Experience

That inspires confidence

We provide financial navigation and money management services to a select group of affluent individuals and their families, professionals, small businesses, universities, foundations and non-profit organizations. Our comprehensive planning approach includes extensive investment portfolio analysis, investment management, estate, retirement planning, insurance evaluations and lifestyle planning. By coordinating goals and tolerance for risk with each of our client's needs, desires, and circumstances, we can construct and monitor custom portfolios to suit.

We often coordinate our efforts with attorneys, CPAs and other professionals and appreciate being able to work within a team to accomplish what we believe to be the best possible long-term results.

Michael "Mike" Hyatt

Senior Vice President–Investments

Financial Advisor

Michael S. Hyatt, a financial professional for over 35 years, joined UBS Financial Services (formerly PaineWebber, Inc.) in 1992 from the banking industry. Mike received an MBA from TCU and a BS from OSU. As a UBS Financial Advisor, Mike specializes in institutional and high net worth clients.  Mike has numerous past and present community involvements. He has been a member of the Board of Governors of the Oklahoma State University Foundation since 2008.

Mike currently holds the Series 7, 31, 63, 65 and Life and Health Insurance licenses..

Registered States:
  • AR
  • AZ
  • CO
  • FL
  • MN
  • ND
  • NY
  • OK
  • TN
  • TX
  • WA

Education

  • TCU , MBA
  • OSU, BS

Credentials

  • Managed Accounts Consultant Associate
  • Wealth Advisor
301 Commerce Street
Suite 2800
Fort Worth, TX 76102

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Betsabet "Betsy" Romero

Senior Vice President–Wealth Management

Financial Advisor

Betsy Romero is a Senior Vice President - Wealth Management with UBS Financial Services, Inc.  Betsy has been specializing in helping affluent investors, professionals, foundations, small businesses and non-profit organizations achieve their financial goals/objectives for over 20 years.  She helps simplify, organize and coordinate clients' financial lives by leveraging resources and expertise both within and outside UBS Financial Services and by providing on-going monitoring and discipline to adjust to client's needs and changing markets.  Betsy's primary focus is providing strategic planning, including investment management, cash flow solutions, liability management, retirement planning, asset allocation, estate planning and tax strategies.

Betsy currently holds the Series 6, 7, 63, 65 and Life and Health Insurance licenses.

Registered States:
  • AZ
  • CA
  • CO
  • FL
  • IL
  • LA
  • MI
  • MN
  • ND
  • NM
  • NY
  • OK
  • SC
  • TX
  • VA
  • WA

Credentials

  • Accredited Asset Management Specialist
  • Chartered Retirement Planning Counselor
  • Chartered Retirement Plans Specialist℠
  • Portfolio Manager
  • Retirement Plan Consultant
301 Commerce Street
Suite 2800
Fort Worth, TX 76102

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Grant Michael Mcguire, CFA, CFP

Account Vice President

Financial Advisor

Grant M. McGuire is a Financial Advisor in UBS's Fort Worth, Texas office.  Grant joined UBS Financial Services in 2014, and prior to joining Mike and Betsy, was part of the Wealth Planning Analyst program.  In that role, Grant assisted the advisors of the Fort Worth Complex and their clients with in-depth financial planning.  Prior to joining UBS, Grant was a small business owner in Denton, Texas.

Grant believes in engaging clients in holistic financial planning.  This process begins by first working to understand the client's objectives, risk tolerances, and overall financial situation.  After fully understanding a client's situation, Grant works to build a complete financial plan, including investment and risk management strategies, to best achieve the client's goals

Grant is a CFA® charterholder as well as a CFP® practitioner.  He earned his Bachelor of Science in Economics from The Wharton School at the University of Pennsylvania.  Grant holds Series 7 and Series 66 licenses and the Group I designation.

Registered States:
  • AR
  • AZ
  • CA
  • CO
  • FL
  • MN
  • ND
  • NY
  • OH
  • OK
  • SC
  • TX
  • WA

Education

  • The Wharton School at the University of Pennsylvania, Bachelor of Science in Economics

Credentials

  • CERTIFIED FINANCIAL PLANNER™
  • Chartered Financial Analyst®
301 Commerce Street
Suite 2800
Fort Worth, TX 76102

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Cristine Rivera

Client Associate

Cristine has been with UBS for 9 years where she has supervised client administration for Hyatt Romero McGuire Wealth Management for almost 3 years.  She earned a Bachelor of Business Administration with a major in Management from Metropolitan University.  Cristine currently resides in Keller, TX.

Education

  • Metropolitan University, Bachelor of Business Administration with a Major in Management
301 Commerce Street
Suite 2800
Fort Worth, TX 76102

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