Let's move forward. Together.

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Your financial life is unique. The same should be true of your financial plan. We take the time to get to know you, your family and all your most important priorities. As your circumstances change over time and as new opportunities arise, we'll work with you to adjust your plan to help keep you on track. When you look to the future, you should like what you see.

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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.

  • Michele Kuykendall

    Michele Kuykendall

    Branch Office Administrator

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      Michele started in the Financial Industry in June 1985 at Rotan Mosle which was acquired by PaineWebber and in 2000 became UBS Financial Services, Inc. In 33 years, Michele has held many positions including Receptionist, Client Service Associate, New Account Clerk & Satellite Office Liaison, Cashier and Wire Operator. Currently, Michele acts in the role of Branch Office Administrator handling all operations for the San Antonio branch. Michele lives in Spring Branch with her husband Dennis and they enjoy spending time with their daughter, granchildren and 2 dogs.

            200 Concord Plaza Drive
            Suite 300
            San Antonio, TX 78216
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            Thomas Richter

            Wealth Planning Associate

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            Carolina Ospina

            Associate Director

            Digital Specialist

            Carolina works as a Digital Specialist for the North Texas branches which include, Austin, San Antonio, Corpus Christi, College Station and Waco.  Her role is to help our advisors and client with training and implementations of our digital platform tools. She has a BA in Psychology from the University of Texas at Arlington,  a Masters in Community Counseling from Argosy University-Dallas and she also holds the Series 7 & 66 licenses.  Carolina lives in Austin, TX with her 6 year old Daughter and 10 year old dog.

          Connecting you to the deep resources of UBS

          By seeing the big picture, we provide access to the global platforms and the financial and intellectual strengths of UBS’s experts in Wealth Management, Asset Management and our Private and Investment Banks.

          Tree

          UBS and Credit Suisse—stronger than ever

          Tailored lending and cash management

          Tailored lending and cash management

          Retirement Couple

          Retirement readiness

          cover art of women's document

          Women, wealth and well-being

          The challenges women breadwinners face embracing their financial clout

          Women are contributing more to their families’ incomes than ever before. Yet many remain less engaged than men in decision-making about the money they’ve earned. Why?

          We believe financial participation, comprehensive planning and the support of financial professionals can help correct this imbalance. See how in our latest Own your worth report, “Tradition, trust and time: The challenges women breadwinners face embracing their financial clout.”

          Download the report

          Backed by the strength of UBS

          A global leader in wealth management

          Global leader

          UBS is a world-leading wealth manager

          $5+ trillion

          In invested assets globally 
          As of 11/07/2023

          Financial strength

          Driving confidence.
          Aa3 (stable) Moody’s
          A+ (stable) Standard & Poor’s

          UBS AG, long-term senior secured debt rating. As of 12/31/2022

          Insights