Owen is a Chartered Private Wealth Advisor™ and Certified Investment Management Analyst™. He has been with UBS for over 28 years.

Owen has served on the board for Ronald McDonald House Charities and actively supports the Boys and Girls Club, as well as other organizations that strive to improve the lives of young people.

Owen splits time between Alaska, Arizona, and Oregon so he can enjoy his passion for the outdoors and share it with his wife and son.

Registered States:
AK, AZ, CA, CO, FL, GA, IA, ID, IL, IN, LA, MA, MD, MI, MN, MT, NC, NE, NH, NM, NV, NY, OK, OR, RI, SC, TN, TX, UT, VA, WA, WI, WY

Jason is a Wealth Advisor, Chartered Retirement Planning Counselor™ and Certified Investment Management Analyst™. Jason earned his CIMA designation from the Wharton Business School as part of the Investment Management Consultants Association. He has been with UBS for 11 years.

Jason has served on several non-profit boards, including the Woodland Park Zoo and Community Health Center of Snohomish County. He was President of the Greater Wasilla Chamber of Commerce where he earned awards for Business Person of the Year and Top 40 Under 40.

Jason and his wife of 20 years have three active boys. He likes to coach youth sports, hike, play guitar and cheer for Seattle sports teams with his family.

Registered States:
AK, AZ, CA, CO, FL, GA, IA, ID, IL, MA, MD, MI, MN, MT, NC, NH, NV, NY, OK, OR, SC, SD, TN, TX, VA, WA, WI, WY

Registered States:
AK, AZ, CA, GA, MD, OR, TX, WA

Susie earned her Bachelor of Science degree in Finance magna cum laude from Arizona State University in 1997. She began her career as an analyst with Smith Barney researching investment managers, creating asset allocation proposals and performance reporting. She then spent seven years overseas in Hong Kong with Citigroup Asset Management servicing Asia's ultra-high net worth business owners and families and later joined HSBC Private Bank working in marketing & communications for the region.

In 2011, she returned to her native Scottsdale, AZ with her husband and continues her financial services career by providing outstanding client service and support. She enjoys volunteering at pet shelters and long walks with her rescue dog Luke.

Registered States:
AK, AZ, CA, MI, OK, OR, TX, UT, VA, WA