55+
Collective years of experience
Where are you today and where do you want to be tomorrow? We recognize that a lasting relationship starts by listening and understanding your priorities and concerns. We'll work together to look at the big picture, discuss your vision for the future and help you confidently pursue your life goals.
Our analysts, Leticia Zemaitis, Fixed Income Strategist CIO Americas, and Matthew Tormey, US Equity Strategist CIO Americas, discussed what is going on in markets, including equity valuations post-earnings, high-yield bonds, and the potential impact of new trade tariffs. Hosted by Alejo Czerwonko, Chief Investment Officer Emerging Markets.
September 03, 2026
We can help you plan for it.
When you have created or inherited significant wealth, you have opportunities to pursue bold and meaningful undertakings. How do you make decisions that will guide you successfully forward, no matter what your goal?
We believe it’s all about connection. That’s why we are prepared to take that journey with you today, tomorrow, every step of the way.
Based in Bryan/College Station, Texas, servicing in state and beyond, we are here to provide quality strategies customized to your needs. We concentrate on developing long-term relationships through a commitment to quality client service. You can rely on our personalized advice, first-class solutions, and extensive wealth management experience.
Senior Vice President–Wealth Management
Financial Advisor
Financial Advisor
Wealth Management Associate
Senior Vice President–Wealth Management
Financial Advisor
Financial Advisor
Wealth Management Associate
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
55+
Collective years of experience
27+
Years in business as a team
2
Advisors on the team
A Family Office Solutions publication
First quarter 2026
We are pleased to share the first edition of the Family Office Quarterly for 2026 featuring insights on the many aspects of managing a family office. Our intent with each edition is to support your success and help evolve the industry.
Insights into effective governance practices
Families that rated their governance as effective shared a common theme: they invested in time, people and purpose. These families were deliberate in choosing individuals—both from within and outside the family—who could contribute to long-term decision-making.
Insights from 300+ UBS family office clients on strategic asset allocation, attitudes to risk, professionalization and governance, costs and staffing, and succession planning.
Insights from UBS family office clients around the globe. Thanks to our unique client base, it provides the world’s largest and most comprehensive study of single family offices.
When advising financially successful families, we often get asked, “How can we ensure our family is successful?” The particulars of desired success can be refined differently from family to family, but what our clients are really asking is how they can sustain and grow their resources over time— for generations to come.
In this 2026 guide you can explore an array of planning ideas, such as:
What you need to know now
Our bi-weekly newsletter gives you insights into what’s top of mind for investors:
What's on the horizon?
Next generation family members face evolving opportunities and responsibilities as they prepare to shape the future of their wealth and legacy. At UBS, we partner with the next generation and their families across every stage of this journey, combining tailored advisory with structured education to build confidence, capability, and long-term perspective.
#1
for High Net-Worth clients
Euromoney Private Banking and Wealth Management Survey (peer review), 2015-2022
$7 trn
UBS Group invested assets
As of 12/31/2025
Global leader
UBS is a leading and truly global wealth manager
