A plan for today, tomorrow and generations to come

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John, a 30 year veteran of the financial services industry, started his career with Morgan Stanley in 1995.  In 2001, he moved his practice to UBS Wealth Management where he holds two UBS firm designations Senior Portfolio Manager and Wealth Advisor. In 2009, he founded WTC Investment Group and what began as a three person investment team in Houston has doubled in size and operates three offices in Texas (Houston, Fort Worth and Plano).

John completed his bachelor’s degree in Business from TCU in 1990 and received a Master’s degree from Baylor in 1994. During John’s college years, he played and coached college football.  John served on TCU’s National Alumni board as an officer from 1996 to 2001.

John and his wife 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 and works as a District 3 Director for the City of Fort Worth.

• Forbes Best-in-State Wealth Management Teams, 2025, 2026The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.

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Patrick leads our Dallas-based investment team and brings over 30 years of experience in the investment industry. He earned a Bachelor of Science in International Trade and Finance from Louisiana State University and was inducted into the E. J. Ourso College of Business Hall of Distinction in 2025—one of LSU’s highest alumni honors.

A veteran of Operation Desert Shield and Desert Storm, Patrick served eight years in the U.S. Naval Reserve. Before joining UBS in 2000, he was a market maker on the trading floors of the Chicago Board Options Exchange and the Chicago Mercantile Exchange. He holds the UBS Senior Portfolio Manager and Wealth Advisor designations.

Patrick remains deeply engaged with LSU, serving on the Dean’s Advisory Council for the E. J. Ourso College of Business and the LSU Foundation National Board. He is a past president of the DFW LSU Alumni Association and previously served on the AIESEC Life National Board of Directors.

He splits his time between Plano, Texas, and Tampa, Florida, with his fiancée, Raquel. His daughter, Santana, is a flight attendant with American Eagle, and his son, Sultan, is a student at Texas State University.

• Forbes Best-in-State Wealth Management Teams, 2025, 2026The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.

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Tony has been with UBS providing personalized financial guidance and a full range of investment services since 1992. He is a Wealth Advisor and works with business owners, corporate executives, professionals, and affluent individuals. A former Marine, Tony holds a degree from the University of Texas at Arlington and he works closely with Pathways to Hope, where he leads workshops on finance for those who are incarcerated in Texas prisons. 

Tony and his wife of nearly 40 years, Mina, have 2 adult children and 6 grandchildren.  

• Forbes Best-in-State Wealth Management Teams, 2026The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.

• University of Texas at Arlington

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Jennifer is a Vice President–Wealth Management and Portfolio Manager at UBS, where she helps lead the Fort Worth-based WTC Investment Group. With over 25 years in the financial industry and a focus on insurance and annuity income planning, she brings deep expertise and a personal touch to every client relationship. Jennifer values transparency, clear communication, and face-to-face meetings to help clients feel confident in their financial futures. 

She joined UBS in 2014 and is an active member of Texas Wall Street Women’s Fort Worth Chapter. A native of Stephenville, Texas, Jennifer’s early training as a ballet dancer under Suzanne Farrell and her time performing with Ballet Concerto instilled the discipline and attention to detail that continue to shape her professional approach today.

Jennifer and her husband live in Fort Worth’s Ridglea Hills neighborhood with their Labrador Retriever and are proud parents of four adult children.

• Forbes Best-in-State Wealth Management Teams, 2025The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.

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As an Advancing Financial Advisor with UBS, Nyssa’s background as a Wealth Planning Associate and Accredited Asset Management Specialist (AAMS) UBS has equipped her with a wealth of expertise and a keen passion for goal-based financial planning. Her meticulous approach to retirement income planning, cash flow analysis, and education funding is rooted in her experience in nonprofit accounting and grant analysis. Nyssa holds a Master of Accounting from Texas Christian University, and her commitment to building solid financial plans is evident in every client interaction. In addition to her Series 7 and 66 securities licenses, Nyssa proudly achieved the CFP designation in 2025.

Outside of work, Nyssa lives in Fort Worth with her four children. Nyssa has a fascinating background as a competitive Irish dancer and is now a licensed teacher of the craft. She remains deeply engaged in her community, serving on the board of the Texas Boys Choir Parent Club, mentoring students through TCU’s Neely Mentorship Program, and leading as a Team Captain for UBS’s Season of Service initiative.

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Debbie brings over two decades of experience within UBS , having been a staple of the firm since 2000. Her extensive background – spanning operations, technology, and administrative support – provides our clients with a sophisticated level of institutional knowledge and a “360-degree” approach to service. Debbie is dedicated to fostering lasting client relationships built on a foundation of trust, reliability, and proactive collaboration.

 A graduate of Western Washington University, Debbie holds a B.S. in Business Administration with a concentration in Finance and minor in Accounting. She is fully licensed with her Series 7, 65 and 66. Debbie is the proud daughter of a Navy veteran and fiancé of an Army Veteran of Operation Iraqi Freedom, Travis. She currently resides in Ruther Glen, VA with Travis and two stepsons, Ryder (16) and Damien (10). Outside the office she is an avid reader and baker.

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Theresa, a native of Houston, brings extensive experience to the financial services industry. As Team Administrator, she sets a high standard for the team, overseeing daily operations and providing comprehensive administrative support while cultivating strong client relationships with prompt professionalism. Her expertise lies in assisting clients with legacy planning by aligning their financial, philanthropic, tax, and estate strategies. Theresa demonstrates resourcefulness and is well-versed in UBS products, systems, and policies. She holds Series 7, Series 63, Series 66, and life insurance licenses.

Her son previously served as an officer in the United States Air Force and is now based in Texas, where he continues to advance his career in the civilian sector.