Tailored wealth advice

• AL
• AR
• AZ
• CA
• CO
• FL
• GA
• IA
• IL
• IN
• MA
• MD
• MI
• MN
• MS
• NC
• NJ
• NM
• NY
• OK
• OR
• PR
• TN
• TX
• VA
• VT
• WA

Cory serves as a financial advisor to high-net-worth and ultra-high-net-worth individuals, families, entrepreneurs, and family offices. He specializes in developing and managing diversified portfolios with low beta and high Sharpe ratios, incorporating a broad basket of financial solutions.

Cory and his team take a highly personalized approach, working closely with clients to understand their financial goals. Their approach is built on key principles ensuring a comprehensive understanding of client objectives, aspirations, risk tolerances, and time horizons. These insights enable the team to design specific investment strategies while mitigating volatility and optimizing risk-adjusted returns.

With a background in private equity and as a co-founder of an outdoor consumer products brand, Cory brings valuable business insight to relationships. He leverages UBS’s thought leadership and global resources, working closely with specialists across divisions to provide access to Estate & Tax Planning, Family Office Solutions, Advanced Planning, Investment Banking, Lending (real estate lending, aviation financing, unsecured credit, SBLs), Philanthropy Services, and Donor Advised Funds. This collaborative approach ensures clients benefit from the full depth of UBS’s capabilities.

Cory holds Series 7 and 66 licenses, general insurance licenses, and is a FINRA-Registered General Securities Representative and Investment Advisor. He earned a B.B.A. in Finance from Texas Tech University and an M.B.A. in Finance from Baylor University’s Hankamer School of Business. Cory, his wife Christina, and two daughters, reside in the Park Cities community of Dallas. Outside of the office, you will find the family together, either in the Roaring Fork Valley or back in Texas riding cutting horses, where Cory competes within the National Cutting Horse Association and American Quarter Horse Association.

• Baylor University, M.B.A., Finance
• Texas Tech University, B.B.A., Finance

• MBA
• Series 7 and 66 Securities Licenses
• General Lines Insurance License

• AZ
• CA
• CO
• FL
• GA
• IL
• MI
• NC
• NJ
• NM
• PA
• PR
• TX

Gretchen began her financial industry career in 1988 and has held roles in Banking, Trust Services, Compliance, and Financial Services.  Prior to joining UBS in 2015, Gretchen spent the majority of her career at Citigroup and JPMorgan Securities.  Her experience and robust knowledge of the financial industry (investing, trading, operations, and compliance) combined with her problem-solving skills makes her an integral part of our team and a trusted resource for our clients.

Gretchen holds Series 7, Series 9/10 and Series 66 licenses and earned a B.A. degree from Rutgers University. She resides in Northlake with her husband Gary.  In her free time, she enjoys reading, cooking and spending time at the beach with her family.

• Rutgers University, B.A.

• AZ
• CA
• CO
• GA
• IL
• MI
• NC
• NM
• PA
• PR
• TX

Maria began her career in 2008 with JPMorgan Securities and joined UBS in 2015. Her primary focus is providing the best client experience by anticipating client needs, delivering solutions and assisting clients with the ongoing technology/security capabilities UBS offers to keep our clients & their assets protected.  Maria provides strategic operational, marketing and administrative team support with the intent to strengthen the trust and relationship with our clients.  

Maria holds Series 7 and 66 licenses and earned  Bachelor of Science degree from the University of North Texas. She lives in Southlake with her husband Peter, and their two boys Nico & Luca. Maria enjoys spending time with her family & friends, playing and coaching soccer, and her family’s annual trip to Cape May, NJ.

• University of North Texas, B.S.