Your life. Your legacy.

• AR
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With more than 24 years in the financial services industry, Kyle learns all he can about his clients, so he may thoughtfully address both their financial and life goals. After earning his finance degree from Nicholls State University, Kyle began his career in 1991 with Banc One’s Institutional Fixed Income Group. In 1994 he moved to Austin to lead its Private Wealth development. Kyle’s track record of building long-lasting, meaningful client relationships is anchored in a personalized strategy that brings value and confidence to both his clients and their families. He guides clients through the various stages of their liquidity events: from addressing their estate/tax planning and ownership structure, to evaluating strategic financing solutions. This specialty, coupled with comprehensive investment planning and executive services, enables Kyle to help clients quantify and simplify the complexities of their wealth. 

• Barron's Top 1,200 Financial Advisors, 2016, 2017
  The Barron's rating is awarded annually in March and is based on information from the prior year Q3. 

• CA
• FL
• MI
• NV
• NY
• TX

Foundational Private Wealth

“I feel strongly that financial wealth creates a foundation to empower wealth in all areas of life, and I and my team are focused on helping each client achieve this.”

ABOUT

Dan, as part of the Foundational Private Wealth team, understands that with great wealth comes great responsibility—and that wealthy families deserve advice and guidance that will empower them to deploy theirs effectively for generations to come. Dan and his team focus on helping clients nurture and grow their wealth in ways that positively impact what is most important to them, whether family, business, health or causes that matter most.

Dan brings to his clients, decades of experience working with wealthy families as well as a background in tax and estate planning. Having seen first-hand how great wealth can either empower or impact a family, Dan and his team focus on working closely with each family to empower them, with a comprehensive plan that will help ensure that they can enjoy their wealth for years to come. By focusing on a small number of clients, he and his team are proud to maintain personal and meaningful relationships with the families they serve, relationships that are grounded in open, honest, and thoughtful communication.

Dan is married to Shelly, his wife and partner in life and has two daughters, Sofia, and Fiona.

He and his family love spending time outdoors, wake surfing and paddle boarding on Lake Travis, near Austin. Dan also enjoys playing guitar, camping, mountain biking, travel, and yoga.

Dan is actively involved in Sigma Chi fraternity alumni groups.

• San Diego State University, B.S. Business Management and Political Science
• Series 7 and 66 Securities License and life Insurance License

• Certified Trust and Financial Advisor

• TN
• TX

For 20 years, Sean has advised wealthy families and institutions, specializing in pre-M&A planning and post-recapitalization investment. Sean works closely with our investment bank tending to our clients’ commercial and corporate financing needs. He began his career in finance at Goldman Sachs in their private client group in Houston, TX. Sean received a B.B.A. in finance from the University of Texas at Austin and an M.B.A. from Duke University’s Fuqua School of Business. He resides in Austin with his wife, Melyssa, and their three boys.

• TX

Anne Watkins joined UBS as a Client Services Associate in early 2021. Prior to that, she spent almost two years in the finance and fundraising departments within Texas government. Her donor relations skills transferred well to UBS, diligently taking care of her team’s clients. At UBS, she supports the financial advisors with portfolio management, business development, and client services.

Anne Watkins was born and raised in Columbia, South Carolina. She attended the University of Mississippi, earning a B.S. in Integrated Marketing Communications, with minors in Art and Business Administration. In college, she was a member of the Sally McDonnell Barksdale Honors College, and was involved on and off campus. Anne Watkins has lived in Austin with her husband, Andrew, ever since. Outside of the office, she is usually found walking around Town Lake trail or trying the newest spots on the Austin restaurant scene.