Managing Director–Investments
Financial Advisor
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
Recognized as an industry leader:
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
Credentials
Senior Vice President–Wealth Management
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
Recognized as an industry leader:
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
Credentials
Vice President–Wealth Management
Financial Advisor
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.
Education
Credentials
Account Vice President
Financial Advisor
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
Education
Senior Wealth Strategy Associate
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.
Education
Senior Wealth Strategy Associate
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.
Education
Credentials
Senior Client Associate
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.