Let's move forward. Together.

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In a world of confusing headlines and challenging markets, it takes more than investment guidance to help you confidently move forward. It takes an understanding of your entire financial life, your hopes and dreams. You also need a clear road map for getting where you need to go.

As your personal advocate, I can provide you with advice that is tailored to your circumstances and priorities. I'll begin with a comprehensive plan for all you'd like your wealth to achieve. Over time, I will continue to adjust it, should circumstances change, so you can embrace your financial future with confidence no matter what the environment.

California insurance license #0N04525

• Forbes America’s Top Women Wealth Advisors, 2020, 2021The Forbes rating is compiled by Shook Research and awarded annually in February based on information from a 12 month period ending September of the prior year.
• Forbes Best-in-State Wealth Advisors, 2022, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.
• Forbes Best-in-State Wealth Management Teams, 2024The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.
• Forbes Top Women Wealth Advisors Best-in-State, 2022, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in February based on information from a 12 month period ending September of the prior year.

• CERTIFIED FINANCIAL PLANNER®
• Chartered Retirement Planning Counselor

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Drawing on my experience and knowledge, I offer an unparalleled level of Wealth Management advice and personalized service. I also work closely with my clients to develop investment strategies tailored to their needs. This ensures I have a thorough understanding of my clients objectives, and that they have realistic expectations and a clear understanding of the risks and rewards inherent to their investments.

• Forbes Best-in-State Wealth Management Teams, 2024The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.

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• AL
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• CA
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• NC
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• OR
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• TX

Heather Cravy was promoted in 2020, from a Senior Registered Client Service Associate to a Wealth Strategy Associate. Prior to joining UBS Financial Service, Inc., she was a registered client associate with Merrill Lynch in Beaumont, Texas. Heather works with clients on setting up banking services and handling daily account activity. Heather has a bachelor's degree in General Business from Lamar University.

• Forbes Best-in-State Wealth Management Teams, 2024The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.

Caitlin Lafluer is a Client Service Associate. She joined UBS in January, 2020. She works with clients doing banking services and account activities whilst taking directions from Wendy Nobles, Gretchen Hargroder, and Heather Cravy. Caitlin plans on pursuing a career in finance and has taken classes at Lamar University. She also plans on pursuing professional licensing through UBS.