Insight-based advice

Binoculars

Where are you today and where do you want to be tomorrow? We recognize that a lasting relationship starts by listening and understanding your priorities and concerns. We'll work together to look at the big picture, discuss your vision for the future and help you confidently pursue your life goals.

Co-workers

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.

  • image

    James LaMotta, CFP

    Senior Vice President–Wealth Management

    Financial Advisor

    • image
    • image
    • image
    • AZ
    • CA
    • CO
    • FL
    • GA
    • IN
    • LA
    • MI
    • MN
    • NC
    • NH
    • NJ
    • NV
    • NY
    • OR
    • PA
    • SC
    • TN
    • TX
    • VA
    • WA
    • WI

    Jim began in the financial service industry in 1987 and has developed extensive knowledge of the financial markets. Prior to becoming a Financial Advisor, Jim worked in the banking industry for 12 years as a Senior Commercial Lender and Credit Analyst. Jim graduated from the University of Texas at Austin with a BBA and has achieved the CERTIFIED FINANCIAL PLANNER™ (CFP®) designation. Jim's expertise is in designing and implementing custom portfolios based on comprehensive financial analysis of client's goals.

    CA License #0M91425

     

    • Forbes Best-in-State Wealth Management Teams, 2024The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.

    • University of Texas at Austin, BBA
    • CERTIFIED FINANCIAL PLANNER™
    4400 Post Oak Parkway
    17th Floor
    Houston, TX 77027
  • image

    Jennifer VanderSchoor

    Senior Vice President–Wealth Management

    Financial Advisor

    • image
    • image
    • image
    • AZ
    • CA
    • CO
    • FL
    • GA
    • IN
    • LA
    • MI
    • MN
    • NC
    • NH
    • NJ
    • NV
    • NY
    • OR
    • PA
    • SC
    • TN
    • TX
    • VA
    • WA

    Jennifer has been in the financial services industry since 1998 when she began her career with the LaMotta Wealth Management Group. She focuses on providing tailored financial planning solutions for client's retirement, education, and estate planning needs. Jennifer achieved the CERTIFIED FINANCIAL PLANNER™ (CFP®) designation from the College of Financial Planning and graduated from the University of Houston with a Bachelors of Business Administration in Finance.

    CA License #0E75280

    • Forbes America’s Top Women Wealth AdvisorsThe Forbes rating is compiled by Shook Research and awarded annually in February based on information from a 12 month period ending September of the prior year.
    • Forbes Best-in-State Wealth Management Teams, 2024The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.
    • Forbes Best-in-State Women Wealth Advisors, 2022, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in February based on information from a 12 month period ending September of the prior year.

    • College of Financial Planning
    • University of Houston, Bachelors of Business Administration in Finance
    • CERTIFIED FINANCIAL PLANNER™
    4400 Post Oak Parkway
    17th Floor
    Houston, TX 77027
  • image

    Deidre Anderson

    Senior Client Associate

    • image
    • image
    • CA
    • FL
    • NV
    • TX
    Deidre joined the LaMotta Wealth Management Group in 2001. Her experience in the financial service industry began in 1991 on the institutional bond desk. Deidre is fully licensed and assists clients with all of their day to day operational needs.

          4400 Post Oak Parkway
          17th Floor
          Houston, TX 77027

        Focus on liquidity management

        CIO House View monthly livestream

        Tree

        UBS and Credit Suisse—stronger than ever

        Managing wealth is our craft

        We’re committed to understanding what wealth means for you.

        At UBS, excellence comes from nurturing the best of our heritage, mastering the details and delivering the expertise you need to turn your financial vision into a reality. The result? Financial advice that is finely crafted for what matters most to you.

        Backed by the strength of UBS

        A global leader in wealth management

        $5+ trillion

        In invested assets globally 
        As of 11/07/2023

        51 countries

        Our global footprint

        Global leader

        UBS is a world-leading wealth manager

        Insights