Let's move forward. Together.

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

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.

Greg McDonald

Managing Director–Wealth Management

Financial Advisor
View bio Industry recognition
- AR
- AZ
- CA
- CO
- CT
- DC
- FL
- GA
- IL
- IN
- KY
- LA
- MI
- MO
- NM
- NV
- NY
- OH
- OK
- OR
- SC
- TN
- TX
- VA
- WA
- WV
It takes a dedicated Advisor with deep experience to help deliver the kind of exceptional service and insights that local business owners and their families require. For 25 years, Greg has been building lasting relationships with a wide array of local clients, including independent oil and gas producers, land and mineral owners, oil field service company owners and executives and retirees of oil and gas companies.

Having been reared on his family’s West Texas ranch, Greg worked in banking and commercial real estate prior to becoming a Financial Advisor. Drawing from his professional and family background, he is well-positioned to show you how important assets like land and mineral holdings can fit into your overall financial plan. Greg brings special care and personal attention to his clients, helping with all aspects of wealth management, including estate and trust strategies, retirement income planning, tax-minimization solutions, insurance and private banking. Clients rely on Greg’s ability to clearly articulate solutions to their complex issues, whether that involves comprehensive post-liquidity planning, wealth transfer or philanthropic pursuits.

Having joined UBS in 2000, Greg is the Midland Texas Branch Manager, overseeing the local office staff. He collaborates extensively with CPAs, attorneys and other trusted advisors to help bring comprehensive services to clients. In addition, Greg and the team manage 18 nonprofit and foundation funds and he is involved in advising and supporting their boards.

Outside the office, Greg is active with his church. Hailing from West Texas, he and his wife, Apryl, have two children, Chesley and Stella. Greg enjoys coaching his kids’ sports teams, golf, running and hunting.

Education and certifications
- UBS Wealth Advisor designation
- B.S. degree, Texas A&M University
- Series 3, 7, 9, 10 and 63 securities licenses, as well as Life and Health Insurance licenses
- California Insurance License #0097758
- Barron's Top 1,200 Financial Advisors, 2018, 2019, 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, 2019, 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 A&M University, B.S.
- Wealth Advisor
1700 West Wall Street
Suite 220
Midland, TX 79701
Dan Michel

Managing Director–Wealth Management

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 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
- Wealth Advisor
1700 West Wall Street
Suite 220
Midland, TX 79701
Alan Jones

Managing Director–Wealth Management

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.
- Wealth Advisor
- Accredited Asset Management Specialist
1700 West Wall Street
Suite 220
Midland, TX 79701
Hilton Bloodworth, AWMA, CFP

Senior Wealth Strategy Associate

CERTIFIED FINANCIAL PLANNER™
View bio
- AZ
- CA
- CO
- CT
- DC
- FL
- GA
- IL
- IN
- KY
- LA
- MI
- MO
- NM
- NV
- NY
- OH
- OK
- OR
- SC
- TN
- TX
- VA
- WA
- WV
As a Certified Financial Planner™ professional, Hilton works closely with the team’s clients to help them build a custom road map to reach their goals. Having grown up on a family ranch in West Texas, he values hard work and has learned to problem-solve when faced with challenges. He takes pride in helping others succeed and takes it as a personal challenge to grow continuously in the industry and as an individual.

Hilton spent more than three years in Halliburton’s Business Development program and then joined UBS in 2015. After two years in the firm’s Wealth Planning Advisor program, which allowed him to work with a number of Advisors in Texas and across the country, Hilton joined the Liberty Group.

Hilton is an active volunteer with United Blood Services and with several local nonprofit organizations. As expected from someone who grew up on a ranch, Hilton enjoys hunting and spending time with family. He also enjoys snow skiing, college sports, traveling and working on his first home.

Education and certifications
- Certified Financial Planner™ (CFP®) designation
- Accredited Wealth Management Advisor (AWMA®)
- B.S., personal financial planning, Texas Tech University
- Series 7 and 66 securities licenses, as well as life and health Insurance licenses
- Texas Tech University, B.S. Personal Financial Planning
- CERTIFIED FINANCIAL PLANNER™
- Accredited Wealth Management Advisor℠
1700 West Wall Street
Suite 220
Midland, TX 79701
Andrea Webb

Senior Client Associate
View bio
- AZ
- CA
- CO
- CT
- FL
- GA
- LA
- MI
- MO
- NM
- OK
- 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
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 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

Sydney Comstock

Client Associate
View bio
- 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
Lydia Marquez

Client Associate
View bio
1700 West Wall Street
Suite 220
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
1700 West Wall Street
Suite 220
Midland, TX 79701
Dakota Jones

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
1700 West Wall Street
Suite 220
Midland, TX 79701

Greg McDonald

Managing Director–Wealth Management

Financial Advisor
View bio Industry recognition
- AR
- AZ
- CA
- CO
- CT
- DC
- FL
- GA
- IL
- IN
- KY
- LA
- MI
- MO
- NM
- NV
- NY
- OH
- OK
- OR
- SC
- TN
- TX
- VA
- WA
- WV
It takes a dedicated Advisor with deep experience to help deliver the kind of exceptional service and insights that local business owners and their families require. For 25 years, Greg has been building lasting relationships with a wide array of local clients, including independent oil and gas producers, land and mineral owners, oil field service company owners and executives and retirees of oil and gas companies.

Having been reared on his family’s West Texas ranch, Greg worked in banking and commercial real estate prior to becoming a Financial Advisor. Drawing from his professional and family background, he is well-positioned to show you how important assets like land and mineral holdings can fit into your overall financial plan. Greg brings special care and personal attention to his clients, helping with all aspects of wealth management, including estate and trust strategies, retirement income planning, tax-minimization solutions, insurance and private banking. Clients rely on Greg’s ability to clearly articulate solutions to their complex issues, whether that involves comprehensive post-liquidity planning, wealth transfer or philanthropic pursuits.

Having joined UBS in 2000, Greg is the Midland Texas Branch Manager, overseeing the local office staff. He collaborates extensively with CPAs, attorneys and other trusted advisors to help bring comprehensive services to clients. In addition, Greg and the team manage 18 nonprofit and foundation funds and he is involved in advising and supporting their boards.

Outside the office, Greg is active with his church. Hailing from West Texas, he and his wife, Apryl, have two children, Chesley and Stella. Greg enjoys coaching his kids’ sports teams, golf, running and hunting.

Education and certifications
- UBS Wealth Advisor designation
- B.S. degree, Texas A&M University
- Series 3, 7, 9, 10 and 63 securities licenses, as well as Life and Health Insurance licenses
- California Insurance License #0097758
- Barron's Top 1,200 Financial Advisors, 2018, 2019, 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, 2019, 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 A&M University, B.S.
- Wealth Advisor
1700 West Wall Street
Suite 220
Midland, TX 79701
Dan Michel

Managing Director–Wealth Management

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 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
- Wealth Advisor
1700 West Wall Street
Suite 220
Midland, TX 79701
Alan Jones

Managing Director–Wealth Management

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.
- Wealth Advisor
- Accredited Asset Management Specialist
1700 West Wall Street
Suite 220
Midland, TX 79701
Hilton Bloodworth, AWMA, CFP

Senior Wealth Strategy Associate

CERTIFIED FINANCIAL PLANNER™
View bio
- AZ
- CA
- CO
- CT
- DC
- FL
- GA
- IL
- IN
- KY
- LA
- MI
- MO
- NM
- NV
- NY
- OH
- OK
- OR
- SC
- TN
- TX
- VA
- WA
- WV
As a Certified Financial Planner™ professional, Hilton works closely with the team’s clients to help them build a custom road map to reach their goals. Having grown up on a family ranch in West Texas, he values hard work and has learned to problem-solve when faced with challenges. He takes pride in helping others succeed and takes it as a personal challenge to grow continuously in the industry and as an individual.

Hilton spent more than three years in Halliburton’s Business Development program and then joined UBS in 2015. After two years in the firm’s Wealth Planning Advisor program, which allowed him to work with a number of Advisors in Texas and across the country, Hilton joined the Liberty Group.

Hilton is an active volunteer with United Blood Services and with several local nonprofit organizations. As expected from someone who grew up on a ranch, Hilton enjoys hunting and spending time with family. He also enjoys snow skiing, college sports, traveling and working on his first home.

Education and certifications
- Certified Financial Planner™ (CFP®) designation
- Accredited Wealth Management Advisor (AWMA®)
- B.S., personal financial planning, Texas Tech University
- Series 7 and 66 securities licenses, as well as life and health Insurance licenses
- Texas Tech University, B.S. Personal Financial Planning
- CERTIFIED FINANCIAL PLANNER™
- Accredited Wealth Management Advisor℠
1700 West Wall Street
Suite 220
Midland, TX 79701
Andrea Webb

Senior Client Associate
View bio
- AZ
- CA
- CO
- CT
- FL
- GA
- LA
- MI
- MO
- NM
- OK
- 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
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 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
Sydney Comstock

Client Associate
View bio
- 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
Lydia Marquez

Client Associate
View bio
1700 West Wall Street
Suite 220
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
1700 West Wall Street
Suite 220
Midland, TX 79701
Dakota Jones

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
1700 West Wall Street
Suite 220
Midland, TX 79701

Wealth management

A structured planning and investment approach

We’re passionate about bringing relevant insights and fresh ideas to our clients. Through a highly personalized planning process, we provide investment advice that is focused specifically on the goals of each client.

Sophisticated financial planning

Preserving your assets or business ownership
Seeking to reduce estate tax exposure through the use of lifetime gift tax exclusions
Transitioning wealth to future generations
Pursuing philanthropic endeavors

Multigenerational strategies

Trust and estate planning

Tax strategies

“We listen to your goals, understand your values and make the complex clear. We pride ourselves on matching your objectives with a highly personalized investment strategy.”

— Dan Michel

A business ally

Understanding the needs of local business owners

We work with a select number of executives, business owners and entrepreneurial-minded clients who value our ability to speak knowledgeably about their industries and professional ventures. We address the full cycle of private business needs—from liquidity and lending demands to growth strategies to the complexities of selling your business.

Who we work with

Independent oil and gas producers
Land and mineral owners
Oilfield service company owners
Executives and retirees of oil and gas companies

Expanding your business

Selling your business

Succession planning

“Every member of our team grew up in West Texas, within a hundred miles of Midland. We live and work (and pay taxes) in this community and understand the specific challenges that come with owning and transitioning a local business in today’s global economy.”

— Greg McDonald

Our services

Simplifying your financial life

We understand each client has a unique situation with diverse needs. Our comprehensive capabilities and highly personalized client experience help make sure your needs are met.

Ensuring confidentiality and privacy

Trusted client service

Our comprehensive services

Wealth management
Family and legacy management
Lending
Insurance

“We’re developing long-lasting relationships by providing the kind of trusted guidance and comprehensive service that builds confidence. We offer a depth of experience that can help you better control your financial destiny.”

— Alan Jones

Managing wealth is our craft

We’re committed to understanding what wealth means for you.

At UBS, excellence comes from nurturing the best of our heritage, mastering the details and delivering the expertise you need to turn your financial vision into a reality. The result? Financial advice that is finely crafted for what matters most to you.

Backed by the strength of UBS

A global leader in wealth management

^$5+ trillion

In invested assets globally
As of 11/07/2023

51 countries

Our global footprint

Global leader

UBS is a world-leading wealth manager

Let's move forward. Together.

Pursuing your goals together

Greg McDonald

Dan Michel

Alan Jones

Hilton Bloodworth, AWMA, CFP

Andrea Webb

Candy Garrett

Sydney Comstock

Lydia Marquez

Preston Michel

Dakota Jones