Experience

Brian provides investment advice and guidance to a select group of families and businesses in the Houston area and throughout the country. He assists affluent families, retirees, successful business owners and their related companies, and corporate executives who value the strategic approach and resources he brings to the relationship.

Brian is a graduate of Northwestern University in Evanston, IL and he holds the CERTIFIED FINANCIAL PLANNER™ certification. In addition to being a CFP® certificant, Brian holds the Chartered Retirement Planning Counselor^SM and the Chartered Financial Consultant® designation.

Brian joined UBS after working in the financial services industry since 2004. He is an avid sports fan and enjoys playing both golf and racquetball. He is an active volunteer teaching financial life skills through Junior Achievement at local high schools. As well, he previously served on the board of the Northwestern Alumni Association Club of Houston. Brian, his wife Elisa, and their two daughters live in League City.

Amy offers a wealth of knowledge and access to the investment resources of UBS to help clients address the various aspects of their financial lives. Amy holds a Bachelor's degree in Spanish from Texas A&M University and a Master's in Spanish Translation and Interpreting from University of Texas Rio Grande Valley. Amy has been in the financial services industry since 2012.

Victoria is conscientious, professional and quick to respond to client requests. She strives to make every client contact a positive experience and focuses on anticipating client's needs. Victoria has been in the financial services industry since 2018.

Missy focuses on building client relationships and addressing the financial needs of our clients with efficiency. Missy holds a Bachelor’s degree in Psychology and a minor in Sociology from the University of Houston. Missy has been in the financial services industry since 2014.