Senior Vice President–Wealth Management
Jennifer is one of a small number of UBS Financial Advisors who have earned the designation of Wealth Advisor. As a Wealth Advisor, she is eminently qualified to provide highly personalized wealth management services to her clients.
Jennifer understands that wealth management is more than just the wide range of financial services and solutions you can access at UBS. That's why she offers a customized approach to wealth management, built on a personal relationship and shaped by an understanding of your needs and aspirations.
After earning a master's degree in tax accounting from Texas Tech University, Jennifer wanted to advise people on their investments, while helping to minimize their taxes (she does not offer tax advice.) Jennifer has more than 39 years of experience in the industry. Jennifer has a B.B.A. from Baylor University. She lives in Bryan with her husband Ray Thompson. Outside the office, Jennifer enjoys exercising, walking her dogs, hiking, swimming and reading. She is a member of Aldersgate Methodist Church, Life Member of the Baylor Alumni Association, Member of Baylor 1845 Society Legacy, Baylor Bear Foundation, Tri Delta Alumni and Texas Tech Alumni.
Senior Vice President–Wealth Management
Laura’s interest in investing began when she was a young child. She used to watch her grandmother clip municipal bond coupons and enter interest and dividends she received in her ledger. She started working in her family business as soon as she was tall enough to manage a big broom. Later she spent her Saturday mornings doing bookkeeping at her grandfather's building material business in order to earn some extra spending and savings cash. She also spent summers working at a local bank in the customer service and new accounts department. She earned enough to open simple savings and checking account. Since then, her investing has become much more sophisticated. Laura has been in the financial services industry more than 20 years. She is a member of the Fightin' Texas Aggie Class of 1998 (whoop!) and a graduate of the Mays Business School from which she earned a B.B.A. in Finance.
Laura acquired the CFP designation in 2013. This designation comes with extensive training in financial planning, estate planning, insurance, investments, taxes, employee benefits and retirement planning, as well as in the CFP Board's Standards of Professional Conduct, which is rigorously enforced. As a CFP professional, she is required to uphold her certification through continuing education. The CFP certification is the most recognized in the industry for personal financial planning.
Laura and her husband, Jeff, live in College Station with their two children. She is a supporter of Young Life, a mission family currently serving in Spain and her church. She also supports future generations by advocating for financial education and helping TAMU Senior students with their final projects needed to successfully complete their financial planning class.
Wealth Management Associate
In her junior year in college, Angela was an intern at a financial planning company and saw how they helped people reach their financial goals, which led her to make financial services her career. Angela has been in the financial services industry for more than 19 years. She received her B.B.A. in Finance from the University of Texas.
Angela lives in Bryan with her husband, Doyle, and their two children. She is a member of Galilee Baptist Church. In her free time, Angela enjoys reading, completing puzzles with her daughter and watching both of her children participate in their various sports.
Jeremy is from the Houston area (Klein) and lived in Waco ten years prior to moving to College Station. He is thankful to live closer to his parents, sisters, nieces, and nephews who all still live around Houston, while still living close enough to Waco to keep up with his community there. Jeremy first became interested in investing when his grandmother gifted him some Apple, Nike, and Fossil stock for his high school graduation – which was better than the wheel of cheese she gave his parents that Christmas – and he’s still holding the Apple stock!
Soon after starting college, Jeremy and his roommate would procrastinate doing their homework by researching which stocks they wanted to buy next and making late night Taco Bell runs. Now he and that roommate talk more about skiing and duck hunting in northern California, plus their culinary preferences have matured too. Since college, his knowledge of different types of investments and ability to strategically invest has grown.
Jeremy has been in the financial investment and banking industry for three years and looks forward to being a member of the Henderson/Dillon Group and serving their clients. Jeremy has a B.B.A. in accounting from Baylor University, including his Series 7, SIE, Series 66, and Life Insurance certifications. In his free time, Jeremy enjoys playing tennis, attempting to golf, spending time with friends, hunting, and being involved in his church’s young adult ministry and volunteering with the youth.