A legacy for generations

• AL
• AR
• AZ
• CA
• CO
• CT
• DE
• FL
• GA
• IL
• KY
• MA
• MD
• MN
• MS
• NY
• OH
• OK
• SC
• TN
• TX
• UT
• VA
• VT

Pat joined UBS in 2009 after 28 years at Smith Barney. As a Senior Vice President, Pat is primarily responsible for the team’s investment strategy, research, portfolio design, and implementation. Launching his career at one of the “Big 8” accounting firms, Pat subsequently became a Financial Advisor in late 1981. Over the past 40+ years, Pat has encountered the entire spectrum of market cycles and has gained extensive knowledge of the financial markets. Born and raised in Hot Springs, Arkansas, Pat moved to Texas in 1980 and now resides in Dallas. Pat has two children, Taylor and Annemarie. In addition to enjoying water sports, fly fishing, and playing guitar, Pat is active within his Church as a volunteer with the youth group and a member of the Foundation Board. Pat serves as Chairman of Crossfire Ministries focusing on mentoring inner city Hispanic boys, steering them away from gang membership and towards transformation and living productive healthy lives. He has also served on the Board of Mental Health in Dallas.

• Chartered Financial Analyst®

• AR
• AZ
• CA
• CO
• FL
• GA
• IL
• KY
• MA
• MS
• NC
• NY
• OH
• OK
• SC
• TX
• UT
• VA
• VT

Mark joined UBS in 2009 after 24-years at Smith Barney.  As a Senior Vice President, Mark serves primarily as the team leader and coordinator of all client relationships. Prior to becoming a Financial Advisor, Mark spent 17 years in various management roles with The Steak & Ale Corporation. In this demanding restaurant environment, Mark gained an understanding for all aspects of the business and built his professional foundation around hard work, organization, communication and trust. Mark and his wife Jenay reside in Dallas Texas. In addition to spending time with his three grown children and eight (soon to be nine) grandchildren, Mark enjoys the outdoor life through skiing, boating, and travel. In Mark's spare time he mentors MBA students and executives from multiple industries as a member on the SMU Advisory Board for the past 8 years. He actively sits on the Dallas Chapter of the St Jude Fundraiser Leadership Committee, the Executive and Investment Committees of the Dallas County Community College District Foundation and is the Chairman of the El Centro College Food and Hospitality Institute Fundraising Committee.

• AL
• AR
• AZ
• CA
• CO
• CT
• DC
• DE
• FL
• GA
• IL
• KY
• MA
• MD
• MI
• MN
• MS
• NC
• NY
• OH
• OR
• SC
• TN
• TX
• UT
• VA
• VT

Justin joined UBS in May 2009 after spending 5 years at Smith Barney. As a Financial Advisor, Justin is focused on developing, implementing and revising the financial plans for our clients. After becoming interested in personal finance early in his college enrollment, Justin entered this field with an emphasis on financial planning to satisfy a passion to help others better understand their financial position and empower them to make good financial decisions. He is a graduate of the University of Texas at Austin with a B.A. in Economics and minor in Business. Justin is a CERTIFIED FINANCIAL PLANNER™ and has earned the Financial Planning Certificate, Series 7 and Series 66 securities licenses as well as life and health insurance licenses. Justin, his wife, Lauren, and their two sons reside in Richardson, Texas.  Justin is very active at Highland Park Presbyterian Church and also enjoys spending time training for and participating in endurance sports.

• University of Texas at Austin, B.A. in Economics and Minor in Business

• CERTIFIED FINANCIAL PLANNER®

• AL
• AR
• AZ
• CA
• CO
• CT
• DE
• FL
• GA
• IL
• KY
• MA
• MD
• MN
• MS
• NY
• OH
• SC
• TN
• TX
• UT
• VA
• VT

Blake joined UBS in May 2009. As a Wealth Strategy Associate, Blake assists the team in developing customized asset allocation strategies, as well as analyzing and implementing investment solutions for our clients. Prior to joining the Carrigan Paul Group, Blake followed his passion for sports to one of the country’s fastest-growing partnership and property marketing agencies where he successfully managed relationships with multiple well-known national brands. He is a graduate of Baylor University and holds the Series 7 and Series 66 licenses, and is currently a Chartered Financial Analyst (CFA) Level II Candidate. Blake and his wife Shannon reside in Richardson, Texas with their 3 children - Tenley and (twins) Harper and Brady. In addition to spending time with his family, Blake enjoys reading, photography and anything competitive.

• Baylor University