A plan for today, tomorrow and generations to come

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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.

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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. 

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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.

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Jennifer helps lead our Fort Worth based investment team and has worked in the financial industry for over 25 years. She joined UBS in 2014 and she currently works as a Vice President-Wealth Management and holds the designation of Portfolio Manager. Jennifer focuses on insurance and annuity income planning, while adding value to her clients through personal service. She values transparency, clear communication, and face-to-face meetings so that her clients feel confident in their financial futures.

Jennifer is a native of Stephenville, Texas, where her father was 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 she later became a professional ballet dancer for Ballet Concerto. Jennifer’s early Ballet career helped shape her work ethic and attention to detail during her 25-year financial career.

Jennifer has two children and lives in the Ridglea Hills neighborhood of Fort Worth where her home and backyard are governed by a Labrador Retriever.

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

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Cathy is a native Texan and proud military brat with over 30 years in the financial services industry.  She has held a variety of roles, including branch administrator, municipal bond trading support, and stock option coordinator during her career.  Cathy joined UBS in 2011 as a Senior Registered Client Service Associate and has worked with every type of investor, from Fortune 500 CEOs to business owners and retirees. Cathy seeks to build rapport with clients and assist them in everyday matters, as well as major life events.  She focuses on providing exceptional client service with integrity and clear communication. She and her recently retired husband Steve share four adult children and one perfect granddaughter. They enjoy entertaining and spending time with family and friends.  Steve loves to cook and barbecue and together they enjoy travel, reading, and supporting their favorite non-profits. She holds her Series 7, Series 63, Series 66 and SEI licenses.

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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.

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Linda has worked in financial services industry since 1987, providing administrative support for client accounts and trading services. She has been with UBS since 2007 and holds series 7, 63 and 66 securities licenses. She has extensive experience in the financial industry and prides herself on facilitating the highest level of client service. Linda works hard on behalf of our clients and is attuned to listening to and resolving their concerns and needs. Linda earned her degree from Pasadena City College in California. She is happily married with a 9 year-old daughter, Emma Jane, and a 11 year old black lab/pit mix named Roscoe.