The connections for a confident future

Whether you’re a professional building wealth, a business owner considering how best to plan your transition or a retiree enjoying the fruits of a lifetime of work, we provide business exit guidance and comprehensive wealth management.

At Riebe Pumo Wealth Management, we help private business owners and entrepreneurs thrive at each stage of their business life cycle. As Certified Exit Planning Advisors, Steve Riebe and Mike Pumo can provide the framework and education to help you assess and maximize the value of your business, prepare for an eventual business exit and plan your next act in life.

Our team can connect you to a network of professionals and the vast, global resources of UBS. We pride ourselves on our ability to help filter out the noise and offer easy-to-understand wealth planning advice that helps simplify your entire financial world.

Our goal is to help make your business transition decisions as simple as possible. We'll coordinate our extensive UBS resources and network of professionals to help you move forward with confidence.

- Steve Riebe

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.

  • Stephen Riebe Profile Photo

    Stephen Riebe, ChFC, CEPA

    Senior Vice President–Wealth Management

    Portfolio Manager

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    • AZ
    • CA
    • CO
    • GA
    • HI
    • IL
    • MI
    • MO
    • NJ
    • NM
    • NV
    • OR
    • SC
    • TN
    • TX
    • VA
    • WA

    Steve’s introduction to capital markets and investment advice started at James Madison College at Michigan State University.  He saw first-hand how the educational system has failed to ready most of the public with even the most fundamental principles of personal financial planning or investment management.  Today, Steve remains driven to help simplify the complexities surrounding the financial planning and investment management experience. He does this through clear and easy-to-understand solutions for his clients’ important financial decisions.

    A focus on business owners and executives

    As the owner of a privately held business, Steve brings experience and understanding to the difficult decisions business owners and executives face every day. By leveraging the experience of his team, as well as the global resources of UBS, the entire Riebe Pumo Wealth Management team is positioned to guide their clients in comprehensive financial and business planning. 

    Steve’s CEPA (Certified Exit Planning Advisor) accreditation equips him to oversee and coordinate the development of a master plan for an exit or sale of a privately held business. Working alongside clients through the full cycle of their personal and business planning objectives, he helps integrate all aspects of their financial lives into a comprehensive exit plan, including investment and risk management, as well as legal, tax and insurance challenges.

    As a Chartered Financial Consultant® (ChFC®), Steve is committed to the highest standard of professional ethics and principles. He earned the designation from the Solomon L. Hubner School of the American College of Financial Services, where he was also awarded a certificate in financial planning as part of his studies.

      • James Madison College at Michigan State University
      • Portfolio Manager
      • Certified Exit Planning Advisor
      • Chartered Financial Consultant
      98 San Jacinto Boulevard
      Suite 600
      Austin, TX 78701
    • Michael Pumo Profile Photo

      Michael Pumo, CEPA, CFP

      First Vice President–Wealth Management

      CERTIFIED FINANCIAL PLANNER™

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      • AZ
      • CA
      • CO
      • GA
      • HI
      • MI
      • MO
      • NJ
      • NM
      • NV
      • OR
      • SC
      • TN
      • TX
      • VA
      • WA

      Mike’s entrepreneurial drive and his desire to help others are what motivated him to start his wealth management business in 2005. After several years in another industry, he had quickly realized that his coworkers were in great need of personal financial planning and investment guidance. 

      Mike has a special focus on serving business owners and entrepreneurs by helping them connect the dots and bring order to the personal, business and financial aspects of their lives. Understanding that these areas are closely intertwined, Mike's team utilizes planning considerations that may not be found in other segments.

      Beyond his extensive training, his personal experiences as an owner and investor in several privately held businesses, as well as having successfully navigated liquidity and transition events, has given him key insights for helping to guide clients through theirs.

      Certification and education

      As a Certified Financial Planner™ and Certified Exit Planning Advisor, Mike serves as a fiduciary who is legally bound to uphold the highest standards of care. He has developed a passion for demystifying the wealth planning and investing process so that his clients can rest easy at night having a clear understanding of their plans for the future. 

      Mike earned a B.B.A. degree, with Honors, from the McCombs School of Business at the University of Texas. He was also a starter and team leader for the Longhorns baseball team, helping to lead them to the College World Series in 2000.

       

        • McCombs School of Business at the University of Texas, B.B.A. with Honors
        • CERTIFIED FINANCIAL PLANNER™
        • Accredited Asset Management Specialist℠
        • Certified Exit Planning Advisor
        98 San Jacinto Boulevard
        Suite 600
        Austin, TX 78701
      • Sampson

        Zachary Sampson

        Wealth Planning Associate

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        • TX

        Zach heads up the Riebe Pumo Wealth Management financial planning team. In his multi-year role as Wealth Planning Associate for multiple UBS offices in the North and Central Texas markets, Zach worked closely with a multitude of financial advisors as they helped clients from varied backgrounds pursue their goals through comprehensive financial planning and wealth management solutions.

        Zach's in-depth financial planning knowledge and experience helps provide invaluable expertise in the full spectrum of planning needs, including retirement income and cash flow analysis, retirement plans and employee benefits, estate and multigenerational planning, risk and liability planning, business continuity and succession, charitable giving, and others.

        In addition to his experience at both Houston Asset Management and UBS, Zach has achieved the prestigious CERTIFIED FINANCIAL PLANNER (CFP) and Accredited Wealth Management Advisor designations.

        Zach earned his bachelor's degree in Finance from the University of Arkansas, and went on to earn a Master's degree in personal financial planning from Texas Tech University.

              98 San Jacinto Boulevard
              Suite 600
              Austin, TX 78701
            • Lee

              Cynthia Lee

              Client Associate

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                Cindy is a Client Service Associate who has been in the Financial Services industry for nearly four years. Cindy has a wide range of experience including working as an Operations Manager for a Home Health Company, where she worked for nearly a decade. Cindy has a Master's degree in Criminal Justice from Texas State University and Bachelor's degree in Psychology from University of Texas at Austin.

                Cindy is married to Kris and they have two kids, a son and a daughter. They love spending time together as a family and finding new adventures. Cindy and Kris love going to UT football games, spending time outdoors with the kids, and traveling to new places

                      98 San Jacinto Boulevard
                      Suite 600
                      Austin, TX 78701
                    • Douglas

                      Kyle Douglas

                      Associate Director

                      Senior Wealth Strategy Associate

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                      • AL
                      • AR
                      • AZ
                      • CA
                      • CO
                      • CT
                      • DE
                      • FL
                      • IL
                      • IN
                      • LA
                      • MA
                      • MI
                      • MO
                      • MT
                      • NC
                      • NJ
                      • NM
                      • NY
                      • OH
                      • OK
                      • OR
                      • PA
                      • TN
                      • TX
                      • VA
                      • WA

                      Kyle is a Senior Wealth Strategy Associate who has been in the Financial Services industry for nearly a decade. He is fully registered holding his Series 7, Series 66, Series 9, and Series 10 securities licenses. Kyle has a wide range of experience including operations, supervision, trading, margin, and risk. Additionally, he held various management roles such as Operations Manager and, most recently, Supervisory Officer where he was responsible for supervisory duties and business risk management for multiple UBS branches including Austin, Texas.

                      Outside the office Kyle enjoys seeking adventure and engaging in hobbies such as motorsports, cooking, camping, and traveling as much as possible with his wife, Kallie.

                            98 San Jacinto Boulevard
                            Suite 600
                            Austin, TX 78701

                          Connecting you to the deep resources of UBS

                          By seeing the big picture, we provide access to the global platforms and the financial and intellectual strengths of UBS’s experts in Wealth Management, Asset Management and our Private and Investment Banks.

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                          Learn more at ubs.com/wealthway.

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