Evan has over 13 years of experience in the financial services industry.  He earned his BS in Economics from Texas A&M University and is Series 7 & 66 licensed.  Evan holds the Certified Financial Planner™ and Accredited Wealth Management Adivsor™ designations and is a Certified Investment Management Analyst (CIMA®) through Yale School of Management.

Registered States:
AL, CA, CO, DC, GA, LA, MD, ME, MI, NH, NY, PA, SC, TN, TX, VA, VT, WY

Rachael has over 25 years of experience in the financial services industry.  She joined UBS Financial Services Inc. in May 2014 and holds Series 7, 63 & 65 licenses.

Registered States:
AL, CA, GA, TX, VA