A native Austinite and University of Texas finance graduate, John has been a Financial Advisor since 1980 and was named to Barron's "Top 1,000 Advisors in America" (2011) and Forbes "Best-In-State Wealth Advisors" (2020). As a financial advisor and member of UBS's Portfolio Management Program (PMP) holding the title of Portfolio Manager, John takes his clients through the entire financial planning process, from cash flow analysis and budgeting, investment planning, education planning, risk management and insurance, to retirement and estate planning. Through proper management of financial resources and continuous dialogue, John helps his clients meet their life goals.

An active member of the community, John currently serves as finance chairman for Habitat for Humanity, sits on the investment and finance committee of the Seminary of the Southwest, as well as the advisory board for Helping Hand. John also serves as a deacon at Covenant Presbyterian Church and core leader of Adult Community Bible Study, and volunteers for Meals on Wheels, Mobile Loaves & Fishes, and Drive-a-Senior. John is a past president of Young Men's Business League (YMBL) and Travis County Texas Exes, founding board member of Wonders & Worries, past board member of the Children’s Blood & Cancer Center, past senior warden of St. David's Episcopal Church, past leader of Teen Community Bible Study, former member of Leadership Austin, and chaired the CASA of Travis County Annual Golf Tournament for four years. In addition, John was appointed to sit on the St. David's Hospital Board serving twenty-three years. A former University of Texas Longhorns baseball player, John enjoyed coaching twenty-seven years in the community. John and his wife, Keni, have been married since 1976 and have three sons, five granddaughters and two grandsons.

Registered States:
AZ, CA, CO, DC, FL, GA, IL, KS, MD, MI, MN, MS, MT, NC, NM, NY, OH, OK, PA, TN, TX, VA, WA, WI, WV

Brad graduated from Colorado State University with a degree in finance and real estate. A member of The Neff Group since 2005, Brad was named to Forbes "America's Top Next-Generation Wealth Advisors" (2018) and Forbes "Best-In-State Next-Generation Wealth Advisors" (2019). He holds the Chartered Retirement Planning Counselor^SM (CRPC^®) and Accredited Asset Management Specialist^SM (AAMS^®) designation. Brad is also a member of UBS's Portfolio Management Program (PMP) and holds the title of Portfolio Manager. A financial advisor and portfolio manager with the group, Brad specializes in the construction of financial plans tailored to each client's individual needs, including investments, retirement and education planning, social security, long-term care and life insurance.

Brad, a baseball coach at Northwest Pony League for seven years, served as the president from 2011 to 2013. He is a former board member and treasurer of Generation Serve, serves as a volunteer for Meals on Wheels, and is actively involved with his Church. Brad and his wife, Liz, have a daughter and a son, Collins and Caleb.

Registered States:
AZ, CA, CO, FL, KS, MD, MT, NC, NM, NY, TX, WA, WI

Greg graduated from The McCombs School of Business at the University of Texas with a finance degree in financial markets and banking. A financial advisor with UBS since 2008, Greg was named to Forbes "America's Top Next-Generation Wealth Advisors" (2018) and Forbes "Best-In-State Next-Generation Wealth Advisors" (2019). He is a CERTIFIED FINANCIAL PLANNER™ practitioner, Accredited Asset Management Specialist^SM and Certified Fund Specialist^® designee. Greg is also member of UBS's Portfolio Management Program (PMP) and holds the title of Portfolio Manager. As a CFP^® professional and portfolio manager working with clients on their financial, retirement, insurance, education and estate planning needs, Greg specializes in investment management. He focuses on a combination of strategic and tactical asset allocation strategies to match each client's individual needs, constructing portfolios using equity and fixed income funds, individual stocks, bonds, preferreds, CDs, ETFs, REITs and MLPs.

Greg is a volunteer for Meals on Wheels of Central Texas, current member of American Mensa, the Texas Cowboys Alumni Association, Texas Exes and Texas Fiji Alumni, and is actively involved with his Church, Covenant Presbyterian. Greg was a past president of The Bachelors of Austin and past committee member of the CASA of Travis County Annual Golf Tournament, and coached baseball at Northwest Pony League for many years. Greg and his wife, JulieWinn, have two daughters and a son, Gracie, Adeline, and Gregory.

Registered States:
AZ, CA, CO, FL, KS, LA, MD, MT, NC, NM, NY, TX, WA, WI

A native Houstonian, Bertha graduated from Regis University in Denver and has been working with John in Austin as a Client Service Associate since 1983. She provides operational and administrative support for The Neff Group, communicating and working directly with clients on a daily basis throughout the account servicing process.

Bertha is an active member of the Austin community, volunteering at St. Theresa’s Catholic Church, the Assistance League of Austin, Meals on Wheels, and serves on the Strake Foundation board. She has four children, seven grandchildren, and three great grandchildren who all live in Austin.

Stephanie graduated from Texas Woman's University, and after eight years in the banking industry, has been with UBS Wealth Management since 2010. As a Senior Registered Client Service Associate, she provides high levels of client service in addition to administrative support to the team. 

Stephanie spends most of her time chasing her son from swim class to Boy Scout campouts, and volunteers with Partnerships for Children as much as possible.

Registered States:
CO, TX