenses and is licensed to offer insurance. She is a member of the Financial Planning Association, The Junior League of Houston, and The Church of St. John the Divine.  She serves as co-chair for the Oil and Gas Society at the Houston Racquet Club and is a 1st degree black belt in Tae Kwon Do.  She and her husband, Richard, live in Briargrove with her two sons.

• Forbes America’s Top Women Wealth Advisors, 2020, 2021The 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.
• Forbes Best-in-State Wealth Advisors, 2018, 2019, 2020, 2021, 2022, 2023, 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 Best-in-State Wealth Management Teams, 2023The 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 Women Wealth Advisors Best-in-State, 2022, 2023, 2024The 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.
• Working Mother Magazine/SHOOK Top Wealth Advisor Moms, 2017, 2018The Working Mother Magazine/SHOOK rating is compiled by Shook Research and awarded annually in October based on information from a 12 month period ending in March of the award year.

• Wealth Advisor
• CERTIFIED FINANCIAL PLANNER®

• NC
• TX

Ed joined the wealth management industry 24 years ago after the sale of Ashbaugh Auto Rental Service, where he served as Chief Executive Officer. Originally affiliated with Morgan Stanley, Ed moved to UBS in January 2008 where he joined his son-in-law Larry Callender and the Callender Financial Group. With his clients, Ed emphasizes investment management, asset allocation and risk management. He holds Series 7 and 63 securities licenses and is licensed to offer insurance. Ed is on the investment committee of St. Luke’s United Methodist Church, past president of the Texas Car and Truck Rental Association and a member of Lakeside Country Club. He is also a board member of St. Luke’s UMC Foundation and a board member of the Clarewood House. Ed and his wife, Sylvia, live in Briargrove Park. Ed has two twin grandchildren, Ashley and Taylor.

• AZ
• CA
• CO
• FL
• TX

Veronica began working in the wealth management business over 28 years ago when she joined the Callender Financial Group in 1987. She moved to UBS with the team in 2001. Veronica is responsible for all operations for the Callender Financial Group. She received her Series 7 and 63 securities licenses in 1992. She is married to John, a retired Houston police officer. Her daughter graduated from Texas A&M at College Station and her stepson received his master’s from Sam Houston State University. When they are not busy camping, boating or traveling, John and Veronica are busy with their other four children—Chihuahuas: Penelope Jane, Charlotte Renee, Daphne Pearl and Beatrice Claire. John and Veronica reside in the Richmond area.