Your life. Your wealth. Your future.

Pursue what matters most

Trusted Advisors, Tailored Advice, Personalized Service

Jason Valentz

Vice President–Wealth Management

Financial Advisor
View bio
- CA
- CO
- FL
- GA
- IL
- IN
- KS
- MA
- NC
- NM
- OH
- OK
- OR
- TX
- VA
- WA
Accessible, Knowledgeable, and Experienced.

As a Financial Advisor, I am committed to building and maintaining lasting client relationships. My approach is simple, transparent, and supported by experienced investment guidance. With industry leading research and access to some of the best risk based strategies UBS Financial Services, Inc. has to offer, I assist clients with the critical decision making around their financial goals.

MY PHILOSOPHY: To be a trusted financial strategist, offering thoughtful advice with an intellectually honest approach - continually evaluating and adapting.

WHAT DO I BELIEVE: There is no substitute for hard work and proper planning. Both are necessary to prepare for the future while serving to preserve and grow financial assets. It's vital to look beyond what's directly in front of you; choose your destination, pick your path, and enjoy the journey.

WHO DO I SERVE: People who have worked hard to achieve their personal and financial goals and those who understand the value of a dollar earned. It's taken years of hard work, diligence, and sacrifice to accumulate your net worth. It's my goal to grow those assets and make your money work for you.

WHAT MAKES ME PROUD: My lovely wife and incredible children. My personal and professional accomplishments and the experiences that have taught me so much along the way.

My partners and I believe in taking a long-term approach and establishing deep and valued relationships with each of our clients. Our relationships go beyond business as we foster long term friendships that span generations.
- Texas A&M University, Bachelors of Business Administration - Finance: 1990 - 1995
- Accredited Wealth Management Advisor℠
- Certified Portfolio Manager®
- Certified 401(k) Professional
Retirement planning

Custom portfolios

Asset allocation

Alternative investments

Legacy planning

Business owners

Entrepreneurs

Professionals

15958 City Walk
Suite 240
Sugar Land, TX 77479
Dale R Heysse

Vice President–Wealth Management

Financial Advisor
View bio
- CA
- CO
- FL
- GA
- IL
- KS
- NC
- NM
- OH
- OK
- OR
- TX
- VA
- WA
Affluent individuals come to us for help with goal-setting, retirement planning, investment management. They want personal attention from their family's trusted advisor. They want an experienced CFP® practitioner. I believe they feel better after we help them create a formal retirement income plan, if not a complete wealth management plan.

Our core process is Goals-Based Wealth Management. Its all centers on you, the client. First, "Understand Your Life” describes what is most important to you: family, home, work, health, leisure, giving. We help clients to frame these hopes as financial objectives. Your goals are documented in writing and modified as your life changes. Second, our "Disciplined Investment Process” is driven by your goals, investment personality and risk profile. We hold formal reviews with you of investment progress to goals and we make adjustments as appropriate. Third, we practice "Transparency of Results and Fees” meaning cost and performance reporting.

Communication is essential to any relationship and we have multiple methods. We prefer face-to-face meetings, but we also like to use online web meetings.

My financial advisory career began in 2004 after twenty years of success at Schlumberger and Halliburton, where I worked in field operations, technical sales, product development and strategic planning. Before this I served as a US Army active duty infantry officer.

I feel these varied life experiences help me show empathy for my clients whose work and family fill their day. They seek a trusted advisor to help them organize the present and plan for the future.
- Accredited Domestic Partnership Advisor℠
- CERTIFIED FINANCIAL PLANNER™
- Certified Portfolio Manager®
- Chartered Retirement Planning Counselor℠
Financial planning

Retirement planning

Estate planning strategies

Asset allocation

Executive compensation

Sustainable investing

Impact investing

Multi-generational families

15958 City Walk
Suite 240
Sugar Land, TX 77479
Joseph Zurfley

Associate Director

Assistant Market Head
View bio
- CA
- CO
- FL
- GA
- IL
- NC
- NM
- OH
- OK
- OR
- TX
- VA
- WA
- Ohio State University, Bachelor of Science (B.S.) Financial Management: 2003 - 2008
- The American College of Financial Services, Certified Financial Planner
- CERTIFIED FINANCIAL PLANNER™
- Certified Wealth Strategist®
- Master Planner Advances Studies℠
- Private Wealth Advisor
Financial planning

Legacy planning

Investing

Retirement Plan consulting

Estate planning strategies

Exit planning

Business succession

Corporate executives

1780 Hughes Landing Blvd
3 Hughes Landing, Suite 200
The Woodlands, TX 77380
Marcela Galvan

Senior Client Associate
View bio
- AZ
- CA
- FL
- LA
- NM
- NV
- OK
- TX
15958 City Walk
Suite 240
Sugar Land, TX 77479
Susan Love

Senior Client Associate
View bio
- CA
- CO
- IL
- MD
- NE
- NM
- NY
- OR
- TX
- WA
1780 Hughes Landing Blvd
3 Hughes Landing, Suite 200
The Woodlands, TX 77380

Jason Valentz

Vice President–Wealth Management

Financial Advisor
View bio
- CA
- CO
- FL
- GA
- IL
- IN
- KS
- MA
- NC
- NM
- OH
- OK
- OR
- TX
- VA
- WA
Accessible, Knowledgeable, and Experienced.

As a Financial Advisor, I am committed to building and maintaining lasting client relationships. My approach is simple, transparent, and supported by experienced investment guidance. With industry leading research and access to some of the best risk based strategies UBS Financial Services, Inc. has to offer, I assist clients with the critical decision making around their financial goals.

MY PHILOSOPHY: To be a trusted financial strategist, offering thoughtful advice with an intellectually honest approach - continually evaluating and adapting.

WHAT DO I BELIEVE: There is no substitute for hard work and proper planning. Both are necessary to prepare for the future while serving to preserve and grow financial assets. It's vital to look beyond what's directly in front of you; choose your destination, pick your path, and enjoy the journey.

WHO DO I SERVE: People who have worked hard to achieve their personal and financial goals and those who understand the value of a dollar earned. It's taken years of hard work, diligence, and sacrifice to accumulate your net worth. It's my goal to grow those assets and make your money work for you.

WHAT MAKES ME PROUD: My lovely wife and incredible children. My personal and professional accomplishments and the experiences that have taught me so much along the way.

My partners and I believe in taking a long-term approach and establishing deep and valued relationships with each of our clients. Our relationships go beyond business as we foster long term friendships that span generations.
- Texas A&M University, Bachelors of Business Administration - Finance: 1990 - 1995
- Accredited Wealth Management Advisor℠
- Certified Portfolio Manager®
- Certified 401(k) Professional
Retirement planning

Custom portfolios

Asset allocation

Alternative investments

Legacy planning

Business owners

Entrepreneurs

Professionals

15958 City Walk
Suite 240
Sugar Land, TX 77479
Dale R Heysse

Vice President–Wealth Management

Financial Advisor
View bio
- CA
- CO
- FL
- GA
- IL
- KS
- NC
- NM
- OH
- OK
- OR
- TX
- VA
- WA
Affluent individuals come to us for help with goal-setting, retirement planning, investment management. They want personal attention from their family's trusted advisor. They want an experienced CFP® practitioner. I believe they feel better after we help them create a formal retirement income plan, if not a complete wealth management plan.

Our core process is Goals-Based Wealth Management. Its all centers on you, the client. First, "Understand Your Life” describes what is most important to you: family, home, work, health, leisure, giving. We help clients to frame these hopes as financial objectives. Your goals are documented in writing and modified as your life changes. Second, our "Disciplined Investment Process” is driven by your goals, investment personality and risk profile. We hold formal reviews with you of investment progress to goals and we make adjustments as appropriate. Third, we practice "Transparency of Results and Fees” meaning cost and performance reporting.

Communication is essential to any relationship and we have multiple methods. We prefer face-to-face meetings, but we also like to use online web meetings.

My financial advisory career began in 2004 after twenty years of success at Schlumberger and Halliburton, where I worked in field operations, technical sales, product development and strategic planning. Before this I served as a US Army active duty infantry officer.

I feel these varied life experiences help me show empathy for my clients whose work and family fill their day. They seek a trusted advisor to help them organize the present and plan for the future.
- Accredited Domestic Partnership Advisor℠
- CERTIFIED FINANCIAL PLANNER™
- Certified Portfolio Manager®
- Chartered Retirement Planning Counselor℠
Financial planning

Retirement planning

Estate planning strategies

Asset allocation

Executive compensation

Sustainable investing

Impact investing

Multi-generational families

15958 City Walk
Suite 240
Sugar Land, TX 77479
Joseph Zurfley

Associate Director

Assistant Market Head
View bio
- CA
- CO
- FL
- GA
- IL
- NC
- NM
- OH
- OK
- OR
- TX
- VA
- WA
- Ohio State University, Bachelor of Science (B.S.) Financial Management: 2003 - 2008
- The American College of Financial Services, Certified Financial Planner
- CERTIFIED FINANCIAL PLANNER™
- Certified Wealth Strategist®
- Master Planner Advances Studies℠
- Private Wealth Advisor
Financial planning

Legacy planning

Investing

Retirement Plan consulting

Estate planning strategies

Exit planning

Business succession

Corporate executives

1780 Hughes Landing Blvd
3 Hughes Landing, Suite 200
The Woodlands, TX 77380
Marcela Galvan

Senior Client Associate
View bio
- AZ
- CA
- FL
- LA
- NM
- NV
- OK
- TX
15958 City Walk
Suite 240
Sugar Land, TX 77479
Susan Love

Senior Client Associate
View bio
- CA
- CO
- IL
- MD
- NE
- NM
- NY
- OR
- TX
- WA
1780 Hughes Landing Blvd
3 Hughes Landing, Suite 200
The Woodlands, TX 77380

Your financial success has brought great opportunity and, likely, complicated challenges. As UBS Wealth Advisors, we're committed to providing comprehensive wealth management to help you pursue what matters most. Let's start the conversation about how our experience and access to the global resources of UBS can help you pursue everything that's important to you, your family and your business.

Start the planning conversation

Connecting you to the deep resources of UBS

By seeing the big picture, we provide access to the global platforms and the financial and intellectual strengths of UBS’s experts in Wealth Management, Asset Management and our Private and Investment Banks.

The rising generation in a new world

The circular economy: What is it?

Wealth, from your point of view

What’s really important to you—today and for the long term? Our approach starts with questions and discussions that can help you organize your financial life into three key dimensions: Liquidity—to help provide cash flow for short-term expenses, Longevity—for longer-term needs and Legacy—for needs that go beyond your own.

_{Time frames may vary. Strategies are subject to individual client goals, objectives and suitability. This approach is not a promise or guarantee that wealth, or any financial results, can or will be achieved. All investments involve the risk of loss, including the risk of loss of the entire investment.}

Backed by the strength of UBS

A global leader in wealth management

^$2.8 trillion

In invested assets globally
As of 06/30/2022

51 countries

Our global footprint

Global leader

UBS is a world-leading wealth manager

Legacy—Wealth for others

For needs that go beyond your own—to help you improve the lives of others

What will your legacy be?
It’s never too early to plan ahead. A Legacy strategy can help you gain more control over your financial future and what you leave behind, so you can move forward with confidence.

Learn more at ubs.com/wealthway.

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Your life. Your wealth. Your future.

Trusted Advisors, Tailored Advice, Personalized Service

Jason Valentz

Dale R Heysse

Joseph Zurfley

Marcela Galvan

Susan Love