Experience

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.

Joe joined UBS, formerly Paine Webber, in 1999 and is a seasoned professional with 36 years of experience in the financial services industry. He offers his clients a comprehensive wealth planning relationship with financial planning as a road map, including integrating concentrated corporate benefit stock and options. Joe has a B.A. in Finance from Southeastern La. University, where he achieved the distinct honor of Academic All American in Division 1 collegiate golf. He furthered his knowledge by obtaining the accredited Certified Private Wealth Advisor® designation, an advanced professional certification for advisors who serve high-net-worth clients.

Over the course of his career, he has focused his practice on advice and planning. Their wealth management process is designed to address and align a client's life goals with their unique needs. When Joe is balancing his work and personal life, he enjoys being active with fitness, golf, Motorcoach traveling with Teresa, his wife of 31 years, and their 3 rescue dogs. They are members of Tallowood Church, where he has served in the Celebrate Recovery ministry for the past 13 years.

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.

Jahaira is an integral part of The Refinery Investment Group, responsible for managing team operations, client requests and account administration.  Jahaira strives to deliver personalized service and solutions, with the overall goal of exceeding client expectations.  She is committed to building lasting relationships and will support you and the team through your financial journey.  Jahaira came to us from Morgan Stanley where she started her career in 2015 as the receptionist. Within the first 6-months, she transitioned from receptionist to CSA for an International team. In 2022 she joined The DePaula Wealth Management Group, working alongside Joe DePaula. She then merged with The Refinery Investment Group in 2025.  Some of the things she enjoys doing are reading, traveling and taking her dogs on different park adventures.