Lasting relationships. For all that matters

Team Photo

We believe that good financial planning advice is invaluable—it helps prepare you for whatever life brings. But it is especially important during times of major life change. Our process focuses on you and the priorities, goals, concerns and beliefs that will ultimately impact your financial well-being for years to come. We're here to help you tackle your concerns and embrace the opportunities that can enrich and empower you today and for years to come.

Family photos

Your primary source for financial advice

We are here to provide quality strategies customized to your needs. We concentrate on developing long-term relationships through a commitment to quality client service. You can rely on our personalized advice, first-class solutions, and extensive wealth management experience.

  • Julie M. Kasberg Photo

    Julie M. Kasberg

    Senior Vice President–Wealth Management

    Financial Advisor

    • image
    • image
    • image
    • AL
    • AR
    • AZ
    • CA
    • CO
    • CT
    • FL
    • GA
    • LA
    • MA
    • NC
    • NJ
    • NM
    • NY
    • OK
    • OR
    • PA
    • TN
    • TX
    • WA

    Julie is a Senior Vice President of the Legacy Wealth Management Group, a UBS team located in Central Texas.  Julie has over twenty years of experience in the financial industries. 

    Having had a strong background in banking, accounting and insurance, Julie joined the brokerage side of the industry in 1995 and has been with UBS Financial Services, Inc. since 2001. As a member of the Legacy Wealth Management Group, Julie's main focus in the partnership is centered on high net worth individuals, retirement planning, estate planning, and helping clients who desire to leave a legacy for those who come behind us.  Julie focuses on estate and trust planning along with meeting the needs of the individual desiring to grow and gain knowledge in investing.

    Julie has another specialty role in the firm, and that is focusing on women.  "As a woman in the industry, it is very easy for me to see how women are often overlooked and misunderstood in planning and investment meetings. Most women play the role of a juggler - mom, daugher, caregiver, wife and career management -  all up in the air at once. "Men and women receive and disburse information in different manners, and I personally believe it is important to be able to adjust and make sure that all of our clients are heard and understood."   

    Julie enjoys dual residences in San Angelo, TX as well as Kerrville, TX. She is married with a blended family of four children, and is lovingly known as Grandma to a precious grandaughter!  She and her husband spend their spare time performing Jazz in the Texas Hill Country.  

     

     

    • Forbes America’s Top Women Wealth Advisors, 2019, 2020, 2021The 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 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 Women Wealth Advisors, 2020, 2021, 2022, 2023The 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.

      • CA Insurance License #0H27044
      Financial planning
      Legacy planning
      Multi-generational families
      Estate planning strategies
      610 South Bryant Boulevard
      Suite E
      San Angelo, TX 76903
    • Michael Ryan Barnes Photo

      Ryan Barnes

      Senior Vice President–Wealth Management

      Branch Manager

      • image
      • image
      • image
      • AL
      • AR
      • AZ
      • CA
      • CO
      • CT
      • FL
      • GA
      • LA
      • MA
      • NC
      • NJ
      • NM
      • NY
      • OK
      • OR
      • PA
      • TN
      • TX
      • WA

      Ryan is a Senior Vice President- Wealth Management / Branch Manager / Senior Portfolio Manager and Partner in the Legacy Wealth Management Group. As an integral part of the partnership, Ryan focuses on the team's portfolio analysis of the equity and mutual fund models, as well as strategic goal planning and portfolio analysis. In addition Ryan serves as the liaison for our clients insurance investment processing. 

      Ryan received a bachelor of business administration with a focus in finance from Texas Tech University. Ryan and his wife Jenna are both natives of San Angelo and have two children, a son Carson and a daughter Allie. Ryan is a board member of Meals For The Elderly in San Angelo and enjoys tennis, golf, and spending time with the family. As a wealth management financial advisor, Ryan continues to stand out as a leading advisor at UBS.  Ryan maintains his Series 7 (General Securities Representative), Series 63 (Uniform Securities Agent State Law), Series 9 and Series 10( General Security Sales Supervision),  and Individual State of Texas Life and Health Insurance.

       

      • Forbes America’s Top Next-Gen (Generation) Wealth Advisors, 2017, 2018, 2020, 2021The 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.
      • Forbes America’s Top Next-Gen (Generation) Wealth Advisors Best-in-State, 2018, 2019, 2022The 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.
      • Forbes Best-in-State Wealth Advisors, 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.

        • Senior Portfolio Manager
        • CA Insurance License #0H31298
        Financial planning
        Lending services
        Investing
        Professionals
        610 South Bryant Boulevard
        Suite E
        San Angelo, TX 76903
      • Erika Renee Lara Photo

        Erika R. Lara, CDFA®

        Financial Advisor

        Certified Divorce Financial Analyst

        • image
        • image
        • image
        • AL
        • AR
        • AZ
        • CA
        • CO
        • CT
        • FL
        • GA
        • LA
        • MA
        • NC
        • NJ
        • NM
        • NY
        • OK
        • OR
        • PA
        • TN
        • TX
        • WA

        Erika joined the Legacy Wealth Management Group as a Financial Advisor in 2019 from another local firm.  Erika received her Bachelors of Science from Texas Tech University.  She is a vital part of this community and has served on various boards such as  Young Professionals of San Angelo, Texas Business Women, and the City of San Angelo's  Economic Development Board. She also participated in Leadership San Angelo in 2018. 

        As a member of Legacy Wealth Management Group, Erika's focus is on helping clients plan for their future and providing  strong advice and tools for those who are looking to grow their investment portfolio. She has a passion for educating and helping people better themselves.

        Erika considers her most important role in life to be that of a parent.  She has two wonderful high spirited daughters who are the love of her life.  Erika maintains her Series 7, Series 66, her Texas Life and Health insurance license, and is a Certified Divorce Financial Analyst®.

            • Certified Divorce Financial Analyst
            • CA Insurance License #4062778
            Financial planning
            Long-term care planning
            Women investors
            Retirement planning
            610 South Bryant Boulevard
            Suite E
            San Angelo, TX 76903
          • Dee Jay Wilde Photo.

            Dee Jay Wilde, CFP

            Financial Advisor

            CERTIFIED FINANCIAL PLANNER™

            • image
            • image
            • image
            • AL
            • AR
            • AZ
            • CA
            • CO
            • CT
            • FL
            • GA
            • LA
            • MA
            • NC
            • NJ
            • NM
            • NY
            • OK
            • OR
            • PA
            • TN
            • TX
            • WA

            Dee Jay is a Certified Financial Planner® / Financial Advisor for the Legacy Wealth Management Group in San Angelo, Texas. As an integral part of the team, he is responsible for overseeing the establishment and implementation of our client’s financial plans and enhancing the client experience. Dee Jay graduated from Texas Tech University with a Bachelor of Science in Agricultural & Applied Economics, as well as a Master of Science in Personal Financial Planning. Upon graduation, he worked at a previous firm as a Financial Planning Specialist, then later joined the UBS family as a Wealth Planning Analyst preparing customized financial plans for our clients. He maintains his Series 7 (General Securities Representative), Series 66 (The Uniform Combined State Law Examination), and Individual State of Texas Life and Health Insurance. Dee Jay and his wife Courtney enjoy dual residences in San Angelo, TX as well as Fort Worth, TX.  Outside of the office, Dee Jay serves his community as a Board of Director for the Downtown Kiwanis Club, a Foundation Board Member for the Fort Concho Museum, as well as a volunteer for the San Angelo Stock Show & Rodeo Association. He also enjoys deer hunting, helping out on the family farm, and spending time with his family & friends.

                • CERTIFIED FINANCIAL PLANNER™
                • CA Insurance License #0L85328
                Financial planning
                Education planning
                Sustainable investing
                610 South Bryant Boulevard
                Suite E
                San Angelo, TX 76903
              • Wayne Knight

                Wayne Knight, CRPS®

                Account Vice President

                Financial Advisor

                • image
                • image
                • image
                • AK
                • AZ
                • NJ
                • OK
                • TX
                • WA

                    • Chartered Retirement Plans Specialist℠
                    Financial planning
                    Retirement planning
                    Retirement Plan consulting
                    401(k) plan services
                    610 South Bryant Boulevard
                    Suite E
                    San Angelo, TX 76903
                  • Susannah M. Scoggin Photo

                    Susannah M. Scoggin

                    Client Associate

                    • image
                    • image

                      Susan is a client service associate for the Legacy Wealth Management Group. Having fourteen years experience in service relations in the financial industries, Susan is focused on bringing quality processing and maintenance needs to our clients. Susan oversees all client relations, documentation, and on-line service needs for the team.

                            610 South Bryant Boulevard
                            Suite E
                            San Angelo, TX 76903

                          Defining your priorities. Pursuing what matters.

                          Our experience and structured planning process drives a comprehensive financial plan and customized investment strategies. Depending on where you are in your life and the priorities that matter most, our planning conversations may focus on liquidity management, your cash flow needs, asset replacement solutions such as insurance, estate planning strategies, or tax and legal structures such as trusts and philanthropic vehicles.

                          Multigenerational planning

                          Multigenerational planning

                          Retirement planning

                          Retirement planning

                          Long-term care planning

                          Long-term care planning

                          Life is unpredictable. Could we be better prepared?

                          For some of life's questions you're not alone. Together we can find the answer.

                          With so much changing every day, it's hard to know how our lives will be affected. What will the changes mean for your family? Your business? Your future? We can help you get your plan in place.

                          Backed by the strength of UBS

                          A global leader in wealth management

                          More than 150 years

                          offering financial advice

                          Financial strength

                          Driving confidence.
                          Aa3 (stable) Moody’s
                          A+ (stable) Standard & Poor’s

                          UBS AG, long-term senior secured debt rating. As of 11/23/2021

                          #1

                          for High Net-Worth clients

                          Euromoney Private Banking and Wealth Management Survey (peer review), 2015-2022

                          Insights