Insightful collaboration

• AZ
• CA
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• UT

Marc E. Haggar brings more than 25 years of experience guiding families and business owners through the complexities of wealth. Known for his candid perspective and highly personalized approach, Marc believes exceptional advice begins with trust. He treats his clients like family, listening closely, asking thoughtful questions, and offering guidance designed to support them through every stage of life.

Marc takes a comprehensive, multi‑disciplinary approach to wealth management, grounded in a deep understanding of financial planning and informed by real‑world experience. Working closely with high‑net‑worth families and business owners across Dallas and throughout East and West Texas, he focuses on building relationships centered on long‑term success for the entire family. His work is defined by mutual respect, transparency, and a genuine commitment to helping clients articulate and achieve their most important goals.

As a Senior Vice President of Wealth Management at UBS, Marc leverages the firm’s sophisticated resources to coordinate investment management, estate planning, asset protection, and tax‑aware strategies into a cohesive, tailored plan. Having spent almost three decades in the industry, he understands that priorities evolve and that effective plans must be dynamic, providing clarity and stability well into the future.

Marc and his wife, Cheryl, live in University Park and they have three children. Marc is a Texas Tech alumni, and outside the office, he can be found outdoors with family and friends—whether on the water, at the ranch, fishing, or hunting. He is actively involved in the community as Boat Captain for the HPHS Bass Fishing Team, a board member of the Cystic Fibrosis Foundation of North Texas, and a member of Highland Park United Methodist Church.

• Texas Tech University, BS Marketing

• Senior Portfolio Manager
• Wealth Advisor

• AL
• AZ
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• CO
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• MI
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• TX

Melissa K Neidinger is a Wealth Strategy Associate with over 12 years of experience in wealth management at UBS, and a deep commitment to helping families build clarity, confidence, and long‑term financial well‑being. As a Certified Financial Planner™ with the Haggar Wealth Group, Melissa supports clients through all phases of life by guiding them through a disciplined and personalized financial planning process. She helps families get financially organized, identify what they want their wealth to achieve, and develop a clear roadmap designed to align their financial, lifestyle, and legacy goals.

Melissa is passionate about improving financial literacy in others and believes that informed clients are better equipped to make thoughtful decisions about their wealth and their legacy. She is an integral part of the team’s wealth strategy development and grateful to draw on the team’s collective experience to educate clients and deliver thoughtful, well‑coordinated solutions.

Originally from Tucson, Arizona, Melissa earned a B.S. in Finance from the University of Arizona. She now lives in Dallas with her husband, Jim, and they welcomed their first daughter in 2024. Melissa enjoys traveling, cooking, gardening, and spending time with family and friends.

• University of Arizona , B.S. in Finance

• CERTIFIED FINANCIAL PLANNER

• AL
• AZ
• CA
• CO
• CT
• DC
• FL
• MA
• MD
• MI
• MO
• NC
• ND
• NJ
• NM
• NV
• NY
• OH
• OK
• PA
• SC
• TN
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• WA
• WY

Brandi Moulder‑Shearin is a Registered Team Associate with the Haggar Wealth Group and has been with UBS for four years. She plays a vital role in building strong client relationships and delivering a seamless, high‑quality service experience for the families that the team serves. Brandi manages all aspects of client service, including account onboarding, operational support, and ongoing account maintenance, ensuring day‑to‑day needs are handled with precision, care, and responsiveness.

With a background as a dental hygienist, Brandi has always thrived in service‑oriented environments and brings that same attention to detail and empathy to her work in wealth management. She is especially skilled at guiding clients through complex processes, helping simplify what can often feel overwhelming. Her goal is to make every client feel supported, valued, and confident in the team behind them.

Brandi lives in Dallas with her husband, Justin, and their two sons. She's an avid chef and her weekends are spent outside at baseball and football games for her kids.