Experience

Ryan began his career in 1997 after graduating from the University of Texas at Dallas with honors.  Having spent nearly 12 years at Merrill Lynch,  he joined UBS in 2009.  With over 24 years of industry experience, spanning multiple market corrections, recessions, and recovery periods;  our primary goal will be to identify your goals, but to set the appropriate strategy to achieve multiple goals.

Ryan's areas of emphasis include customized retirement income planning, municipal bond strategies, college planning, and liability management including mortgage options, as well as tax minimization strategies.   

Ryan and his wife, Jill, live with their two children (Grace and Thomas) in Plano, TX. When away from the office, he enjoy fishing, golf, coaching, and family travel.

Kathy has been with UBS Financial Services since January of 2009.  She has been in the securities industry since 1991.  Prior to that, she worked in the banking industry for 10 years as a bank teller and in customer services.  Given her breadth of experience, Kathy is extremely efficient in addressing administrative and operational requests for clients.