Experience Makes all the difference

We've long realized that taking a team approach to helping our clients creates the best results. Our team seeks to anticipate challenges beyond the horizon. We deliver new ideas and uncover alternative paths for helping you achieve what you want financially for yourself and for those who matter most to you. Striving to deliver a balanced perspective on pursuing your finanical goals in today's environment, we bring time-tested tactical experience and powerful execution to your entire financial picture.

Jay D. Arbetter, CRPC®

Senior Vice President - Wealth Management
Financial Advisor
Chartered Retirement Planning Counselor (CRPC®)
469-440-0575
jay.arbetter@ubs.com

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Jay brings over 30 years of advising business owners, professionals, retirement plans, endowments, liquidity events and entrepreneurs. He focuses on clients as individuals, carefully evaluating their risk tolerance, goals and objectives, and works to create a financial plan that's right for them. Jay leverages the Team AGT core strengths and capabilities as a way to help clients achieve financial health.

Jay graduated from the University of North Texas with a B.A. in Accounting and holds the Chartered Retirement Planning Counselor (CRPC®) designation. Jay is active in the local cycling community. His philanthropic focus outside of the office is to inspire and give people the tools to find the best employment opportunity for themselves.


Registered States:
AL, AR, AZ, CA, CO, DC, FL, GA, IL, KS, KY, LA, MA, MI, MN, MO, MS, MT, NC, NJ, NM, NV, NY, OH, OR, PA, SC, TN, TX, UT, VA, WA, WY


Jason E. Taraszki, CAIA, CFP®

Senior Vice President - Wealth Management
Financial Advisor
Chartered Alternative Investment Analyst (CAIA)
CERTIFIED FINANCIAL PLANNER™
469-440-0578
jason.taraszki@ubs.com

Jason evaluates a client's entire financial picture to implement a plan that is customized based on their agreed upon needs and aspirations. Jason strives to help families confidently accumulate, preserve, and transfer wealth through a planning based approach, allowing families to  successfully achieve wealth through a planning based approach, allowing families to successfully achieve their critical financial goals. Understanding that these critical goals can change, Jason works consistantly to review and update the plans accordingly. Jason graduated from Texas Christian University with a B.A. in Accounting and holds the Chartered Alternative Investment Analyst (CAIA®) and the Certified Financial Planner (CFP®) designations. Jason lives in Dallas with his wife and four active children.


Registered States:
AL, AR, AZ, CA, CO, DC, FL, GA, IL, KS, KY, LA, MA, MI, MN, MO, MS, MT, NC, NJ, NM, NV, NY, OH, OR, PA, SC, TN, TX, UT, VA, WA, WY


Rusti D. "Rusti" Rogger, CRPC®

Vice President - Wealth Management
Financial Advisor
Chartered Retirement Planning Counselor (CRPC®)
469-440-0517
rusti.rogger@ubs.com
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Rusti has been serving clients in the financial services industry for over 20 years. She began her career as a Senior Facility Analyst with Fidelity Funding Mortgage in 1997 and joined PaineWebber in 2000. Her years of experience make her uniquely qualified to offer sophisticated investment advice that help to solve the complex needs of clients. As an experienced advisor she provides detailed financial planning along with customized wealth management strategies. In her spare time, Rusti enjoys spending time with her family and gives back to the community by volunteering with local charitable organizations.

Rusti holds her FINRA Series 7 and 66 securities licenses as well as a Texas insurance license and the Chartered Retirement Planning Consultant (CRPC®) designation.


Registered States:
AL, AR, AZ, CA, CO, DC, FL, GA, IL, KS, KY, LA, MA, MI, MN, MO, MS, MT, NC, NJ, NM, NV, NY, OH, OK, OR, PA, SC, TN, TX, UT, VA, WA, WY


Victoria E. Stoker

Senior Registered Client Service Associate
469-440-0576
victoria.stoker@ubs.com

Victoria understands the importance of providing exceptional client service based on consistency, reliability, and professionalism. As the team's Wealth Management Associate, she is responsible for all client service requests and day-to-day operations.

Prior to joining UBS, Victoria worked as an Client Associate at Merrill Lynch and moved with Team AGT in 2013.

Victoria holds the FINRA Series 7 and 66 securities licenses, along with bringing over 30 years of experience in the financial services industry.


Registered States:
AR, AZ, CA, CO, FL, GA, IL, KY, LA, MI, MN, MO, MT, NC, NJ, NV, NY, OH, OR, PA, SC, TX, UT, VA, WA


Evan Edward Taylor

Client Service Associate
469-440-0516
evan.taylor@ubs.com

Evan provides client relationship building and business development for the team. His focus is establishing trust with clients while demonstrating his quality in facilitating their needs. Solidifying client relationships and delivering consistent service is his ultimate goal. He is responsible for all aspects of client service and operations, and works closely with our clients to provide the highest level of tailored service.

Evan earned a B.S. in Economics from the University of Texas at Dallas and holds the FINRA Series 7 and 66 securities licenses.

 


Registered States:
TX


Janine Solomon

Client Service Associate
469-440-0344
janine.solomon@ubs.com

With over a decade of experience in the financial services industry, Janine has developed extensive knowledge of services and solutions available to our clients. Her commitment to exceptional service and consistent communications are key to building long term, multi-generational relationships. Client accessibility is a top priority for Janine and our team. 

 Born in Fort Worth, Texas, Janine was raised in Oklahoma and graduated from the University of Oklahoma with a Bachelor of Business Administration-Finance degree. After graduating, she worked in the investments division of a large bank and then as a bankruptcy legal assistant. 

 Janine has lived in Bangkok, Thailand and Jakarta, Indonesia where her daughter Madeline was born. She lives in Allen with her family and enjoys cooking, gardening and playing mahjong.  Janine volunteers at the Allen Food Pantry.  She holds the FINRA Series 7 and Series 66 securities licenses.  


Registered States:
TX