Experience

Makes all the difference

The Persia Saba Klein Wealth Management Group has been providing global wealth management capabilities to Southeast Texas for the greater part of four decades.  Utilizing the firms vast global resources and state of the art planning tools, our job is to tailor an integrated financial solution to every client need.  Whether it's wealth accumulation or wealth succession, our cross-generational team framework has been designed to address the importance of financial legacy throughout multiple generations.

Mike Persia

Senior Vice President–Wealth Management

Financial Advisor

Mike began his financial career in 1979 with Rotan Mosle, in Beaumont Texas, and most recently joined UBS Financial in 2012. As managing partner of the PKC Financial Group, Mike's primary focus is to offer every client personalized risk management through proper portfolio diversification. Mike and his team's unique investment process aims to greatly reduce portfolio volatility, allowing clients not only the opportunity to build and preserve their wealth, but to retire comfortably. Mike and his wife Christy live in Beaumont, Texas. They have four adult children: Mike, Edward, Wesley and Hannah.

Registered States:
  • CA
  • CO
  • DE
  • FL
  • GA
  • IA
  • LA
  • ME
  • MI
  • MO
  • MS
  • NC
  • NM
  • NY
  • OH
  • PA
  • SC
  • TN
  • TX
  • VA
  • WA
  • WV
  • WY

Recognized as an industry leader:

  • Forbes Best-in-State Wealth Management Teams, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.

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

3450 Dowlen Road, Suite A
Suite A
Beaumont, TX 77706

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Jeremy Saba

Senior Vice President–Wealth Management

Financial Advisor

Jeremy B. Saba is a Senior Vice President-Wealth Management USA and Senior Portfolio Manager at UBS Financial Services, Inc.  Jeremy began his career at Smith Barney in 1998 and moved to UBS in 2015.  Jeremy's career has focused on retirement planning and wealth management with an emphasis on individuals retiring from the petrochemical industries in Southeast Texas.  Having developed and refined a unique process, Jeremy consults and customizes a strategy for each client to help them reach their individual goals and objectives.  Jeremy is a graduate of the University of Texas in Austin.  He holds Series 7,63,65,3 securities licenses, as well licenses to sell insurance and annuities.  Jeremy resides in Beaumont with his wife Nicole and three children, Will, Ramey, and Miles.

Registered States:
  • CA
  • CO
  • CT
  • DE
  • FL
  • GA
  • IA
  • IL
  • LA
  • MA
  • ME
  • MI
  • MO
  • NC
  • NM
  • NV
  • NY
  • OH
  • PA
  • SC
  • TN
  • TX
  • VA
  • WA
  • WV
  • WY

Recognized as an industry leader:

  • Forbes Best-in-State Wealth Management Teams, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.

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

3450 Dowlen Road, Suite A
Suite A
Beaumont, TX 77706

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Bradford Klein

Senior Vice President–Wealth Management

Financial Advisor

Brad Klein, a Financial Advisor and First Vice-President - Investments, his career has focused on total wealth management providing solutions for personal and business finances. Using a defined process, Brad works with each client to establish objectives, develop an appropriate strategy, recommend solutions and review the progress made. Brad, a graduate of the McCombs Business School at The University of Texas at Austin, has been in the financial services industry since 1989. Brad lives in Beaumont, Texas with his wife, Catherine and has three sons, Dillon, Quentin and Gramm.

Registered States:
  • CA
  • CO
  • DE
  • FL
  • GA
  • IA
  • IN
  • LA
  • ME
  • MI
  • MO
  • MS
  • NC
  • NM
  • NY
  • OH
  • OK
  • PA
  • SC
  • TN
  • TX
  • VA
  • WA
  • WV
  • WY

Recognized as an industry leader:

  • Forbes Best-in-State Wealth Management Teams, 2023The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.
  • Forbes Best-in-State Wealth Management Teams, 2024The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.

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

3450 Dowlen Road, Suite A
Suite A
Beaumont, TX 77706

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Edward Persia

Senior Vice President–Wealth Management

Financial Advisor

Edward is a Princeton University graduate who serves as the lead account director for the PKC Financial Group in Houston, TX. He is a fully licensed FINRA representative whose focus is on helping people simplify their financial situations by developing a plan that caters to their own income and growth expectations. Prior to joining the PKC Group, Edward played professional basketball in Italy, worked for a petroleum operating company, and coached on the basketball staff at SMU University. Edward is an active member of the Princeton Alumni Association and enjoys playing tennis and golf.  He currently resides in the Houston area with his wife Olivia, daughter India, two dogs, Reno & Ike. 

Registered States:
  • CA
  • CO
  • DE
  • FL
  • GA
  • IA
  • LA
  • ME
  • MI
  • MO
  • MS
  • NC
  • NM
  • NY
  • OH
  • PA
  • SC
  • TN
  • TX
  • VA
  • WA
  • WV
  • WY

Recognized as an industry leader:

  • Forbes America’s Top Next-Gen (Generation) Wealth Advisors Best-in-State, 2019The Forbes rating is compiled by Shook Research and awarded annually between June and September based on information from a 12 month period ending in March of the award year.
  • Forbes Best-in-State Wealth Management Teams, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.

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

4400 Post Oak Parkway
17th Floor
Houston, TX 77027

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Ashley Carter

Wealth Strategy Associate

Ashley Carter, a fully licensed Financial Advisor with the PKC Group, assists in conducting client reviews, implementing and maintaining the team's managed portfolios and creating individualized Financial Plans. Ashley holds both a Series 7 and Series 66 certification and is currently pursuing her CFP designation. Ashley is a life-long resident of Beaumont, having graduated from West Brook High School in 2000. She went on to earn her degree in Public Relations with a minor in Business Administrations from Texas A&M University in 2004. Ashley and her husband Will live in Beaumont with their daughter Elliott.

Registered States:
  • TX

Recognized as an industry leader:

  • Forbes Best-in-State Wealth Management Teams, 2023The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.

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

3450 Dowlen Road, Suite A
Suite A
Beaumont, TX 77706

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Sherrill Thompson

Senior Client Associate

Sherri Thompson is a Senior Registered Client Associate who joined the PKC Group after making a career move from the public school system in 2007. Sherri holds both a Series 7 and Series 66 certification.  She assists our clients on all general account inquiries, operational and administrative matters, along with the day to day operations of our team. Sherri and her husband Matt live in Lumberton and they have two adult sons – Tad and Ty.

Registered States:
  • TX
3450 Dowlen Road, Suite A
Suite A
Beaumont, TX 77706

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Taryn King

Senior Client Associate

Taryn King, a 2011 Corporate Communications graduate of Lamar University, joined the PKC Financial Group in the spring of the same year. Taryn holds both a Series 7 and Series 66 certification. Her responsibilities include assisting clients on all general account inquiries, administrative and operational matters, as well as the day to day operations of our team. Taryn and her husband, Chad, reside in Beaumont with their daughter Scarlett.

Registered States:
  • TX
3450 Dowlen Road, Suite A
Suite A
Beaumont, TX 77706

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Brandy Head

Senior Client Associate

Brandy Head is a Senior Registered Client Associate for the Persia Saba Klein Wealth Management Group.  Brandy holds her Series 7 and 63 licenses and is responsible for communications with clients, administrative matters, along with the day to day operations associated with the team.  Brandy has been in the Finance business since 2003 when she started at Smith Barney with Jeremy Saba.  Brandy and her husband Doug live in Hamshire Fannett with their two children, Haylie and Hayden.

Registered States:
  • CO
  • TX
3450 Dowlen Road, Suite A
Suite A
Beaumont, TX 77706

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Dena McNiel

Client Associate

Dena McNiel is a Client Service Associate at UBS Financial Services, Inc.  She started with Jeremy Saba at UBS in 2016.  She is responsible for communications with clients, setting up appointments, and general inquiries.  Dena and her husband Robert live in Hamshire  Fannett with their two children, Bobby and Bria.

3450 Dowlen Road, Suite A
Suite A
Beaumont, TX 77706

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