Insight-based advice

International space station

Our clients know that we put their best interests first at all times. As your financial advocates, we ask the critical questions to learn all about you, your family, priorities and concerns. At the end of the day, we understand that earning your confidence and trust requires integrity, prudence and accessibility.

woman telescope

Pursuing your goals together

Our mission is to provide quality strategies customized to your needs. Our goal is to be your primary source of financial advice. To this end, we concentrate our efforts on developing long-term relationships through a commitment to quality client service.

  • Lance Hutchins

    Lance Hutchins

    Senior Vice President–Wealth Management

    Financial Advisor

    • image
    • image
    • image
    • AR
    • AZ
    • CA
    • CO
    • FL
    • IA
    • KS
    • KY
    • MD
    • MO
    • MS
    • NC
    • NE
    • NH
    • NJ
    • NM
    • NV
    • NY
    • OH
    • OK
    • OR
    • PA
    • SC
    • TX
    • UT
    • VA
    • WV
    • WY

    Lance received his Bachelor of Business Administration in Finance from Texas State University and completed his Master of Business Administration at the University of Phoenix.  He has earned the designation of Certified Portfolio Manager from the Academy of Certified Portfolio Managers at Columbia University in New York.  In addition, he is also a Chartered Retirement Planning Counselor, a professional designation awarded by the College for Financial Planning.

    Lance is a resident of Clear Lake with his wife Karyn and their son Tanner.  He holds membership in the Portfolio Management Institute, Coastal Conservation Association and Ducks Unlimited.  He enjoys a variety of outdoor sports and activities, especially fishing.

          2525 Bay Area Boulevard
          Houston, TX 77058
        • Jerry Rasmussen

          Jerry Rasmussen

          Director

          • image
          • image
          • image
          • AR
          • AZ
          • CA
          • CO
          • FL
          • IA
          • KS
          • KY
          • MO
          • MS
          • NC
          • NE
          • NH
          • NJ
          • NM
          • NV
          • NY
          • OK
          • OR
          • PA
          • SC
          • TX
          • UT
          • VA
          • WV
          • WY

          After graduating Cum Laude with a Bachelor of Science in Business Administration specializing in Finance and Insurance from the University of Nebraska, Jerry worked in the accounting profession for eight years prior to starting his career in Financial Services.  He is a Chartered Retirement Planning Counselor, a professional designation awarded by the College for Financial Planning.

          Married for over 35 years, he and his Karel have two children, Zac and Megan, and one granddaughter, Makenzie.  Jerry enjoys exercising and spending time with family and friends at their lake house.

                2525 Bay Area Boulevard
                Houston, TX 77058
              • Simone Shammai

                Simone Shammai

                Senior Wealth Strategy Associate

                • image
                • image
                • image
                • AR
                • AZ
                • CA
                • CO
                • FL
                • IA
                • KS
                • KY
                • MD
                • MO
                • MS
                • NC
                • NE
                • NH
                • NM
                • NV
                • NY
                • OH
                • OK
                • OR
                • PA
                • SC
                • TX
                • UT
                • VA
                • WV
                • WY

                Simone graduated Magna Cum Laude with a Bachelor of Science in Finance from the University of Southwestern Louisiana.  Prior to working in the Financial Services Industry, Simone worked in banking and auditing. 

                Moving from Louisiana in 1988, Simone lives in Clear Lake and has two sons, Andrew and Alex.  In her free time, Simone likes to cook and practice yoga. 

                      2525 Bay Area Boulevard
                      Houston, TX 77058
                    • Griselda Longoria

                      Griselda Longoria

                      Senior Wealth Strategy Associate

                      • image
                      • image
                      • TX

                      Griselda has 20 years of industry experience from former firms Morgan Stanley and JPMorgan Chase.

                      When she isn’t working, she enjoys fishing, going to Astros games, and live music.  She and her husband Gonzalo live in Clearlake. They have one son who recently graduated from college and two daughters attending U of H.

                            2525 Bay Area Boulevard
                            Houston, TX 77058

                          Focus on liquidity management

                          CIO House View monthly livestream

                          Tree

                          UBS and Credit Suisse—stronger than ever

                          Managing wealth is our craft

                          We’re committed to understanding what wealth means for you.

                          At UBS, excellence comes from nurturing the best of our heritage, mastering the details and delivering the expertise you need to turn your financial vision into a reality. The result? Financial advice that is finely crafted for what matters most to you.

                          Backed by the strength of UBS

                          A global leader in wealth management

                          $5+ trillion

                          In invested assets globally 
                          As of 11/07/2023

                          51 countries

                          Our global footprint

                          Global leader

                          UBS is a world-leading wealth manager

                          Insights