Your life. Your wealth. Your future.

Pursue what matters most

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Trusted Advisors, Tailored Advice, Personalized Service

  • Jason1

    Jason Valentz

    Vice President–Wealth Management

    Financial Advisor

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    • 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

      Dale R Heysse

      Vice President–Wealth Management

      Financial Advisor

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      • 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
        • Zurfley

          Joseph Zurfley

          Associate Director

          Assistant Market Head

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          • 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

            Marcela Galvan

            Senior Client Associate

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            • AZ
            • CA
            • FL
            • LA
            • NM
            • NV
            • OK
            • TX

                  15958 City Walk
                  Suite 240
                  Sugar Land, TX 77479
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                  Susan Love

                  Senior Client Associate

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                  • 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.

                      Two people cleaning beach

                      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 rising generation in a new world

                      The circular economy: What is it?

                      Wealth, from your point of view

                      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.