Makes all the difference

Our clients come first. Period.

Your financial goals represent more than just money - they embody the aspirations you value most. The foundation of our business is insight and self-awareness that fosters wise action, candor and the courage of conviction to make a difference. Clients’ who work with us can expect and are entitled to excellent and personal attention to their financial needs. Sensitivity to risk is considered in all investment recommendations.

Craig Hottell

Senior Vice President–Wealth Management

Financial Advisor

Careful management of assets if extremely important. Thus, your financial goals form the core of our approach to developing a thorough and systematic wealth management analysis and plan. As a Portfolio Manager, Craig focuses on fulfilling your needs and creating a consolidated plan. He uses both established and nontraditional approaches to manage the wealth of high-net worth individuals, executives, business owners, families, and foundations. Our relationship embodies your vision, allowing the family to prosper across generations and build a legacy.

Registered States:
  • AL
  • AR
  • CA
  • CO
  • FL
  • IL
  • KY
  • LA
  • MD
  • MI
  • MN
  • MO
  • MT
  • NC
  • NM
  • NV
  • NY
  • OH
  • OK
  • SC
  • TN
  • TX
  • UT
  • VA
  • WA
  • WI


  • Portfolio Manager
200 Concord Plaza Drive
Suite 300
San Antonio, TX 78216

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Allie Segura

Client Associate

Allie began her career at UBS in 2015 as a Registered Client Service Associate. She has over 5 years of industry experience as a Registered Representative and Regional Advisory Consultant. Soon after receiving her Bachelor's of Business Administration degree in Finance from Texas State University, Allie became registered as a General Securities Representative and a Uniform Securities State Agent (Series 7, 66, & 63). With a focus on service and support, Allie works closely with Craig to manage all aspects of the client relationship.

Registered States:
  • CT
  • TX


  • Texas State University, Bachelor's of Business Administration Degree in Finance
200 Concord Plaza Drive
Suite 300
San Antonio, TX 78216

Email Me