Experience Makes all the difference

We partner with our clients to help them make thoughtful and well informed decisions to preserve, grow and transfer their wealth for current and future generations. We accomplish this by combining our wealth planning and investment management expertise to deliver our service with a high level of integrity, competence and superior service.

Ira Kravitz

Managing Director - Wealth Management
Certified Investment Management Analyst (CIMA®)
469-440-0547

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Ira started his career in the financial services industry in1982, and joined UBS in 2008.  He is a member of UBS's Pinnacle Council, an elite group of financial advisors recognized by the firm for excellence. In addition, Ira has been consistently recognized by various financial publications, including Forbes for both their America's Top Wealth Advisors 2021, 2020 & 2019 and 250 Best-In-State Wealth Advisors for the state of Texas in 2021, 2020, 2019 & 2018. Barron's has named Ira one of the Top 1200 Financial Advisors consecutively since 2015. Lastly, Ira appears on The Financial Times Top 400 Financial Advisors list for 2017, 2016, & 2015. He leads an experienced, multigenerational wealth planning team, The Kravitz Group. Through a comprehensive planning process, Ira and his team help successful families identify life's goals and provide the resources and solutions to achieve them.

Ira earned a B.B.A. degree from Emory University, and has since completed programs at the University of Chicago’s Graduate School of Business, the Wharton School of Business, and Columbia University. He is a former board member and longtime supporter of Vogel Alcove, a non-profit organization benefiting homeless children.

 


Registered States:
AL, AR, AZ, CA, CO, CT, DC, FL, GA, HI, ID, IL, KS, LA, MA, MD, MI, MN, MO, MT, NC, NH, NJ, NM, NV, NY, OH, OK, OR, PA, SC, SD, TN, TX, UT, VA, WV


Harry Larosiliere

Senior Vice President - Wealth Management
CERTIFIED FINANCIAL PLANNER™
Chartered Financial Consultant (ChFC®)
469-440-0548

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Over the past 25 years, Harry has focused on identifying clients' long term financial and estate planning objectives and delivering personalized wealth plans. He also works to develop an integrated investment and financial planning approach with The Kravitz Group clients' other trusted advisors. Since attaining his B.S. degree from City College of New York, Harry has completed programs at the American College at Bryn Mawr University and University of Chicago's Graduate School of Business. An active member of his community, Harry has served the community in many capacities. Currently he serves at the Mayor of Plano, and is a member of the Plano Metro Rotary Club.


Registered States:
AR, AZ, CA, CO, CT, DC, FL, GA, HI, ID, IL, LA, MA, MD, MO, NC, NH, NJ, NM, NV, NY, OH, OK, PA, SC, TN, TX, UT, VA, WV


Jayme Nicole Kravitz

Financial Advisor
CERTIFIED FINANCIAL PLANNER™
469-440-0337

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Jayme works with clients to understand their overall current situation, future goals, and family dynamics. This allows her to develop and deliver comprehensive planning advice. She then constructs portfolios designed to align the clients investments with their goals and risk tolerance. Jayme graduated from Vanderbilt University with a Bachelor of Engineering in Mechanical Engineering. She enjoys playing tennis and hiking, and she volunteers with various organizations including Vogel Alcove and Young Women's Preparatory Network.


Registered States:
AL, AR, AZ, CA, CO, CT, DC, FL, GA, HI, ID, IL, KS, LA, MA, MD, MI, MN, MO, MT, NC, NH, NJ, NM, NV, NY, OH, OK, OR, PA, SC, SD, TN, TX, UT, VA, WV


Michael Edward Culin

Financial Advisor
469-440-0625

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Michael's primary focus is to maintain a strong relationship with our clients. He helps them implement the financial and investment plans so they remain on track to reach their objectives. Michael earned a bachelor's degree in Finance from Texas Christian University, where he spent the majority of his collegiate golf career. He is an active volunteer in the First Tee of Dallas, a development program that teaches life skills and leadership through golf to underprivileged youth. In addition, he is an avid golfer that enjoys the outdoors.


Registered States:
AL, AR, CA, CO, CT, FL, GA, IA, IL, IN, KS, LA, MA, MD, MI, MO, MT, NC, NJ, NV, NY, OH, OK, PA, SC, TN, TX, UT, VA


Susan T. Christman

Team Administrator
469-440-0543

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Susan has worked in the investment industry for over three decades and exclusively with the Kravitz Group for the past 35 years. In addition to managing much of the day-to-day business operations, she is responsible for establishing and maintaining the exceptional level of client service for which the Kravitz Group is known. Susan earned a Bachelor of Science degree from Texas A&M University.


Registered States:
AZ, TX


Michael Pharr

Senior Wealth Strategy Associate
469-440-0544

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Michael joined the Kravitz Group in 2005 and has over 40 years of branch experience in numerous aspects of the investment industry. He is responsible for handling daily operations and for delivering an unsurpassed degree of client service.


Registered States:
TX


Geoffrey L. Christman

Senior Client Service Associate
469-440-0545

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Geoff came to the Kravitz Group in 1997 and serves as the team’s Portfolio and Performance Analyst. He manages personalized performance reporting and integration and application of software solutions for performance tracking and reporting. Geoff earned a Bachelor of Science in Advertising from the University of Texas at Austin and has garnered national recognition for developing results-oriented marketing programs for Fortune 500 companies.


Sandra Y. Garcia

Client Service Associate
469-440-0469

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Sandra joined The Kravitz Group in 2018 and has been working for UBS since 2016. She ensures client portfolios are reviewed on a regular basis and helps the team maintain a high level of service. She also supports various team members on daily business operations. Sandra earned a Bachelor's degree in International Business - Administration from the University of Texas at Arlington in 2016.


Nicholas Oliver Herem

Senior Wealth Strategy Associate
CERTIFIED FINANCIAL PLANNER™
469-440-0326

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Nick joined The Kravitz Group in 2019 and has been with UBS since 2014.  He started in the financial industry in 2008 and brings a variety of experience having served in numerous roles throughout the past 12 years. Nick takes pride in delivering outstanding service to clients.  He supports the team in the areas of financial planning and portfolio analysis. Nick earned a Bachelor of Science degree from University of Utah in the field of Family & Consumer Studies with an emphasis in Financial Planning.


Registered States:
AL, AZ, CA, CO, CT, FL, GA, LA, MA, MI, MT, NJ, NM, NV, NY, OH, PA, SC, TN, TX, UT, VA, WV