Lasting relationships. For all that matters

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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.

• Financial Planning Top 40 Financial Advisors Under 40, 2025The Financial Planning rating is awarded annually in Q1 based on information from a 12 month period ending in September of the prior year.
• Forbes America’s Top Next-Gen (Generation) Wealth Advisors, 2017, 2018, 2020, 2021The Forbes rating is compiled by Shook Research and awarded annually in August based on information from a 12 month period ending in March of the award year.
• Forbes Best-in-State Wealth Advisors, 2021, 2022, 2023, 2024, 2025The 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 Management Teams, 2025, 2026The 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 Top Next-Gen (Generation) Wealth Advisors Best-in-State, 2018, 2019, 2022, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in August based on information from a 12 month period ending in March of the award year.

• Senior Portfolio Manager
• CA Insurance License #0H31298

• AL
• AR
• AZ
• CA
• CO
• CT
• FL
• GA
• LA
• MA
• MO
• MS
• MT
• NC
• NJ
• NM
• NV
• NY
• OH
• 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.

• Forbes Best-in-State Wealth Management Teams, 2025, 2026The 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.

• CERTIFIED FINANCIAL PLANNER
• CA Insurance License #0L85328

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.

Christina is a client service associate for the Legacy Wealth Management Group.  After being a supervisor in the customer service industry for fourteen years, she works diligently to make sure our client on-boarding experience is as seamless as possible. Christina is also married and the proud mom of two beautiful children. 

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Ruth, an employee of UBS since 1993, performs client services and operational duties for Legacy Wealth Management Group. Ruth also supports the team's trading efforts. She is in charge of processing long term care, and individual stock transactions.

Ruth maintains her Series 7, 63, and 65 securities licenses as well as her life and health insurance licenses.

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