Experience

As a founding partner of Highbridge Wealth Management, Mark brings more than 27 years of industry experience to his practice. As a member of the team, he brings his extensive experience in financial planning, portfolio management, and corporate retirement planning tools.

Education
Mark is a graduate of The University of North Florida where he played tennis on a scholarship and obtained his Bachelor of Arts degree.

Outside of UBS
Mark's personal commitment to giving back to his community has truly differentiated his work with clients.  His professional designations of CFP® and CAP® provide him with a unique ability to help them talk through and understand their charitable planning goals.  Mark is the founder of a nonprofit dedicated to helping survivors of domestic violence. His charitable giving experience continues to be a trusted source of knowledge and insight for his team and to the community he serves.

As a founding partner of Highbridge Wealth Management, Shawn brings over 28 years of experience tending to the needs of clients through a variety of markets.  He is committed to helping clients pursue their financial goals through a common-sense approach to successful investing.  Shawn delivers tactical asset management, investment manager due diligence, cash-flow based planning, asset and liability management, and estate planning strategies. We are focused on our client's financial goals and objectives and communicate openly and frankly to help them make the best choices for their needs.

Education
Shawn holds a B.B.A. from Texas A&M University in accounting and finance.

Outside of UBS
In addition to his career, Shawn is committed to making his community better whether through mentoring, coaching youth, or providing financial resources to worthy charities. He served as a member of the Board and Audit Committee for Big Brothers Big Sisters. He and his wife live in Plano, Texas, and have two adult daughters.

Grace joined UBS Financial Services in 2021 and is a Senior Wealth Strategy Associate. She provides ongoing administrative and operational client service such as new client orientation and onboarding, account maintenance and client requests. She recognizes that exceptional client service is the backbone of our practice and enjoys working with our clients to ensure their needs are fulfilled in a seamless and organized manner. Her primary focus is to deliver her very best to each and every client and as a result, she has built strong relationships with clients over the years.

Born and raised in Saratoga, California, Grace graduated from the University of California, Davis.  She speaks English, Spanish, Mandarin Chinese, and Korean. Grace has a long history of delivering high quality, efficient client service - prior to joining UBS, she worked with clients at J.P. Morgan Wealth Management and Stifel, Nicolaus & Company in its Silicon Valley office.

Grace currently resides in Plano, Texas, with her husband and two daughters. 

Tim began his career with Merrill Lynch in 1982 before joining UBS in 1994 and is a Senior Client Associate.

He provides ongoing administrative and operational client service such as new client orientation and onboarding, account maintenance and organizing client meetings. He recognizes that exceptional client service is the backbone of our practice and enjoys working with our clients to ensure their needs are fulfilled in a seamless and organized manner.

Outside of UBS, Tim enjoys golfing, hunting and barbecuing. Tim and his wife, Lisa, have three children and five grandchildren.