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.

  • Jeff Bidstrup

    Jeff Bidstrup

    Executive Director

    Market Director

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    • TX

          98 San Jacinto Boulevard
          Suite 600
          Austin, TX 78701
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          Braden Blackwelder

          Executive Director

          Associate Market Executive

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          • AL
          • AR
          • AZ
          • CA
          • CO
          • DC
          • FL
          • GA
          • HI
          • KY
          • LA
          • MA
          • MD
          • ME
          • MI
          • MN
          • MO
          • MS
          • MT
          • NC
          • NJ
          • NM
          • NV
          • NY
          • OH
          • OK
          • SC
          • TN
          • TX
          • UT
          • VA
          • WA
          • WI

          As the Branch Manager for the UBS San Antonio office I am passionate about helping our talented financial advisors to deliver the full range of the firm's capabilities, expertise, and solutions to our valued clients. 

          I have over 25 years of experience in the financial services industry and have been at UBS since 2004. Prior to my current role I was responsible for risk management and supervisory guidance for the West Division of UBS Wealth Management. This role provided me 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 I enjoy traveling with my family, visiting national parks, mountain biking, and hiking. 

                200 Concord Plaza Drive
                Suite 300
                San Antonio, TX 78216
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                Jennifer McCann

                Associate Director

                Admin Manager

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                • TX

                      301 Commerce Street
                      Suite 2800
                      Fort Worth, TX 76102
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                      Carol Eriksen

                      Director

                      Supervisory Officer

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                      • TX

                            4400 Post Oak Parkway
                            17th Floor
                            Houston, TX 77027
                          • 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

                                  What the Fed had to say

                                  Why does A.I. in space matter?

                                  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