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
Recognized as an industry leader:
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.
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
Recognized as an industry leader:
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.
Associate Director
Senior Wealth Strategy Associate
Tracy joined UBS Financial Services in 2003 as an Investment Associate, bringing a deep foundation in client service that began at EF Hutton after she earned her BS in Business Education from Southwestern Oklahoma State University in 1986. Over the course of her career, Tracy has built a reputation for delivering thoughtful, relationship-driven service to individuals, businesses and retirement plan clients. She is committed to helping clients feel informed, supported and confident as they navigate important financial decisions. By taking the time to understand each client’s unique needs, priorities and long-term objectives, Tracy helps support the development of comprehensive financial plans and the ongoing implementation and review of investment portfolios aligned with those goals.
Beyond her professional role, Tracy values time with her husband, Kyle, and their sons, Karsten and Kale, especially enjoying the outdoors and traveling together. She also enjoys reading in her free time. Tracy is proud to give back through her support of Positive Tomorrows, reflecting her longstanding commitment to family, community and meaningful relationships.
Credentials
Associate Director
Senior Wealth Strategy Associate
Tracy joined UBS Financial Services in 2003 as an Investment Associate, bringing a deep foundation in client service that began at EF Hutton after she earned her BS in Business Education from Southwestern Oklahoma State University in 1986. Over the course of her career, Tracy has built a reputation for delivering thoughtful, relationship-driven service to individuals, businesses and retirement plan clients. She is committed to helping clients feel informed, supported and confident as they navigate important financial decisions. By taking the time to understand each client’s unique needs, priorities and long-term objectives, Tracy helps support the development of comprehensive financial plans and the ongoing implementation and review of investment portfolios aligned with those goals.
Beyond her professional role, Tracy values time with her husband, Kyle, and their sons, Karsten and Kale, especially enjoying the outdoors and traveling together. She also enjoys reading in her free time. Tracy is proud to give back through her support of Positive Tomorrows, reflecting her longstanding commitment to family, community and meaningful relationships.
Credentials
Senior Wealth Strategy Associate
Chase works with individuals, families, and business owners to develop personalized wealth planning, investment management, and retirement planning strategies designed around their unique goals and priorities. Since joining UBS in 2015, he has been dedicated to helping clients navigate important financial decisions, preserve their wealth, and pursue their long-term objectives through thoughtful, personalized guidance.
Chase lives in Northwest Oklahoma City with his wife, Courtney, and their two sons, Lawrence and Porter. He is an active member of the Northwest Oklahoma City Rotary Club and currently serves as Immediate Past President. Outside the office, he enjoys spending time with family and friends, golfing, hunting, reading, and watching movies.
Credentials
Senior Wealth Strategy Associate
Chase works with individuals, families, and business owners to develop personalized wealth planning, investment management, and retirement planning strategies designed around their unique goals and priorities. Since joining UBS in 2015, he has been dedicated to helping clients navigate important financial decisions, preserve their wealth, and pursue their long-term objectives through thoughtful, personalized guidance.
Chase lives in Northwest Oklahoma City with his wife, Courtney, and their two sons, Lawrence and Porter. He is an active member of the Northwest Oklahoma City Rotary Club and currently serves as Immediate Past President. Outside the office, he enjoys spending time with family and friends, golfing, hunting, reading, and watching movies.
Credentials
Senior Registered Client Associate
Kari is a Senior Registered Client Associate with Key Wealth Consulting Group, where she oversees client service and operational needs. Since joining the team in 2012, she has drawn on more than 26 years of financial services experience to help clients navigate administrative matters and account maintenance. Known for her professionalism, responsiveness and personal approach, Kari is committed to making each client interaction clear, efficient and welcoming.
Outside of work, Kari enjoys traveling with her husband, Brian, serving in her church, spending time with friends and family, baking bread and caring for the menagerie of pets, including cats, dogs, and her horse Annie at their home in rural western Oklahoma.
Credentials
Senior Registered Client Associate
Kari is a Senior Registered Client Associate with Key Wealth Consulting Group, where she oversees client service and operational needs. Since joining the team in 2012, she has drawn on more than 26 years of financial services experience to help clients navigate administrative matters and account maintenance. Known for her professionalism, responsiveness and personal approach, Kari is committed to making each client interaction clear, efficient and welcoming.
Outside of work, Kari enjoys traveling with her husband, Brian, serving in her church, spending time with friends and family, baking bread and caring for the menagerie of pets, including cats, dogs, and her horse Annie at their home in rural western Oklahoma.
Credentials
Authorized Officer
Senior Registered Client Associate
Linda Dowers is an experienced client service professional with more than 23 years of experience in the financial services and insurance industries. Since joining UBS in 2013, she has been dedicated to providing thoughtful, attentive service and helping clients feel supported throughout their financial journey. Prior to UBS, Linda served as a manager at a local insurance office, where she developed a strong foundation in customer service, operations, and relationship management. Her industry knowledge, attention to detail, and genuine commitment to putting clients first make her a valued member of the Key Wealth Consulting Group and a trusted resource for clients.
Outside of work, Linda and her husband, Kyle, enjoy managing their small cattle-calf operation and spending time with their grown children and grandchildren. She also enjoys fishing, tending to her flower beds, and heading out on side-by-side four-wheeling adventures with Kyle.
Credentials
Authorized Officer
Senior Registered Client Associate
Linda Dowers is an experienced client service professional with more than 23 years of experience in the financial services and insurance industries. Since joining UBS in 2013, she has been dedicated to providing thoughtful, attentive service and helping clients feel supported throughout their financial journey. Prior to UBS, Linda served as a manager at a local insurance office, where she developed a strong foundation in customer service, operations, and relationship management. Her industry knowledge, attention to detail, and genuine commitment to putting clients first make her a valued member of the Key Wealth Consulting Group and a trusted resource for clients.
Outside of work, Linda and her husband, Kyle, enjoy managing their small cattle-calf operation and spending time with their grown children and grandchildren. She also enjoys fishing, tending to her flower beds, and heading out on side-by-side four-wheeling adventures with Kyle.
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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