Experience

As a former strategy consultant at Deloitte Consulting serving their Fortune 500 client base; I realized I was passionate about assisting and advising clients on meeting their goals through strategic thought processes. I enjoy helping people and family groups navigate this journey of prioritized decision making and ultimately find gratification in helping them reach their personal goals.

With 18 years of experience serving clients in financial services I have developed a consultative and collaborative approach to serving the unique needs of ultra-high net worth individuals and families.  This approach helps uncover their goals. I immediately take a high-level viewpoint of the situation and then analyze the current situation in a methodical and structured manner. I treat everyone in the family group as an individual and listen to each person and their unique viewpoint. I assist business owners on pre-sale transaction planning, design and facilitate family meetings, plan for philanthropic giving through private foundations and donor advised funds as well as through community foundations. I advise corporate executives on how to hedge, monetize and diversify their single stock positions. I have experience partnering with lending teams to structure borrowing facilities to meet the needs and objectives of the investment or purchase.  I have extensive experience collaborating with tax, legal and other personal advisors to create a comprehensive wealth plan for individuals and families.

As an athlete who has trained and completed more than two dozen endurance events including marathons, and triathlons, I have a track record of high achievement.  I believe the concept of strategic training carries over into my professional life with a track record of longstanding client relationships both demonstrating high investment performance and high levels of client service. I have been happily married to my spouse, Joe, for 16 years and enjoy spending time with our two children.

Alexis joined UBS as a Client Service Associate in June 2022. She is focused on supporting Private Wealth Management clientele in our Texas Central Market and her responsibilities consist of account administration, estate processing, relationship management, and directly assisting our advisors. Alexis launched her career in Private Wealth Management in 2018 at Equitable Advisors, specializing in variable life insurance products, and later worked as a Private Client Banker at JPMorgan Chase in Greenwich, CT. Alexis received scholarship to attend the University of Vermont, completing her B.A. in Chinese Language and Literature in 2016, and also holds a Graduate Degree in Chinese-American Relations from Johns Hopkins University, School of Advanced International Studies. Additionally, Alexis holds the Series 7, Series 66, and Life, Accident & Variable Annuity licenses. Her interests include traveling, yoga, electric bass, open-water swimming, and writing.

Brian’s journey with UBS began in 2024. In his role, Brian supports the team with a wide range of administrative and operational responsibilities. Prior to joining UBS, Brian earned his undergraduate degree in Business Administration and an MBA with a concentration in Strategic Management from the University of Houston-Victoria. He worked in the power and chemical industry across Victoria and San Antonio, Texas before taking on a sales role with Dell Technologies in Austin, Texas.  Brian is a proud father to his young fraternal twins, Sloan and Sawyer, and husband to his wife, Keaton. Outside of work and family life, he enjoys golfing, traveling, and spending quality time with friends and loved ones.

Alex joined UBS Financial Services Inc. this year as a Client Service Associate.  In this role, he supports Private Wealth Management clients, with responsibilities that include account administration, relationship management, and providing direct support to financial advisors.

Alex earned his Bachelor of Science in Business Administration with a major in Finance from the University of Nevada, Reno in May 2025. He also holds the Series 7 and Series 66 licenses. Outside of work, Alex enjoys weight training, listening to podcasts, and pursuing continuing education.