Meet our team | Sklar Wealth Management Group | Plano, TX

Experience Makes all the difference

The Sklar Wealth Management Group of UBS Financial Services, Inc. is dedicated to building and preserving wealth for our clients. Our team is committed to achieving the financial goals of our clients by understanding their needs, offering quality investment advice, and providing unparalleled service. Our clients' investment objectives and financial needs govern all portfolio decisions. We take pride in our commitment to building successful and lasting relationships and delivery excellent value to our clients.

Dan J. Sklar

First Vice President - Wealth Management
Financial Advisor
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469-440-0634

Prior to joining UBS in 2015, Dan worked as a Private Client Consultant at Charles Schwab for over 10 years. After graduating from Tufts University in 1998, Dan moved back home to Dallas and has spent the past 18 years as an advisor helping both business owners and retirees navigate their financial future. His experience through bull and bear markets has provided him with valuable insight into financial markets and how to help clients prudently manage their wealth in both favorable and volatile market environments.

Dan has a passion for community involvement and the arts in Dallas. He is also extremely proud of his three children: Ben, Hannah and Sam.

Registered States:
AR, AZ, CA, CO, FL, IL, MD, MS, MT, NJ, NM, OK, PA, TN, TX

Cathy R. Wrage

Senior Registered Client Service Associate
469-440-0593

Registered States:
AZ, CA, FL, MI, NM, PA, TX

Geri L. Dvorak

Senior Registered Client Service Associate
469-440-0590
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Registered States:
CO, FL, IL, KS, NM, TX