People behind
the perspective.

Rich holds the Chartered Life Underwriter® and Chartered Financial Consultant® designations from The American College of Financial Services. His work includes evaluating industry trends and opportunities to guide the firm’s direction.

Rich lives in North Texas with his wife and has two grown children.

Aubrey earned her BBA and MBA from Tarleton State University and holds the CLU®, ChFC®, and RICP® designations from The American College of Financial Services. She helps clients clarify their goals and plan through changes in their lives.

Raised in Round Rock, Texas, Aubrey now lives in North Texas with her husband and three children. She enjoys time with family and friends, trying new restaurants, and gardening.

Before joining UAA, Vince spent ten years as a civil litigator in Southern California. Earlier in his career, he was a financial advisor with Principal Financial Group. That experience informs his approach to compliance and the client relationship.

Vince lives in North Texas with his wife and two children. Outside work, he enjoys golf, attending his children’s sporting events, and home projects.

Before financial services, Craig worked in pastoral ministry and higher education. He holds a Doctor of Ministry in Leadership and Administration, a Master of Divinity, and a bachelor’s degree from Baylor University. His background in teaching and leadership shapes how he explains financial decisions and supports clients.

Craig lives in North Texas with his wife and three children. He enjoys music, woodworking, 3D printing, cruises with his wife, and cheering on the Baylor Bears.

A graduate of the University of Oklahoma with a Bachelor of Business Administration in Finance, Dominic grew up in Plano, Texas. Based in Prosper, he helps UAA clients bring their investments and retirement plans into perspective.

A graduate of the University of Oklahoma with a degree in Finance, Austin grew up in Grapevine, Texas. He values the relationships that come from serving his community. Outside work, he enjoys cheering on the Sooners and spending time with friends.