Experience

Craig has dedicated his 30 years in the financial services industry to consulting on Private Foundation / Endowments, Non-Profits and Corporate Retirement Plans. After earning his BBA from Louisiana State University in 1987, Craig began his career at Merrill Lynch as a Senior Investment Consultant. He joined UBS (formerly PaineWebber) in 1997 where he has maintained many of his original relationships. Craig assists clients in articulating Committee goals through an investment policy statement; developing a long-term asset allocation plan; selecting investments with appropriate risk profiles and monitoring the plan's progress towards meeting stated goals.

With nearly a decade of dedicated service at UBS, Beau brings a wealth of experience and a deep commitment to client success in the financial services industry. Currently serving as a Private Wealth Management Advisor, Beau partners with individuals and families to deliver tailored wealth management strategies, drawing on a comprehensive background in advisory and client service roles. Since joining UBS in 2017, Beau has advanced through several key positions, including Client Service Associate, Wealth Strategy Associate, and Financial Advisor Associate. His progression reflects a strong foundation in both strategic planning and personalized client engagement. Beau also holds certifications as a UBS Institutional Consultant and Retirement Plan Consultant, underscoring a broad expertise in corporate and institutional consulting. Beau earned his CIMA® designation in 2024, reflecting his expertise in portfolio construction, risk management, and institutional investment consulting. This achievement underscores his disciplined, evidence-based approach to helping clients build and preserve wealth. Beau is a graduate of Rice University, where he earned a Bachelor’s degree in Psychology. Outside of work, Beau enjoys spending quality time with his family, playing music, watching sports and playing golf.

Lynne is a Client Associate with experience in financial analysis, client relations, and operational management. After earning her undergraduate degree from The Catholic University of America, Lynne worked in wealth management in the New Orleans area. After a career break to focus on her family, she returned to work in an accounting and business advisory role, where she assisted small and medium-sized businesses gain clarity and confidence in their financial decisions. After graduating with an Executive MBA from the University of Houston, Lynne joined UBS where she specializes in supporting clients and advisors with account management, financial reporting, and personalized service. With a commitment to attentive, knowledgeable support, Lynne is dedicated to helping clients achieve their financial goals.

A graduate of the University of Arkansas with a Bachelor of Science in Sports Management, Colton brings a unique blend of leadership and teamwork to the wealth management field. With experience as a collegiate baseball player at the University of Texas in Austin and as a hitting coach for young athletes, he has developed strong mentoring and communication skills.

Colton currently supports clients by assisting with servicing requests, quarterly financial reporting, and a range of administrative responsibilities. He joined UBS after completing an internship in the firm’s Private Wealth Management division, further deepening his understanding of client-focused financial solutions.

Outside of work, he enjoys spending time with his dog Penny, playing golf, and following college, NFL and MLB sports teams.