Financial planning tailored to your goals

• AR
• AZ
• CA
• CO
• CT
• DC
• DE
• FL
• ID
• IL
• IN
• KS
• LA
• MD
• MI
• MN
• MO
• NC
• NV
• OK
• OR
• RI
• SC
• TN
• TX
• UT
• WA

Prior to joining UBS Financial Services in January 2009, Pat was with Merrill Lynch Wealth Management. Pat is a native Tulsan who lived in Connecticut for several years and is a graduate of the University of Connecticut. Pat is a CERTIFIED FINANCIAL PLANNER™ (CFP®) and Certified Investment Management Analyst(CIMA®). Pat and his wife, Monique, have two children and two grandsons in the Tulsa area. Pat is well known for his knowledge of asset allocation, investment manager analysis and understanding of financial planning.

Pat has his California Insurance License-License No.0K38976 and his Arkansas Insurance License-License No.1346083.

• Forbes Best-in-State Wealth Advisors, 2021, 2022, 2023, 2024, 2025The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.
• Forbes Best-in-State Wealth Management Teams, 2024, 2025The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.

• University of Connecticut, Bachelor of Science Degree in Business Administration

• CERTIFIED FINANCIAL PLANNER®
• Certified Investment Management Analyst®
• Senior Portfolio Manager

• AR
• AZ
• CA
• CO
• CT
• DC
• DE
• FL
• ID
• IL
• IN
• KS
• LA
• MD
• MI
• MN
• MO
• NC
• NV
• OK
• OR
• RI
• SC
• TN
• TX
• UT
• WA

An investment professional in the financial services industry since 1998, Mike focuses on wealth building strategies and has helped manage his client's wealth through good times and bad.  Mike began his career with Paine Webber which was acquired by UBS in 2000.  Mike is a graduate of the University of Notre Dame where he earned his degree in Business Administration while majoring in Finance.  Mike and his wife Cara live in Tulsa where they are raising their three children.

Mike has his California Insurance License-License No.0I25274 and Arkansas Insurance License- License No. 3789399.

• Forbes Best-in-State Wealth Management Teams, 2024, 2025The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.

• University of Notre Dame, Bachelor of Science Degree in Business Administration

• OK
• TX

Sarah is a graduate of The University of Tulsa and holds a Bachelor of Business Administration in Accounting.  Sarah has achieved her Series 7 and 66 registrations, as well as the Accident, Health & Life Insurance Producers License. Sarah’s favorite part about her job is helping clients. She enjoys talking with them and going above and beyond to meet client needs.

In her free time, Sarah enjoys traveling, cooking and baking, playing golf and spending time with her family and her poodle, Theo.