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

11 person

seasoned team

1.2 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
- 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.

Ira has two adult daughters, Alexa and Jayme, with his wife, Lisa. His passions include hiking, reading, traveling, and playing with his goldendoodle, Kira.
- 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, 2023
  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, 2022, 2023The 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, 2022, 2023The 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
- 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
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.
- 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 Industry recognition
- AL
- AR
- AZ
- CA
- CO
- CT
- 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 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.

Jayme lives in Dallas, TX with her husband, Cameron, and their dog, Bella. She is a mentor with Big Brothers Big Sisters and Young Women’s Preparatory network. Jayme enjoys attending sporting events, reading, and playing tennis.
- Forbes America’s Top Next-Gen (Generation) Wealth Advisors Best-in-State, 2023The Forbes rating is compiled by Shook Research and awarded annually between June and September based on information from a 12 month period ending in March of the award year.
- Vanderbilt University, Bachelor of Engineering in Mechanical Engineering
- CERTIFIED FINANCIAL PLANNER™
- Chartered Advisor in Philanthropy®
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
- HI
- IN
- KS
- LA
- MA
- MD
- MI
- MO
- NC
- ND
- NJ
- NV
- NY
- OH
- OK
- PA
- SC
- TN
- TX
- UT
- VA
- WY
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.
- Texas Christian University, Finance
Long-term care planning

Retirement planning

Professional athletes

Corporate executives

7250 Dallas Parkway
Suite 1200
Plano, TX 75024
Armani Miller-Jackson

Account Vice President

Financial Advisor
View bio
- AR
- CA
- CO
- CT
- DE
- FL
- GA
- IL
- MA
- MI
- MO
- MT
- NC
- NH
- NJ
- NV
- NY
- OH
- PA
- SC
- TN
- TX
- UT
- VA
- WV
- WY
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.
- University of New Haven, Bachelor of Science & Master of Business Administration
Financial planning

Multi-generational families

Entrepreneurs

Corporate executives

7250 Dallas Parkway
Suite 1200
Plano, TX 75024
Susan Christman

Team Administrator
View bio
- AL
- AR
- AZ
- CA
- CO
- CT
- 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
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.
- 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
- AR
- AZ
- CA
- CO
- CT
- 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
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 15 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, meditating, & listening to a good podcast in his free time.
- University of Utah, B.S. Family & Consumer Studies
- CERTIFIED FINANCIAL PLANNER™
7250 Dallas Parkway
Suite 1200
Plano, TX 75024
Michael Pharr

Senior Wealth Strategy Associate
View bio
- IL
- TX
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.
7250 Dallas Parkway
Suite 1200
Plano, TX 75024
Sandra Garcia

Client Associate
View bio
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.
- University of Texas at Arlington, International Business - Administration
7250 Dallas Parkway
Suite 1200
Plano, TX 75024
Geoffrey Christman

Client Associate Senior
View bio
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.
- University of Texas at Austin, B.S. Advertising
7250 Dallas Parkway
Suite 1200
Plano, TX 75024
Kyla Dixon

Client Associate
View bio
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.
- Washington State University, Bachelor of Social Sciences: 2016
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
- 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.

Ira has two adult daughters, Alexa and Jayme, with his wife, Lisa. His passions include hiking, reading, traveling, and playing with his goldendoodle, Kira.
- 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, 2023
  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, 2022, 2023The 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, 2022, 2023The 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
- 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
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.
- 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 Industry recognition
- AL
- AR
- AZ
- CA
- CO
- CT
- 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 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.

Jayme lives in Dallas, TX with her husband, Cameron, and their dog, Bella. She is a mentor with Big Brothers Big Sisters and Young Women’s Preparatory network. Jayme enjoys attending sporting events, reading, and playing tennis.
- Forbes America’s Top Next-Gen (Generation) Wealth Advisors Best-in-State, 2023The Forbes rating is compiled by Shook Research and awarded annually between June and September based on information from a 12 month period ending in March of the award year.
- Vanderbilt University, Bachelor of Engineering in Mechanical Engineering
- CERTIFIED FINANCIAL PLANNER™
- Chartered Advisor in Philanthropy®
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
- HI
- IN
- KS
- LA
- MA
- MD
- MI
- MO
- NC
- ND
- NJ
- NV
- NY
- OH
- OK
- PA
- SC
- TN
- TX
- UT
- VA
- WY
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.
- Texas Christian University, Finance
Long-term care planning

Retirement planning

Professional athletes

Corporate executives

7250 Dallas Parkway
Suite 1200
Plano, TX 75024
Armani Miller-Jackson

Account Vice President

Financial Advisor
View bio
- AR
- CA
- CO
- CT
- DE
- FL
- GA
- IL
- MA
- MI
- MO
- MT
- NC
- NH
- NJ
- NV
- NY
- OH
- PA
- SC
- TN
- TX
- UT
- VA
- WV
- WY
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.
- University of New Haven, Bachelor of Science & Master of Business Administration
Financial planning

Multi-generational families

Entrepreneurs

Corporate executives

7250 Dallas Parkway
Suite 1200
Plano, TX 75024
Susan Christman

Team Administrator
View bio
- AL
- AR
- AZ
- CA
- CO
- CT
- 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
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.
- 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
- AR
- AZ
- CA
- CO
- CT
- 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
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 15 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, meditating, & listening to a good podcast in his free time.
- University of Utah, B.S. Family & Consumer Studies
- CERTIFIED FINANCIAL PLANNER™
7250 Dallas Parkway
Suite 1200
Plano, TX 75024
Michael Pharr

Senior Wealth Strategy Associate
View bio
- IL
- TX
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.
7250 Dallas Parkway
Suite 1200
Plano, TX 75024
Sandra Garcia

Client Associate
View bio
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.
- University of Texas at Arlington, International Business - Administration
7250 Dallas Parkway
Suite 1200
Plano, TX 75024
Geoffrey Christman

Client Associate Senior
View bio
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.
- University of Texas at Austin, B.S. Advertising
7250 Dallas Parkway
Suite 1200
Plano, TX 75024
Kyla Dixon

Client Associate
View bio
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.
- Washington State University, Bachelor of Social Sciences: 2016
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.

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Charitable Giving: Rules of the Road

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

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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

Armani Miller-Jackson

Susan Christman

Nicholas Herem

Michael Pharr

Sandra Garcia

Geoffrey Christman

Kyla Dixon