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.

Start the conversation

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.

A plan to simplify your financial life

Wealth transfer across generations

Man working on laptop during virtual call

Planning for a changing tax landscape

Retirement planning

Maximize your potential wealth

Comprehensive planning for significant 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, CRPS

Managing Director–Wealth Management

Private Wealth Advisor
View bio Industry recognition
- 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 an extensive 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 aspect 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 over a dozen nonprofit and foundation funds and he is involved in advising and supporting their boards.
Dan has over three decades of experience, most of it with UBS. He started his career in 1993 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, surfing 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
- 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, AAMS

Managing Director–Wealth Management

Private Wealth Advisor
View bio Industry recognition
- 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

Client Associate
View bio
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 traveling and spending time with her family.
1700 West Wall Street
Suite 220
Midland, TX 79701

candis.garrett@ubs.com

Candy Garrett

1700 West Wall Street,Midland,TX,79701
Andrea Webb

Senior Client Associate
View bio
- 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

Client Associate
View bio
- TX
With a sharp eye for detail and a passion for financial services, Sydney is dedicated to delivering excellent client service. She pays attention to the personal needs of each client and has a knack for finding the most efficient way to solve problems through critical thinking or research.

She understands the significance of building trust and loves helping her clients feel more secure about their family's financial future.

After starting her career at Morgan Stanley in 2014, Sydney joined the Liberty Group in 2018. In addition to working with clients, she is a CSA coach who teaches other UBS client associates how to support their clients. In her free time, you can find Sydney attending Bible studies, volunteering at local community charities, and cheering for her daughter at competitive cheer competitions.
- Series 7, 66 securities licenses
1700 West Wall Street
Suite 220
Midland, TX 79701

sydney.comstock@ubs.com

Sydney Comstock

1700 West Wall Street,Midland,TX,79701
Lydia Marquez

Client Associate
View bio
- TX
Lydia is an integral part of The Liberty Group team, whose expertise lies in enhancing operational efficiency. She guides clients through the process of opening accounts, completing documentation, and communicating across UBS teams. She is passionate about providing exceptional client service and provides key administrative and account management support to the team.

Lydia proudly served in the U.S. Army for 10 years before making Midland her home. She worked as an Emergency Dispatcher and then chose to transition into finance with UBS, joining the Liberty Group in 2022. Lydia is a loving mother of three. You can often find her enthusiastically cheering on her children at their sports and extracurricular activities and generously volunteering for school and church events.
- Texas Tech University, B.B.A, Finance
- Series 7 securities license
- Securities Industry Essentials
1700 West Wall Street
Suite 220
Midland, TX 79701

lydia.marquez@ubs.com

Lydia Marquez

1700 West Wall Street,Midland,TX,79701

Dakota Jones, CFP

Senior Wealth Strategy Associate
View bio
- AR
- AZ
- CA
- CO
- CT
- DC
- FL
- GA
- IL
- IN
- KY
- MI
- MO
- NM
- NV
- NY
- OK
- OR
- SC
- TN
- TX
- VA
- WA
- WV
- Texas A&M University, M.S.
- CERTIFIED FINANCIAL PLANNER®
- Series 7, 66 securities licenses
- Securities Industry Essentials
1700 West Wall Street
Suite 220
Midland, TX 79701

dakota.jones@ubs.com

Dakota Jones, CFP

1700 West Wall Street,Midland,TX,79701
Preston Michel

Senior Wealth Strategy Associate
View bio
- AZ
- CA
- CO
- CT
- DC
- FL
- GA
- IL
- IN
- KY
- LA
- MI
- MO
- NM
- NV
- NY
- OK
- OR
- SC
- TN
- TX
- VA
- WA
- WV
Preston is passionate about delivering wealth management advice that directly impacts his clients’ financial well-being and aligns with their financial goals. Having grown up in West Texas, he understands the unique needs of oil and gas professionals and mineral owners and specializes in guiding these clients through the complex financial decisions they face.

At the Liberty Group, Preston performs portfolio construction, fund due diligence, trading and financial planning. He also provides technological support for team members and clients, helping them make the most of UBS resources.

Preston uses the Liberty Group’s extended network of community connections to better understand the needs of locals. Having friends and family working in the same industries as his clients has given him a better understanding of the challenges they face. His deep roots in the community give him motivation to help his clients achieve their financial goals and live the best lives they can.

Preston discovered his interest in financial services, and particularly investment strategy, in high school. This spark inspired him to pursue a degree in finance and spend summers interning as a credit analyst at a community bank in Midland. He joined The Liberty Group in 2022. Beyond work, Preston enjoys spending time with his wife, exploring new destinations, honing his clay shooting and snow skiing skills, and giving back to the community through volunteering with local non-profits.
- Texas Tech University, B.B.A, Finance
- Series 7, 66 securities licenses
1700 West Wall Street
Suite 220
Midland, TX 79701

preston.michel@ubs.com

Preston Michel

1700 West Wall Street,Midland,TX,79701
Joseph Michel

Wealth Strategy Associate
View bio
- 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
Joseph is passionate about helping people achieve their financial goals. As a Wealth Strategy Associate, he assists the team by developing and implementing investment and planning strategies that are tailored to each clients’ specific goals. He has a talent for connecting resources to find creative solutions for his client’s needs.

The Liberty Group takes a holistic approach to financial planning, to ensure a client’s portfolio supports their short-term goals while also setting them up for long term success. They want to help clients leave a legacy for the coming generations.

Joseph is a born and raised Midland local, but he also spent two summers working on UBS teams in Dallas, where he was lucky to learn about the creative ways teams can be effective in a big city. He joined the Liberty Group in 2024, bringing his unique experience with him. He now thrives on serving the needs of his West Texas clients. When he's not working, Joseph loves spending time with his family, traveling, surfing, skiing and working at his church.
- Texas Tech University, Honors College, B.B.A., Finance
1700 West Wall Street
Suite 220
Midland, TX 79701

joseph.michel@ubs.com

Joseph Michel

1700 West Wall Street,Midland,TX,79701

Dan Michel, CRPS

Managing Director–Wealth Management

Private Wealth Advisor
View bio Industry recognition
- 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 an extensive 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 aspect 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 over a dozen nonprofit and foundation funds and he is involved in advising and supporting their boards.
Dan has over three decades of experience, most of it with UBS. He started his career in 1993 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, surfing 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
- 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, AAMS

Managing Director–Wealth Management

Private Wealth Advisor
View bio Industry recognition
- 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

Client Associate
View bio
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 traveling and spending time with her family.
1700 West Wall Street
Suite 220
Midland, TX 79701

candis.garrett@ubs.com

Candy Garrett

1700 West Wall Street,Midland,TX,79701
Andrea Webb

Senior Client Associate
View bio
- 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

Client Associate
View bio
- TX
With a sharp eye for detail and a passion for financial services, Sydney is dedicated to delivering excellent client service. She pays attention to the personal needs of each client and has a knack for finding the most efficient way to solve problems through critical thinking or research.

She understands the significance of building trust and loves helping her clients feel more secure about their family's financial future.

After starting her career at Morgan Stanley in 2014, Sydney joined the Liberty Group in 2018. In addition to working with clients, she is a CSA coach who teaches other UBS client associates how to support their clients. In her free time, you can find Sydney attending Bible studies, volunteering at local community charities, and cheering for her daughter at competitive cheer competitions.
- Series 7, 66 securities licenses
1700 West Wall Street
Suite 220
Midland, TX 79701

sydney.comstock@ubs.com

Sydney Comstock

1700 West Wall Street,Midland,TX,79701
Lydia Marquez

Client Associate
View bio
- TX
Lydia is an integral part of The Liberty Group team, whose expertise lies in enhancing operational efficiency. She guides clients through the process of opening accounts, completing documentation, and communicating across UBS teams. She is passionate about providing exceptional client service and provides key administrative and account management support to the team.

Lydia proudly served in the U.S. Army for 10 years before making Midland her home. She worked as an Emergency Dispatcher and then chose to transition into finance with UBS, joining the Liberty Group in 2022. Lydia is a loving mother of three. You can often find her enthusiastically cheering on her children at their sports and extracurricular activities and generously volunteering for school and church events.
- Texas Tech University, B.B.A, Finance
- Series 7 securities license
- Securities Industry Essentials
1700 West Wall Street
Suite 220
Midland, TX 79701

lydia.marquez@ubs.com

Lydia Marquez

1700 West Wall Street,Midland,TX,79701
Dakota Jones, CFP

Senior Wealth Strategy Associate
View bio
- AR
- AZ
- CA
- CO
- CT
- DC
- FL
- GA
- IL
- IN
- KY
- MI
- MO
- NM
- NV
- NY
- OK
- OR
- SC
- TN
- TX
- VA
- WA
- WV
- Texas A&M University, M.S.
- CERTIFIED FINANCIAL PLANNER®
- Series 7, 66 securities licenses
- Securities Industry Essentials
1700 West Wall Street
Suite 220
Midland, TX 79701

dakota.jones@ubs.com

Dakota Jones, CFP

1700 West Wall Street,Midland,TX,79701
Preston Michel

Senior Wealth Strategy Associate
View bio
- AZ
- CA
- CO
- CT
- DC
- FL
- GA
- IL
- IN
- KY
- LA
- MI
- MO
- NM
- NV
- NY
- OK
- OR
- SC
- TN
- TX
- VA
- WA
- WV
Preston is passionate about delivering wealth management advice that directly impacts his clients’ financial well-being and aligns with their financial goals. Having grown up in West Texas, he understands the unique needs of oil and gas professionals and mineral owners and specializes in guiding these clients through the complex financial decisions they face.

At the Liberty Group, Preston performs portfolio construction, fund due diligence, trading and financial planning. He also provides technological support for team members and clients, helping them make the most of UBS resources.

Preston uses the Liberty Group’s extended network of community connections to better understand the needs of locals. Having friends and family working in the same industries as his clients has given him a better understanding of the challenges they face. His deep roots in the community give him motivation to help his clients achieve their financial goals and live the best lives they can.

Preston discovered his interest in financial services, and particularly investment strategy, in high school. This spark inspired him to pursue a degree in finance and spend summers interning as a credit analyst at a community bank in Midland. He joined The Liberty Group in 2022. Beyond work, Preston enjoys spending time with his wife, exploring new destinations, honing his clay shooting and snow skiing skills, and giving back to the community through volunteering with local non-profits.
- Texas Tech University, B.B.A, Finance
- Series 7, 66 securities licenses
1700 West Wall Street
Suite 220
Midland, TX 79701

preston.michel@ubs.com

Preston Michel

1700 West Wall Street,Midland,TX,79701
Joseph Michel

Wealth Strategy Associate
View bio
- 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
Joseph is passionate about helping people achieve their financial goals. As a Wealth Strategy Associate, he assists the team by developing and implementing investment and planning strategies that are tailored to each clients’ specific goals. He has a talent for connecting resources to find creative solutions for his client’s needs.

The Liberty Group takes a holistic approach to financial planning, to ensure a client’s portfolio supports their short-term goals while also setting them up for long term success. They want to help clients leave a legacy for the coming generations.

Joseph is a born and raised Midland local, but he also spent two summers working on UBS teams in Dallas, where he was lucky to learn about the creative ways teams can be effective in a big city. He joined the Liberty Group in 2024, bringing his unique experience with him. He now thrives on serving the needs of his West Texas clients. When he's not working, Joseph loves spending time with his family, traveling, surfing, skiing and working at his church.
- Texas Tech University, Honors College, B.B.A., Finance
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.

You’re selling within the year

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

Connect with us

You’re 3 years away from exiting

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

Connect with us

You’re considering an exit in 5 years

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

Connect with us

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

Connect with us

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

Connect with us

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

Connect with us

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

2024 planning guide

For your financial well-being

Every decision you make with regard to financial planning—whether it pertains to investments, insurance, education, housing, retirement and/or estate planning—can have some impact on your tax situation.

We are committed to helping you confirm that your current and future tax strategy supports your larger financial goals. Learn more.

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Let's move forward. Together

Private Wealth Management

The Liberty Group

A focus on personalized access and service

A plan to simplify your financial life

Wealth transfer across generations

Planning for a changing tax landscape

Retirement planning

Maximize your potential wealth

Comprehensive planning for significant wealth

Pursuing your goals together

Dan Michel, CRPS

Alan Jones, AAMS

Candy Garrett

Andrea Webb

Sydney Comstock

Lydia Marquez

Dakota Jones, CFP

Preston Michel

Joseph Michel

Dan Michel, CRPS

Alan Jones, AAMS

Candy Garrett

Andrea Webb

Sydney Comstock

Lydia Marquez

Dakota Jones, CFP

Preston Michel

Joseph Michel

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Education

Credentials

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Education

Credentials

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Launch. Grow. Exit your business.

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

A leader in wealth management

Backed by the strength of our parent company, UBS AG

2024 planning guide

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