Whitney began her wealth mangement career at UBS in 2011 and joined our team in 2017. As Team Administrator, she leads the daily operations of the team and ensures the highest levels of service for clients.  Whitney has over 9 years of industry experience and holds her Series 7, and 66 licenses.  She earned her B.B.A in finance from the University of Texas at Austin.  In her free time, Whitney enjoys traveling, spending time with her extended family, and volunteering with Pup Squad. She and her fiance, Stephen, reside in the Heights.

Registered States:
TX

Sarah joined the team in 2007 as a Client Service Associate. She is passionate about enhancing client experience and utilizing all of the tools available to make both the client and the team's lives easier. She lives in Houston with her husband and three children.