Knowledge Powered by experience

Isaac Hamilton, CFA

Chartered Financial Analyst®
509-622-0614

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Isaac Hamilton is a Wealth Strategy Associate at UBS. Isaac specializes in bringing advanced, data-based analytics and research to client portfolios and financial models. He has worked for over a decade to scour the markets for investment opportunities, implement in portfolios, and design financial plans to help clients feel secure about their futures.

Isaac is a graduate of Washington State University (Magna Cum Laude) with a BS in Economic Sciences. He also graduated from the Washington State University Honors College, and is a Chartered Financial Analyst® charterholder.

During his time off Isaac can be found skiing, trekking, traveling abroad, playing board games with his family, or cooking up some of his famous pancakes.

ball game.


Registered States:
AZ, CA, CO, DC, FL, IA, ID, MT, ND, NJ, OR, TX, UT, WA


Kim O'Doherty

Registered Client Service Associate
509-744-3315

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Kim O’Doherty is a Registered Client Service Associate at UBS. Kim keeps the team running smoothly through her operations expertise, account management, and helping clients with their day-to-day inquiries. She has been working in the financial services industry for seven years – three with UBS.

Kim has a BA in English from the University of California, Riverside.

Prior to arriving in Spokane Kim lived and worked around the globe as the daughter and eventually spouse of retired U.S. service members.  On most weekends, you will find Kim either on a camping trip with her family or cooking up a new recipe, her passion. She also enjoys reading and entertaining, with four children, more than 20 nieces and nephews, a new grandbaby, and parents in the area there is plenty of opportunity!


Registered States:
AZ, CA, ID, WA