The retirement you've earned

It all begins with a plan

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With the complexity of today's markets and uncertainty about tomorrow's economy, good financial advice is more important than ever. At The Refinery Investment Group, we are a team of dedicated Financial Advisors, committed to helping you organize your finances around your short term needs, your longer-term goals and what you envision for generations to come. Our knowledgeable perspective, good judgement and broad experience can help you meet your challenges and seize opportunities.

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Defining your priorities. Pursuing what matters.

Our experience and structured planning process drives a comprehensive financial plan and customized investment strategies. Depending on where you are in your life and the priorities that matter most, our planning conversations may focus on liquidity management, your cash flow needs, asset replacement solutions such as insurance, estate planning strategies, or tax and legal structures such as trusts and philanthropic vehicles.

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A plan to simplify your financial life

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Turn possibilities into a plan

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Approach your financial future with confidence

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Retirement planning

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.

  • Sherry Verburgt Profile Photo

    Sherry Verburgt

    Managing Director–Wealth Management

    Financial Advisor

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    • Start a conversation with Sherry Verburgt
    • AR
    • AZ
    • CA
    • CO
    • DE
    • FL
    • IA
    • IL
    • KS
    • LA
    • MD
    • MI
    • NC
    • NJ
    • NV
    • NY
    • OH
    • OK
    • OR
    • PA
    • TN
    • TX
    • UT
    • VA
    • VT
    • WA

    Sherry began her securities career in 1996 as a marketing coordinator for a Financial Advisor with Merrill Lynch in Lake Jackson. While attending Houston Baptist University, she worked full time for Houston Partners, a Houston based venture capital firm where they specialized in creating business investments for affluent clients. Then in 2000 Sherry joined Morgan Stanley Dean Witter and began her career serving individual client's financial needs. She has spent the last decade educating upcoming retirees on the steps needed to achieve retirement. Her focus is helping employees in the Petrochemical Industry prepare for and transition into retirement. Sherry provides her clients with retirement cash flow and investment plans optimized to achieve both their needs for a retirement paycheck and their specific retirement goals while minimizing their potential for running out of money.

    Sherry currently works with UBS Financial Services as a Managing Director – Wealth Management, USA. She is FINRA registered and holds Series 7; 31; 63; and 65 securities licenses and is registered with the Texas Department of Insurance.

    Sherry and her husband Nick have identical twin sons (Chase and Logan), a daughter (Shylah Grace) and enjoy traveling, playing poker, and spending time with the family.

    • Forbes America’s Top Women Wealth Advisors, 2019, 2020, 2021The Forbes rating is compiled by Shook Research and awarded annually in February based on information from a 12 month period ending September of the prior year.
    • Forbes Best-in-State Wealth Advisors, 2019, 2020, 2021, 2022, 2023, 2024, 2025The 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, 2024, 2025The 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 Women Wealth Advisors Best-in-State, 2022, 2023, 2024, 2025The Forbes rating is compiled by Shook Research and awarded annually in February based on information from a 12 month period ending September of the prior year.
    • UBS Wealth Management President’s Council, 2024UBS Financial Services Inc. Councils are a distinction held by UBS Financial Advisors based on criteria including evaluation of compliance with firm rules, standards & policies and revenue. Council membership is not representative of any one client's experience and is not indicative of the advisor’s future performance.
    • Working Mother Magazine/SHOOK Top Wealth Advisor Moms, 2018, 2019, 2020, 2021The Working Mother Magazine/SHOOK rating is compiled by Shook Research and awarded annually in October based on information from a 12 month period ending in March of the award year.

    • Houston Baptist University
      750 Town & Country Blvd,
      Suite 400
      Houston, TX 77024
      sherry.verburgt@ubs.com
      Sherry Verburgt
      750 Town & Country Blvd, ,Houston,TX,77024
    • Whitney Lockwood

      Whitney Lockwood

      Senior Wealth Strategy Associate

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      • TX

        • The University of Texas at Austin, BBA Finance: 2004 - 2007
          750 Town and Country Blvd
          Suite 400
          Houston, TX 77027
          whitney.lockwood@ubs.com
          Whitney Lockwood
          750 Town and Country Blvd,Houston,TX,77027
        • Haley Daughtry Profile Photo

          Haley Daughtry

          Senior Wealth Strategy Associate

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          • AK
          • CA
          • GA
          • NY
          • TX

          In 2007, Haley started at UBS as a Client Service Associate (CSA) with a passion for client support.  In 2012 she became the CSA for The Refinery Investment Group. Using her extensive technical skills and passion for clients, Haley significantly contributed to the 406% growth of the team from 2012 to 2021. Haley was promoted to the position of Senior Wealth Strategy Associate – Relationship Manager in 2021. In this new position Haley continues to work closely with clients to support their needs.

          Haley holds Series 7 and 66 securities licenses.

          Haley always had a passion for helping others. Haley is a big Astros baseball fan. She enjoys traveling and especially traveling to new baseball stadiums to watch Astros road games. She also loves animals with special recognition for her two dogs Gianna and Ellie.

                750 Town and Country Blvd
                Suite 400
                Houston, TX 77027
                haley.daughtry@ubs.com
                Haley Daughtry
                750 Town and Country Blvd,Houston,TX,77027
              Multicultural

              Invest to advance

              Let’s build the future of multicultural wealth. Together.

              Whether it’s for your family, your community or your cause—your money and investments today will shape tomorrow. Start crafting a plan that serves your purpose and the people who matter most. We know your legacy matters to you. It matters to us too.

              A leader in wealth management

              Backed by the strength of our parent company, UBS AG

              $6 trn

              UBS Group invested assets
              As of 12/31/2024

              51 countries

              Our global footprint

              Global leader

              UBS is a leading and truly global wealth manager

              Insights

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              Tariffs dominate the headlines, but innovation shapes the future

              The US government’s tariffs are dominating headlines. It remains unclear how severely the recently announced tariffs will impact Switzerland. At the same time, equities have reached new all-time highs. However, risks have not yet been eliminated, and investors should expect market volatility in the near future. This volatility could be mitigated with a diversified portfolio. While President Trump may command the headlines, we believe the future belongs to transformative innovations, such as artificial intelligence. We see any potential setback in equity markets as an opportunity to increase exposure to companies that are leaders in these innovations.

              ubs.com Aug 6, 2025

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              Will the threat to Fed independence harm markets?

              US President Trump has repeatedly criticized the Federal Reserve for taking too long to cut rates, raising concerns about Fed independence. A direct challenge to Fed autonomy could add to the risk premium on US Treasuries and undermine confidence in the US dollar. But our view is that the president is unlikely to take this risk. We expect Fed policy to be guided primarily by labor market and inflation data, leading to around 100 basis points of easing by June 2026.

              ubs.com Aug 4, 2025

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