Melinda has 37 years of experience providing investment advice and wealth strategies to high-net-worth families, corporate executives, and professional individuals.

As Senior Vice President with UBS, Melinda specializes in providing clients with wealth strategies, investment consulting, socially responsible investing, retirement and legacy planning. Her background includes extensive experience with Professionals and Business Owners whose busy lives and complex financial situations require expert advice. Collaborating with her clients' other advisors (CPA, Attorney), there is a shared approach giving the client an integrated Wealth Plan.

Melinda holds herself to a higher standard which is why she is a Certified Investment Management Analyst (CIMA). It means that her clients are working with someone who understands the financial complexities and risks that come with being in a high tax bracket, and perhaps most important, is educated enough to understand how individual investments are being managed and how they work together.

From 2009-2018, Melinda has been recognized by Barron's Magazine and attended its prestigious Top Women Advisors Conference in West Palm Beach. Since 2017, Melinda has been named by Forbes as one of America's Top Women Advisors and Best-In-State Wealth Advisors for Southern California.

Melinda is based in the Pasadena office of UBS. She and her husband Chuck have been married since 1984, and live near Simi Valley where they raised two children, Matthew and Ashley. Matthew joined the Marines and served two tours in Iraq. Ashley received a degree in Molecular and Cellular Biology from Cal State Channel Islands and is now working for a research laboratory.

• 2017-2020 Forbes America's Top Women Advisors
• 2017-2020 Forbes Best-In-State Wealth Advisors

• Certified Investment Management Analyst (CIMA ®)
• Bachelor's Degree from Chapman University

• Board of Directors of Women at Work Organization

AZ, CA, CO, FL, HI, IN, MA, MN, NC, NJ, NY, OR, SC, TX, VA