Senior Vice President–Wealth Management
For more than 35 years, Chris has been consulting with clients, helping them capitalize on opportunities to make their fullest impact. He started his career in 1986 with Shearson Lehman Brothers and joined PaineWebber in 1996 which was acquired by UBS Financial Services, Inc., in 2000. He credits his long career and life experiences in helping clients navigate the complexities of various market cycles.
Chris holds UBS's Senior Portfolio Manager Designation in connection with UBS's Portfolio Management Program and a B.S. in Finance from Oklahoma State University. His time is divided between, counseling clients, portfolio reviews, and portfolio management. He has been a member of the prestigious Director's Council which recognizes the top Advisors at UBS.
Chris enjoys painting, reading, and spending time with his friends and family, including his two grown children and two grandsons.
Credentials
Senior Vice President–Wealth Management
For more than 35 years, Chris has been consulting with clients, helping them capitalize on opportunities to make their fullest impact. He started his career in 1986 with Shearson Lehman Brothers and joined PaineWebber in 1996 which was acquired by UBS Financial Services, Inc., in 2000. He credits his long career and life experiences in helping clients navigate the complexities of various market cycles.
Chris holds UBS's Senior Portfolio Manager Designation in connection with UBS's Portfolio Management Program and a B.S. in Finance from Oklahoma State University. His time is divided between, counseling clients, portfolio reviews, and portfolio management. He has been a member of the prestigious Director's Council which recognizes the top Advisors at UBS.
Chris enjoys painting, reading, and spending time with his friends and family, including his two grown children and two grandsons.
Credentials
Senior Vice President–Wealth Management
Don Sickles serves as a Senior Vice President and Senior Portfolio Manager in the Oklahoma City office of UBS Financial Services, Inc. He has been in the investment industry since 1998, and has been a part of UBS for the last 12 years.
Prior to that, Don was in the banking industry for 14 years, served as the controller of an independent oil and gas exploration firm for 5 years, and was a practicing CPA with a national accounting firm for 5 years.
Don currently serves on the Board of Trustees of the McFarlin Memorial United Methodist Church Foundation, and has served in leadership roles with the Oklahoma Arts Institute, the Norman Regional Hospital Authority, and the Norman Chamber of Commerce, among others.
He and his wife Trudy reside in Norman, OK, and have two grown children.
He enjoys running, cars, and St. Louis Cardinal baseball.
Credentials
Senior Vice President–Wealth Management
Don Sickles serves as a Senior Vice President and Senior Portfolio Manager in the Oklahoma City office of UBS Financial Services, Inc. He has been in the investment industry since 1998, and has been a part of UBS for the last 12 years.
Prior to that, Don was in the banking industry for 14 years, served as the controller of an independent oil and gas exploration firm for 5 years, and was a practicing CPA with a national accounting firm for 5 years.
Don currently serves on the Board of Trustees of the McFarlin Memorial United Methodist Church Foundation, and has served in leadership roles with the Oklahoma Arts Institute, the Norman Regional Hospital Authority, and the Norman Chamber of Commerce, among others.
He and his wife Trudy reside in Norman, OK, and have two grown children.
He enjoys running, cars, and St. Louis Cardinal baseball.
Credentials
Associate Director
Senior Wealth Strategy Associate
Tracy joined UBS Financial Services in 2003 as an Investment Associate. She began her career as a client assistant at EF Hutton after graduating with a BS in Business Education from Southwestern Oklahoma State University in 1986. She takes great pride in serving the many individual, business and retirement plan relationships for which she is responsible. Tracy believes in the importance of building and maintaining lasting relationships, and understands that long term solutions need to be built around the client's needs and financial objectives; consequently, she emphasizes development of carefully thought-out financial plans and the implementation and ongoing review of investment portfolios integrated with them.
Spending time with her husband, Kyle, and their sons, Karsten and Kale, is Tracy's favorite activity. She also enjoys volunteering at their schools, traveling, and watching her husband and sons play competitive golf. Tracy supports Positive Tomorrows and the Oklahoma City YWCA.
Credentials
Associate Director
Senior Wealth Strategy Associate
Tracy joined UBS Financial Services in 2003 as an Investment Associate. She began her career as a client assistant at EF Hutton after graduating with a BS in Business Education from Southwestern Oklahoma State University in 1986. She takes great pride in serving the many individual, business and retirement plan relationships for which she is responsible. Tracy believes in the importance of building and maintaining lasting relationships, and understands that long term solutions need to be built around the client's needs and financial objectives; consequently, she emphasizes development of carefully thought-out financial plans and the implementation and ongoing review of investment portfolios integrated with them.
Spending time with her husband, Kyle, and their sons, Karsten and Kale, is Tracy's favorite activity. She also enjoys volunteering at their schools, traveling, and watching her husband and sons play competitive golf. Tracy supports Positive Tomorrows and the Oklahoma City YWCA.
Credentials
Senior Wealth Strategy Associate
Chase provides wealth planning, investment management, and retirement plan guidance to individuals and business owners. Since joining UBS in 2015, he has endeavor to provide solutions to clients to help them achieve their financial and investment needs and goals.
Chase lives in NW Oklahoma City with his wife, Courtney, and their two sons, Lawrence and Porter. He is a member of the NW OKC Rotary Club, currently serving as club secretary. Outside the office, he enjoys spending time with family and friends, golfing, hunting, reading, and watching movies.
Credentials
Senior Wealth Strategy Associate
Chase provides wealth planning, investment management, and retirement plan guidance to individuals and business owners. Since joining UBS in 2015, he has endeavor to provide solutions to clients to help them achieve their financial and investment needs and goals.
Chase lives in NW Oklahoma City with his wife, Courtney, and their two sons, Lawrence and Porter. He is a member of the NW OKC Rotary Club, currently serving as club secretary. Outside the office, he enjoys spending time with family and friends, golfing, hunting, reading, and watching movies.
Credentials
Senior Client Associate
Kari is a responsible for all aspects of client service and operations for Key Wealth Consulting Group. She joined our team in 2012 and brings over 22 years of experience in the financial services industry. Kari provides professionalism, a high level of customer service and a personal touch to our clients in assisting them with administrative issues and account maintenance.
In her free time, Kari enjoys family adventures (traveling) with her husband, Brian and daughter, Brianne, and spending time with her grandchildren and pets.
Credentials
Senior Client Associate
Kari is a responsible for all aspects of client service and operations for Key Wealth Consulting Group. She joined our team in 2012 and brings over 22 years of experience in the financial services industry. Kari provides professionalism, a high level of customer service and a personal touch to our clients in assisting them with administrative issues and account maintenance.
In her free time, Kari enjoys family adventures (traveling) with her husband, Brian and daughter, Brianne, and spending time with her grandchildren and pets.
Credentials
Senior Client Associate
Linda Dowers is a seasoned client service associate with over 20 years experience in the financial services and insurance industries. Prior to joining UBS in 2013, she was a manager at a local insurance office and also spent time as a client service associate at another firm. With her deep knowledge of the financial industry and her commitment to putting clients first, Linda is a valuable asset to The Key Wealth Consulting Team and a trusted partner for her clients.
Away from work, Linda and her husband, Kyle, enjoy spend time with their children and grandkids. A favorite pastime, during the Fall, is hosting family and friends for a day of watching football and fun! Her favorite teams include, the University of Oklahoma Sooners and the NFL Kansas City Chiefs.
Credentials
Senior Client Associate
Linda Dowers is a seasoned client service associate with over 20 years experience in the financial services and insurance industries. Prior to joining UBS in 2013, she was a manager at a local insurance office and also spent time as a client service associate at another firm. With her deep knowledge of the financial industry and her commitment to putting clients first, Linda is a valuable asset to The Key Wealth Consulting Team and a trusted partner for her clients.
Away from work, Linda and her husband, Kyle, enjoy spend time with their children and grandkids. A favorite pastime, during the Fall, is hosting family and friends for a day of watching football and fun! Her favorite teams include, the University of Oklahoma Sooners and the NFL Kansas City Chiefs.
Credentials
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures
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