Experience

Makes all the difference

Shawn Nicholas, CEPA

Senior Vice President–Wealth Management

Registered States:
  • AL
  • AR
  • AZ
  • CA
  • CO
  • CT
  • DC
  • DE
  • FL
  • GA
  • IA
  • IL
  • IN
  • KS
  • KY
  • LA
  • MA
  • MD
  • MI
  • MN
  • MO
  • MT
  • NC
  • NH
  • NJ
  • NM
  • NV
  • NY
  • OH
  • OK
  • OR
  • PA
  • SC
  • TN
  • TX
  • UT
  • VA
  • VT
  • WA
  • WI

Recognized as an industry leader:

  • Forbes Best-in-State Wealth Advisors, 2021, 2022, 2023, 2024, 2025The 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, 2024, 2025The 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.

Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures

Education

  • Texas A&M University, B.B..A. in Accounting and Finance

Credentials

  • Certified Exit Planning Advisor
  • Senior Portfolio Manager
7250 Dallas Parkway
Suite 1200
Plano, TX 75024

Email Me

shawn.nicholas@ubs.com
Shawn Nicholas, CEPA
7250 Dallas Parkway,Plano,TX,75024

Mark William Hagan, CFP, CAP, EFC

Senior Vice President–Wealth Management

As a founding partner of Highbridge Wealth Management, Mark brings more than 27 years of industry experience to his practice. As a member of the team, he brings his extensive experience in financial planning, portfolio management, and corporate retirement planning tools.

Education
Mark is a graduate of The University of North Florida where he played tennis on a scholarship and obtained his Bachelor of Arts degree.

Outside of UBS
Mark's personal commitment to giving back to his community has truly differentiated his work with clients.  His professional designations of CFP® and CAP® provide him with a unique ability to help them talk through and understand their charitable planning goals.  Mark is the founder of a nonprofit dedicated to helping survivors of domestic violence. His charitable giving experience continues to be a trusted source of knowledge and insight for his team and to the community he serves.

Registered States:
  • AL
  • AR
  • AZ
  • CA
  • CO
  • CT
  • DC
  • DE
  • FL
  • GA
  • IA
  • IL
  • IN
  • KS
  • KY
  • LA
  • MA
  • MD
  • MI
  • MN
  • MO
  • MT
  • NC
  • NH
  • NJ
  • NM
  • NV
  • NY
  • OH
  • OK
  • OR
  • PA
  • SC
  • TN
  • TX
  • UT
  • VA
  • VT
  • WA
  • WI

Recognized as an industry leader:

  • Forbes Best-in-State Wealth Management Teams, 2023, 2024, 2025The 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.

Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures

Education

  • The University of North Florida, B.A.

Credentials

  • CERTIFIED FINANCIAL PLANNER®
7250 Dallas Parkway
Suite 1200
Plano, TX 75024

Email Me

mark.hagan@ubs.com
Mark William Hagan, CFP, CAP, EFC
7250 Dallas Parkway,Plano,TX,75024

Megan Portacci

Managing Director–Wealth Management

Financial Advisor

Registered States:
  • AR
  • AZ
  • CA
  • CO
  • CT
  • DC
  • DE
  • FL
  • GA
  • IA
  • IL
  • IN
  • KS
  • KY
  • LA
  • MA
  • MD
  • MI
  • MO
  • MT
  • NC
  • NH
  • NJ
  • NM
  • NV
  • NY
  • OH
  • OK
  • OR
  • PA
  • SC
  • TN
  • TX
  • UT
  • VA
  • WA
  • WI

Recognized as an industry leader:

  • Financial Planning Top 40 Financial Advisors Under 40, 2025The Financial Planning rating is awarded annually in Q1 based on information from a 12 month period ending in September of the prior year.
  • Forbes America’s Top Next-Gen (Generation) Wealth Advisors, 2024The Forbes rating is compiled by Shook Research and awarded annually in August based on information from a 12 month period ending in March of the award year.
  • Forbes Best-in-State Wealth Advisors, 2025The 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, 2024, 2025The 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.
  • Forbes Top Next-Gen (Generation) Wealth Advisors Best-in-State, 2024The Forbes rating is compiled by Shook Research and awarded annually in August based on information from a 12 month period ending in March of the award year.
  • Forbes Top Women Wealth Advisors Best-in-State, 2025The Forbes rating is compiled by Shook Research and awarded annually in February based on information from a 12 month period ending September of the prior year.

Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures

Education

  • University of Texas at Austin, B.B.A. Finance, with Honors
7250 Dallas Parkway
Suite 1200
Plano, TX 75024

Email Me

megan.portacci@ubs.com
Megan Portacci
7250 Dallas Parkway,Plano,TX,75024

Lisa Sherrod

Investment Associate

Registered States:
  • MD
  • TX
7250 Dallas Parkway
Suite 1200
Plano, TX 75024

Email Me

lisa.sherrod@ubs.com
Lisa Sherrod
7250 Dallas Parkway,Plano,TX,75024

Timothy Sherrod

Senior Client Associate

Tim began his career with Merrill Lynch in 1982 before joining UBS in 1994 and is a Senior Client Associate.

He provides ongoing administrative and operational client service such as new client orientation and onboarding, account maintenance and organizing client meetings. He recognizes that exceptional client service is the backbone of our practice and enjoys working with our clients to ensure their needs are fulfilled in a seamless and organized manner.

Outside of UBS, Tim enjoys golfing, hunting and barbecuing. Tim and his wife, Lisa, have three children and five grandchildren.

7250 Dallas Parkway
Suite 1200
Plano, TX 75024

Email Me

timothy.sherrod@ubs.com
Timothy Sherrod
7250 Dallas Parkway,Plano,TX,75024

Grace Ku

Senior Wealth Strategy Associate

Grace joined UBS Financial Services in 2021 and is a Senior Wealth Strategy Associate. She provides ongoing administrative and operational client service such as new client orientation and onboarding, account maintenance and client requests. She recognizes that exceptional client service is the backbone of our practice and enjoys working with our clients to ensure their needs are fulfilled in a seamless and organized manner. Her primary focus is to deliver her very best to each and every client and as a result, she has built strong relationships with clients over the years.

Born and raised in Saratoga, California, Grace graduated from the University of California, Davis.  She speaks English, Spanish, Mandarin Chinese, and Korean. Grace has a long history of delivering high quality, efficient client service - prior to joining UBS, she worked with clients at J.P. Morgan Wealth Management and Stifel, Nicolaus & Company in its Silicon Valley office.

Grace currently resides in Plano, Texas, with her husband and two daughters. 

Registered States:
  • TX
7250 Dallas Parkway
Suite 1200
Plano, TX 75024

Email Me

grace.ku@ubs.com
Grace Ku
7250 Dallas Parkway,Plano,TX,75024

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