Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
CFP®, Series 63
Experience Industry experience
34 years
Location
Washington, TX
UBS Financial Services
Institution
Sharon Snowden is a CFP®-designated financial advisor with 34 years of industry experience, currently with UBS Financial Services since 2001. She is based in Washington, Texas. Outside of her advisory role, she serves on an advisory committee for the St. John the Divine Memorial Endowment Fund, overseeing the fund's investment policy compliance and capital project approvals. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory offerings, utilizing proprietary research and model-based asset allocations to tailor plans to clients’ goals. The firm combines wealth management services with institutional trading capabilities and offers a broad range of financial products and capital markets services.
Based on UBS Financial Services
Based on UBS Financial Services
Commissions for securities transactions, including equities, mutual funds, ETFs, and insurance products
Minimum fee: General range $500 to $50,000, typically $1,000 to $10,000; fees greater than $50,000 and up to $100,000 may be permitted for complex situations
Washington, TX
Washington TX
Advisors at this office
1
Texas
34 years of industry experience
UBS Financial Services
2001 - Present • 25 years
Houston, TX
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Series 66
Washington, TX
Dornick Wealth Management
Jonathan Lusk is a financial advisor at Dornick Wealth Management with 13 years of industry experience. He holds a Series 66 designation and has been associated with Dornick Wealth Management since 2025. In addition to his advisory role, he is President and Co-Founder of BirdDog Adventures, Inc., an unrelated business activity. Dornick Wealth Management serves primarily high-net-worth individuals and charitable organizations, combining discretionary investment management with comprehensive financial planning. The firm uses a blend of passive and active strategies based on asset allocation and modern portfolio theory, focusing on long-term investment horizons.
CFP®, ChFC®, Series 63
Brenham, TX
Fairbanks Financial Wealth Management
Paul Clark is a CFP® and ChFC® with 26 years of industry experience. He is affiliated with Fairbanks Financial Wealth Management in Brenham, TX, and has been with MitchellClark & Company since 1976. Fairbanks Financial Wealth Management advises individuals, corporate pension and profit-sharing plans, trusts, estates, charitable institutions, and business entities on investment management and comprehensive financial planning. The firm employs a multi-manager, multi-style approach and integrates tax, insurance, and employee-benefit planning alongside investment advice.
Series 65
Brenham, TX
Fairbanks Financial Wealth Management
Katherine Chatmon is a financial advisor with Fairbanks Financial Wealth Management in Brenham, TX, holding a Series 65 designation and one year of industry experience. Her prior work includes roles in education and nonprofit organizations such as Alabama Clinical Schools and Youth Villages. Fairbanks Financial Wealth Management serves individuals, including high-net-worth clients, as well as corporate pension plans, trusts, and charitable institutions, providing investment management and comprehensive financial planning. The firm emphasizes portfolio manager selection, asset allocation, and integrates tax, estate, and employee-benefit planning into its advisory services.
Series 63, Series 65
Navasota, TX
Blackridge Asset Management, LLC
Ellis Regini is a financial advisor at Blackridge Asset Management, LLC with 36 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Peak Brokerage Services, Regal Investment Advisors, Regulus Financial Group, and Next Financial Group. He has also operated Ellis and Sandra Regini, LLC since 2013. Blackridge Asset Management offers financial planning, investment management, and consulting services to individuals, high-net-worth clients, trusts, estates, corporations, retirement plans, and charitable organizations. The firm utilizes a combination of model-based portfolio management and third-party referrals, and manages most client accounts on an affiliated turnkey asset management platform.
Series 65
Brenham, TX
Virtue Capital Management, LLC
Brooke Huckert is a Series 65-licensed financial advisor at Virtue Capital Management, LLC with six years of industry experience. She previously worked at Lifestyle Asset Management, Inc. and has been associated with VDR Financial since 2014, where she also serves as a sales associate and insurance agent. Virtue Capital Management, LLC is an SEC-registered enterprise adviser managing approximately $1.2 billion in discretionary assets across about 90 advisers and more than 4,000 clients. The firm offers discretionary portfolio management, financial planning, third-party manager selection, ERISA consulting, and pre-retiree education, utilizing a model-driven approach with strategic and tactical strategies primarily through mutual funds and ETFs.
Series 63, Series 65
Brenham, TX
Blackridge Asset Management, LLC
Janice Lavin is a financial advisor at Blackridge Asset Management, LLC with 33 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Next Financial Group Inc. for 12 years. Blackridge Asset Management provides financial planning, investment management, and consulting services to individuals, high-net-worth clients, trusts, estates, corporations, retirement plans, and charitable organizations. The firm utilizes model-based portfolio management and an online platform to deliver tailored financial solutions, with many client accounts managed through an affiliated turnkey asset management platform.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")