Financial planning and beyond

Three generations in the front yard

Your legacy is about more than finances. It's about the values, people and causes you care about. So when it comes to legacy planning, we strive to understand what matters to you and how you hope to be remembered. With these insights, we can then work with you and your other professional advisors to structure a plan for leaving behind a legacy that lasts for generations.

Mountains road

Pursuing your goals together

Our mission is to provide quality strategies customized to your needs. Our goal is to be your primary source of financial advice. To this end, we concentrate our efforts on developing long-term relationships through a commitment to quality client service.

  • John Rogers

    John Mark Rogers

    Senior Vice President–Wealth Management

    Financial Advisor

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    • AR
    • CA
    • CO
    • CT
    • FL
    • GA
    • MA
    • MO
    • NM
    • NY
    • OH
    • OK
    • OR
    • TX
    • VA

    John Mark personally advises clients on their investment management and financial planning needs since 1998. He properly establishes investment and financial strategies that allow his team to personally gain a deeper understanding of each client's needs and see a "big picture".

    His areas of expertise include investment portfolio design and management, risk management, retirement planning, and overall comprehensive financial planning.

    John Mark earned B.B.A degree in Finance at the University of Texas in Arlington and obtained his Series 7, 63 and 65 securities and insurance licenses.

    In addition, he is actively involved in several ministries at Friendly Baptist Church in Tyler, Tx.

    John Mark and his wife, Crystal, have been married for 24 years and have three children. He enjoys many outdoor activities with family and friends.

          6101 S. Broadway
          Suite 510
          Tyler, TX 75703
        • Olga Zapolska

          Olga Zapolska

          Client Associate

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          • FL
          • NM
          • TX

          Olga joined the East Texas Wealth Management team in 2019, drawn to the firm’s dedication and deep-rooted culture of putting clients first. She manages the daily operational and administrative functions of our business. Prior to this, she was a sales and marketing manager in real estate and worked as an electrical engineer at Ukrtelecom in Ukraine. In her 15-year international career, Olga has focused on delivering highly personalized and professional service to her clients. By leveraging her financial knowledge and service background, she is able to positively influence client satisfaction and assist the advisor in dealing with a wide variety of client needs. Her goal is to simplify the lives of the families we serve so they can truly enjoy the wealth they have created.

          Olga holds a Master of Business Administration and Master of Science in Engineering degrees. She received the award for Outstanding Master of Business Administration student from the Soules College of Business at the University of Texas at Tyler. Olga is a member of Beta Gamma Sigma International Business Honor Society.

          Giving back to the community is important to Olga. She serves on the Board of Directors for Christ-centered Abortion Recovery and Education (CARE) and advocates for Mothers Against Drunk Driving (MADD) by speaking on educational programs. Olga leads a grief support group at Flint Baptist Church, and she is a member of the Tyler Executive Women’s Network. In her free time, she enjoys traveling, playing the piano and outdoor activities with her family and friends. Olga and her husband, Leonard, have been married for 25 years and are the proud parents of four children.

                6101 S. Broadway
                Suite 510
                Tyler, TX 75703
              • Crystal Welch

                Crystal Welch

                Client Associate

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                  As a Client Service Associate, Crystal engages in all phases of client service, administrative support, compliance review, and client communication.

                  Working closely with the Financial Advisors, she is liaison between clients and Financial Advisors, executes requests for capital, and coordinates any additional matters related to client’s accounts.

                  Crystal worked over 5 years in the banking industry prior to coming to work at UBS Financial Services, with one of her primary roles being the IRA specialist.

                  Crystal held the position of Head Coordinator for Flint Baptist Church MOPS group and spent time as the Director of the Vacation Bible School, which provided the ideal foundation for her current position.

                  Born and raised in East Texas, Crystal, and her husband T.J. share 3 amazing boys. She enjoys teaching the kindergarten Sunday School class at her church, traveling, and a good movie night.

                        6101 S. Broadway
                        Suite 510
                        Tyler, TX 75703

                      Defining your priorities. Pursuing what matters.

                      Our experience and structured planning process drives a comprehensive financial plan and customized investment strategies. Depending on where you are in your life and the priorities that matter most, our planning conversations may focus on liquidity management, your cash flow needs, asset replacement solutions such as insurance, estate planning strategies, or tax and legal structures such as trusts and philanthropic vehicles.

                      The circular economy: What is it?

                      Retirement planning

                      Retirement planning

                      Multigenerational planning

                      Multigenerational planning

                      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.

                      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