Financial planning

Tailored to your goals

MVG Wealth Management

Our clients know that we put their best interests first at all times. As your financial advocates, we ask the critical questions to learn all about you, your family, priorities and concerns. At the end of the day, we understand that earning your confidence and trust requires integrity, prudence and accessibility.

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.

  • Scott Vehslage Profile Photo

    Scott Vehslage, CIMA

    Managing Director–Investments

    Financial Advisor

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    • AR
    • AZ
    • CA
    • CO
    • CT
    • DE
    • FL
    • GA
    • IL
    • LA
    • MA
    • MD
    • MI
    • MN
    • MO
    • NC
    • NJ
    • NV
    • NY
    • OH
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    • PA
    • SC
    • TN
    • TX
    • VA
    • WA

    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, 2023The 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®
    7250 Dallas Parkway
    Suite 1200
    Plano, TX 75024
  • David Goldberg Profile Photo

    David Goldberg, CFP

    Senior Vice President–Wealth Management

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    • AR
    • AZ
    • CA
    • CO
    • CT
    • DE
    • FL
    • GA
    • IL
    • KY
    • LA
    • MA
    • MD
    • MI
    • MN
    • MO
    • NC
    • NJ
    • NV
    • NY
    • OH
    • OK
    • OR
    • PA
    • SC
    • TN
    • TX
    • VA
    • WA

    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, 2023The 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
    7250 Dallas Parkway
    Suite 1200
    Plano, TX 75024
  • Laura Irving Profile Photo

    Laura Irving, CFP

    Vice President–Wealth Management

    Financial Advisor

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    • AR
    • AZ
    • CA
    • CO
    • CT
    • DE
    • FL
    • GA
    • IL
    • LA
    • MA
    • MD
    • MO
    • NC
    • NJ
    • NY
    • OH
    • OK
    • SC
    • TN
    • TX
    • WA

    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™
      7250 Dallas Parkway
      Suite 1200
      Plano, TX 75024
    • Brooks Vehslage Profile Photo

      Hunter Brooks Vehslage

      Financial Advisor

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      • AL
      • AR
      • AZ
      • CA
      • CO
      • CT
      • DE
      • FL
      • GA
      • IL
      • LA
      • MA
      • MD
      • MI
      • MN
      • MO
      • NC
      • NJ
      • NV
      • NY
      • OH
      • OK
      • PA
      • SC
      • TN
      • TX
      • VA
      • WA

      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
          7250 Dallas Parkway
          Suite 1200
          Plano, TX 75024
        • Sara Kenyon Profile Photo

          Sara Kenyon

          Senior Wealth Strategy Associate

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          • CA
          • CO
          • FL
          • IL
          • MD
          • NV
          • OK
          • SC
          • TX
          • WA

          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
              7250 Dallas Parkway
              Suite 1200
              Plano, TX 75024
            • Brianne Imperial Profile Photo

              Brianne Michele Imperial, CFP

              Senior Wealth Strategy Associate

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              • CA
              • CO
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              • SC
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              • WA

              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™
                7250 Dallas Parkway
                Suite 1200
                Plano, TX 75024
              • Susan Owen

                Susan Owen

                Senior Client Associate

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                  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.

                        7250 Dallas Parkway
                        Suite 1200
                        Plano, TX 75024
                      • Geri Dvoark

                        Geri Dvorak

                        Senior Client Associate

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                        • CO
                        • FL
                        • IL
                        • KS
                        • NM
                        • TX

                        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. 

                              7250 Dallas Parkway
                              Suite 1200
                              Plano, TX 75024

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                            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.

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