Senior Vice President–Wealth Management
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.
First Vice President–Wealth Management
CERTIFIED FINANCIAL PLANNER™
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.
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.
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
Senior Wealth Strategy Associate
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.