Financial planning

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Scott Vehslage is a Managing Director - Wealth Management with UBS. Prior to joining the firm in 1989, he was a senior accountant with KPMG. He graduated from the University of Texas at Austin with a BBA in accounting and holds a Certified Investment Management Analyst (CIMA®) designation. Scott and his wife, Dede, have four children and two grandchildren.

California Insurance License 0G98912

• Barron's Top 1,000 Financial Advisors, 2010, 2011, 2012, 2013The Barron's rating is awarded annually in March and is based on information from the prior year Q3. 
• Barron's Top 1,200 Financial Advisors, 2014, 2015
  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.

• University of Texas at Austin, B.B.A. Accounting

• Certified Investment Management Analyst®

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David Goldberg joined the firm in 1999 and is now Senior Vice President - Wealth Management.  Previously he held positions as a CPA with Brinker International, Coopers & Lybrand, and KPMG. David graduated from Texas A&M University with a BBA in accounting. He also attained his MBA from Texas A&M Commerce in 2003 and is a CERTIFIED FINANCIAL PLANNER™(CFP®). David and his wife, Kari, have three children.

California Insurance License 0I89977

• Forbes Best-in-State Wealth Advisors, 2018, 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.

• Texas A&M University, B.B.A. Accounting
• Texas A&M Commerce, M.B.A.

• CERTIFIED FINANCIAL PLANNER™
• Senior Portfolio Manager

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In 2004, Laura joined UBS as an intern and now is an Account Vice President. She graduated Magna Cum Laude in accounting and financial analysis from the University of Texas at Dallas. In 2009, Laura achieved her CERTIFIED FINANCIAL PLANNER™ (CFP®) designation. She enjoys being our team’s lead financial planner because it allows her to work directly with most of our clients. Laura and her husband, Robert, have two children and are active member of the Frisco community.

• University of Texas at Dallas, Accounting and Financial Analysis, Magna Cum Laude

• CERTIFIED FINANCIAL PLANNER™

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H. Brooks Vehslage joined the team in January of 2019 as a Senior Wealth Strategy Associate.  Brooks came to the team after spending two years as a Financial Advisor at the UBS Home Office in Weehawken, NJ.  Prior to that, he worked at Deloitte & Touche in Dallas.  He graduated from the University of Alabama in 2015 with a BBA and Masters in Accounting.  Brooks has his FINRA Series 7 and 66 licenses.  He is married to his wife, Shelby, and they have one son.  In his free time he enjoys playing golf and watching basketball. 

California Insurance License 4023494

• University of Alabama, B.B.A.
• University of Alabama, Masters in Accounting

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Sara Kenyon has been with UBS Financial Services since 2005 in both managerial and registered associate capacities, working in the Leawood, Kansas office before relocating to Dallas in 2011.  She came to UBS from A.G. Edwards & Sons, where she spent the bulk of her time in the Seattle and Tacoma, WA offices.  She has been in financial services industry since 1997 and has her FINRA Series 7, Series 66, and insurance licenses.  Sara obtained her Bachelor of Science in Business/Finance at the University of Phoenix.  She is married and has two stepsons, two dogs and three horses.  She is a hobby equestrian and teaches beginners horseback riding in her free time as well. 

• University of Phoenix, B.S. Business/Finance

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Brianne Imperial joined UBS in 2014 and was previously with Wells Fargo Advisors. She holds her Series 7 and Series 66 licenses and attained her CFP® designation in 2016. She graduated from the University of Texas at Dallas with a bachelor's degree in business administration. Brianne enjoys spending her free time working out and spending time with her husband, Jonas, son Luca, daughters Austin and Olivia, as well as their family dogs Paco & Chico and cat Macey.

• University of Texas at Dallas, Business Administration

• CERTIFIED FINANCIAL PLANNER™

Susan Owen has been with the financial industry since 1985. She began at the Merrill Lynch Regional Operation Center as a Margin bookkeeper then moved to a Sales office as a Client Associate. She has been with UBS Financial Services since 2005 as a Senior Client Service Associate, joining the team in June of 2019. Born and raised in Dallas, she graduated from North Texas State University (UNT)  with a Bachelor’s degree in Home Economics with a concentration in Fashion Merchandising. Susan loves to read, shop for vintage treasures, go on Slingshot rides with her husband of 30 years, Michael, and is a loyal patron to their son Taylor, a talented actor, director, playwright and teaching artist.

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Geri started in the financial industry in 2000.  Her initial expertise was on the operations side of the business.  However, she now enjoys extensive contact with clients in her service role.  Over the years, Geri has developed a process that helps ensure every detail is covered.  Geri takes pride in doing the utmost to make her client's lives easier.  

Geri attended Western Michigan University, majoring in business.  She holds 7, 63 and 65 securities licenses.  She and her husband Jim enjoy spending time with their two adult sons, friends and family.