An experienced and committed team

Gary leads a team that is committed to serving the needs of ultra high net worth clients by developing and maintaining a custom wealth management plan as well as working with corporations wishing to enhance the delivery of employee benefit plans. He implements and administers equity based compensation plans that help corporate clients attract and retain key executives and employees. Gary holds the FINRA series 7, 31, 63 & 65 registrations. In addition he assists individuals and their families in managing wealth to help them pursue their unique goals and priorities

For more than 20 years Gary has been firmly committed to long term relationships and delivers exceptional client service. Before joining the financial services industry Gary served in the United States Army and the Army National Guard and also worked as a senior business analyst.

Gary earned a Bachelor of Business Administration in Management from Evangel University. He was consistently named one of Barron’s "Top 1,000 Financial Advisors" since 2011 (Published annually in February. Rankings based on data as of September 30 of prior year) and one of Barron’s "Top 1,200 Financial Advisors" in 2015 and 2016 (Published annually in Feb-March. Rankings based on data as of September 30 of prior year).

He is an avid mountain biker and runner who enjoys outdoors with his family. Gary also competes in various triathlons. He recently completed his second Ironman 140.6 competition. Gary and his wife Cara have been married for more than 25 years and have two children.

Community involvement is an integral part of how Gary interacts with clients and communities. He is enthusiastically involved with volunteering and fundraising for organizations such as Aging Mind Foundation and serves on the board for the Dallas Contemporary museum.

Travis Owens began his career in the financial industry after graduating from Texas Christian University in 2018. Travis and his team of investment industry professionals combine their industry knowledge and capabilities with the investment insight and global banking resources of UBS Financial Services, Inc. to provide a full range of wealth management services to plan sponsors and corporate executives. Travis’ main focus is the client experience and helping to ensure the client receives exemplary service they deserve. It is his goal to establish and maintain relationships and to provide the tools to simplify and manage a client’s wealth. 

Outside of the office, Travis enjoys travelling, biking, football and spending time with friends and family.

Accredited Wealth Management Advisor™, AWMA™, and the AWMA™ logo certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States.

Allison Williams has been a part of the financial services industry since 1998.  She exclusively works as a key relationship manager for ultra-high-net-worth clients.  Her primary focus is on providing first-class client service and strategic operational and administrative support to the group's clients.  She focuses on Rule 144 and Rule 10b5-1.

Allison graduated from University of Utah with a Bachelor of Science with a major in Communications.  She holds the Series 7 and Series 66 FINRA registration.