Working Together for Your Wellbeing

With over 28 years of experience, Stephen is dedicated to providing comprehensive financial advice to individuals, families, and businesses. His focus is on designing customized portfolio strategies tailored to each clients’ unique needs and risk tolerance. Stephen believes that clear communication and ongoing education are the foundations of exceptional client relationships.

Before joining Wells Fargo Advisors in 2014, Stephen spent six years at UBS Financial Services. He holds a Bachelor’s degree in Finance from Texas A&M University, and currently holds FINRA Registrations: Series 7, 63, and 65. In addition, Stephen obtained the CERTIFIED FINANCIAL PLANNER® practitioner designation from the College for Financial Planning in 2005.

Stephen and his wife are the proud parents of Chloe and Stephen Breig, and  currently resides in Spring Branch, Texas. As a family, they are active members of Riverside Community Church. Outside of the office, Stephen enjoys playing golf, volunteering, and spending time with his family.

Bruni Ramon is a Senior Registered Client Associate with Wells Fargo Advisors. She has been in the financial services industry since 2013. Her dedication to her work and excellent customer service has allowed her to build strong client relationships. She helps clients by making sure their day -to -day needs are handled efficiently and in a timely manner.

Bruni has been supporting Financial Advisors Stephen Breig and Hugh Patterson since 2021. She is proud to work with Stephen and Hugh as they are committed to helping their clients create their ideal financial lives based on their goals and priorities.

Outside of work, she enjoys traveling, hiking, and spending time with her family. She is married to her husband Randy, and they have two children Sarah and Daniel.

With over nine years of experience supporting financial advisors, Jennifer, a native Texan, is dedicated to detail and excellence. During her three years with financial advisors, Hugh Patterson and Stephen Breig, she is responsible for the marketing, website management, and organizing special events.

She brings a proactive and personable approach to her work, never missing an opportunity to help Hugh and Stephen show their appreciation to existing clients while also assisting them in connecting with new families seeking advice.

Jennifer is happily married to her best friend for 23 years. Together, they are proud parents to their two young adult children. In her free time, she loves spending time with her family and their 3 dogs: Ginger, Molly, and Maisel. Jennifer is passionate about giving back to those in need and enjoys volunteering at the local homeless shelter.