Experience Makes all the difference

Our mission is to provide quality strategies customized to your needs. As a team of Financial Advisors, we help build long-lasting relationships through consistent and comprehensive financial planning strategies. We help you with all aspects of your wealth management needs by utilizing  50 years of combined experience. You can expect a high level of client service and ongoing dialogue.

John Dull Jr.

Senior Vice President - Wealth Management
Senior Portfolio Manager
Wealth Advisor
Visit my personal page
713-965-8136

email   Connect with me on LinkedIn



John leads our Houston based investment team and is a 24 year veteran of the financial services industry, John began his career with Morgan Stanley in 1995.  In 2001, he moved his practice to UBS.  John holds two UBS firm designations Wealth Advisor and Senior Portfolio Manager.

John completed his undergraduate degree in business from TCU in 1990 and received a Master's degree from Baylor University in 1994. John played and coached college football. John served TCU as a National Alumni board officer, during the years 1996 to 2001.

John and his wife Christy have 3 daughters, Caddie, Kathryn and Conlee.  Caddie, a 2019 TCU graduate, is attending law school at SMU.  Kathryn attends Southwestern University and plays softball.  Conlee is attending University of Utah and has been accepted into their Honors College.  The family lives in the Memorial area of Houston and the Dull's are also members of Memorial Drive Presbyterian Church.


Registered States:
AL, CA, CO, FL, GA, IA, ID, IL, LA, MD, MI, NC, NM, NY, OK, TX


Patrick M. Evans

Senior Vice President - Wealth Management
Senior Portfolio Manager
Wealth Advisor
Visit my personal page
469-440-0334

email   Connect with me on LinkedIn



Patrick leads our Dallas based investment team and has over 25 years in the investment industry.  He earned a Bachelor of Science degree in International Trade and Finance from Louisiana State University.  A veteran of Operation Desert Shield and Desert Storm, Patrick served 8 years in the US Naval Reserve.  Patrick was a Market Maker on the trading floor of the Chicago Board Options Exchange and the Chicago Mercantile Exchange from 1993 until 1995.  Patrick joined UBS in 2000 and holds the UBS Senior Portfolio Manager and Wealth Advisor designations.

Patrick proudly serves in numerous capacities supporting LSU.  He was recently named to the Dean's Advisory Council for the E.J. Ourso College of Business.  Other LSU leadership roles have included the LSU Foundation Planned Giving Advisory Council, Houston PetroTigers, Past President of the DFW LSU Alumni Association, and Greater Houston LSU Alumni Association.  Patrick remains active in supporting AIESEC Life and has served on the National Board of Directors since 2015.  He has two teenage children, Santana pursuing a nursing degree at LSU and Sultan who is an avid basketball player. 


Registered States:
AL, CA, CO, FL, GA, IA, IL, LA, MD, MI, NC, NM, NY, OK, TN, TX


Hunter Hockaday Bentley

Financial Advisor
713-965-8116

email   Connect with me on LinkedIn



Hunter began his career in the financial services industry in New York City in 2011 and joined UBS Financial Services Inc. in 2013 which allowed him to move back to Texas.  He currently holds his Series 7, 63 and 66 licenses, along with his insurance licenses.  Hunter is focused on wealth management, financial planning, and alternative investments. He leads WTC's business development strategies.

Hunter was raised in Palestine, Texas and now resides in the Energy Corridor area of Houston with his wife Meghan and daughter Scarlett.  In his spare time he enjoys fishing, hunting and playing golf.


Registered States:
AL, CA, CO, FL, GA, IA, IL, LA, MD, NC, NM, NY, OK, PA, TX, WA


Theresa M. Printy

Senior Client Service Associate
713-985-3468

email   Connect with me on LinkedIn



Theresa is a native Houstonian with 15+ years in the financial services industry.  She serves as a Senior Registered Client Service Associate delivering professional administrative support while building lasting personal relationships with clients and is able to perform a variety of investor related functions promptly and courtesously.  She's resourceful and understands various UBS products, systems and policies.  She holds her Series 7, Series 63, Series 66 and life Insurance licenses.

Theresa's only son is an officer in the United States Air Force and enjoys traveling to see him wherever he may be based.


Registered States:
AZ, CO, GA, IL, NM, OK, TX


Geri L. Dvorak

Senior Registered Client Service Associate
469-440-0590
--

email   Connect with me on LinkedIn



Geri started in the financial industry in 2000. Her initial expertise was on the operations side of business.  However, she now enjoys extensive contact with clients in her service role.  Over the years, Geri has developed a process that helps ensure every detail is covered.  Geri takes pride in doing the utmost to make her client's lives easier.  Geri is looking forward to reaching out and getting to know the WTC Investment Group clients over the coming weeks.

Geri attended Western Michigan University, majoring in business.  She holds Series 7, 63, and 65 securities licenses.  She and her husband Jim enjoy spending time with their two adult sons, friends and family.


Registered States:
FL, KS, MI, NM, TX