Financial planning tailored to your goals

• AZ
• CA
• CO
• DC
• FL
• GA
• HI
• IL
• KS
• MD
• MI
• MS
• MT
• NC
• NJ
• NY
• OH
• OK
• PA
• TN
• TX
• VA
• WA
• WI
• WV

A native Austinite and University of Texas finance graduate, John has been a financial advisor since 1980. As a financial advisor and member of UBS's Portfolio Management Program (PMP) holding the title of Senior Portfolio Manager, John takes his clients through the entire financial planning process, from cash flow analysis and budgeting, investment planning, education planning, risk management and insurance, to retirement and estate planning. Through proper management of financial resources and continuous dialogue, John helps his clients meet their life goals.

An active member of the community, John is Chairman of the investment subcommittee of the YMCA of the Rockies in Estes Park, also serving on the investment and finance committee of the Seminary of the Southwest. John volunteers for Meals on Wheels, Mobile Loaves & Fishes, serves as a mentor at Padrón Elementary school, and is a member of the Dell Children's Trust. John is a former finance chairman and board member of Habitat for Humanity, investment committee member the Helping Hand Home, past deacon at Covenant Presbyterian Church and core leader of Adult Community Bible Study, former board member of the Children’s Blood & Cancer Center, former chairman of the CASA of Travis County Annual Golf Tournament for many years, and past Drive-a-Senior volunteer. John is a past president of Travis County Texas Exes and Young Men's Business League (YMBL), founding board member of Wonders & Worries, past senior warden of St. David's Episcopal Church, past leader of Teen Community Bible Study, and former member of Leadership Austin. In addition, John was appointed to sit on the St. David's Hospital Board serving twenty-three years. A former University of Texas Longhorns baseball player, John enjoyed coaching twenty-seven years in the community and is now helping coach his grandson's little league team. John and his wife, Keni, have been married since 1976 and have three sons, five granddaughters and two grandsons.

• Barron's Top 1,000 Financial Advisors, 2011The Barron's rating is awarded annually in March and is based on information from the prior year Q3. 
• 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.

• University of Texas, Finance

• Senior Portfolio Manager

• AZ
• CA
• CO
• FL
• GA
• HI
• KS
• MD
• MI
• MT
• NC
• NY
• TN
• TX
• VA
• WA
• WI

Brad, a 5th generation Austinite, graduated from Colorado State University with a degree in finance and real estate. A member of The Neff Group since 2005, he holds the Chartered Retirement Planning Counselor (CRPC^®) and Accredited Asset Management Specialist (AAMS^®) designation. Brad is also a member of UBS's Portfolio Management Program (PMP) and holds the title of Senior Portfolio Manager. A financial advisor and portfolio manager with the group, Brad specializes in the construction of financial plans tailored to each client's individual needs, including investments, retirement and education planning, social security, long-term care and life insurance.

Brad is a volunteer for Meals on Wheels, enjoys coaching youth sports for his two children, serves as a youth mentor, and is actively involved with his Church. For six years Brad served on the board and was treasurer for Generation Serve. A baseball coach at Northwest Pony League for seven years, Brad served as the president from 2011 to 2013. In addition, Brad is a current board member and coach for his son's baseball team at Northwest Little League. Brad and his wife, Liz, have a daughter and a son, Collins and Caleb.

• 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.
• Forbes Top Next-Gen (Generation) Wealth Advisors Best-in-State, 2018, 2019The Forbes rating is compiled by Shook Research and awarded annually in August based on information from a 12 month period ending in March of the award year.

• Colorado State University, Finance and Real Estate

• Senior Portfolio Manager
• Accredited Asset Management Specialist
• Chartered Retirement Planning Counselor

• AZ
• CA
• CO
• FL
• GA
• HI
• KS
• LA
• MD
• MI
• MT
• NC
• NY
• TN
• TX
• VA
• WA
• WI

Greg, a 5th generation Austinite, graduated from The McCombs School of Business at the University of Texas with a finance degree in financial markets and banking. A financial advisor with UBS since 2008, Greg is a CERTIFIED FINANCIAL PLANNER™ (CFP®) practitioner, Accredited Asset Management Specialist (AAMS®) and Certified Fund Specialist (CFS®) designee. Greg is also member of UBS's Portfolio Management Program (PMP) and holds the title of Senior Portfolio Manager. As a CFP^® professional and portfolio manager working with clients on their financial, retirement, insurance, education and estate planning needs, Greg specializes in investment management. He focuses on a combination of strategic and tactical asset allocation strategies to match each client's individual needs, constructing and managing equity and fixed income portfolios using ETFs, open- and closed-end funds, individual stocks, bonds, preferreds, REITs, MLPs and specialized cash management strategies.

Greg is a volunteer for Meals on Wheels of Central Texas, coaches baseball at Northwest Little League, is a current member of the Dell Children's Trust, American Mensa, the Texas Cowboys Alumni Association and Texas Fiji Alumni, and is actively involved with his Church, Covenant Presbyterian. Greg was a past president of The Bachelors of Austin and past committee member of the CASA of Travis County Annual Golf Tournament, and coached baseball at Northwest Pony League for many years. Greg and his wife, JulieWinn, have two daughters and a son, Gracie, Adeline, and Gregory. 

• 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.
• Forbes Top Next-Gen (Generation) Wealth Advisors Best-in-State, 2018, 2019, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in August based on information from a 12 month period ending in March of the award year.

• The McCombs School of Business at the University of Texas, Finance

• Senior Portfolio Manager
• Accredited Asset Management Specialist
• CERTIFIED FINANCIAL PLANNER®
• Certified Fund Specialist®

Debbie was born and raised in Houston, Texas along with 7 siblings. She attended the University of Houston and enjoyed a long career with AT&T before retiring in 2022. She brings 22+ years of experience in Project Management, Operations, Business Development and Client Support Services to UBS and The Neff Group. She volunteers with Meals on Wheels and enjoys her time off with her husband, 3 children and 7 grandchildren.