Experience

Senior Vice President at UBS Financial Services – Private Wealth Management, I bring nearly three decades of experience helping clients navigate complex financial landscapes with clarity and confidence. Based in Houston, I specialize in building tailored strategies for high-net-worth individuals and families, with a focus on long-term growth, legacy planning, and risk management.

Before joining UBS, I served as a Director in Credit Suisse’s Private Banking North America division, where I advised clients across diverse industries and life stages. My career began in 1996 as a Personal Business Manager to Austin entrepreneur Lowell Lebermann, followed by a role as a research analyst for a Dallas-based hedge fund—experiences that shaped my analytical approach and client-first mindset.

I hold both a BBA and MBA in Finance from the University of Texas at Austin, and I’m passionate about delivering thoughtful, data-driven advice that empowers clients to make informed decisions.

Let’s connect if you’re looking for a trusted advisor who combines institutional insight with a personal touch.

With over four decades of experience in the investment industry, I serve as Senior Vice President at UBS Financial Services – Private Wealth Management in Houston, where I help clients navigate complex financial decisions with clarity, integrity, and purpose.

My journey began at the United States Military Academy at West Point, followed by two combat tours in South Vietnam as an infantry officer, where I was honored with the Silver Star. After earning my MBA from Columbia University, I transitioned into finance—spending 20 years in the Private Client Group at Goldman Sachs, then serving as a Director in Credit Suisse’s Private Banking North America business.

Beyond my advisory role, I’ve dedicated the past 20 years to public service as Civilian Aide to the Secretary of the Army, now continuing as Civilian Aide Emeritus. I’m also proud to be a founder and board member of the TRIAD Fund, supporting Iraq and Afghan veterans and their families across Texas.

I bring a mission-driven mindset to wealth management—combining strategic insight, deep experience, and a commitment to service. Let’s connect if you’re looking for a trusted advisor with a legacy of leadership and impact.

With over 20 years in the financial services industry, I bring deep operational expertise and a commitment to excellence in client service. I currently serve as Team Administrator within UBS Private Wealth Management in Houston, where I oversee daily operations and portfolio management for a high-performing advisory team.

My career began in 2003 as a Branch Office Administrator with UBS in Lafayette, LA, shortly after earning my Bachelor's Degree in Finance from the University of Louisiana at Lafayette. After relocating to Houston in 2012, I joined Credit Suisse as a Registered Associate, managing all administrative and operational functions with precision and care. In 2015, I transitioned with the team to UBS PWM, where I continue to drive efficiency, support strategic initiatives, and ensure seamless client experiences.

I thrive in fast-paced environments and take pride in being the behind-the-scenes force that keeps everything running smoothly.

As a Client Service Associate in Private Wealth Management since 2016, I specialize in client reporting, business development, and managing day-to-day operational needs with precision and care. I’m passionate about delivering a seamless client experience and supporting advisors in building long-term relationships.

Prior to entering the wealth management space, I worked in Retail Property Management at Weingarten Realty Investors, where I developed a strong foundation in client service and operational coordination. I hold a Bachelor of Science from the University of Texas at Austin, and bring a detail-oriented, client-first mindset to every aspect of my work.

Whether it’s streamlining reporting processes or supporting strategic growth initiatives, I’m committed to making a meaningful impact behind the scenes.