John Carolyn is a Senior Vice President-Wealth Management and Senior Portfolio Manager with MainStreet Wealth Management Group. He joined UBS in February of 2002 and has worked with successful families and business owners for two decades. In that time, he has helped clients successfully navigate through some tough markets; the Tech Bubble of the early 2000s, the Financial Crisis of 2008, and most recently, the COVID19 Pandemic of 2020. John understands how important it is to help clients remain confident about their financial future during even the most trying times.

John believes that Wealth Management goes beyond simple "investment management". He is passionate about providing holistic, comprehensive plannning to his clients, as well as World Class Service. By collaborating with each client's circle of influence, goals are determined and prioritized.  The team's mission is to provide financial freedom, protect the family, and establish a lasting legacy. 

John is a native Texan and lives in the Meyerland area with his wife Natalie, and their two childien, John Dennis and Libby Grace.  John is a graduate of New Mexico State University.

Licenses: Series 7, 66 and Insurance.

Registered States:
AK, AR, AZ, CA, CO, DC, FL, GA, IA, IL, IN, LA, MD, MI, MS, NC, NM, NY, SD, TN, TX, UT, VA, WA, WY

Andrew (Andy) McGee is a Senior Vice President-Wealth Management and Senior Portfolio Manager with MainStreet Wealth Management Group at UBS.  Prior to joining UBS in 2002, Andy spent 5 years in the energy industry at Halliburton.    

Andy's experience spans two decades where his focus has been financial planning for successful families, as well as Business Succession Planning.  Andy believes in a straightforward approach so that clients can clearly understand the reasoning behind his team's recommendations. He personally meets with every client regularly to review goals, and to discuss markets and the impact any current volatility may have. Andy is committed to providing the answers each client needs in order to instill confidence in their financial future. 

Andrew lives in Magnolia, Texas with his wife, Paige and twin daughters Mollie and Baylee. He holds a Bachelor of Business Administration/Finance from San Houston State University.

Licenses: Series 3, 7, 66 and Insurance

Registered States:
AK, AR, AZ, CA, CO, DC, FL, GA, IA, IL, IN, LA, MD, MI, MS, MT, NC, NM, NY, SD, TN, TX, UT, VA, WA, WY

Registered States:
AK, AR, AZ, CA, CO, DC, FL, GA, IL, MD, MI, MS, MT, NM, NY, TN, TX, UT, VA, WA, WY

Registered States:
AK, AR, AZ, CA, CO, DC, FL, GA, IL, MD, MI, MS, MT, NM, NY, TN, TX, UT, VA, WA, WY

Mark Lopez has been in the financial services industry since 2011, three years after winning the silver medal for Taekwondo at the Beijing Olympic Games. As a Certified Financial Planner™ professional and a Certified Divorce Financial Analyst, he works with his MainStreet team to serve his clients though investment consulting and financial planning.  Mark strives to exceed expecatations and values trust and intergrity above everything else.

Raised in Sugar Land, Texas, Mark resides there today with his beautiful wife, Dagmar. The two enjoy staying fit and spending time with family. 

Mark is a Magna Cum Laude graduate of the University of St. Thomas
with a business degree in finance and a minor in philosophy. 

Licenses: Series 7, 66 and Insurance

Registered States:
AK, AR, AZ, CA, CO, DC, FL, GA, IA, IL, IN, LA, MD, MI, MS, MT, NC, NM, NY, PR, SD, TN, TX, UT, VA, WA, WY

Cynthia "Cindy" Heiser is the Team Administrator and Senior Client Service Associate for the MainStreet Wealth Management Group at UBS.  Cindy entered the financial industry with Rotan Mosle's Operations Department in 1987. After 5 years, she realized that her natural proficiency with details and the desire to help clients would be better served on the client service side of the industry.  For Cindy, the best part of her work is getting to know the client well and building a long lasting relationship.

Cindy is a native Houstonian and resides in the CyFair area with her husband, Marc. They have 4 adult children and 4 grandkids ranging in age from 1 to 8 years old.  Cindy enjoys fishing, paddle boarding, kayaking, hiking, traveling and being outdoors.

 Licenses:  Series 7, 63 and 66

Registered States:
AR, CA, CO, DC, FL, GA, IL, MD, MI, MS, NM, TX, VA, WY

Lori Vorwerk is a Senior Wealth Strategy Associate who joined the UBS MainStreet Wealth Management group in May 2020. Prior to that she was a Supervisory Officer at UBS for the South Texas Market.  Lori believes that developing meaningful long term relationships is the most rewarding part of being in the financial industry. Lori says that a good day for her is consistently exceeding client expectations.  

Lori's career began in 1980 on the municipal bond trading desk of Rotan Mosle where she eventually rose to head the Unit Trust and Mutual Fund departments.  In 2008, Lori joined Morgan Stanley Private Wealth Management in downtown Houston where she earned her supervisory licenses. 

Lori holds a B.A. in Telecommunications from Indiana University in Bloomington, Indiana. She is married with two daughters, age 19 and 16.  The family resides in West Houston and enjoys beach vacations, all things Disney and a little amateur hiking.

Licenses:  Series 7, 66, 9, 10 and Texas Insurance.

Registered States:
HI, NC, TX

Irene Portugal is a Client Service Associate who relocated from El Paso to Houston to join the MainStreet Wealth Management Group in 2019. Irene gained her administrative expertise through 17 years of business management and 13 years in the mortgage industry. Irene enjoys the daily interaction with clients and takes satisfaction in knowing each client personally, which she believes is key to anticipating and meeting their needs. 

Irene holds a Bachelor of Business in Marketing from the University of Texas El Paso. She has a son, Cameron, who lives in Dallas and is a recent graduate of Trinity University, and a daughter, Hunter, who recently relocated to Spring.

Irene lives on the west side of Houston, and being new to the city, has fun exploring Houston and the surrounding area. She enjoys museums, walking trails and trying new restaurants.  She also loves the occassional trip to Puerto Vallarta!