Insight-based advice

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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.

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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.

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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. 

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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.