Lasting relationships

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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. 

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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

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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®

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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

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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.

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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.