A plan for today, tomorrow and generations to come

We make a real impact in the lives of our clients by guiding them through major life events and helping them preserve and pass on their wealth. Our customized approach focuses on thoughtful financial planning and wealth management that looks beyond your investments and encompasses all aspects of your financial life.

Family photos

A focus on personalized access and service

Working with diverse clients with specific needs, our team sees it as our top responsibility to understand each aspect of your unique and often complicated financial life.

Retirement planning

Retirement planning

The rising generation in a new world

The rising generation in a new world

Multigenerational families

Multigenerational families

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.

  • John W. Dull Jr

    John W. Dull

    Senior Vice President–Wealth Management

    Financial Advisor

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    • AL
    • CA
    • CO
    • DC
    • FL
    • GA
    • IA
    • ID
    • IL
    • LA
    • MD
    • MS
    • NC
    • NM
    • NY
    • OK
    • PA
    • TX

    John, a founder of WTC Investment Group, leads our Fort Worth based investment team and is a 28 year veteran of the financial services industry. John began his career with Morgan Stanley in 1995.  In 2001, he moved his practice to UBS.  John holds two firm designations Senior Portfolio Manager and Wealth Advisor.

    John completed his undergraduate degree in Business from TCU in 1990 and received a Master’s from Baylor University in 1994. John played and coached college football.  John served TCU as a National Alumni board officer during years 1996 to 2001.

    John and his wife, Christy, have 3 daughters, Caddie, Kathryn and Conlee.  Caddie and her husband, Kristoff, live in Dallas.  Caddie's in her final year pursuing a Law Degree from SMU’s Dedman School of Law.  Kathryn, a senior, attends Southwestern University in Georgetown, TX and plays college softball.  Conlee, a junior, attends the University of Utah in their Honors College.  John and Christy live near TCU in Fort Worth and are members of Arborlawn United Methodist Church and Colonial Country Club.  Christy is a member of the Fort Worth Women’s Club.

          Alternative investments
          Custom portfolios
          Retirement planning
          Business owners
          Estate planning strategies
          Long-term care planning
          Philanthropy
          750 Town and Country Blvd
          Suite 400
          Houston, TX 77024
        • Patrick Evans

          Patrick M. Evans

          Senior Vice President–Wealth Management

          Financial Advisor

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          • AL
          • CA
          • CO
          • DC
          • FL
          • GA
          • IA
          • IL
          • LA
          • MD
          • MS
          • NC
          • NM
          • NY
          • OK
          • PA
          • TN
          • TX

          Patrick leads our Dallas based investment team and has nearly 30 years in the investment industry.  He earned a Bachelor of Science degree in International Trade and Finance from Louisiana State University.  A veteran of Operation Desert Shield and Desert Storm, Patrick served 8 years in the US Naval Reserve.  Patrick was a Market Maker on the trading floor of the Chicago Board Options Exchange and the Chicago Mercantile Exchange from 1993 until 1995.  Patrick joined UBS in 2000 and holds the UBS Senior Portfolio Manager and Wealth Advisor designations.

          He is a past President of the DFW LSU Alumni Association.  Patrick has served in numerous capacities supporting LSU, including the Houston PetroTigers and LSU Foundation Planned Giving Advisory Council.  Patrick currently serves on the EJ Ourso College of Business Dean's Advisory Council since 2015. Patrick passionately supports AIESEC Life and has served on the National Board of Directors since 2015. Patrick shares homes in Plano, Texas and Tampa, Florida with his Fiancée', Raquel, who is a Senior Business Analyst - US IT with PwC. A father of two children, his daughter, Santana, attends LSU and is pursuing a psychology degree. His son, Sultan, is a member of high school debate team and enjoys playing basketball. 

                Estate planning strategies
                Asset allocation
                Professionals
                Financial planning
                Education planning
                Legacy planning
                7250 Dallas Parkway
                Suite 1200
                Plano, TX 75024
              • Hunter Bentley

                Hunter H. Bentley

                Account Vice President

                Financial Advisor

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                • AL
                • CA
                • CO
                • DC
                • FL
                • GA
                • IA
                • IL
                • LA
                • MD
                • MS
                • NC
                • NM
                • NY
                • OK
                • PA
                • TX

                Hunter leads our Houston based investment team and has more than 10 years of experience in the investment industry.  He began his career in the financial services industry in New York City, and in 2013 was recruited to UBS Financial Services Inc. which allowed him to move back to Texas.  He currently holds his Series 7, 63 and 66 licenses, along with his insurance licenses.  Hunter is focused on wealth management, financial planning and leads WTC's business development strategies.

                Hunter was raised in Palestine, Texas and now resides in the Energy Corridor area of Houston with his wife Meghan and daughter Scarlett.  In his spare time he enjoys fishing, hunting and playing golf.

                      Business succession
                      Business owners
                      Entrepreneurs
                      401(k) plan services
                      Exit planning
                      Alternative investments
                      750 Town and Country Blvd
                      Suite 400
                      Houston, TX 77024
                    • Jennifer Gillespie White

                      Jennifer Gillespie White

                      Vice President–Wealth Management

                      Financial Advisor

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                      • AL
                      • AZ
                      • CO
                      • DC
                      • FL
                      • HI
                      • KS
                      • LA
                      • MA
                      • MN
                      • NC
                      • NM
                      • OK
                      • PA
                      • TX
                      • UT
                      • VA
                      • VT

                      Jennifer has worked in the financial industry in Fort Worth for over 25 years and has been a licensed Financial Advisor since 2006. Jennifer joined UBS in 2014 where she is a Vice President-Wealth Management and a Portfolio Manager with WTC Investment Group.

                      Jennifer has a focus on insurance planning and annuity income planning. She is service oriented and offers extra value to each of her clients by meeting personally with them on a regular basis to review objectives and discuss markets. Jennifer values transparency and clear communication, so that her clients feel confident in their financial futures.

                      Jennifer is a native of Stephenville, Texas, where her father was a Professor and Dean of Education at Tarleton State University. As a young woman, Jennifer studied Ballet under the renowned Suzanne Farrell at Fort Worth School of Ballet. And Jennifer later became a professional ballet dancer for Ballet Concerto in Fort Worth. Her studies in Ballet and subsequent dance career helped shape Jennifer’s work ethic and attention to detail.

                      Jennifer has two children and lives in the Ridglea Hills neighborhood of Fort Worth where their home and large backyard are governed by their Black Labrador.

                      Licenses:

                      Series 7-General Securities License, 2006

                      Series 66-Combined Investment Advisory Agent & Uniform State Exam, 2006

                      Series 31-Managed Futures, 2009

                      Group 1-Life, Health & Variable Annuity Insurance Licensed, 2009

                            Long-term care planning
                            Custom portfolios
                            Investing
                            Financial planning
                            Estate planning strategies
                            301 Commerce Street
                            Suite 2800
                            Fort Worth, TX 76102
                          • Geri Dvorak

                            Geri Dvorak

                            Senior Client Associate

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                            • CO
                            • FL
                            • IL
                            • KS
                            • NM
                            • TX

                            Geri started in the financial industry in 2000. Her initial expertise was on the operations side of business.  However, she now enjoys extensive contact with clients in her service role.  Over the years, Geri has developed a process that helps ensure every detail is covered.  Geri takes pride in doing the utmost to make her client's lives easier.  Geri is looking forward to reaching out and getting to know the WTC Investment Group clients over the coming weeks.

                            Geri attended Western Michigan University, majoring in business.  She holds Series 7, 63, and 65 securities licenses.  She and her husband Jim enjoy spending time with their two adult sons, friends and family.

                                  Retirement planning
                                  Alternative investments
                                  Exit planning
                                  Cash management
                                  Securities-backed lending
                                  7250 Dallas Parkway
                                  Suite 1200
                                  Plano, TX 75024
                                • Theresa Printy

                                  Theresa M. Printy

                                  Senior Client Associate

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                                  • AZ
                                  • CO
                                  • GA
                                  • IL
                                  • NM
                                  • OK
                                  • TX

                                  Theresa is a native Houstonian and a veteran in the financial services industry.  She serves as a Senior Registered Client Service Associate delivering professional administrative support while building lasting personal relationships.  Her passion is to help others achieve their legacy by bringing their financial, philanthropic, tax and estate strategies into alignment.  She performs a variety of investor related functions promptly and courteously.  She's resourceful and understands various UBS products, systems and policies.  She holds her Series 7, Series 63, Series 66 and life Insurance licenses.

                                  Theresa's son formerly served as an officer in the United States Air Force and is thrilled to have him back in Texas where he continues to grow in his civilian professional career.

                                        Estate planning strategies
                                        Multi-generational families
                                        Legacy planning
                                        Financial planning
                                        Education planning
                                        Professionals
                                        750 Town and Country Blvd
                                        Suite 400
                                        Houston, TX 77024

                                      Insights

                                      Backed by the strength of UBS

                                      A global leader in wealth management

                                      $2.8 trillion

                                      In invested assets globally 
                                      As of 06/30/2022

                                      Global leader

                                      UBS is a world-leading wealth manager

                                      Financial strength

                                      Driving confidence.
                                      Aa3 (stable) Moody’s
                                      A+ (stable) Standard & Poor’s

                                      UBS AG, long-term senior secured debt rating. As of 11/23/2021