Experience

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.

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.