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.

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    Kim Sheets, CFP, ChFC

    First Vice President–Wealth Management

    Branch Manager

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    • AL
    • CA
    • CO
    • FL
    • LA
    • MI
    • MO
    • MT
    • NC
    • NM
    • OK
    • TX
    • UT
        • Chartered Financial Consultant
        • Wealth Advisor
        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.

      Education financing

      Education financing

      Retirement planning

      Retirement planning

      Multigenerational planning

      Multigenerational planning

      A way forward

      Understanding your life, your wealth and what you want to accomplish.

      We ask the questions and find the answers that can help you explore and pursue your financial goals in the short term, long term or whatever your terms may be.

      Let's talk about how we can help you plan for the life you want

      Our approach incorporates Liquidity. Longevity. Legacy. strategies to assist clients in exploring and pursuing their wealth management needs and goals over different time frames. This approach is not a promise or guarantee that wealth, or any financial results, can or will be achieved. All investments involve the risk of loss, including the risk of loss of the entire investment.

      Backed by the strength of UBS

      A global leader in wealth management

      $3.3 trillion

      In invested assets globally 
      As of 12/31/2021

      51 countries

      Our global footprint

      Global leader

      UBS is a world-leading wealth manager