An experienced and committed team

Ryan is a Senior Vice President- Wealth Management /  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 West Texas Counseling and Guidance 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 66 (Uniform Securities Agent State Law), Series 9 and Series 10 (General Security Sales Supervision), and Individual State of Texas Life and Health Insurance.

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.

Susan is a client service associate for the Legacy Wealth Management Group. Having seventeen 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 has been a Client Associate for the Legacy Wealth Management Group since 2021. 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. 

Kaylyn is a Client Associate and has been part of the Legacy Wealth Management Group since January 2025. She is a graduate of Texas A&M University and maintains her Series 7 (General Securities Representative) and Series 66 (Uniform Securities Agent State Law). Her main focus at the the firm is stock transactions and assisting in onboarding and maintaining client accounts. Outside of UBS, she is a loving wife and proud mother to two young boys. 

Michelle Contreras is a Client Associate and has been on the Legacy Wealth Management Group team since June 2024. With over 14 years of experience in account management, Michelle has well established her dedication to client services and is an essential part of onboarding clients. Married for 20 years and a proud mother of two college-aged boys, she balances her career and family life with grace and determination.

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.