Experience

Prior to pursuing a career as a Financial Advisor, I served in the United States Navy for eight years as a nuclear power engineer, including four years as an instructor for enlisted officers on Nuclear Reactor Plants. My service also included two years aboard the USS Dwight D. Eisenhower. After transitioning to UBS in 2002, following three years with Morgan Stanley, I have remained committed to client education and holistic wealth management. My practice is characterized by diligent monitoring of market trends to identify optimal portfolio opportunities for clients.

In addition to my professional experience, I hold several securities licenses—Series 31, 7, 63, and 65—as well as credentials in life, accident, and health insurance. I currently reside in Lumberton with my wife, and our four children live nearby in the surrounding area. Family is a core value in my life, and I am dedicated to fostering strong relationships with loved ones. Outside of work, I am actively involved in coaching and supporting various sports and greatly enjoy spending quality time with my three grandchildren.

I began my career in financial services in 1981, building a strong foundation in the industry over the years. In 2001, I joined UBS after gaining valuable experience at Merrill Lynch. With more than thirty years of expertise, I have successfully guided clients through a variety of market conditions, ensuring their financial goals are met regardless of the economic climate. I hold licenses in securities, as well as life, accident, and health insurance, enabling me to offer comprehensive financial advice and solutions tailored to my clients' needs. Currently residing in Beaumont, I find joy in entertaining friends and hosting family gatherings. In my free time, I find relaxation in gardening, riding my motorcycle, hunting, fishing, and being around horses.

I joined UBS in 2020 and have had the opportunity to work in partnership with my father, which has provided valuable professional insight as well as an ability to effectively address client needs. Prior to transitioning into finance, I played college basketball for four years at the University of Mary Hardin-Baylor and was honored to represent the USA Team in Brazil. My experience as an athlete has cultivated strong leadership abilities that translate effectively to guiding our team, particularly in marketing and technology initiatives. I hold licenses in life, accident, and health insurance, and am a certified notary for our team. Outside of the workplace, I value spending time with my husband Kaleb, daughter Joslyn, and dalmatian Natty. I also take pleasure in visiting different countries, trying unique cuisines, keeping up with fashion trends, and staying active through exercise.

I joined the United States Navy, where I served for 7 years. I served in various locations including Japan and Norfolk, Virginia. I received the opportunity to attend Naval Aircrew Candidate School in Pensacola, Florida where I met my wife Klorice. We had our first and second child while living in Norfolk, Walter Maxwell and Berenice Maxwell. When leaving the military, we decided to move to Silsbee, Texas where we had our third child Henry Maxwell. I am currently enrolled at Liberty University for Business administration and I am currently on track to graduate in the spring of 2027. I am also studying for the Group 1 Life insurance exam to better service clients. My most cherished moments is when I am with my wife and children, I also enjoy gardening, tending our land and taking care of our animals.