Senior Vice President–Wealth Management
Dave joined UBS in 2012 as a Senior Vice President - Wealth Management and Senior Portfolio Manager. He transitioned into the financial services industry in 1991 and discovered his passion as a family wealth advisor after a successful business career with Fortune 500 companies such as Baxter-Travenol, DuPont and Johnson and Johnson.
Dave and his team offer a comprehensive and detailed investment and planning approach to their clients' complex needs which include: investment, retirement, education, health, estate, and tax, and wealth transfer strategies.
Dave is a Summa Cum Laude graduate of the University of San Francisco. He completed the Senior Financial Advisor's Program in 2003 at the University of Pennsylvania's Wharton School of Business. He also completed the advanced portfolio management course taught at the University of Chicago's Booth School of Business in 2010. Dave currently lives in Frisco, Texas with his wife Patty and enjoys tennis, golf, exercising, reading, juggling, traveling, and dinner with friends.
Account Vice President
Dario joined UBS in July 2012 and brings over 12 years of Financial Services experience working with high net worth and ultra-high net worth clientele. Dario offers a wealth of experience in retirement planning, estate planning strategies and, 10b5-1 executive sales plans.
In 2013 he graduated from Southern Methodist University with a certificate in Financial Planning and in 2015 Dario earned the CERTIFIED FINANCIAL PLANNER™ designation, awarded by the Certified Financial Planner Board of Standards. Dario is a 2003 graduate of the University of North Texas.
Dario lives in McKinney, Texas with his wife and five children. In his spare time he enjoys golf and hunting.
Senior Client Associate
Laura joined UBS Financial Services in 2002 supporting the Regional Management team and transitioned to the Client Service Associate role in 2016. She is dedicated to delivering exceptional service and fostering deep client relationships.
Laura earned a B.A. degree from the University of Houston in 2001 and spent the first 6 years of her career in the wireless industry. She resides in Plano, Texas with her husband and two children. She is passionate about community volunteerism and has served in various PTA executive board positions. In her spare time she enjoys yoga, cycling, gardening, and reading.