The power of investing now

Jeff Heard has been serving clients in the financial services industry for more than 40 years. He has spent the past 23 years with UBS, including the last 15 years as a Financial Advisor. Throughout his career, Jeff has focused on helping individuals and families make informed financial decisions through thoughtful planning, disciplined investment management, and strategic asset allocation.

Jeff believes that education is a cornerstone of a successful advisor-client relationship. He is committed to ensuring that clients understand their financial strategies and feel confident in pursuing their long-term goals. Many of Jeff's client relationships span multiple generations, and he takes pride in helping families navigate wealth planning and investment decisions across two—and in some cases three—generations.

To provide clients with comprehensive guidance, Jeff has earned the Certified Financial Planner™ (CFP®), Certified Investment Management Analyst® (CIMA®), and Certified Private Wealth Advisor® (CPWA®) designations. In addition, he has earned UBS's distinguished Wealth Advisor and Portfolio Manger designations.

Beyond his professional work, Jeff has been deeply involved in nonprofit leadership and community service. He devoted nearly 30 years to the board of Hope Media Group (formerly KSBJ), serving in a variety of leadership positions, including Chairman and Secretary/Treasurer of KSBJ Special Events and Ticket Servant, Inc., as well as Secretary/Treasurer and Finance Chair of the KSBJ Educational Foundation. He also previously served as Treasurer of Pregnancy Assistance Center North.

Jeff and his wife, Daray, are both proud graduates of Texas A&M University and remain actively involved in their church community. We have a daughter (TAMU '14, TAMU '15), and three sons (TTU '17, UT '20, TAMU)Two of their sons, Zach and Josh, have followed Jeff into the financial services profession and work at UBS.

When he is not serving clients, Jeff enjoys spending time with his family, especially camping, fishing, and hunting together.

Tina is our Senior Registered Client Service Associate.  Tina joined our team in 2016, after spending the previous 26 years with Merrill Lynch.  She is a seasoned veteran who focuses on offering exceptional client service and building strong relationships. 

Helping and serving others comes naturally to Tina.  She is responsible for all day-to-day operational and administrative matters with our client relationships.

When not working, Tina enjoys gardening, playing pickleball and spending time with her family and friends.  She is married and has 4 boys.