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.

We strive to provide the highest level of client service in the industry.

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

Pat Grayson has an M.B.A. from the University of Houston, and has over 30 years of financial services experience. He has earned the prestigious designation of CERTIFIED FINANCIAL PLANNER™, is a member of the Financial Planning Associati, and is a Portfolio Manager. Pat was recognized by the Dallas Business Journal in 2008 as one of the "Top 35 Wealth Advisors in North Texas". He was also honored as one of the "Best in Client Satisfaction" FIVE STAR Wealth Managers in the Dallas-Fort Worth area for 2009.

We strive to provide the highest level of client service in the industry.

Registered States:
AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, ID, IL, IN, KS, LA, MA, MD, MI, MO, MS, MT, NC, NM, NV, NY, OH, OK, OR, PA, RI, SC, TN, TX, UT, VA, VT, WA, WI, WY

John Kacinski graduated Cum Laude with a B.S. in Biochemistry from Northern Michigan University, and has over 35 years of financial services experience. He was honored in the August, 2009, edition of Texas Monthly magazine as a "Best in Client Satisfaction" FIVE STAR Wealth Manager in the Dallas-Ft. Worth area. He was also recognized in the August, 2008 Dallas Business Journal as one of the "Top 35 Wealth Advisors in North Texas" for 2008. He is a Portfolio Manager and has also attained the following designations: CRPS®, and CIMA®.

We strive to provide the highest level of client service in the industry.

Registered States:
AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, ID, IL, IN, KS, LA, MA, MD, MI, MO, MS, MT, NC, NM, NV, NY, OH, OK, OR, PA, RI, SC, TN, TX, UT, VA, VT, WA, WI, WY

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.

We strive to provide the highest level of client service in the industry.

Registered States:
AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, ID, IL, IN, KS, LA, MA, MI, MO, MS, MT, NC, NM, NV, NY, OH, OK, OR, PA, RI, SC, TN, TX, UT, VA, VT, WA, WI, WY

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.

We strive to provide the highest level of client service in the industry.

Registered States:
AL, AR, AZ, CA, CO, CT, DC, FL, GA, HI, ID, IL, IN, KS, LA, MA, MI, MO, MS, MT, NC, NM, NV, NY, OH, OK, OR, PA, SC, TN, TX, UT, VA, VT, WA, WI, WY

Henry is a Senior Vice President – Wealth Management in the Dallas office of UBS Wealth Management. He is responsible for advising affluent individuals, their families, institutions and non-profits, as well as their respective trusts, estates, foundations, endowments and pension plans on all matters related to the capital markets. Henry works closely with his clients’ trusted tax and legal advisors on all matters, including tax and estate planning, the management and liquidation of concentrated stock positions, and the sales of privately held businesses.

Henry is active in the community and a former board member of the Dallas Chapter of the National Football League Alumni, a charitable organization which holds various events benefiting children’s charities in Texas. He is also part of the leadership committee with the Southlake Focus Group, a top volunteer local career networking group.

Henry holds an MBA and Economics degrees from the University of North Dakota where he was a two sport letterman. He moved to Dallas in 1982 with his wife, Becky and they have three grown and married children and have just welcomed their first grandchild.

We strive to provide the highest level of client service in the industry.

Registered States:
AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, ID, IL, IN, KS, LA, MA, MD, MI, MO, MS, MT, NC, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, TN, TX, UT, VA, VT, WA, WI, WY

Evan enjoys managing the needs of his clients while providing a consistent and proactive approach to serving wealthy families. His favored style is to put himself in his clients’ shoes, as he feels the best way to help someone is to understand their perspective first. He enjoys problem-solving and the responsibility of having to meet clients’ goals. His enthusiasm, personal service and ability to efficiently handle clients’ distinct needs help set him and his experienced team apart.

Evan likes to spend his time rock climbing, playing tennis, and watching soccer. Evan earned a B.S. in Economics from the University of Texas at Dallas and holds the FINRA Series 7 and 66 securities licenses.

 We strive to provide the highest level of client service in the industry.

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

AJ advises a wide array of clients including individuals, families, their businesses, and their other advisors, including their CPA's and attorneys. He holds the FINRA Series 7 and Series 66 securities licenses.

Before he joined UBS, AJ worked in the International Tax Group at KPMG. He graduated from Baylor University with a degree in Finance, Accounting and Entrepreneurship. While attending school, he was a member of the Baylor Business Fellows honor program, as well as Alpha Tau Omega. AJ, along with his wife, Ally, are both lifelong Dallas residents. When not working, they enjoy cooking and taking their dog to the dog park.

We strive to provide the highest level of client service in the industry

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

Vaishu focuses on providing financial planning and wealth management strategies for clients of Team AGT. She aims to help clients prepare for and navigate significant life events and financial transitions. These life events could include lifestyle changes like retirement or preparing for retirement, divorce, death of a loved one, marriage or remarriage. They can also involve financial transitions like receiving an inheritance, the liquidation of a business or large asset, exercising stock options or contemplating major investment portfolio changes.

Vaishu has earned her Masters of Science in Finance from The University of Texas at Dallas and holds the FINRA Series 7 and 66 securities and Texas insurance licenses and is currently obtaining her Certified Financial Planning designation. She is an active community volunteer and has enjoyed practicing Indian Classical Dance over the last twenty years.

We strive to provide the highest level of client service in the industry.

Registered States:
TX

Victoria understands the importance of providing exceptional client service based on consistency, reliabilty, and professionalism. As the team's Weath 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.

We strive to provide the highest level of client service in the industry.

Registered States:
AR, AZ, CA, CO, CT, DC, FL, GA, ID, IL, LA, MA, MI, NC, NM, NV, NY, OK, OR, PA, SC, TX, UT, VA, VT, WA, WI, WY

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.  

We strive to provide the highest level of client service in the industry.

Registered States:
TX

Charlotte Berry's background in the financial services industry started in January of 2014 with Southwest Securities. Her duties were to enhance the client experience while providing operational and administrative assistance to the financial advisors and branch manager. Her focus was handling IRAs and other retirement accounts. With a father and uncle in the financial services industry, Charlotte has grown up with close ties to the business and is now the second generation at UBS Financial Services.

Charlotte currently is a Client Service Associate with Team AGT at UBS Financial Services. Charlotte is in charge of handling all aspects of the client experience while providing organizational and social media guidance for the group.

Charlotte is a graduate of TCU and an avid Horned Frog fan. She likes to stay active through dance classes, the gym or having fun with her dog. She also enjoys exploring the many organized events and restaurants that Dallas has to offer.

We strive to provide the highest level of client service in the industry.

Registered States:
TX

Carly is the teams Client Relationship Manager whose duties are to enhance the overall experience for our clients while helping to build strong and trusting relationships. She has a BBA in Finance from UT El Paso and has over 8 years of client service experience through hospitality and banking.

Growing up in El Paso, Texas she was an active member of the community whom helped establish the Epilepsy Foundation in West Texas and raised awareness through local walks, golf tournaments, and scholarships.  She is a restaurant connoisseur and enjoys traveling in her free time all while staying active. Her hobbies include running marathons, golf, and sand volleyball.

We strive to provide the highest level of client service in the industry.