Let's move forward. Together.

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Where are you today and where do you want to be tomorrow? We recognize that a lasting relationship starts by listening and understanding your priorities and concerns. We'll work together to look at the big picture, discuss your vision for the future and help you confidently pursue your life goals.

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Your primary source for financial advice

We are here to provide quality strategies customized to your needs. We concentrate on developing long-term relationships through a commitment to quality client service. You can rely on our personalized advice, first-class solutions, and extensive wealth management experience.

  • Peggy

    Peggy L. Godwin, CRPC

    First Vice President–Wealth Management

    Financial Advisor

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    • CA
    • FL
    • GA
    • KS
    • MA
    • MI
    • NY
    • OK
    • OR
    • TX
    • WA
    • WI

    With 30 years of experience in financial consulting, I approach each and every client as a unique individual. There is nothing "cookie cutter" about what I do. I carefully consider all of my client's life goals and develop unique solutions to achieve their long term goals and objectives.

      • B.S., University of Tulsa
      • Chartered Retirement Planning Counselor
      401 West 4th Street
      Suite 3100
      Austin, TX 78701
      peggy.godwin@ubs.com
      Peggy L. Godwin, CRPC
      401 West 4th Street,Austin,TX,78701
    • Celine

      Celine Nassour

      Senior Registered Client Associate

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      • AZ
      • CA
      • LA
      • NM
      • OK
      • TX
      • WA

      Celine has been working in the industry for 30 years. She is Senior Client Service Associate, and holds her Series 7, 63, 66 licenses. She is responsible for providing world-class service for our clients' inquiries and service related needs. Celine is in charge of managing all aspects of account administration, including operational support. Her area of focus has been service to the clients and her attention to detail is an attribute that is appreciated by our clients. In her spare time, Celine enjoys discovering new restaurants in the Austin Metro area, working out, the outdoors and spending time with family. 

            401 West 4th Street
            Suite 3100
            Austin, TX 78701
            celine.nassour@ubs.com
            Celine Nassour
            401 West 4th Street,Austin,TX,78701
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            Sheren Nicole Tumbleson

            Senior Registered Client Associate

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            • IL
            • MN
            • NJ
            • SC
            • TX
            • WA

                  401 West 4th Street
                  Suite 3100
                  Austin, TX 78701
                  sheren.tumbleson@ubs.com
                  Sheren Nicole Tumbleson
                  401 West 4th Street,Austin,TX,78701

                Defining your priorities. Pursuing what matters.

                Our experience and structured planning process drives a comprehensive financial plan and customized investment strategies. Depending on where you are in your life and the priorities that matter most, our planning conversations may focus on liquidity management, your cash flow needs, asset replacement solutions such as insurance, estate planning strategies, or tax and legal structures such as trusts and philanthropic vehicles.

                Three generations in apple orchard

                Turn possibilities into a plan

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                A leading global wealth manager

                A new era of wealth is underway

                And this is your time to define success on your terms.

                Money isn’t just changing hands, it’s changing meaning. This is your new era of wealth, with real opportunities to pursue your ambitions based on your values.

                When it comes to building your legacy, we don’t prescribe a single path. We seek to understand yours. Because the best wealth strategy starts with you.

                A leader in wealth management

                Backed by the strength of our parent company, UBS AG

                $7 trn

                UBS Group invested assets
                As of 12/31/2025

                51 countries

                Our global footprint

                Global leader

                UBS is a leading and truly global wealth manager

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