Now is the time to plan your future

With a career spanning over three decades, Tom continues to embody the values of dedication and integrity. At UBS, he remains committed to serving his clients with the highest level of professionalism, drawing on his deep experience and broad academic background. His journey from Merrill Lynch to UBS is a testament to the power of hard work, adaptability, and a relentless pursuit of growth, as well as a strong academic background: a Bachelor’s in Business Administration from Texas A&M, graduate studies at Harvard University and the Wharton School, and the CIMA® designation.

Tom’s practice is a blend of experience, education, and unwavering integrity, serving the ultra-high-net-worth market with a particular focus on individuals, families, and—more recently—women navigating transformative life events such as divorce or widowhood. His approach is as disciplined as it is compassionate, offering tailored advice and steadfast guidance with a view towards not just the accumulation of wealth, but its preservation and growth across generations. 

“What truly excites me about my work,” Tom reflects, “is the privilege my clients grant me: to become an advisor to their families, and to help them lay the foundation for a lasting legacy.” For Tom, every portfolio is a story, every plan a pathway and every partnership an opportunity to shape futures not just for today, but for tomorrow’s heirs.

With 37-year journey in wealth management—thirty of those years shaped by his tenure at UBS—Dennis stands as a seasoned guide through the intricate currents of financial strategy. His story begins at the University of Houston, where a passion for history ignited a lifelong curiosity and a clear perspective on the ever-evolving dance of the financial markets. This intellectual pursuit, coupled with professional training, led Dennis to secure the Wealth Advisor designation from UBS, equipping him with both the experience and understanding of varied investment products. 

Dennis’ approach to wealth is anything but ordinary. He blends time-honored financial planning with Alternative Investment strategies, crafting tailored solutions that help his clients not only build their fortunes, but continue to manage challenges effectively and capitalize on available opportunities that the markets present. His steady hand and keen insight have empowered many to navigate uncertainty and emerge stronger. 

Away from the world of investments, Dennis finds balance and inspiration at home with his wife, entertaining their kids and grandchildren; dividing their days between the vibrant city of Houston and the tranquil shores of LBJ Lake—the perfect setting for rejuvenation and reflection, and perhaps a reminder that, in life as in investing, the wisest journeys are those shared.

Celebrating a twenty-five years of professional achievement, John has become an architect of comprehensive financial strategies, guiding clients toward security and prosperity. Since 2002, his unwavering commitment to education and experience has empowered individuals to better understand their investment portfolios, ensuring that every financial plan is tailored to their unique aspirations and circumstances. John brings clarity to complex financial matters, providing his clients with confidence.

Beyond the professional realm, John finds fulfillment in a dynamic blend of family and personal interests. He cherishes time spent with his wife and four children, weaving together moments that become lasting memories. His passion for weightlifting, basketball, taekwondo, and travel reflects his energetic and adventurous spirit. 

Committed to giving back, John actively supports the Hispanic Heritage Foundation, championing cultural empowerment and community enrichment. Through both his professional and personal endeavors, John embodies dedication, integrity, and a continual pursuit of excellence.

Belinda is a consummate professional with an innate warmth and personal touch in everything she does. She has a financial industry career spanning more than twenty years, In her pivotal role, she oversees client relationships and orchestrates seamless events, infusing every interaction with authenticity and knowledge. As a fully registered professional and proud recipient of the Accredited Asset Management Specialist (AAMS®) designation, she blends technical proficiency with heartfelt dedication, setting a standard of care that clients and colleagues alike have come to trust. 

Her academic journey took her through the halls of the University of Arkansas, and her entrepreneurial spirit led her to own and operate several small businesses,  honing a hands-on approach and a keen understanding of what it takes to cultivate lasting partnerships. 

Home is Houston, Texas, where Belinda shares life’s adventures with her husband, Tom. Together, they delight in the joys of family, cherishing time spent with their two sons and three lively, wonderful grandchildren. Whether she’s planning an event or nurturing meaningful client connections, Belinda’s passion for people shines through, making her a valued member of the team.

Amber brings more than 15 years of financial industry experience to our team, weaving together technical knowledge with genuine care. After earning her degree from Texas Tech University in 2010, she dove headfirst into the world of Financial Services, quickly becoming a guiding hand to our clients through every banking, service, and administrative detail. Her commitment to excellence shines through her credentials—Amber holds the Retirement Income Certified Professional® (RICP®) designation from the American College and is diligently pursuing the CFP® (Certified Financial Planner) designation. 

Amber’s story is one of continual growth and unwavering commitment, both in her career and in her pursuits outside the office. Her warmth, understanding and adventurous spirit make her not only a reliable financial guide but also a cherished member of our team—one who leads by example and inspires those around her to reach higher, dream bigger, and celebrate every victory along the way. 

When she's not empowering clients to reach their financial dreams, Amber and her husband can be found casting lines in tranquil waters, perfecting their swing on the golf course, or fiercely competing in their favorite bowling league. Their greatest joy, however, is family time with their spirited five-year-old daughter—a budding bowler and angler in her own right, destined to carry on the family’s legacy of adventure and friendly competition.