Let's move forward. Together.

Where are you today and where do you want to be tomorrow? We recognize that a lasting relationship starts by listening and understanding your priorities and concerns. We'll work together to look at the big picture, discuss your vision for the future and help you confidently pursue your life goals.

Adult couple on cell phone

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.

  • Nena-Brackett

    Nena Brackett, CIMA®

    Senior Vice President–Investments

    Institutional Consultant, UBS Institutional Consulting Program

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    • AL
    • CA
    • CO
    • DC
    • GA
    • IA
    • LA
    • MD
    • ME
    • MI
    • NH
    • NY
    • PA
    • SC
    • TN
    • TX
    • VA
    • VT
    • WY
    • Forbes America’s Top Women Wealth Advisors, 2020, 2021, 2022The 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.
    • Forbes Best-in-State Wealth Advisors, 2020, 2021, 2022The 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 Women Wealth Advisors, 2020, 2021, 2022The 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.

    • University of Texas, Austin, BBA
    • Institutional Consultant, UBS Institutional Consulting Program
    • Certified Investment Management Analyst®
    • Senior Retirement Plan Consultant
    Institutional consulting
    Retirement Plan consulting
    Financial planning
    Retirement planning
    Long-term care planning
    Legacy planning
    750 Town and Country Blvd
    Suite 400
    Houston, TX 77024
  • Evan-Martin

    Evan Martin, CFP, CIMA, AWMA

    Financial Advisor

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    • AL
    • CA
    • CO
    • DC
    • GA
    • IA
    • LA
    • MD
    • ME
    • MI
    • NH
    • NY
    • PA
    • SC
    • TN
    • TX
    • VA
    • VT
    • WY

    Evan joined UBS in October of 2016 and is a CERTIFIED FINANCIAL PLANNER™, a Certified Investment Management Analyst (CIMA®) and holds the Accredited Wealth Management AdvisorSM designation.  Prior to joining UBS, Evan worked at Hines Securities and Invesco AIM.  Evan earned a B.S. in Economics from Texas A&M University.  He is FINRA-registered and holds the Series 7, Series 66, and Series 63 designations as well as a license for life, accident and health insurance.

      • Texas A&M University, Economics
      • CERTIFIED FINANCIAL PLANNER™
      • Certified Investment Management Analyst®
      • Accredited Wealth Management Advisor℠
      Financial planning
      Long-term care planning
      Retirement planning
      Legacy planning
      750 Town and Country Blvd
      Suite 400
      Houston, TX 77024
    • Kris Recker

      Kris Recker

      Financial Advisor

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      • AL
      • AZ
      • CA
      • CO
      • CT
      • DC
      • DE
      • FL
      • GA
      • HI
      • IA
      • LA
      • MA
      • MD
      • ME
      • MI
      • MS
      • NH
      • NV
      • NY
      • OR
      • PA
      • SC
      • TN
      • TX
      • VA
      • VI
      • VT
      • WY

      Kris began her career in 1997 with PaineWebber's Managed Account Consulting Group.  As a Technical Analyst, she assisted financial advisors with constructing goals-based portfolios and selecting investment management strategies.  Her experience includes Consulting Group Analyst at Graystone Consulting (a separate business of Morgan Stanley Wealth Management) where she conducted Investment Manager due diligence and Senior Financial Advisor at Merrill Lynch where she served as an analyst/portfolio manager.  Kris has spent the majority of her career as an Institutional Analyst and Financial Advisor at UBS Financial Services  where she is dedicated in assisting foundations/endowments, non-profit organizations, corporate executives, and committee members with fulfilling their fiduciary responsibilities.  Over the years, Kris has gained extensive knowledge in investment policy, portfolio/investment analytics and portfolio trading.

      Kris graduated from Pennsylvania State University and has earned the Certified Investment Management Analyst (CIMA) designation from Investments and Wealth Institute and is FINRA licensed holding Series 7 and 66 licenses.

          • Certified Investment Management Analyst®
          750 Town and Country Blvd
          Suite 400
          Houston, TX 77024
        • Mary-Rogers

          Mary Rachael Rogers

          Senior Client Associate

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          • AL
          • CA
          • GA
          • NY
          • TX
          • VA

          Rachael began her career in the investment industry in 1994. She is a Senior Registered Client Service Associate responsible for administrative support and client service for Brackett Martin Wealth Management, interfacing with team members and clients.  Rachael is FINRA registered and holds Series 7, 63 and 65 licenses.

                750 Town and Country Blvd
                Suite 400
                Houston, TX 77024

              A focus on personalized access and service

              Working with diverse clients with specific needs, our team sees it as our top responsibility to understand each aspect of your unique and often complicated financial life.

              Your life, wealth and future

              Your life, wealth and future

              Retirement planning

              Retirement planning

              Foundations and endowments

              Foundations and endowments

              Legacy—Wealth for others

              For needs that go beyond your own—to help you improve the lives of others

              What will your legacy be?
              It’s never too early to plan ahead. A Legacy strategy can help you gain more control over your financial future and what you leave behind, so you can move forward with confidence.

              Learn more at ubs.com/wealthway.

              Backed by the strength of UBS

              A global leader in wealth management

              $2.8 trillion

              In invested assets globally 
              As of 06/30/2022

              51 countries

              Our global footprint

              Global leader

              UBS is a world-leading wealth manager