Thursday, August 22, 2013

Congratulations to the Siegel Team

For the second consecutive year, The Siegel Team was recently selected by The Houston Business Journal and NABCAP (National Association of Board Certified Advisory Practices) as one of Houston’s Top Wealth Managers for 2013.

The primary focus of NABCAP is to serve the needs of the investing public by helping to identify top wealth managers. NABCAP is an unaffiliated, nonprofit organization based in Colorado with a presence in 35 U.S. markets. NABCAP attempts to identify top advisors regardless of a firm’s size or affiliation. The practices were selected for this list in a multi-step process intended to maintain integrity and objectivity. Each participating advisory practice is evaluated on the following 20 categories of practice management in no weighted order:

Financial planning

Technology and software

Investment planning




Practice management











Customer service model


Client education model

The Siegel Team
UBS Financial Services Inc.
Galleria Financial Center
5065 Westheimer Road, Suite 1000
Houston, TX 77056

855-723-1237 fax


Lori L. Siegel, CFP®
Senior Vice President–Wealth Management
Wealth Advisor

Robert Anthony Russo, CFA, CFP®
Vice President–Wealth Management

Cher Ann Rudolphi
Senior Client Service Associate

Monday, August 19, 2013

Business Luncheon - August 2013

Ashley Merryman and Po Bronson
Ashley Merryman
author of Top Dog
Last week, the best selling author, Ashley Merryman, spoke about gender differences in competitiveness along with speaking up and taking chances at the GHWCC Business Luncheon.

Texas A&M political science professor Sarah Fulton has found that female political candidates are equally as qualified, just as good at fundraising, and just as likely to be elected as their male counterparts. But still women make up only 18% of Congress. (As huge a disparity as that is – it's better than what you'd see in most boardrooms: women run only about 4% of venture-capital funded companies.)

The question is why? Some of it, according to Fulton, is due to the fact that ambitious men jump into elections because they want to. Ambitious women only run if they think they're going to win. Fulton's not the only researcher who has found this: study after study have found that, on average, women are much more concerned with the likelihood of winning than the men. Indeed, women are good at calculating their odds of success; men are good at ignoring the odds. 

The lesson of this research is not that women should "turn into men" and blithely disregard the odds of victory. Instead, it's about timing – knowing when to take a leap and when to avoid risk. For example, when you have more women on a corporation's audit committee, the company's less likely to get in financial trouble. And that's a good thing. But entrepreneurs need to ignore the odds of success. Otherwise, they'd never start the company. 

Particularly on an individual level, if a woman sees an opportunity that excites her, she shouldn't let a desire for a guaranteed success stand in her way. Don't always limit yourself to the sure thing. Don't let job description requirements hold you back: do apply for that new job because you want it. Pitching an investor? Give them your down-to-the-penny projections, but then share your vision of what you dream to accomplish (even when it feels like bragging). Don't politely wait for your turn in a meeting: if you have an idea, do speak up. Accept that some failures are inevitable. The key to success isn't to prevent these 100% of the time; instead, it's about learning from mistakes and thus being better the next time.


Tuesday, August 6, 2013

Dessert Gallery offers delectible desserts & healthy choices, too!

Dessert Gallery is an intriguing and interesting mix of tasty treats, healthful options, and casual coziness brought to us by the local success story of Sara Brook, a warm, determined woman who turned a lifelong love of baking into a successful business. Native Houstonian, Sara Brook, had an entrepreneurial streak at an early age, founding businesses in her twenties.  Dessert Gallery is the third food related business started by Brook, who grew Dessert Gallery into a popular and media acclaimed restaurant, while, as a single mom, simultaneously raising her young daughter. Dessert Gallery opened in the mid-1990s when Brook’s daughter was still quite young.
Through the years and with the aid of Brook’s dedicated devotion, both Dessert Gallery and Brook’s daughter blossomed. Today, Dessert Gallery is a welcome and well-loved fixture at the intersection of Richmond and Kirby, offering not only desserts, but also sandwiches, salads, and wraps.
Among the healthier options for lunch or dinner sandwiches are:  (1.) the California Turkey on Wheat, (2.) Power Veggie Supreme on Wheat, (3.) Tomatoes Caprese on Ciabatta, (4.) Grandma’s Chicken Salad on Sliced Brioche, and (5.) Nicoise Tuna Salad on Croissant. For those persons wishing to avoid all refined white flour, whole wheat wraps may be requested in place of a white bread choice. Also, chicken for chicken sandwiches or for salads is cooked fresh by Dessert Gallery; the same process applies to the tuna steaks used for tuna containing sandwiches or salads. No canned or otherwise “pre-processed” chicken or tuna is used at the restaurant.  Brook explained that she wants her products to be as close to homemade in taste, quality, and character as at all possible. Wholesomeness and purity are important to her, and therefore, she insists on using fresh, real ingredients without fillers that are prepared to meet the needs of each recipe.
Among the healthiest salad choices are: the Baby Spinach and Goat Cheese Salad and the Space City Chicken Salad, which features a nicely balanced blend of ingredients from the major food groups. Included in the Space City salad are: chicken breast meat, baby spinach, green leaf lettuce, arugula, bleu cheese, grapes, walnuts, and balsamic vinaigrette. Another healthy and unusual choice is the Grilled Chicken Southwest Caesar, which features the traditional ingredients of chicken breast, romaine lettuce, and garlic croutons combined with the unexpected Southwest styled additions of roasted corn, black beans, jicama, tomatoes, and Roasted Poblano Parmesan Dressing.
Because Dessert Gallery is open extended hours, from 11 a.m. to 10 p.m. Mon.–Thurs. and 11a.m. to midnight Fri.-Sat., as well as Sun. 12 p.m. to 10 p.m., the restaurant provides a wide array of possibilities for business lunches and light dinners, as well as a fun spot to meet family and friends after work hours or on weekends.
If celebration is on the mind and luscious desserts fit the bill, then Dessert Gallery has a varied menu of choices from which to select. Cakes, cookies, brownies, and bars are plentiful.  There are even dessert choices for people with special dietary needs.  A number of dessert selections do not have nuts. There is a delicious Lemon Vacherin cake, which is flourless, for the gluten intolerant or celiac disease patient. There is a particularly scrumptious Non-Dairy Chocolate Cake for the lactose intolerant individual. This cake is made with soymilk.  For diabetics or people simply trying to watch their sugar intake, there is a No Sugar Added Carrot Cake, which is rather remarkable in both flavor and consistency.  Not all “special needs” foods are available all the time; so, it is best to call ahead and see what is available that day, or better still, give three business days notice to the restaurant if you know ahead of time that members of your gathering will have special dietary needs and special food will need to be prepared in advance.
For business meetings or social get-to-together events, Dessert Gallery offers catering services, wherein most of their menu choices can be made available to groups of people.  Planning and conversing with restaurant personnel is recommended.
For questions concerning the menu, catering, or special dietary needs, call Dessert Gallery at (713) 522-9999.  The restaurant’s web site at is also a useful resource.