Let's move forward. Together

Private Wealth Management

At The Liberty Group, we have deep roots in West Texas and an active involvement in the Midland community. We focus on comprehensive wealth management to help make sure you’re positioned to accomplish what’s most important to you. Backed by the extensive resources of UBS, we offer integrated financial solutions focused entirely on you, your family and your business.

Many of our clients are business owners and executives in the oil, gas and mineral sectors who have very specific financial needs and challenges. Working together, we can help you create a comprehensive plan that includes your business growth and transition goals. Our dedicated approach to wealth management can help you explore opportunities to grow and preserve what you have built.

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A focus on personalized access and service

Our goal is to provide our clients with personalized, comprehensive financial guidance to help their families achieve their long-term goals, preserve their wealth for future generations, and help them navigate complex financial landscapes with confidence and peace of mind. It is our desire to make a meaningful impact on their lives by offering tailored strategies that address their unique needs and aspirations.

Woman with architectural plans

A plan to simplify your financial life

Business Owner in entryway

Advice for business owners & entrepreneurs

Family on back porch

Wealth transfer across generations

Man working on laptop during virtual call

Planning for a changing tax landscape

Retirement couple holding surfboards

Retirement planning

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Maximize your potential wealth

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.

  • Dan Michel

    Dan Michel, CRPS

    Managing Director–Wealth Management

    Private Wealth Advisor

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    • AR
    • AZ
    • CA
    • CO
    • CT
    • DC
    • FL
    • GA
    • IL
    • IN
    • KS
    • KY
    • LA
    • ME
    • MI
    • MO
    • NM
    • NV
    • NY
    • OH
    • OK
    • OR
    • SC
    • TN
    • TX
    • VA
    • WA
    • WV

    Having grown up and raised his family in West Texas, Dan has a network of financial professionals, clients and friends there. He has a deep understanding of the unique needs of wealthy individuals and families involved in the energy industry, from oil and gas company executives to entrepreneurs to land and mineral rights owners. As the “go-to” for many of the team’s larger households, Dan offers valued guidance on all aspects of wealth management, including estate and retirement planning, multigenerational financial planning and wealth transfer strategies.

    Dan’s years as a Financial Advisor is testament to his passion for helping multiple generations within families meet the challenges they face in each stage of life. He attributes the experience in his youth working with his father in his property management business for giving him early insights into financial planning and a deep appreciation for the people and community of West Texas. Dan works with corporate retirement plans, as well as endowments and foundations in the community. In addition, he and the team manage 18 nonprofit and foundation funds and he is involved in advising and supporting their boards.

    Dan has more than 25 years of experience, most of it with UBS. He started his career with Rauscher Pierce Refsnes in Midland as a financial advisor. In 1999, he accepted an offer to join the Midland office of UBS predecessor firm PaineWebber.

    Dan and his wife, Mendy, have two sons, Preston and Joseph. An avid outdoorsman, he enjoys hunting, fishing, hiking, farming, ranching, snow skiing and spending time with his extended family.

    Education and certifications

    • UBS Wealth Advisor designation
    • B.B.A., management information systems, Texas Tech University
    • M.B.A., finance, Texas Tech University
    • Series 7, 63 and 65 securities licenses, as well as life and health insurance licenses
    • California Insurance License #0K46466
    • Barron's Top 1,200 Financial Advisors, 2020, 2021, 2022, 2023, 2024
      The Barron's rating is awarded annually in March and is based on information from the prior year Q3. 
    • Forbes Best-in-State Wealth Advisors, 2020, 2021, 2022, 2023, 2024The 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, 2023, 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.

    • Texas Tech University, B.B.A. Management Information Systems
    • Texas Tech University, M.B.A. Finance
    • Private Wealth Advisor
    • Chartered Retirement Plans Specialist℠
    1700 West Wall Street
    Suite 220
    Midland, TX 79701
    dan.michel@ubs.com
    Dan Michel, CRPS
    1700 West Wall Street,Midland,TX,79701
  • Alan Jones

    Alan Jones, AAMS

    Managing Director–Wealth Management

    Private Wealth Advisor

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    • AR
    • AZ
    • CA
    • CO
    • CT
    • DC
    • FL
    • GA
    • IL
    • IN
    • KS
    • KY
    • LA
    • ME
    • MI
    • MO
    • NM
    • NV
    • NY
    • OH
    • OK
    • OR
    • SC
    • TN
    • TX
    • VA
    • WA
    • WV

    As a Financial Advisor and the team’s “numbers guy,” Alan works closely with many ultra high net worth entrepreneurs, executives, retirees and families in the West Texas area. With a deep connection to the region and a clear understanding of the unique challenges of the oil and gas industry and mineral rights owners, Alan has a sincere passion for helping his clients solve their financial concerns.

    With more than 30 years of experience in the financial services industry, Alan began his career on the commercial insurance side. He brings considerable knowledge and experience to his role overseeing money manager due diligence as well as building and maintaining the team’s portfolios. Alan taps the synergies of the entire team to provide specialized advice focused on each client’s finances, family and legacy. In addition, he and the team manage 18 nonprofit and foundation funds.

    An avid sports fan, Alan has officiated football for 25 years at the high school and college level. Active with his church, he’s been a Deacon, an Elder and served on mission teams to El Salvador and Guatemala. He and his wife, Kimberly, have two adult children, Kassidy and Dakota. A West Texas native, Alan enjoys an active lifestyle and all sports, including golf, hiking and hunting.

    Education and certifications

    • UBS Wealth Advisor designation
    • AAMS®, Accredited Asset Management Specialist designation
    • B.B.A., Texas Tech University
    • Series 7, 31, 63 and 66 securities licenses, as well as life and health insurance licenses
    • California Insurance License #0K46345
    • Forbes Best-in-State Wealth Advisors, 2020, 2021, 2022, 2023, 2024The 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, 2023, 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.

    • Texas Tech University, B.B.A.
    • Private Wealth Advisor
    • Accredited Asset Management Specialist
    1700 West Wall Street
    Suite 220
    Midland, TX 79701
    jalan.jones@ubs.com
    Alan Jones, AAMS
    1700 West Wall Street,Midland,TX,79701
  • Candy Garrett

    Candy Garrett

    Client Associate

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      Candy is committed to maintaining strong, personal connections with clients and their families by delivering the highest level of support and service. She coordinates operations and administrative details for the team. What truly sets Candy apart—and distinguishes the whole team—is the personal touch that connects deeply with each client.

      Candy joined the Liberty Group and UBS in 2007 after working in the insurance business. She, along with her husband, were both raised in Midland and chose to raise their family there as well. Candy has a strong commitment to the community, especially youth activities, and has served on a number of boards, including baseball, rodeo and local food banks. When not working, she enjoys spending time with her husband of 25 years, their two sons and daughter-in-law and new granddaughter.

            1700 West Wall Street
            Suite 220
            Midland, TX 79701
            candis.garrett@ubs.com
            Candy Garrett
            1700 West Wall Street,Midland,TX,79701
          • Andrea Webb

            Andrea Webb

            Senior Client Associate

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            • AZ
            • CA
            • CO
            • CT
            • FL
            • GA
            • LA
            • MI
            • MO
            • NM
            • OK
            • SC
            • TN
            • TX
            • WA
            • WV

            Andrea is committed to delivering the value of “white glove service” to clients while working to help them understand their finances. She especially brings this care to helping clients who have recently experienced a major life event.

            Before joining UBS in 2015, Andrea gained 13 years of experience at Merrill Lynch and Raymond James as a Client Service Associate. Raised in Midland, Andrea has deep roots in her community. She has been an active volunteer with Keep Midland Beautiful, High Sky Children’s Ranch, Midland Soccer Association, Meals on Wheels and the West Texas Food Bank Summer Service Program. Andrea enjoys watching the West Texas sunsets, traveling and spending time with her family.

            Education and certifications

            • B.S., Texas State University
            • Series 7 and 66 securities licenses

              • Texas State University, B.S.
                1700 West Wall Street
                Suite 220
                Midland, TX 79701
                andrea.webb@ubs.com
                Andrea Webb
                1700 West Wall Street,Midland,TX,79701
              • Sydney Comstock

                Sydney Comstock

                Client Associate

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                • TX

                By paying close attention to details and each client’s personal goals, Sydney strives to deliver exceptional customer service. With a passion for finance and the financial services industry, she takes a heartfelt interest in helping clients reach their goals and successfully pave the way for future generations.

                Outside of work, Sydney is an accomplished musician who has played with the UTPB Symphony Orchestra. She recently joined the registry for Be The Match, an organization working toward finding a cure for blood cancers and marrow diseases. You can often find Sydney rooting for her daughter, who loves to participate in competitive cheer.

                      1700 West Wall Street
                      Suite 220
                      Midland, TX 79701
                      sydney.comstock@ubs.com
                      Sydney Comstock
                      1700 West Wall Street,Midland,TX,79701
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                      Lydia Marquez

                      Client Associate

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                      • TX

                            1700 West Wall Street
                            Suite 220
                            Midland, TX 79701
                            lydia.marquez@ubs.com
                            Lydia Marquez
                            1700 West Wall Street,Midland,TX,79701
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                            Dakota Jones

                            Senior Wealth Strategy Associate

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                            • AR
                            • AZ
                            • CA
                            • CO
                            • CT
                            • DC
                            • FL
                            • GA
                            • IL
                            • IN
                            • KY
                            • MI
                            • MO
                            • NM
                            • NV
                            • NY
                            • OK
                            • OR
                            • SC
                            • TN
                            • TX
                            • VA
                            • WA
                            • WV

                                  1700 West Wall Street
                                  Suite 220
                                  Midland, TX 79701
                                  dakota.jones@ubs.com
                                  Dakota Jones
                                  1700 West Wall Street,Midland,TX,79701
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                                  Preston Michel

                                  Senior Wealth Strategy Associate

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                                  • AZ
                                  • CA
                                  • CO
                                  • CT
                                  • DC
                                  • FL
                                  • GA
                                  • IL
                                  • IN
                                  • KY
                                  • LA
                                  • MI
                                  • MO
                                  • NM
                                  • NV
                                  • NY
                                  • OK
                                  • OR
                                  • SC
                                  • TN
                                  • TX
                                  • VA
                                  • WA
                                  • WV

                                        1700 West Wall Street
                                        Suite 220
                                        Midland, TX 79701
                                        preston.michel@ubs.com
                                        Preston Michel
                                        1700 West Wall Street,Midland,TX,79701
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                                        Joseph Michel

                                        Wealth Strategy Associate

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                                        • AR
                                        • AZ
                                        • CA
                                        • CO
                                        • CT
                                        • DC
                                        • FL
                                        • GA
                                        • IL
                                        • IN
                                        • KS
                                        • KY
                                        • LA
                                        • ME
                                        • MI
                                        • MO
                                        • NM
                                        • NV
                                        • NY
                                        • OH
                                        • OK
                                        • OR
                                        • SC
                                        • TN
                                        • TX
                                        • VA
                                        • WA
                                        • WV

                                              1700 West Wall Street
                                              Suite 220
                                              Midland, TX 79701
                                              joseph.michel@ubs.com
                                              Joseph Michel
                                              1700 West Wall Street,Midland,TX,79701

                                            Launch. Grow. Exit your business.

                                            We understand that when it comes to the business you have personally built, you're going to be invested at every level. From launching to growing to ultimately exiting your company our team can help you make smarter decisions each step of the way. 

                                            Launch. Grow. Exit your business.

                                            You’re selling within the year

                                            You’re selling within the year

                                            You’re 3 years away from exiting

                                            You’re 3 years away from exiting

                                            You’re considering an exit in 5 years

                                            You’re considering an exit in 5 years

                                            • Finalize your trust and estate strategies 
                                            • Work with us to interview and select the investment banker that works best for you
                                            • Finalize your exit plan and focus on getting the best deal for the sale
                                            • Coordinate with your investment banker to help create competitive tension among prospective buyers and meet potential acquirers, review offers and negotiate the sale
                                            • As needed, prepare employees and managers for the transition
                                            • Think about what’s next for you and your future, after the sale
                                            Learn more

                                            • Refine your trust and estate strategies with your tax and legal advisors to take advantage of strategies that may increase future net proceeds from a sale*
                                            • Begin conducting an analysis of likely buyer interest and sector outlook, trends and business cycles to help identify the right timing of the sale
                                            • Build the right pre-sale advisory team, including an investment banker, attorney and CPA
                                            • Explore gift and estate strategies to help maximize net proceeds from a sale

                                            Learn more

                                            • Discuss trust and estate strategies and tax and legal advisors to take advantage of strategies that may increase future net proceeds from a sale*
                                            • Fine-tune your business model to be most appealing to a buyer
                                            • Make sure business documentation and financial statements are in order
                                            • Put together a team to prepare the business and optimize value
                                            • Strengthen your management team
                                            Learn more

                                            A leader in wealth management

                                            Backed by the strength of our parent company, UBS AG

                                            $5.9+ trn

                                            UBS Group invested assets
                                            As of 06/30/2024

                                            51 countries

                                            Our global footprint

                                            Global leader

                                            UBS is a leading and truly global wealth manager

                                            Multicultural

                                            Invest to advance

                                            Let’s build the future of multicultural wealth. Together.

                                            Whether it’s for your family, your community or your cause—your money and investments today will shape tomorrow. Start crafting a plan that serves your purpose and the people who matter most. We know your legacy matters to you. It matters to us too.

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