Your goals. Our comprehensive plan.

Seamands Sampson 2023

We make a real impact in the lives of our clients by guiding them through major life events and helping them preserve and pass on their wealth. Our customized approach focuses on thoughtful financial planning and wealth management that looks beyond your investments and encompasses all aspects of your financial life.

Mountains road

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.

  • Michael-Mike-Seamands-Photo

    Michael Seamands

    Senior Vice President–Wealth Management

    Financial Advisor

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    • AK
    • AL
    • AR
    • CA
    • CO
    • FL
    • IA
    • IL
    • KY
    • LA
    • MD
    • ME
    • MI
    • MN
    • MO
    • MS
    • NC
    • NJ
    • NM
    • NY
    • OK
    • PA
    • SD
    • TN
    • TX
    • UT
    • VA
    • WI

    Michael Seamands is a Senior Vice President and Wealth Advisor for UBS Financial Services Inc. Mike attended Oklahoma State, Harvard, and Colorado State where he earned a B.S. degree in business administration and marketing with a minor in psychology. Mike joined the financial industry in 1977 where he provides financial guidance and in-depth planning analysis for high net worth investors. He and his team specialize in services for oil & gas businessmen, physicians, business owners and retirees. In addition to his insurance license, Series 5, 7, 15,63 and 65, he also earned the designation of UBS Wealth Advisor, a title UBS restricts to a limited number of financial advisors who have demonstrated consistent excellence. Mike utilizes a disciplined approach that covers the numerous issues important the High Net Worth clients.

     

     

    • Forbes Best-in-State Wealth Management Teams, 2023, 2024The 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.

    • Oklahoma State
    • Harvard
    • Colorado State, B.S. Degree in Business Administration and Marketing with a Minor in Psychology
      6101 S. Broadway
      Suite 510
      Tyler, TX 75703
    • Jennifer-Sampson-Photo

      Jennifer Sampson

      Senior Vice President–Wealth Management

      Financial Advisor

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      • AK
      • AL
      • AR
      • CA
      • CO
      • FL
      • IA
      • IL
      • KY
      • LA
      • MD
      • ME
      • MI
      • MN
      • MO
      • MS
      • NC
      • NJ
      • NM
      • NY
      • OK
      • PA
      • SD
      • TN
      • TX
      • UT
      • VA
      • WI

      Jennifer began her career in financial services with Fidelity Investments in 1993. Since then, she has dedicated the past 18 years as a highly accomplished Financial Advisor in Tyler. A native of Dallas, Jennifer earned a Bachelor of Business Administration degree in finance from The University of North Texas. Jennifer's professional qualifications include earning the Series 7, 63 and 65 licenses, as well as her Texas life, health and annuity licenses. Outside of the office, Jennifer is actively involved with her children's activities and a variety of volunteer work. For the past 14 years, she has served on several boards and committees within the community, her church and her children's schools.

      • Forbes America’s Top Women Wealth Advisors, 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 America's Top Women Wealth Advisors Best-in-State, 2020, 2021, 2022, 2023, 2024The 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, 2020, 2021, 2022, 2023, 2024The 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, 2023, 2024The 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.
      • Working Mother Magazine/SHOOK Top Wealth Advisor Moms, 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.

      • The University of North Texas, Bachelor of Business Administration in Finance
        6101 S. Broadway
        Suite 510
        Tyler, TX 75703
      • Andrea headshot

        Andrea Sieben

        Client Associate

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        • AL
        • AR
        • CA
        • CO
        • FL
        • IL
        • KY
        • LA
        • MD
        • ME
        • MI
        • MN
        • MO
        • MS
        • NC
        • NJ
        • NM
        • NY
        • OK
        • SD
        • TN
        • TX
        • UT
        • VA
        • WI

        Andrea joined our team in 2011 following years of experience assisting clients within the legal sector. Holding a Bachelor of Arts degree in social sciences from St. Cloud State University in Minnesota, she has demonstrated a commitment to academic excellence and has subsequently earned her Series 7 and 63 securities licenses. Andrea began her career as a legal assistant prior to moving back to her home state of Texas and continued working in the legal field until bringing her experience in client service experience to UBS. She provides administrative and operational support to our team, helping them manage client relationships and ensuring efficient operations in areas such as client onboarding, compliance review, and communication.

          • St. Cloud State University in Minnesota, Bachelor of Arts
            6101 S. Broadway
            Suite 510
            Tyler, TX 75703
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            Tonya Skrocki

            Client Associate

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              Tonya joined the firm in September 2015, after a rewarding career in pharmaceuticals. She brings her extensive experience building customer relationships to our team as she serves clients. A native of Clinton, Mississippi, Tonya earned a Bachelor of Business Administration degree in finance as well as a Master of Business Administration degree from the University of Mississippi. She works together with the Financial Advisors by taking care of administrative responsibilities, managing client interactions, and ensuring operational excellence through her expertise as a Client Associate.

                • The University of Mississippi, Bachelor of Business Administration and Master of Business Administration
                  6101 S. Broadway
                  Suite 510
                  Tyler, TX 75703

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                At UBS, excellence comes from nurturing the best of our heritage, mastering the details and delivering the expertise you need to turn your financial vision into a reality. The result? Financial advice that is finely crafted for what matters most to you.

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