For more than 20 years, I have provided comprehensive financial advice to individuals, families, and businesses. My focus is on designing a customized portfolio strategy tailored to the individual needs and risk tolerance of each client. I believe that clear communication and ongoing education creates exceptional client relationships.


Prior to joining Wells Fargo Advisors in 2014, I worked at UBS Financial Services as a Financial Advisor for six years. I earned my B.A. degree in Finance from Texas A&M University. In addition to having the Series 7, 63, and 65 registrations, I have also obtained the CERTIFIED FINANCIAL PLANNER ™ designation.


My wife and I are the proud parents of Chloe and Stephen. We currently reside in Spring Branch, Texas. As a family, we are active members of the Riverside Community Church. Away from the office, I enjoy playing golf, volunteering, and spending time with my family.

A native Texan, Jennifer brings over seven years’ experience supporting Financial Advisors with the servicing of their customers. Jennifer also spent two years as a personal assistant for a prominent Texas family. She joined Stephen Breig, CFP®, and Senior Vice President-Investments in June 2021 to assist with his marketing and client outreach programs. She and her husband are proud Aggie parents of two teenagers and three dogs.