Your lasting legacy

Mother and child laying in bed

We make a real impact in the lives of our clients by guiding them through major life events and helping them preserve and pass on their wealth. Our customized approach focuses on thoughtful financial planning and wealth management that looks beyond your investments and encompasses all aspects of your financial life.

Three people sitting in office

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.

  • Mike Persia

    Mike Persia

    Senior Vice President–Wealth Management

    Financial Advisor

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

    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 Q5 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.

    • 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.

        3450 Dowlen Road, Suite A
        Suite A
        Beaumont, TX 77706
        mike.persia@ubs.com
        Mike Persia
        3450 Dowlen Road, Suite A,Beaumont,TX,77706
      • Jeremy B. Saba

        Jeremy Saba

        Senior Vice President–Wealth Management

        Financial Advisor

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        • 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

        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.

        • Forbes Best-in-State Wealth Advisors, 2024The 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 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.

            3450 Dowlen Road, Suite A
            Suite A
            Beaumont, TX 77706
            jeremy.b.saba@ubs.com
            Jeremy Saba
            3450 Dowlen Road, Suite A,Beaumont,TX,77706
          • Bradford A. Klein

            Bradford Klein

            Senior Vice President–Wealth Management

            Financial Advisor

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            • 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

            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.

            • 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.

                3450 Dowlen Road, Suite A
                Suite A
                Beaumont, TX 77706
                brad.klein@ubs.com
                Bradford Klein
                3450 Dowlen Road, Suite A,Beaumont,TX,77706
              • Edward Persia

                Edward Persia

                Senior Vice President–Wealth Management

                Financial Advisor

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

                Edward is a Princeton University graduate who serves as the lead account director for the Q5 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 Q5 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 and Dalia.

                • 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.
                • Forbes 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.

                    4400 Post Oak Parkway
                    17th Floor
                    Houston, TX 77027
                    edward.persia@ubs.com
                    Edward Persia
                    4400 Post Oak Parkway,Houston,TX,77027
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                    Omar Bitar

                    Senior Vice President–Wealth Management

                    Financial Advisor

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                    • AL
                    • CA
                    • CO
                    • FL
                    • GA
                    • IA
                    • KS
                    • LA
                    • MI
                    • MO
                    • NV
                    • NY
                    • OH
                    • PA
                    • TN
                    • TX
                    • VA
                    • WA
                    • WY

                    Bachelor's Degree Lamar University

                    2007-2015  Morgan Stanley Smith Barney

                    2015-Present   UBS Financial Services

                    Series 7, 31, & 66

                          3450 Dowlen Road, Suite A
                          Suite A
                          Beaumont, TX 77706
                          omar.bitar@ubs.com
                          Omar Bitar
                          3450 Dowlen Road, Suite A,Beaumont,TX,77706
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                          Kevin Wagner

                          Senior Wealth Strategy Associate

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                          • GA
                          • MO
                          • TX
                          • WA

                          Bachelor's Degree  New Mexico St. University

                          1979-1986       Merrill Lynch

                          1986-1995       Rotan Mosle/Paine Webber

                          1995-2015       Morgan Stanley Smith Barney

                          2015-Present  UBS

                          Series 3, 7 & 65

                          Insurance Licensed

                                3450 Dowlen Road
                                Suite A
                                Beaumont, TX 77706
                                kevin.e.wagner@ubs.com
                                Kevin Wagner
                                3450 Dowlen Road,Beaumont,TX,77706
                              • Ashley Carter

                                Ashley Carter

                                Wealth Strategy Associate

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                                • TX

                                Ashley Carter, a fully licensed Financial Advisor with the Q5 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.

                                • 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.

                                    3450 Dowlen Road, Suite A
                                    Suite A
                                    Beaumont, TX 77706
                                    ashley.carter@ubs.com
                                    Ashley Carter
                                    3450 Dowlen Road, Suite A,Beaumont,TX,77706
                                  • Sherrill A. Thompson

                                    Sherrill Thompson

                                    Senior Client Associate

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                                    • TX

                                    Sherri Thompson is a Senior Registered Client Associate who joined the Q5 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 currently lives in Beaumont and has two sons, Tad and Ty.

                                          3450 Dowlen Road, Suite A
                                          Suite A
                                          Beaumont, TX 77706
                                          sherri.thompson@ubs.com
                                          Sherrill Thompson
                                          3450 Dowlen Road, Suite A,Beaumont,TX,77706
                                        • Taryn King

                                          Taryn King

                                          Senior Client Associate

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                                          • TX

                                          Taryn King, a 2011 Corporate Communications graduate of Lamar University, joined the Q5 Financial Group in the spring of the same year. Taryn holds her Series 7 and Series 66 certifications, along with her Series 9 and Series 10 certifications. 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 daughters Scarlett and Zoey.

                                                3450 Dowlen Road, Suite A
                                                Suite A
                                                Beaumont, TX 77706
                                                taryn.king@ubs.com
                                                Taryn King
                                                3450 Dowlen Road, Suite A,Beaumont,TX,77706
                                              • Brandy Dawn Head

                                                Brandy Head

                                                Senior Client Associate

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                                                • CO
                                                • TX

                                                Brandy Head is a Senior Registered Client Associate for the Q5 Financial 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.

                                                      3450 Dowlen Road, Suite A
                                                      Suite A
                                                      Beaumont, TX 77706
                                                      brandy.head@ubs.com
                                                      Brandy Head
                                                      3450 Dowlen Road, Suite A,Beaumont,TX,77706
                                                    • Dena Monique Mcniel

                                                      Dena McNiel

                                                      Client Associate

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                                                        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
                                                              dena.mcniel@ubs.com
                                                              Dena McNiel
                                                              3450 Dowlen Road, Suite A,Beaumont,TX,77706

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