Now is the time to plan your future

How I serve my clients
For more than 35 years, Barnet has helped individuals and families navigate important financial decisions with confidence. He is committed to building long-term relationships and developing personalized wealth management strategies designed to help clients preserve, grow, and transition their wealth across generations. His thoughtful, planning-focused approach helps clients stay aligned with their goals through all stages of life.

What makes me knowledgeable
Barnet brings more than 35 years of experience in financial planning and investment management, having spent his career with UBS and its predecessor firms. Before entering the financial services industry, he worked in the tax department of a national CPA firm, where he developed a strong foundation in tax planning and strategy.

A Houston native, Barnet earned his Bachelor of Business Administration from The University of Texas at Austin and his Juris Doctor from the University of Houston Law Center. His unique combination of business, tax, and legal experience allows him to provide thoughtful guidance and a comprehensive perspective to the financial planning process. In addition to his work with clients, Barnet is passionate about investor education and enjoys teaching college students about the principles and benefits of long-term investing.

Getting to know me
Born and raised in Houston, Barnet has deep roots in the community he serves. He is passionate about helping others understand the power of long-term planning and enjoys sharing his knowledge with the next generation of investors. Whether working with clients or speaking to students, Barnet finds great fulfillment in helping people build confidence in their financial future.

How I serve clients
Carly is dedicated to delivering an exceptional client experience through attentive service, strong organization, and a commitment to helping clients navigate their financial needs with confidence. She enjoys building meaningful relationships and ensuring every client interaction is responsive, seamless, and personalized.

What makes me knowledgeable
Carly joined UBS in 2024 as a Client Associate. She graduated from Texas A&M University with a Bachelor of Science degree and holds both the Securities Industry Essentials (SIE) and Series 7 licenses. She is currently pursuing her Series 66 license and is committed to continuing her professional development to better serve clients and support their financial goals.

Getting to know me
A native of Austin and a proud Texas A&M graduate, Carly enjoys cheering on the Aggies every football season. She and her husband, J.R., love traveling together and exploring new destinations. In Houston, Carly is actively involved with the Houston Livestock Show and Rodeo, where she volunteers on the Commercial Exhibits Committee. Whether supporting her community, spending time with family and friends, or enjoying life with their two dogs, Carly values the relationships and experiences that bring people together.