Insight-based advice

Globe next to stack of books

Where are you today and where do you want to be tomorrow? We recognize that a lasting relationship starts by listening and understanding your priorities and concerns. We'll work together to look at the big picture, discuss your vision for the future and help you confidently pursue your life goals.

Architect at drawing table

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.

  • Cathy-Wrage

    Cathy Wrage

    Senior Client Associate

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    • AZ
    • CA
    • FL
    • MI
    • NM
    • PA
    • TX

          7250 Dallas Parkway
          Suite 1200
          Plano, TX 75024
        •  Dan-Sklar

          Dan Sklar

          Senior Vice President–Wealth Management

          Financial Advisor

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          • AR
          • AZ
          • CA
          • CO
          • FL
          • IL
          • MD
          • MS
          • MT
          • NJ
          • NM
          • OK
          • PA
          • TN
          • TX

          Prior to joining UBS in 2015, Dan worked as a Private Client Consultant at Charles Schwab for over 10 years. After graduating from Tufts University in 1998, Dan moved back home to Dallas and has spent the past 18 years as an advisor helping both business owners and retirees navigate their financial future. His experience through bull and bear markets has provided him with valuable insight into financial markets and how to help clients prudently manage their wealth in both favorable and volatile market environments.

          Dan has a passion for community involvement and the arts in Dallas. He is also extremely proud of his three children: Ben, Hannah and Sam.

            • Tufts University
              7250 Dallas Parkway
              Suite 1200
              Plano, TX 75024
            • Geri-Dvorak

              Geri Dvorak

              Senior Client Associate

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              • CO
              • FL
              • IL
              • KS
              • NM
              • TX

                    7250 Dallas Parkway
                    Suite 1200
                    Plano, TX 75024

                  The circular economy: What is it?

                  Retirement planning

                  Retirement planning

                  Multigenerational planning

                  Multigenerational planning

                  Legacy—Wealth for others

                  For needs that go beyond your own—to help you improve the lives of others

                  What will your legacy be?
                  It’s never too early to plan ahead. A Legacy strategy can help you gain more control over your financial future and what you leave behind, so you can move forward with confidence.

                  Learn more at ubs.com/wealthway.

                  Backed by the strength of UBS

                  A global leader in wealth management

                  $2.8 trillion

                  In invested assets globally 
                  As of 06/30/2022

                  51 countries

                  Our global footprint

                  Global leader

                  UBS is a world-leading wealth manager