Your goals. Our comprehensive plan.

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With more than 20 years of experience in comprehensive wealth management, Chris has built his career helping individuals and families navigate complex financial decisions. Before joining UBS in 2009, he advised high-net-worth clients at Morgan Stanley Smith Barney and spent a decade with JPMorgan Chase delivering private banking and investment management services. He graduated from the University of North Carolina and later earned both the Certified Financial Planner® and Certified Investment Management Analyst® designations.

As the team’s lead investment specialist, Chris focuses on designing customized portfolio strategies and providing disciplined investment guidance. He collaborates closely with clients to help them pursue long-term financial security with clarity and confidence.

Chris lives in New Orleans with his wife and three children. He is active in several nonprofit organizations and enjoys sailing, skiing, and time spent outdoors with family.

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John brings more than 25 years of experience to the team, beginning his career as a Financial Advisor with UBS in Tennessee before moving to Louisiana to serve as a Wealth Advisor. He earned his B.S. in Business Administration from the University of Phoenix and holds the Certified Financial Planner® and Certified Private Wealth Advisor® designations.

John specializes in comprehensive financial planning and insurance strategies, helping clients define clear goals and build plans tailored to their needs. Known for his relationship-driven approach, he works closely with families and business owners to integrate investment, planning, and protection strategies into cohesive, long-term solutions.

A resident of Broussard, John is active in community organizations including the Kiwanis Club of Lafayette and Ducks Unlimited. Outside of work, he enjoys time with his family, along with hunting and golfing.

• Western New England College
• University of Phoenix, B.S. Business Administration

• CERTIFIED FINANCIAL PLANNER

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Jay brings more than 30 years of wealth-management experience to the team, serving clients with a disciplined approach rooted in trust and long-standing relationships. Over the course of his career with UBS, he has guided individuals and families through evolving markets and life transitions with clarity and steady perspective.

As the team’s primary resource for banking solutions and securities-backed lending, Jay works closely with clients to integrate tailored borrowing strategies into their broader financial plans. His thoughtful, long-term approach helps clients pursue their goals while maintaining financial flexibility.

Outside the office, Jay is an avid sportsman who enjoys hunting and fishing. He is also proud to serve on the National Board of Directors of Ducks Unlimited, reflecting his lifelong dedication to conservation and the stewardship of natural resources.

• University of Southwestern Louisiana

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With more than 25 years of experience in wealth management, Hunter partners with individuals, families, and business owners to help develop, grow, and transition wealth with purpose. He holds a Bachelor of Science in Accounting and Business Administration from Washington & Lee University, along with Series 7 and 66 licenses and life and variable annuity licensure.

Hunter focuses on retirement-focused strategies, including annuities, 401(k)s, and other employer-sponsored plans. He also serves as an advisor to Retirement Plans, helping companies structure and manage retirement plan offerings that support both participants and organizational goals.

Active in the New Orleans community, Hunter serves on the board of the City Park Conservancy. He cherishes time with family, including his eight grandchildren. Hunter also enjoys  gardening and is recognized as an accomplished camellia grower, speaker, and exhibitor.

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Morgan offers nearly five decades of experience across banking, business ownership, and wealth advisory roles. Before joining UBS in 2008, his career included leadership positions in lending and management, giving him a broad perspective on the financial needs and challenges clients face. He graduated from The University of the South (Sewanee) with a B.A. in Political Science.

Drawing on his extensive background, Morgan supports client relationships with seasoned insight and a steady, thoughtful approach. His depth of experience helps ensure continuity and a strong foundation of trust for the families he serves.

A member of the Southern Yacht Club, Morgan enjoys spending time with family, sailing, and fishing.

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With more than 40 years of experience in the financial industry, Lori oversees the team’s daily operations and serves as a mentor to newer professionals. Her background spans roles in client service, branch management, and operational leadership across UBS, Smith Barney, Chase Investment Services, and several regional banks.

Lori is central to the team’s client experience, ensuring that service is delivered with professionalism, efficiency, and genuine care. Her deep industry knowledge and steady presence make her a trusted resource for clients and colleagues alike.

Married for over 43 years, Lori enjoys time with her family, especially her four grandchildren. She loves watching their sporting events and tending to her garden in her spare time.

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Kendra is a Registered Client Service Associate who has supported UBS advisors since 2022. She holds Series 7 and 66 licenses and previously contributed to the firm’s Virtual Partner Box program. Before joining UBS, she spent more than 15 years in banking and branch leadership at JPMorgan Chase, gaining extensive experience in client service, operations, and relationship management.

Kendra provides clients with responsive, detail-oriented support, ensuring seamless account administration and a consistently high standard of service. She works closely with advisors and clients to facilitate smooth onboarding, problem resolution, and day-to-day account needs.

Outside the office, Kendra enjoys spending time with family and is committed to creating positive, lasting experiences for the clients she supports.