Lasting relationships built on a personal approach

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.

Start the conversation

10 person

seasoned team

1.1 billion

Assets under management

Pursuing your goals together

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 Kravitz

Managing Director–Wealth Management

Certified Investment Management Analyst®
View bio Industry recognition
- AL
- AR
- AZ
- CA
- CO
- CT
- DC
- FL
- GA
- HI
- ID
- IL
- IN
- KS
- KY
- LA
- MA
- MD
- MI
- MN
- MO
- NC
- ND
- NH
- NJ
- NM
- NV
- NY
- OH
- OK
- OR
- PA
- SC
- SD
- TN
- TX
- UT
- VA
- WI
- WV
- WY
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.
- Barron's Top 1,000 Financial Advisors, 2011, 2012The Barron's rating is awarded annually in March and is based on information from the prior year Q3.
- Barron's Top 1,200 Financial Advisors, 2015, 2016, 2017, 2018, 2019, 2020, 2021, 2022
  The Barron's rating is awarded annually in March and is based on information from the prior year Q3.
- Forbes America's Top Wealth Advisors, 2019, 2020, 2021, 2022The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.
- Forbes Best-in-State Wealth Advisors, 2018, 2019, 2020, 2021, 2022The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.
- Emory University, B.B.A.
- Certified Investment Management Analyst®
Investing

Asset allocation

Alternative investments

Multi-generational families

7250 Dallas Parkway
Suite 1200
Plano, TX 75024
Harry LaRosiliere

Senior Vice President–Wealth Management

CERTIFIED FINANCIAL PLANNER™
View bio
- AL
- AR
- AZ
- CA
- CO
- CT
- DC
- FL
- GA
- HI
- ID
- IL
- IN
- KS
- KY
- LA
- MA
- MD
- MI
- MN
- MO
- NC
- ND
- NH
- NJ
- NM
- NV
- NY
- OH
- OK
- OR
- PA
- SC
- SD
- TN
- TX
- UT
- VA
- WI
- WV
- WY
Over the past 25 years, Harry has focused on identifying clients' long term financial and estate planning objectives and delivering personalized wealth plans. He also works to develop an integrated investment and financial planning approach with The Kravitz Group clients' other trusted advisors. Since attaining his B.S. degree from City College of New York, Harry has completed programs at the American College at Bryn Mawr University and University of Chicago's Graduate School of Business. An active member of his community, Harry has served the community in many capacities. Currently he serves at the Mayor of Plano, and is a member of the Plano Metro Rotary Club.
- City College of New York, B.S.
- CERTIFIED FINANCIAL PLANNER™
- Chartered Financial Consultant
Financial planning

Legacy planning

Estate planning strategies

Entrepreneurs

7250 Dallas Parkway
Suite 1200
Plano, TX 75024
Jayme Burk

First Vice President–Wealth Management

CERTIFIED FINANCIAL PLANNER™
View bio
- AL
- AR
- AZ
- CA
- CO
- CT
- DC
- FL
- GA
- HI
- ID
- IL
- IN
- KS
- KY
- LA
- MA
- MD
- MI
- MN
- MO
- NC
- ND
- NH
- NJ
- NM
- NV
- NY
- OH
- OK
- OR
- PA
- SC
- SD
- TN
- TX
- UT
- VA
- WI
- WV
- WY
Jayme works with clients to understand their overall current situation, future goals, and family dynamics. This allows her to develop and deliver comprehensive planning advice. 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. She enjoys playing tennis and hiking, and she volunteers with various organizations including Vogel Alcove and Young Women's Preparatory Network.
- Vanderbilt University, Bachelor of Engineering in Mechanical Engineering
- CERTIFIED FINANCIAL PLANNER™
Financial planning

Asset allocation

Multi-generational families

Women investors

7250 Dallas Parkway
Suite 1200
Plano, TX 75024
Michael Culin

Account Vice President

Financial Advisor
View bio
- AL
- AR
- CA
- CO
- CT
- FL
- GA
- IL
- IN
- KS
- LA
- MA
- MD
- MI
- MO
- NC
- ND
- NJ
- NV
- NY
- OH
- OK
- PA
- SC
- TN
- TX
- UT
- VA
- WY
Michael's primary focus is to maintain a strong relationship with our clients. He helps them implement the financial and investment plans so they remain on track to reach their objectives. Michael earned a bachelor's degree in Finance from Texas Christian University, where he spent the majority of his collegiate golf career. He is an active volunteer in the First Tee of Dallas, a development program that teaches life skills and leadership through golf to underprivileged youth. In addition, he is an avid golfer that enjoys the outdoors.
- Texas Christian University, Finance
Long-term care planning

Retirement planning

Professional athletes

Corporate executives

7250 Dallas Parkway
Suite 1200
Plano, TX 75024
Susan Christman

Team Administrator
View bio
- AZ
- TX
Susan has worked in the investment industry for over three decades and exclusively with the Kravitz Group for the past 35 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.
- Texas A&M University, B.S.
7250 Dallas Parkway
Suite 1200
Plano, TX 75024
Nicholas Herem

Senior Wealth Strategy Associate

CERTIFIED FINANCIAL PLANNER™
View bio
- AL
- AZ
- CA
- CO
- CT
- FL
- GA
- KY
- LA
- MA
- MI
- NJ
- NM
- NV
- NY
- OH
- PA
- SC
- TN
- TX
- UT
- VA
- WV
- WY
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 12 years. Nick takes pride in delivering outstanding service to clients. 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.
- University of Utah, B.S. Family & Consumer Studies
- CERTIFIED FINANCIAL PLANNER™
7250 Dallas Parkway
Suite 1200
Plano, TX 75024

Ira Kravitz

Managing Director–Wealth Management

Certified Investment Management Analyst®
View bio Industry recognition
- AL
- AR
- AZ
- CA
- CO
- CT
- DC
- FL
- GA
- HI
- ID
- IL
- IN
- KS
- KY
- LA
- MA
- MD
- MI
- MN
- MO
- NC
- ND
- NH
- NJ
- NM
- NV
- NY
- OH
- OK
- OR
- PA
- SC
- SD
- TN
- TX
- UT
- VA
- WI
- WV
- WY
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.
- Barron's Top 1,000 Financial Advisors, 2011, 2012The Barron's rating is awarded annually in March and is based on information from the prior year Q3.
- Barron's Top 1,200 Financial Advisors, 2015, 2016, 2017, 2018, 2019, 2020, 2021, 2022
  The Barron's rating is awarded annually in March and is based on information from the prior year Q3.
- Forbes America's Top Wealth Advisors, 2019, 2020, 2021, 2022The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.
- Forbes Best-in-State Wealth Advisors, 2018, 2019, 2020, 2021, 2022The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.
- Emory University, B.B.A.
- Certified Investment Management Analyst®
Investing

Asset allocation

Alternative investments

Multi-generational families

7250 Dallas Parkway
Suite 1200
Plano, TX 75024
Harry LaRosiliere

Senior Vice President–Wealth Management

CERTIFIED FINANCIAL PLANNER™
View bio
- AL
- AR
- AZ
- CA
- CO
- CT
- DC
- FL
- GA
- HI
- ID
- IL
- IN
- KS
- KY
- LA
- MA
- MD
- MI
- MN
- MO
- NC
- ND
- NH
- NJ
- NM
- NV
- NY
- OH
- OK
- OR
- PA
- SC
- SD
- TN
- TX
- UT
- VA
- WI
- WV
- WY
Over the past 25 years, Harry has focused on identifying clients' long term financial and estate planning objectives and delivering personalized wealth plans. He also works to develop an integrated investment and financial planning approach with The Kravitz Group clients' other trusted advisors. Since attaining his B.S. degree from City College of New York, Harry has completed programs at the American College at Bryn Mawr University and University of Chicago's Graduate School of Business. An active member of his community, Harry has served the community in many capacities. Currently he serves at the Mayor of Plano, and is a member of the Plano Metro Rotary Club.
- City College of New York, B.S.
- CERTIFIED FINANCIAL PLANNER™
- Chartered Financial Consultant
Financial planning

Legacy planning

Estate planning strategies

Entrepreneurs

7250 Dallas Parkway
Suite 1200
Plano, TX 75024
Jayme Burk

First Vice President–Wealth Management

CERTIFIED FINANCIAL PLANNER™
View bio
- AL
- AR
- AZ
- CA
- CO
- CT
- DC
- FL
- GA
- HI
- ID
- IL
- IN
- KS
- KY
- LA
- MA
- MD
- MI
- MN
- MO
- NC
- ND
- NH
- NJ
- NM
- NV
- NY
- OH
- OK
- OR
- PA
- SC
- SD
- TN
- TX
- UT
- VA
- WI
- WV
- WY
Jayme works with clients to understand their overall current situation, future goals, and family dynamics. This allows her to develop and deliver comprehensive planning advice. 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. She enjoys playing tennis and hiking, and she volunteers with various organizations including Vogel Alcove and Young Women's Preparatory Network.
- Vanderbilt University, Bachelor of Engineering in Mechanical Engineering
- CERTIFIED FINANCIAL PLANNER™
Financial planning

Asset allocation

Multi-generational families

Women investors

7250 Dallas Parkway
Suite 1200
Plano, TX 75024
Michael Culin

Account Vice President

Financial Advisor
View bio
- AL
- AR
- CA
- CO
- CT
- FL
- GA
- IL
- IN
- KS
- LA
- MA
- MD
- MI
- MO
- NC
- ND
- NJ
- NV
- NY
- OH
- OK
- PA
- SC
- TN
- TX
- UT
- VA
- WY
Michael's primary focus is to maintain a strong relationship with our clients. He helps them implement the financial and investment plans so they remain on track to reach their objectives. Michael earned a bachelor's degree in Finance from Texas Christian University, where he spent the majority of his collegiate golf career. He is an active volunteer in the First Tee of Dallas, a development program that teaches life skills and leadership through golf to underprivileged youth. In addition, he is an avid golfer that enjoys the outdoors.
- Texas Christian University, Finance
Long-term care planning

Retirement planning

Professional athletes

Corporate executives

7250 Dallas Parkway
Suite 1200
Plano, TX 75024
Susan Christman

Team Administrator
View bio
- AZ
- TX
Susan has worked in the investment industry for over three decades and exclusively with the Kravitz Group for the past 35 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.
- Texas A&M University, B.S.
7250 Dallas Parkway
Suite 1200
Plano, TX 75024
Nicholas Herem

Senior Wealth Strategy Associate

CERTIFIED FINANCIAL PLANNER™
View bio
- AL
- AZ
- CA
- CO
- CT
- FL
- GA
- KY
- LA
- MA
- MI
- NJ
- NM
- NV
- NY
- OH
- PA
- SC
- TN
- TX
- UT
- VA
- WV
- WY
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 12 years. Nick takes pride in delivering outstanding service to clients. 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.
- University of Utah, B.S. Family & Consumer Studies
- CERTIFIED FINANCIAL PLANNER™
7250 Dallas Parkway
Suite 1200
Plano, TX 75024

A focus on personalized access and service

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.

High-touch service

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.

You come first
A network of resources
Attention on your terms
Personal client service

Comprehensive financial planning

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.

Simplifying your life
Retirement and lifetime income planning
Estate planning strategies
Insurance analysis

Our clients

Stability

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.

Wealth management at our core. Private, corporate and institutional clients throughout the world count on the wealth management expertise of UBS.
Stability and leadership. UBS remains financially strong, with solid long-term credit ratings.

Browse our newest research

2022 year-end planning guide

In this guide you can explore an array of planning ideas, such as:

Tax planning
Investment-related planning
Retirement planning
Charitable giving
Wealth transfer planning
Trust planning and administration

Download guide

Wealth, from your point of view

Our approach starts with questions and discussions that can help you organize your financial life into three key dimensions: Liquidity—to help provide cash flow for short-term expenses, Longevity—for longer-term needs and Legacy—for needs that go beyond your own.

Learn more

Charitable Giving: Rules of the Road

An overview of philanthropic strategies and their impact to help you evaluate different options.

Read report

Legacy—Wealth for others

For needs that go beyond your own—to help you improve the lives of others

What will your legacy be?
It’s never too early to plan ahead. A Legacy strategy can help you gain more control over your financial future and what you leave behind, so you can move forward with confidence.

Learn more at ubs.com/wealthway.

Lasting relationships built on a personal approach

Pursuing your goals together

Ira Kravitz

Harry LaRosiliere

Jayme Burk

Michael Culin

Susan Christman

Nicholas Herem