Scott began his career at UBS (formerly PaineWebber) in 1985. Over the years, he has helped his clients manage their wealth through good times and bad. Scott has always stressed asset allocation and total portfolio management, with an emphasis on retirement income planning. Scott earned his bachelor's degree in business from Western Illinois University and earned the CIMA® (Certified Investment Management Analyst) designation from UC Berkeley-Haas School of Business.

Registered States:
AK, AZ, CA, CO, FL, GA, ID, IL, IN, KS, ME, MI, MN, MO, NC, NM, NV, NY, OH, OR, RI, SC, TX, UT, VT, WA, WI

Scott began his career in 1978 at Morgan Stanley and moved to UBS in 2001. His many years of experience have helped him understand the complexities of the markets and the risks associated with nearly every type of investment. Scott uses his knowledge to evaluate and identify the best investments to meet every client goal. Scott has an in-depth understanding of the costs of each investment and makes sure no one is paying more than they need to for any investment or service. Scott has a bachelor's degree in forestry from the University of California Berkley and has earned the CFP® (CERTIFIED FINANCIAL PLANNER™) designation.

Registered States:
AK, AZ, CA, CO, FL, GA, HI, ID, IL, IN, KS, MA, MD, ME, MI, MN, MO, NC, NM, NV, NY, OH, OR, RI, SC, TX, UT, VT, WA, WI

Steve began his career with UBS in 2006. Steve believes that when you fail to plan, you plan to fail. With this mindset, he spends most of his time helping clients to prepare, monitor, and review their financial plans. Steve earned his master's degree in personal financial planning from the College for Financial Planning and his bachelor's degree in business administration from the University of Utah. He also has earned the CFP® (CERTIFIED FINANCIAL PLANNER™) designation.

Registered States:
AZ, CA, FL, GA, ID, IL, KS, ME, MI, MN, MO, NC, NM, NV, NY, OH, OR, RI, SC, TX, UT, VT, WA, WI

Lisa began her career with UBS in 1994. She coordinates client service activities and manages important administrative operations. She believes in the value of prompt response and solutions to any needs and concerns that clients may have. Lisa brings great experience from her years of service in the financial industry. She holds both Series 7 and Series 66 securities licenses. Lisa is known for her in-depth understanding of operations and compliance regulations and her attention to detail.

Registered States:
CA

Nicholas joined UBS in 2015 and has years of experience servicing high net worth individuals. Prior to joining UBS, Nicholas was with Schwab Private Client for Charles Schwab and later moved on to be a Private Client Relationship Manager for Fidelity Investments. Through his experiences in the financial services industry and his passion for quality service, he is a valuable and reliable resource for clients. He currently holds both the Series 7 and Series 66 securities licenses, as well as a California Notary Public.

Registered States:
CA