Experience

Makes all the difference

The foundation of our planning practice and our portfolio management process is the acknowledgement that no one really knows what will happen in the future. Given that reality, we help each client, as an individual, go through the financial planning process. Our ultimate goal is to help smooth out investment returns while striving to build and protect wealth.

Harold "Red" Le Sage Jr.

Senior Vice President–Wealth Management

Financial Advisor

Red started working in financial services in 1972, after graduating from the University of Houston with a Bachelor of Business Administration in Finance. His philosophy of helping and serving others has guided him throughout his 45 years in the industry. Stemming from this love of helping others, Red's active contributions to the community include hosting quarterly seminars to educate the public about money and saving. Additionally, he was a member of the finance board for Sts. Simon and Jude Church, as well as a member of the local YMCA board.

Outside the office, Red is an avid pilot of over 53 years-a passion that began with his service as a U.S. Army helicopter pilot during the Vietnam War. He enjoys spending time with his wife, Shirley, visiting their grandchildren and flying his 1946 Piper Cub.

 

UBS Financial Services, Inc.

  • Senior Vice President - Investments 
  • Preferred Portfolio Management Program, Portfolio Concepts  1988– Present
  • Senior Portfolio Manager  1988 – Present
  • UBS Wealth Advisor 2008 – Present
  • UBS Financial Services 1985 – Present

Licenses

  • Series 01, 03, 04, 05, 12, 24
  • Series 63, 65
  • General Lines-Insurance, TX

Registered States:
  • AK
  • AR
  • AZ
  • CA
  • CO
  • FL
  • LA
  • NC
  • NH
  • NM
  • NV
  • NY
  • OH
  • OK
  • PA
  • SC
  • TN
  • TX
  • VA
  • WI

Education

  • University of Houston, Bachelor of Business Administration in Finance

Credentials

  • Senior Portfolio Manager
  • Wealth Advisor
1780 Hughes Landing Blvd
3 Hughes Landing, Suite 200
The Woodlands, TX 77380

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Jeanette Mattiza

Senior Vice President–Wealth Management

Financial Advisor

Mrs. Mattiza has worked in the financial services industry for over 37 years, serving in various capacities. She started working with Harold J. Le Sage, Jr. in 2006, officially creating the Le Sage/Mattiza team. Together they share the same philosophy of helping and serving others. Jeanette focuses on the core financial planning for the team; to quote Antoine de Saint-Exupery, "A goal without a plan is just a wish." Her past community involvement includes receiving her certification as a Master Gardener and being a Cub Scout leader for her two sons. Outside of the office, Jeanette's passions are gardening, traveling, and spending time with family and friends at her mother's farm in Lincoln, Texas.

Certifications

  • Certified Financial Planner™ – 2007
  • Chartered Retirement Planning Counselor, CRPC® -- 2010

UBS Financial Services, Inc.

  • Senior Vice President - Investments  2013 – Present
  • Preferred Portfolio Management Program, Portfolio Concepts  2011– Present
  • Senior Portfolio Manager  2012 – Present
  • UBS Wealth Advisor 2008 – Present
  • UBS Financial Services 1988 – Present

Personal & Community

  • Financial Planning Association-Houston Chapter

Licenses

  • Series 7
  • Series 63, 66
  • General Lines-Insurance, TX

Registered States:
  • AK
  • AR
  • AZ
  • CA
  • CO
  • FL
  • GA
  • LA
  • NC
  • NM
  • NY
  • OH
  • OK
  • PA
  • SC
  • TX
  • VA
  • WI

Credentials

  • CERTIFIED FINANCIAL PLANNER™
  • Chartered Retirement Planning Counselor℠
1780 Hughes Landing Blvd
3 Hughes Landing, Suite 200
The Woodlands, TX 77380

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Madison Colleen Tough, CFP

Account Vice President

Financial Advisor

Ms. Tough is the newest addition to the Le Sage/Mattiza team, coming on as a Financial Advisor. Ms. Tough was an intern for the Le Sage/Mattiza team during her summers in between school at Texas A&M University. Throughout college, Madison was active within her sorority, Kappa Delta, volunteering at different philanthropy events, before running their annual event her last year. She also competed with Texas A&M Model United Nations team. After graduating from Texas A&M University in 2014 with a Bachelor's of Business Administration in Finance, Madison was able to move back to The Woodlands and join the team. Ms. Tough is a native Texan, growing up in Houston and then moving to The Woodlands. She enjoys spending her free time with her 3 younger sisters and continuing her passion for volunteering within the community.

Certifications

  • Certified Financial Planner™ - 2017

Personal & Community

  • Financial Planning Association-Houston Chapter
  • Rotary Club of The Woodlands
  • YMCA Youth Soccer Coach

Licenses

  • Series 7
  • Series 66
  • General Lines-Insurance, TX

 

Registered States:
  • AK
  • AR
  • AZ
  • CA
  • CO
  • DE
  • FL
  • GA
  • LA
  • NC
  • NJ
  • NM
  • NY
  • OH
  • OK
  • PA
  • SC
  • TX
  • VA
  • WI
  • MA

Education

  • Texas A&M University, Bachelor's of Business Administration in Finance

Credentials

  • CERTIFIED FINANCIAL PLANNER™
1780 Hughes Landing Blvd
3 Hughes Landing, Suite 200
The Woodlands, TX 77380

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Virginia "Ginny" Braden

Senior Client Service Associate

Ginny is our Senior Client Service Associate. She has over 40 years of client centered focus in the financial services industry. Helping and serving others comes naturally to Ginny. She performs all day to day operations within client accounts and serves as the primary point of contact for all administrative matters.

Licenses

  • Series 7
  • Series 66

Registered States:
  • AR
  • AZ
  • CA
  • CO
  • FL
  • LA
  • NC
  • NM
  • OK
  • PA
  • SC
  • TX
1780 Hughes Landing Blvd
3 Hughes Landing, Suite 200
The Woodlands, TX 77380

Email Me