Your life. Your wealth. Your future.

For over 45 years Boots had been fortunate to have been part of some this country's premier service organizations including IBM, Amdahl, Alliance Bernstein and Deutsche Bank. Boots transitioned his team to UBS in 2012. He holds both a Bachelors and Master's Degree in Engineering from Southern Methodist University and is a diligent student of financial markets. Boots actively participates and contributes to his community in Dallas as a Board Member for the SMU College of Engineering, Park Cities Presbyterian Church, Young Life and Dallas Salesmanship Club. Boots is married to Susan and has three grown daughters.

• Southern Methodist University, Bachelors and Master's Degree in Engineering

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Brant began his career over 28 years ago in the financial services industry focusing on serving institutional clients around the country. Prior to joining UBS Institutional Consulting in 2009, he spent 10 years as a Senior Investment Management Consultant and Corporate Client Group Director at Smith Barney, as well as 7 years at Merrill Lynch as a Wealth Advisor. Today, as part of UBS' Wealth Management division, Brant is a trusted advisor to both institutional and high net-worth private clients. Brant is holds a B.S. in Political Science from Southern Methodist University in Dallas Texas, and is both a Chartered Retirement Plans Specialist (CRPS) and an Accredited Investment Fiduciary (AIF). Civically, Brant is a member of the Investment Management Consultants Association (IMCA), Chairman of the West Dallas Community School Foundation, Executive Board Member of the West Dallas Community School, Investment Committee Member of Circle Ten Council Boy Scouts of America Foundation, Advisory Board Member of The Dallas Foundation, a West Dallas Youth Mentor, and Deacon of his church. Brant is married to Ashley and has three children.

• Southern Methodist University, B.S. in Political Science

• Chartered Retirement Plans Specialist℠

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With experience ranging from Portfolio Manager to Investment Team Lead, Andy joined UBS Financial Services in 2013 after 10 years at JPMorgan's Private Bank.  He holds UBS's Portfolio Manager designation in connection with UBS's Portfolio Management Program.

Andy received a B.S. in Finance from Southern Methodist University.  He and his wife, Alexis, have a young child, and are actively involved in numerous civic organizations.

• Southern Methodist University, B.S. in Finance

• Certified Exit Planning Advisor

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Cory joined UBS in 2013 after nearly 8 years at JPMorgan's Private Bank and prior tenure at Lockheed Martin Aeronautics. Cory graduated with a bachelor's degree in e-Business and Finance from Texas Christian University and has an M.B.A. from Southern Methodist University with concentrations in finance and financial consulting.

He is involved in a number of professional and non-profit organizations in the Dallas/Fort Worth community and serves on the board of Hunger Busters. He and his wife, Jenny, live with their two children in Dallas.

• Texas Christian University, Bachelor's Degree in e-Business and Finance
• Southern Methodist University, M.B.A. with Concentrations in Finance and Financial Consulting

• Certified Exit Planning Advisor

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Erin has spent nearly a decade working with both private and institutional investment clients. She is a native of the Dallas area and graduated from the SMU Cox School of Business. She also received her MBA from Texas Woman’s University. Erin joins Kathy Rosenthal in providing our clients with the highest possible level of service. She is a foodie, loves a good coffee shop, enjoys traveling, working out and staying active. She is also obsessed with her nieces, Aspen and Maya!

Kathy has 30 years providing quality service and assistance to clients. She began her career in mutual funds with Fidelity Investments, then as an Account Executive for Amdahl in the field of IT; joining UBS from Deutsche Bank in 2012 . Kathy attended the University of North Texas with a pursued focus in Business and Finance.

• University of North Texas, Business and Finance