Ryan is a Vice President at UBS Financial Services Inc. For the last 12 years, he has advised a select group of ultrahigh net worth families, corporations, family offices and private foundations. Ryan was named to the 2019 Forbes Best-In-State Next Gen Wealth Advisors list. He received his degree from University of North Carolina Chapel Hill in 2003. In college, Ryan was a member of the 2001 Division I National Championship soccer team and was named the most valuable player of the NCAA tournament. Ryan is the President of the alumni board of his high school, the Episcopal School of Dallas and is serving on the Board of Directors at ESD for the next two years. Ryan currently resides in Dallas with his wife, Kate, their 7 year old daughter, Elizabeth, and 4 year old son Max. He continues to play soccer and also enjoys playing golf.

Registered States:
AR, AZ, CA, CO, CT, DC, DE, FL, GA, IL, KS, LA, MA, MD, MI, MT, NC, NJ, NV, NY, OH, OK, OR, PA, SC, TN, TX, VA, WA

In his role as a Wealth Planning Associate, Tyler works closely with Financial Advisors in the various UBS offices located in North Texas as they help their clients pursue their goals through comprehensive planning. Tyler has indepth knowledge of the many financial planning solutions that can be tailored to address each client’s individual priorities. Working collaboratively with Financial Advisors, Tyler strives to deliver what clients need most today—Advice. Beyond investing.

Registered States:
TX

Lori began her career with UBS in 2017 as a Client Service Associate, and has since completed both her Series 7 and her Series 66 licenses. She has over twelve years of experience in the financial services industries. She worked for Comerica Bank, supporting the Accounting and Treasury Departments. Prior to that, she worked in the audit department of a public accounting firm for six years. She is a Dallas, Texas native and a graduate of both Ursuline Academy and Baylor University. In her free time, she likes to write, travel, spend time with friends and family, and is an active volunteer with several local charities and communities.

Registered States:
AR, AZ, CA, CO, MD, MI, NJ, TX