Experience

Chris comes from a family with a multigenerational legacy of serving the largest names in the petrochemical industry. This gives Chris a deeper understanding of what matters most to his clients, and he uses this knowledge to prepare clients for their transition into retirement. Chris joined UBS in 2012 after prior tenure as a First Vice President at Merrill Lynch Wealth Management.

Chris emphasizes taking a conservative approach to investing in retirement, and believes there is no substitute for diversification through active portfolio management. Chris is a portfolio manager in the Portfolio Management Program (PMP) at UBS. This allows him to offer discretionary portfolio management services to his clients. This sophisticated program enables Chris to deliver a first class experience with state-of-the-art risk management.

Chris received his B.A. in Psychology from the University of Texas at Austin in 1997. Chris is FINRA- registered and holds series 7 and 66 securities licenses as well as licenses for life, accident and health insurance and variable annuities. Chris and his Wife Camille live in Beaumont, TX with their children Ashton, Carlisle, and Vivianne.

Ross comes from a family that found success in the restaurant business, and this commitment to "servant leadership" has been carried over into his career as a financial advisor. Ross is a Ceritfied Exit Planning Advisor. The Certified Exit Planning Advisor program was specifically designed for business advisors who work closely with owners of privately held companies. The organizing principle of the program is Master Planning, the alignment of the three legs of the stool (business, personal, financial), which is executed through the implementation of a process called the Value Acceleration Methodology™.

Ross is a Charterered Retirement Plans Specialist, a designation awarded by the College For Financial Planning. This allows him to offer sophisticated advice to business owners on their retirement plans and executive compensation. He works with both business owners and retirees to design and implemenet strategies that make their transition to a comfortable retirement possible. Ross is a big advocate for financial planning, and believes a solid plan should be used to inform all of life's biggest decisions.

Ross holds a bachelor's degree in Agricultural Leadership and Development from Texas A&M University and a M.B.A. with a concentration in finance, from Lamar University. Ross is from Beaumont, and lives their with his wife, Larae, and their two children.

Scott has over nineteen years of experience in the financial services industry. Prior to joining UBS in 2012, he spent time at both Merrill Lynch and Smith Barney. He received his BBA in Finance from Lamar University and has earned the designation of Chartered Retirement Planning Counselor (CRPC®).

Scott specializes in financial planning, portfolio management, and asset allocation. Scott has two sons who are currently pursuing college degrees. Scott believes in giving back to the community and is very involved in the YMBL and Boys Haven. Scott is FINRA- registered and holds series 7 and 66 securities licenses as well as licenses for life, accident and health insurance and variable annuities.

Sue has been a Senior Registered Client Service Associate at UBS since 2012. Sue began her career in wealth management in 1999. With a background in both inventory management and accounting, her attention to detail and consistency with clients makes her a true asset to the team. She is FINRA- registered and holds series 7 and 66 securities licenses.