12 person
seasoned team
At The Kravitz Group, we understand the complex financial needs of successful families and individuals. We are an experienced, multigenerational advisory team that looks deeply at all aspects of your life to develop a tailored financial planning strategy. In crafting your customized plan, we deliver relevant and timely advice and collaborate with your trusted advisors to provide tax-efficient investment solutions.
Our team offers a boutique level of service that is backed by the strength and stability of a global leader. UBS is one of the largest wealth managers in the world, advising clients for more than 150 years. This allows our group to access a vast network of global analysts, specialists, and professionals. Additionally, UBS has a depth of experience in investments, banking, and asset management. This allows our team to provide the perspective, strategies, and insights to make prudent financial decisions.
12 person
seasoned team
1.2 billion
Assets under management
Our mission is to provide quality strategies customized to your needs. Our goal is to be your primary source of financial advice. To this end, we concentrate our efforts on developing long-term relationships through a commitment to quality client service.
Ira started his career in the financial services industry in1982, and joined UBS in 2008. He leads an experienced, multigenerational wealth planning team, The Kravitz Group. Through a comprehensive planning process, Ira and his team help successful families identify life's goals and provide the resources and solutions to achieve them.
Ira earned a B.B.A. degree from Emory University, and has since completed programs at the University of Chicago’s Graduate School of Business, the Wharton School of Business, and Columbia University. He is a former board member and longtime supporter of Vogel Alcove, a non-profit organization benefiting homeless children.
Ira has two adult daughters, Alexa and Jayme, with his wife, Lisa. His passions include hiking, reading, traveling, and playing with his goldendoodle, Kira.
Harry has been a financial professional for three decades working with families. He helps them protect, grow their wealth, and create a legacy for future generations. Through a deeper understanding of family dynamics and overall objectives, Harry serves as an integral member of the professional team that the Kravitz Group clients require.
Harry attained his B.S. degree from City College of New York. Since becoming a financial professional, he has earned the CERTIFIED FINANCIAL PLANNER™ designation through course work at University of North Texas, the Certified Private Wealth Advisor designation at the University of Chicago's Graduate School of Business and has completed programs at the American College at Bryn Mawr University.
Harry is an active member of his community, serving in many capacities. His contributions range from chair role in nonprofits such as CASA of Collin County to current membership in the Plano Metro Rotary Club. Harry’s most meaningful contribution to service was serving eight years as the Mayor of Plano, Texas from 2013 to 2021. In addition to traveling to new places with his wife, Tracy, and his two daughters, Harry enjoys working out and golfing.
Jayme joined UBS and The Kravitz Group in 2018. She works with multigenerational families to uncover and define their values and goals. This allows her to develop and deliver comprehensive planning advice in collaboration with The Kravitz Group clients’ other trusted advisors. She then constructs portfolios designed to align the clients’ investments with their goals and risk tolerance.
Jayme graduated from Vanderbilt University with a Bachelor of Engineering in Mechanical Engineering. In 2020, Jayme achieved her CERTIFIED FINANCIAL PLANNER™ designation after completing coursework through SMU. She became a Chartered Advisor in Philanthropy® in 2023 and enjoys working with clients to achieve their charitable goals.
Jayme lives in Dallas, TX with her husband, Cameron, son, Calvin, and their dog, Bella. She serves on the board of directors for Young Women’s Preparatory Network and as a mentor for Big Brothers Big Sisters. Jayme enjoys attending sporting events, reading, and playing tennis.
Michael joined UBS and The Kravitz Group in 2016. He specializes in accumulating, preserving and transferring wealth for high-net-worth and ultra-high-net-worth individuals and families. Michael takes a proactive approach to collaborating with the Kravitz Group clients’ tax advisors, trust and estate attorneys, and other trusted advisors to manage his clients’ wealth in a manner that is aligned with their business, personal, and financial goals. Michael has built his service model around a philosophy of trust, transparency, and accountability.
Michael earned his Bachelors of Finance from Texas Christian University. In addition to his role at UBS, Michael serves on the finance committee of the School Advisory Council at Prince of Peace Catholic School in Plano. He is also an active volunteer with the First Tee of Dallas, a development program that teaches life skills and leadership through golf to underprivileged youth.
Michael lives in Plano, TX and enjoys all things sports and the outdoors. He spends most of his free time with his family and friends, playing golf, and traveling.
Armani began his financial services career in 2017 with UBS and joined the Kravitz Group in 2023. Armani maintains relationships with families and utilizes a comprehensive financial planning approach to help them identify their objectives and leverage the appropriate resources of the team to deliver advice in a personalized manner.
Armani received his B.S/M.B.A. with a Finance concentration at the University of New Haven. He is completing a Master's in Wealth Management at Columbia University where he was selected as the inaugural Wealth Management Diversity fellowship recipient.
Armani serves as a mentor and volunteers with the YearUp program, a nonprofit focused on supporting high-achieving young adults in underserved communities. He and his wife Nicole enjoy hiking and embracing the great outdoors. They enjoy all forms of Latin dancing and attending sporting events.
Susan has worked in the investment industry for over three decades and exclusively with The Kravitz Group for the past 38 years. In addition to managing much of the day-to-day business operations, she is responsible for establishing and maintaining the exceptional level of client service for which The Kravitz Group is known.
Susan earned a Bachelor of Science degree from Texas A&M University. Susan enjoys traveling, gardening, and spending time with her family and friends.
Nick joined The Kravitz Group in 2019 and has been with UBS since 2014. He started in the financial industry in 2008 and brings a variety of experience having served in numerous roles throughout the past 16 years. He supports the team in the areas of financial planning and portfolio analysis.
Nick earned a Bachelor of Science degree from University of Utah in the field of Family & Consumer Studies with an emphasis in Financial Planning. In 2015, Nick earned his CERTIFIED FINANCIAL PLANNER™ designation.
Nick lives in McKinney, TX with his wife, Jen, and their 5 children. He enjoys spending time with his family, training Jiu Jitsu, reading, watching college sports, & listening to a good podcast in his free time.
Michael joined The Kravitz Group in 2005 and has over 40 years of branch experience in numerous aspects of the investment industry. He is responsible for handling daily operations and for delivering an unsurpassed degree of client service.
Michael enjoys Broadway musicals, traveling, and spending time with family and friends.
Sandra joined The Kravitz Group in 2018 and has a decade of experience in the financial services industry. She ensures client portfolios are reviewed on a regular basis and assists in daily business operations while maintaining a high level of service.
Sandra earned a Bachelor's degree in International Business - Administration from the University of Texas at Arlington in 2016. Sandra is bilingual in Spanish and English. She enjoys spending time with her husband and son planning outdoor activities and traveling to beaches.
Geoff came to the Kravitz Group in 1997 and serves as the team’s Portfolio and Performance Analyst. He manages personalized performance reporting and integration and application of software solutions for performance tracking and reporting. Geoff earned a Bachelor of Science in Advertising from the University of Texas at Austin and has garnered national recognition for developing results-oriented marketing programs for Fortune 500 companies.
An avid fan of college sports, Geoff also enjoys spending time in the great outdoors and is a PADI certified diver.
Kyla joined The Kravitz Group in 2023 and has been with UBS since 2021. She supports the team with client portfolio reviews, scheduling, and performance portfolio reporting to provide a high level of client service.
Kyla earned her Bachelor of Social Sciences degree with focuses in business, communications, and psychology from Washington State University in 2016. She enjoys attending sporting events and concerts, being outdoors with her dog, and spending time with her friends and family when they are visiting Texas.
Peter joined The Kravitz Group in 2024 and has been with UBS since 2011. He has worked in multiple roles of UBS branch work over the past years, obtaining a resourceful insight for delivering first rate client service.
Peter lives in Frisco, TX. An enthusiastic fan of college and professional sports, in his spare time he enjoys golfing, skiing, and visting his family and friends.
Ira started his career in the financial services industry in1982, and joined UBS in 2008. He leads an experienced, multigenerational wealth planning team, The Kravitz Group. Through a comprehensive planning process, Ira and his team help successful families identify life's goals and provide the resources and solutions to achieve them.
Ira earned a B.B.A. degree from Emory University, and has since completed programs at the University of Chicago’s Graduate School of Business, the Wharton School of Business, and Columbia University. He is a former board member and longtime supporter of Vogel Alcove, a non-profit organization benefiting homeless children.
Ira has two adult daughters, Alexa and Jayme, with his wife, Lisa. His passions include hiking, reading, traveling, and playing with his goldendoodle, Kira.
Harry has been a financial professional for three decades working with families. He helps them protect, grow their wealth, and create a legacy for future generations. Through a deeper understanding of family dynamics and overall objectives, Harry serves as an integral member of the professional team that the Kravitz Group clients require.
Harry attained his B.S. degree from City College of New York. Since becoming a financial professional, he has earned the CERTIFIED FINANCIAL PLANNER™ designation through course work at University of North Texas, the Certified Private Wealth Advisor designation at the University of Chicago's Graduate School of Business and has completed programs at the American College at Bryn Mawr University.
Harry is an active member of his community, serving in many capacities. His contributions range from chair role in nonprofits such as CASA of Collin County to current membership in the Plano Metro Rotary Club. Harry’s most meaningful contribution to service was serving eight years as the Mayor of Plano, Texas from 2013 to 2021. In addition to traveling to new places with his wife, Tracy, and his two daughters, Harry enjoys working out and golfing.
Jayme joined UBS and The Kravitz Group in 2018. She works with multigenerational families to uncover and define their values and goals. This allows her to develop and deliver comprehensive planning advice in collaboration with The Kravitz Group clients’ other trusted advisors. She then constructs portfolios designed to align the clients’ investments with their goals and risk tolerance.
Jayme graduated from Vanderbilt University with a Bachelor of Engineering in Mechanical Engineering. In 2020, Jayme achieved her CERTIFIED FINANCIAL PLANNER™ designation after completing coursework through SMU. She became a Chartered Advisor in Philanthropy® in 2023 and enjoys working with clients to achieve their charitable goals.
Jayme lives in Dallas, TX with her husband, Cameron, son, Calvin, and their dog, Bella. She serves on the board of directors for Young Women’s Preparatory Network and as a mentor for Big Brothers Big Sisters. Jayme enjoys attending sporting events, reading, and playing tennis.
Michael joined UBS and The Kravitz Group in 2016. He specializes in accumulating, preserving and transferring wealth for high-net-worth and ultra-high-net-worth individuals and families. Michael takes a proactive approach to collaborating with the Kravitz Group clients’ tax advisors, trust and estate attorneys, and other trusted advisors to manage his clients’ wealth in a manner that is aligned with their business, personal, and financial goals. Michael has built his service model around a philosophy of trust, transparency, and accountability.
Michael earned his Bachelors of Finance from Texas Christian University. In addition to his role at UBS, Michael serves on the finance committee of the School Advisory Council at Prince of Peace Catholic School in Plano. He is also an active volunteer with the First Tee of Dallas, a development program that teaches life skills and leadership through golf to underprivileged youth.
Michael lives in Plano, TX and enjoys all things sports and the outdoors. He spends most of his free time with his family and friends, playing golf, and traveling.
Armani began his financial services career in 2017 with UBS and joined the Kravitz Group in 2023. Armani maintains relationships with families and utilizes a comprehensive financial planning approach to help them identify their objectives and leverage the appropriate resources of the team to deliver advice in a personalized manner.
Armani received his B.S/M.B.A. with a Finance concentration at the University of New Haven. He is completing a Master's in Wealth Management at Columbia University where he was selected as the inaugural Wealth Management Diversity fellowship recipient.
Armani serves as a mentor and volunteers with the YearUp program, a nonprofit focused on supporting high-achieving young adults in underserved communities. He and his wife Nicole enjoy hiking and embracing the great outdoors. They enjoy all forms of Latin dancing and attending sporting events.
Susan has worked in the investment industry for over three decades and exclusively with The Kravitz Group for the past 38 years. In addition to managing much of the day-to-day business operations, she is responsible for establishing and maintaining the exceptional level of client service for which The Kravitz Group is known.
Susan earned a Bachelor of Science degree from Texas A&M University. Susan enjoys traveling, gardening, and spending time with her family and friends.
Nick joined The Kravitz Group in 2019 and has been with UBS since 2014. He started in the financial industry in 2008 and brings a variety of experience having served in numerous roles throughout the past 16 years. He supports the team in the areas of financial planning and portfolio analysis.
Nick earned a Bachelor of Science degree from University of Utah in the field of Family & Consumer Studies with an emphasis in Financial Planning. In 2015, Nick earned his CERTIFIED FINANCIAL PLANNER™ designation.
Nick lives in McKinney, TX with his wife, Jen, and their 5 children. He enjoys spending time with his family, training Jiu Jitsu, reading, watching college sports, & listening to a good podcast in his free time.
Michael joined The Kravitz Group in 2005 and has over 40 years of branch experience in numerous aspects of the investment industry. He is responsible for handling daily operations and for delivering an unsurpassed degree of client service.
Michael enjoys Broadway musicals, traveling, and spending time with family and friends.
Sandra joined The Kravitz Group in 2018 and has a decade of experience in the financial services industry. She ensures client portfolios are reviewed on a regular basis and assists in daily business operations while maintaining a high level of service.
Sandra earned a Bachelor's degree in International Business - Administration from the University of Texas at Arlington in 2016. Sandra is bilingual in Spanish and English. She enjoys spending time with her husband and son planning outdoor activities and traveling to beaches.
Geoff came to the Kravitz Group in 1997 and serves as the team’s Portfolio and Performance Analyst. He manages personalized performance reporting and integration and application of software solutions for performance tracking and reporting. Geoff earned a Bachelor of Science in Advertising from the University of Texas at Austin and has garnered national recognition for developing results-oriented marketing programs for Fortune 500 companies.
An avid fan of college sports, Geoff also enjoys spending time in the great outdoors and is a PADI certified diver.
Kyla joined The Kravitz Group in 2023 and has been with UBS since 2021. She supports the team with client portfolio reviews, scheduling, and performance portfolio reporting to provide a high level of client service.
Kyla earned her Bachelor of Social Sciences degree with focuses in business, communications, and psychology from Washington State University in 2016. She enjoys attending sporting events and concerts, being outdoors with her dog, and spending time with her friends and family when they are visiting Texas.
Peter joined The Kravitz Group in 2024 and has been with UBS since 2011. He has worked in multiple roles of UBS branch work over the past years, obtaining a resourceful insight for delivering first rate client service.
Peter lives in Frisco, TX. An enthusiastic fan of college and professional sports, in his spare time he enjoys golfing, skiing, and visting his family and friends.
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.
Working with diverse clients with specific needs, our team sees it as our top responsibility to understand each aspect of your unique and often complicated financial life.
Collaborative and caring
Developing long-term relationships matters to us. The better we understand you, the better we can help you reach your goals. That is why our team encourages regularly scheduled meetings throughout the year—at your convenience—to fully understand any changes in your life and to address any new challenges or opportunities.
Our team members focus on different aspects of financial planning and wealth management.
A personal approach
Some people feel anxious about the initial planning conversation. Our process puts you at ease and helps you prioritize your goals. We will begin by asking about your family, financial situation, goals, and concerns. If you decide to move forward, we will then develop a customized financial plan that will address your needs and complex challenges.
Advice for your family’s needs
Working with entrepreneurs, corporate executives, and multigenerational families, we are dedicated to understanding your unique situation. Our focus is on the individual, not products. We determine the right solutions for your needs.
Continuity matters with financial relationships
We value continuity. Through our tenured team, we are committed to building long-term relationships. We bring together the comprehensive services of a multigenerational team with the global resources of one of the world’s largest wealth management firms.
A multigenerational team for each generation of your family
Because we understand the connections between wealth and family, our team develops relationships with each generation. We offer the advice and education to address all your family’s needs. This encompasses wealth preservation, asset growth, and legacy planning strategies. It is our goal to be a part of your family’s lives for years to come.
UBS is a global powerhouse
With a heritage spanning more than 150 years, UBS is one of the world’s leading wealth management firms. Beyond the deep resources of our investment, banking and asset management businesses, we deliver the global perspective, diverse strategies and relevant guidance to help you move forward with confidence.
In this guide you can explore an array of planning ideas, such as:
An overview of philanthropic strategies and their impact to help you evaluate different options.
24 questions for the '24 US election
Election day is fast approaching and the outcome could impact your portfolio. Connect with us for election insights and investment strategies that may be right for you.
The latest ElectionWatch report from our Chief Investment Office answers 24 of investors' frequently asked questions. Covering a range of concerns from taxes and inflation to investment considerations and monetary policy, this report can help inform your decisions regardless of the election's outcome.