Matt began his career as a financial advisor in 2005. He counsels high net worth families, individuals, business owners and executives, implementing strategies to help them reach their investment and financial goals. Matt is a longtime member of the UBS Director’s Council. After completing his degree in business from Iowa State University, he worked as a commodity trader for Cargill Inc. in Memphis, TN and then as a product manager at Eli Lilly in Indianapolis, IN.

When not busy coaching his children’s youth sports teams or volunteering at their school, he enjoys working on the family farm in Iowa. Matt has served on several community boards over the years and is a board member of the Viper Education Foundation in Austin.

Registered States:
AK, AR, AZ, CA, CO, FL, GA, IA, IL, IN, KS, MA, MD, MI, MO, NC, NV, NY, OK, SC, TN, TX, UT, VA, WA, WI

Peggy started her financial career in Houston, TX and has been advising clients for over 30 years. She relocated to the UBS Austin Branch in the fall of 2016. She counsels high net worth individuals, business owners and professionals, and also consults on company 401k plans. Her philosophy is and has always been to meet the financial goals and objectives of each and every client based on their individual financial needs and aspirations. She utilizes financial planning models to customize each client’s goals and dreams in order to minimize the random style of investing. Her designations are Wealth Advisor, Certified Retirement Planning ConsultantSM (CRPC®) and Managed Account Advisor. After completing her degree at the University of Tulsa, Peggy relocated from her native Oklahoma to the Houston, TX area and has remained in the Texas markets ever since.

She is married with one daughter, and she and her husband have three grandchildren. Peggy is involved with several nonprofits as a donor and volunteer. Her passions relate to animals, musicians and the underprivileged communities of Austin.

Registered States:
AR, AZ, CA, CO, FL, GA, IA, KS, MA, MD, MI, NY, OK, TN, TX, UT, WI

Sheren joined UBS in 2005 and has been in the wealth management industry since 1998. She has extensive client service and operational experience in both the brokerage and banking sectors, and holds her Series 7, 63 and 65 licenses. As a Registered Client Service Associate, Sheren values building client relationships and providing an overall excellent client experience.

A Houston native, Sheren moved to Austin in 1997 and obtained a business degree from Texas State University. She enjoys her time with her family as a proud mother to her son, Dylan. Together they love to camp, explore Austin’s old and new attractions, and look for new adventures.

Registered States:
IL, MN, NJ, SC, TX, WA

Celine has been in the financial services industry since 1993 and with UBS since 2000. A native Austinite, she keeps her finger on the pulse of the community. As a CSA, Celine focuses on administrative tasks and providing top-of-the-line service to our clients. In addition to providing client service support, Celine helps the team prepare for meetings, on-board clients and work with clients on their lending needs.

Celine attended Texas State University and the University of Texas. Her hobbies are health, fitness and travel. Celine loves spending time with family and friends.

Registered States:
LA, TX, WA