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.

  • Lance Hutchins

    Lance Hutchins

    Senior Vice President–Wealth Management

    Financial Advisor

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    • AR
    • AZ
    • CA
    • CO
    • DE
    • FL
    • GA
    • IA
    • ID
    • KS
    • KY
    • LA
    • MA
    • MD
    • MO
    • MS
    • MT
    • NC
    • NE
    • NH
    • NJ
    • NM
    • NV
    • NY
    • OH
    • OK
    • OR
    • PA
    • SC
    • TN
    • TX
    • UT
    • VA
    • 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.

    • UBS Wealth Management Director’s Council, 2024UBS Financial Services Inc. Councils are a distinction held by UBS Financial Advisors based on criteria including evaluation of compliance with firm rules, standards & policies and revenue. Council membership is not representative of any one client's experience and is not indicative of the advisor’s future performance.

        2525 Bay Area Boulevard
        Houston, TX 77058
        lance.hutchins@ubs.com
        Lance Hutchins
        2525 Bay Area Boulevard,Houston,TX,77058
      • Jerry Rasmussen

        Jerry Rasmussen

        Director

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        • IA
        • NE
        • TX

        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
              jerry.rasmussen@ubs.com
              Jerry Rasmussen
              2525 Bay Area Boulevard,Houston,TX,77058
            • Simone Shammai

              Simone Shammai

              Senior Wealth Strategy Associate

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              • AR
              • AZ
              • CA
              • CO
              • DE
              • FL
              • GA
              • IA
              • KS
              • KY
              • LA
              • MA
              • MD
              • MO
              • MS
              • MT
              • NC
              • NE
              • NH
              • NJ
              • NM
              • NV
              • NY
              • OH
              • OK
              • OR
              • PA
              • SC
              • TN
              • TX
              • UT
              • VA
              • 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
                    simone.shammai@ubs.com
                    Simone Shammai
                    2525 Bay Area Boulevard,Houston,TX,77058
                  • Griselda Longoria

                    Griselda Longoria

                    Senior Wealth Strategy Associate

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                    • AR
                    • CO
                    • IA
                    • NE
                    • TX
                    • WY

                    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
                          griselda.longoria@ubs.com
                          Griselda Longoria
                          2525 Bay Area Boulevard,Houston,TX,77058
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                        The first 100 days

                        Is your portfolio ready?

                        In the first 100 days of a second Trump administration, policy uncertainty continues to dominate. Do you have questions about the impact of tariffs, inflation and geopolitical developments on your investment strategy?

                        We’re here to help you make sense of it all and move forward with confidence. Make sure your portfolio is prepared for ongoing market volatility.

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                        As of 06/30/2024

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                        UBS is a leading and truly global wealth manager

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