Prior to becoming a financial advisor, Jordan spent time on the floors of both the Chicago Mercantile Exchange and the New York Stock Exchange, and spent many years as an institutional equity trader for Jefferies & Company. With more than 20 years of financial industry experience, he has weathered both challenging and rewarding market cycles and offers clients a seasoned perspective that enables them to achieve their goals. Jordan earned a BA in Finance from Michigan State University.  He is a five time, 2012-2016, recipient of the Five Star Wealth Manger Award.

Jordan and his wife, Tracey, are raising their active identical twins, Abel and Oskar, and their border collie Buddy.  Jordan spends his free time hiking, lifitng weights and he is a black belt of Brazilian Jiu Jitsu at Gracie Humaita.  He is also a graduate of the Glass Leadership Institute of the Anti-Defamation League.

stitute of the Anti-Defamation League.

Registered States:
AL, CA, CO, FL, IL, IN, MA, MD, MO, MT, NC, NE, NY, SC, TX

David Wright joined UBS Financial Services Inc. in 2013 and has more than a decade of financial industry experience. By engaging, listening to and creating a client centric financial plan, David has a foundation to utilize the vast resources that UBS offers to deliver a holistic wealth management solution for clients. He holds a B.S.B.A. from the University of Arkansas.

David and his wife Ashley, have a daughter and son. They are involved and supporters of CASA of Travis County and The Austin Stone.  In his free time he likes to fish, go to the ranch and spend time with his family.

Registered States:
AR, NJ, NY, OK, TX

Joleen began her career in financial services fourteen years ago. She is fully registered holding her Series 7 and 66 licenses as well as variable, life and health insurance licenses. Prior to that she served in the United States Marine Corps for six years. She has been with UBS since 2015.

In her spare time, she loves to keep fit at the gym with husband Michael and daughters Alexis and Jazlyn. She also enjoys watching Jazlyn play volleyball for Texas Synergy Volleyball as the team's setter

Monica joined UBS in 2009 after three years with another large financial institution. Prior to joining our team she served as a Branch Service Associate specializing in trade support and as the Branch Technology Liaison. She is series, 7, 66, 9, and 10 licensed.

Outside of the office, Monica enjoys reading and accompanying her husband, Anthony and son Luca, on their outdoor and athletic adventures.

Registered States:
TX