An experienced and committed team

With more than 20 years of experience in comprehensive wealth management, Chris has built his career helping individuals and families navigate complex financial decisions. Before joining UBS in 2009, he advised high-net-worth clients at Morgan Stanley Smith Barney and spent a decade with JPMorgan Chase delivering private banking and investment management services. He graduated from the University of North Carolina and later earned both the Certified Financial Planner® and Certified Investment Management Analyst® designations.

As the team’s lead investment specialist, Chris focuses on designing customized portfolio strategies and providing disciplined investment guidance. He collaborates closely with clients to help them pursue long-term financial security with clarity and confidence.

Chris lives in New Orleans with his wife and three children. He is active in several nonprofit organizations and enjoys sailing, skiing, and time spent outdoors with family.

John brings more than 25 years of experience to the team, beginning his career as a Financial Advisor with UBS in Tennessee before moving to Louisiana to serve as a Wealth Advisor. He earned his B.S. in Business Administration from the University of Phoenix and holds the Certified Financial Planner® and Certified Private Wealth Advisor® designations.

John specializes in comprehensive financial planning and insurance strategies, helping clients define clear goals and build plans tailored to their needs. Known for his relationship-driven approach, he works closely with families and business owners to integrate investment, planning, and protection strategies into cohesive, long-term solutions.

A resident of Broussard, John is active in community organizations including the Kiwanis Club of Lafayette and Ducks Unlimited. Outside of work, he enjoys time with his family, along with hunting and golfing.

Jay brings more than 30 years of wealth-management experience to the team, serving clients with a disciplined approach rooted in trust and long-standing relationships. Over the course of his career with UBS, he has guided individuals and families through evolving markets and life transitions with clarity and steady perspective.

As the team’s primary resource for banking solutions and securities-backed lending, Jay works closely with clients to integrate tailored borrowing strategies into their broader financial plans. His thoughtful, long-term approach helps clients pursue their goals while maintaining financial flexibility.

Outside the office, Jay is an avid sportsman who enjoys hunting and fishing. He is also proud to serve on the National Board of Directors of Ducks Unlimited, reflecting his lifelong dedication to conservation and the stewardship of natural resources.

Kendra is a Registered Client Service Associate who has supported UBS advisors since 2022. She holds Series 7 and 66 licenses and previously contributed to the firm’s Virtual Partner Box program. Before joining UBS, she spent more than 15 years in banking and branch leadership at JPMorgan Chase, gaining extensive experience in client service, operations, and relationship management.

Kendra provides clients with responsive, detail-oriented support, ensuring seamless account administration and a consistently high standard of service. She works closely with advisors and clients to facilitate smooth onboarding, problem resolution, and day-to-day account needs.

Outside the office, Kendra enjoys spending time with family and is committed to creating positive, lasting experiences for the clients she supports.