Lasting relationships

Understanding what matters most to you

Chess pieces on a chessboard

Where are you today and where do you want to be tomorrow? We recognize that a lasting relationship starts by listening and understanding your priorities and concerns. We'll work together to look at the big picture, discuss your vision for the future and help you confidently pursue your life goals.

Four people meeting in glass office

Pursuing your goals together

Our mission is to provide quality strategies customized to your needs. Our goal is to be your primary source of financial advice. To this end, we concentrate our efforts on developing long-term relationships through a commitment to quality client service.

  • Brady

    Brady Blackwelder

    Executive Director

    Associate Market Executive

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    Brady supports the management of the Corpus Christi office as Associate Market Executive. He is passionate about helping our talented financial advisors deliver the full range of the firm's capabilities, expertise, and solutions to our valued clients. 

    Brady has over 25 years of experience in the financial services industry and has been at UBS since 2004. Prior to his current role,  he was responsible for risk management and supervisory guidance for the West Division of UBS Wealth Management. This role provided him the opportunity to partner with some of our top financial advisors and their management teams with a focus on finding creative solutions to meet the needs of our clients. 

    When away from the office Brady enjoys traveling with his family, visiting national parks, mountain biking, and hiking. 

          200 Concord Plaza Drive
          Suite 300
          San Antonio, TX 78216
        • Kim Sheets

          Kim R. Sheets, CFP, ChFC

          First Vice President–Wealth Management

          Financial Advisor

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          Kim Sheets has been a Financial Advisor for more than 30 years and joined UBS Financial Services Inc. in 1992. Through a disciplined practice of wealth accumulation, portfolio preservation and income distribution planning, Kim has built solid relationships with families and organizations that span decades and generations.

          Within his practice, Kim has distinguished himself among his peers by earning the CERTIFIED FINANCIAL PLANNER™ (CFP®) and the Chartered Financial Consultant (ChFC®) designations as well as the title of Wealth Advisor within UBS. Each of these rigorous, intensive programs are designed to deepen one’s financial planning and wealth management insights as well as to learn and understand the latest tools to help guide clients through all aspects of their financial life. By completing these programs, Kim is better equipped than ever to provide the thoughtful financial advice his clients need to confidently plan for their futures.

          With this experience and background, Kim focuses on planning for both individuals and organizations. This encompasses investments, portfolio and retirement planning as well as insurance and estate planning. He and his team communicate frequently with their clients through regular portfolio review meetings and conference calls.

          In addition to his CFP®, ChFC® and Wealth Advisor designations, Kim holds the Series 3, 7, 8, 63 and 65 securities licenses as well as his life, health and variable annuity licenses.

          Outside of work, Kim and his wife, Dena, have two daughters, Abigail and Emily. The family stays busy many weekends traveling to the girls’ sporting events. When not traveling, Kim enjoys golf, clay target sports and hunting.

              • CERTIFIED FINANCIAL PLANNER™
              • Chartered Financial Consultant
              • Wealth Advisor
              800 North Shoreline Boulevard
              North Tower, Suite 160
              Corpus Christi, TX 78401
            • Fred

              Farhood "Fred" Kasiri

              Senior Vice President–Wealth Management

              Financial Advisor

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              Farhood “Fred” Kasiri began his investment career as a Financial Consultant with Shearson Lehman Hutton in 1984. In 1990, he joined UBS (formerly PaineWebber) as an Investment Executive. For over 38 years, Fred has been prudently practicing wealth management tailored to individual circumstances. He has conducted educational seminars on such topics as retirement planning, as well as tax-free and taxable investments.


              Fred earned a B.S. in mechanical engineering and has undergone extensive and comprehensive financial training. He holds the Series 3, 7, 63 and 65 securities licenses as well as life and health insurance and variable annuity licenses. Since 1996, Fred has received recognition from the UBS President’s Council and UBS Directors’ Council.


              Fred is also one of a small number of Financial Advisors at the firm who has earned the title of Wealth Advisor. As a Wealth Advisor, he is eminently qualified to provide highly personalized wealth management services.


              Fred and his team believe that wealth management is more than the wide range of services and solutions. What separates them from the rest of the field is how those services and solutions are developed and delivered to help pursue your goals. That’s why Kasiri Wealth Management offers a customized approach to wealth management, built on a personal relationship and shaped by an understanding of your needs and aspirations. To help manage your wealth, Fred and his team draw upon the advisory and investment brokerage capabilities of UBS—one of the world’s largest wealth management firms.

              Away from business, Fred maintains an active lifestyle. He enjoys swimming, skiing, and nature walks.

                • University of Louisana at Lafayette , Bachelor of Science Degree in Mechanical Engineering
                • Wealth Advisor
                800 North Shoreline Boulevard
                North Tower, Suite 160
                Corpus Christi, TX 78401
              • Donny Kasiri

                Donny Kasiri

                Senior Vice President–Wealth Management

                Financial Advisor

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                Donal "Donny" Kasiri began his career in the financial services industry as an intern with UBS in 2004. He received a B.B.A. in finance, graduating with honors from The University of Texas at San Antonio in 2007.

                Donny joined UBS and the Kasiri Wealth Management team as a Financial Advisor in 2007. For over 15 years, Donny has been diligently providing wealth management advice. As a Certified Financial Planner, he has been instrumental in preparing and delivering personalized financial plans to clients. He holds the Series 7 and 66 securities licenses as well as life and health insurance and variable annuity licenses. Donny is a member of the prestigious UBS Director's Council.


                Donny has distinguished himself among his peers by attaining the Certified Financial Planner™ (CFP®) certification. The CFP® designation identifies those individuals who have met the rigorous experience and ethical requirements of the CFP Board, have successfully completed financial planning coursework and have passed the CFP® Certification Examination covering the following areas: the financial planning process, risk management, investments, tax planning and management, retirement and employee benefits, and estate planning. CFP® professionals also agree to meet ongoing continuing education requirements and to uphold CFP Board’s Code of Ethics and Professional Responsibility, Rules of Conduct and Financial Planning Practice Standards.

                Donny loves spending time with his dogs and supporting no kill animal shelters. He also enjoys working outdoors and visiting family.

                  • University of Texas at San Antonio, Bachelor of Business Administration Degree in Finance
                  • CERTIFIED FINANCIAL PLANNER™
                  800 North Shoreline Boulevard
                  North Tower, Suite 160
                  Corpus Christi, TX 78401
                • Shadan

                  Shadan Kasiri

                  Financial Advisor

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                  Shadan Kasiri joined Kasiri Wealth Management in January of 2022.  She has since completed the UBS financial advisor training program, obtained all required credentials, and has transitioned into the role of financial advisor with our team.     

                  After receiving a Bachelor of Science in nutrition from the University of Texas at Austin (UT) and earning a registered dietitian license, Shadan served as a healthcare professional for over 15 years.  Prior to joining the Kasiri Wealth Management team, she most recently worked at Oregon Health and Science University Hospital as a board-certified specialist in pediatric nutrition.  As such, she served as a neonatal intensive care unit (NICU) nutrition expert for a team of pediatric specialty physicians.  Some notable contributions Shadan made to the nutrition and medical communities during her tenure include co-authoring several clinical nutrition guidelines used to treat NICU infants, creating and revising hospital policies, contributing to research, providing nutrition training to physicians, and guest lecturing at UT Austin as well as other venues.  

                  In the financial industry, Shadan holds the Series 7 and 66 securities licenses, as well as the life and health insurance and variable annuity licenses.  Away from business life, she enjoys traveling, skiing, hiking, and spending time outdoors.

                    • University of Texas, Bachelor of Science in Nutrition
                      800 North Shoreline Boulevard
                      North Tower, Suite 160
                      Corpus Christi, TX 78401
                    • Arthur

                      Arthur Scott, CFP

                      Vice President–Wealth Management

                      Financial Advisor

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                            800 North Shoreline Boulevard
                            North Tower, Suite 160
                            Corpus Christi, TX 78401
                          • Kim Sellars

                            Kim Sellars

                            Senior Client Associate

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                            Kim entered the financial services industry in 1992 and joined UBS Financial Services Inc. in 2008. Her day-to-day responsibilities include relationship management, administration and operations of accounts as well as the management of team personnel. To Kim, client relationships are a top priority, which is reflected in her commitment to delivering a high level of service. Kim holds her Series 7, 63 and 66 securities licenses.

                            Away from the office, she enjoys spending time with her family and friends. She participates in many charitable athletic events to stay active and maintain a healthy lifestyle.

                                  800 North Shoreline Boulevard
                                  North Tower, Suite 160
                                  Corpus Christi, TX 78401
                                • Sharon

                                  Sharon Garza

                                  Senior Client Associate

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                                  Sharon Garza began her career in the financial service industry in 1991.  She has worked in several different capacities in the industry such as a branch administrator, client service associate and branch liaison.

                                  She joined the Kasiri Wealth Management Team at UBS Financial Services Inc. as a Senior Client Service Associate in January 2010. With over 31 years of experience in the financial industry she brings extensive knowledge to the administrative side of our business. Sharon holds Series 7, 63 and 66 licenses.

                                  Sharon enjoys doing crafts, watching football and baseball, spending time with family, and cookouts.

                                        800 North Shoreline Boulevard
                                        North Tower, Suite 160
                                        Corpus Christi, TX 78401
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                                        Carmen Garcia

                                        Client Associate

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                                                800 North Shoreline Boulevard
                                                North Tower, Suite 160
                                                Corpus Christi, TX 78401

                                              A focus on personalized access and service

                                              Working with diverse clients with specific needs, our team sees it as our top responsibility to understand each aspect of your unique and often complicated financial life.

                                              Focus on liquidity management

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                                              UBS and Credit Suisse—stronger than ever

                                              Managing wealth is our craft

                                              We’re committed to understanding what wealth means for you.

                                              At UBS, excellence comes from nurturing the best of our heritage, mastering the details and delivering the expertise you need to turn your financial vision into a reality. The result? Financial advice that is finely crafted for what matters most to you.

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