Insight-based advice

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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.

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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.

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    Lance Hutchins

    Senior Vice President–Wealth Management

    Financial Advisor

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    • AR
    • AZ
    • CA
    • CO
    • FL
    • IA
    • KS
    • KY
    • MO
    • NC
    • NE
    • NH
    • NJ
    • NM
    • NV
    • NY
    • OK
    • OR
    • PA
    • SC
    • TX
    • UT
    • VA
    • WV
    • WY
          2525 Bay Area Boulevard
          Houston, TX 77058
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          Jerry Rasmussen

          Senior Vice President–Wealth Management

          Financial Advisor

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          • AR
          • AZ
          • CA
          • CO
          • FL
          • IA
          • KS
          • KY
          • MO
          • NC
          • NE
          • NH
          • NJ
          • NM
          • NV
          • NY
          • OK
          • OR
          • PA
          • SC
          • TX
          • UT
          • VA
          • WV
          • WY
                2525 Bay Area Boulevard
                Houston, TX 77058
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                Simone Shammai

                Senior Wealth Strategy Associate

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                • AR
                • AZ
                • CA
                • CO
                • FL
                • IA
                • KS
                • KY
                • MO
                • NC
                • NE
                • NH
                • NJ
                • NM
                • NV
                • NY
                • OK
                • OR
                • PA
                • SC
                • TX
                • VA
                • WV
                • WY
                      2525 Bay Area Boulevard
                      Houston, TX 77058
                    Education financing

                    Education financing

                    Retirement planning

                    Retirement planning

                    Multigenerational planning

                    Multigenerational planning

                    A way forward

                    Understanding your life, your wealth and what you want to accomplish.

                    We ask the questions and find the answers that can help you explore and pursue your financial goals in the short term, long term or whatever your terms may be.

                    Let's talk about how we can help you plan for the life you want

                    Our approach incorporates Liquidity. Longevity. Legacy. strategies to assist clients in exploring and pursuing their wealth management needs and goals over different time frames. This approach is not a promise or guarantee that wealth, or any financial results, can or will be achieved. All investments involve the risk of loss, including the risk of loss of the entire investment.

                    Backed by the strength of UBS

                    A global leader in wealth management

                    $3.3 trillion

                    In invested assets globally 
                    As of 12/31/2021

                    51 countries

                    Our global footprint

                    Global leader

                    UBS is a world-leading wealth manager