Let's move forward. Together.

Three business people at a desk

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.

Young family at the beach

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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    Scott Skinner

    Executive Director

    Market Director

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    • AK
    • AL
    • AR
    • AZ
    • CA
    • FL
    • GA
    • HI
    • ID
    • IL
    • IN
    • LA
    • MD
    • ME
    • MO
    • MS
    • NC
    • NJ
    • NY
    • OH
    • OK
    • OR
    • SC
    • TN
    • TX
    • VA
    • WA

          98 San Jacinto Boulevard
          Suite 600
          Austin, TX 78701
        • 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.


                UBS and Credit Suisse—stronger than ever

                Tailored lending and cash management

                Tailored lending and cash management

                Retirement Couple

                Retirement readiness

                Life is unpredictable. Could we be better prepared?

                For some of life's questions you're not alone. Together we can find the answer.

                With so much changing every day, it's hard to know how our lives will be affected. What will the changes mean for your family? Your business? Your future? We can help you get your plan in place.

                Backed by the strength of UBS

                A global leader in wealth management

                Global leader

                UBS is a world-leading wealth manager

                $3.9 trillion

                In invested assets globally 
                As of 12/31/2022

                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