Barry's primary responsibility has been consulting with and advising Individual, Corporate, and Institutional clients on investment policy, asset allocation, manager selection, and cash management decisions. In November of 2003, Barry joined the Investment Management Consultant Association, IMCA. Through IMCA and in conjunction with the Wharton Business School, he obtained the professional designation of Certified Investment Management Consultant, CIMA, in February of 2004. Barry is married to Holly and they are raising three beautiful children.

Registered States:
AK, AL, AZ, CA, CO, FL, GA, ID, MA, MO, MT, NH, NM, NV, NY, OR, TN, TX, UT, WA, WY

John started his career in 1999 with Olde Stockbrokers. The market correction from 2000 to 2003 quickly provided John with a clear picture of how critical it is to develop a diversified investment portfolio customized to each individual. John came to UBS with the acquisition of Piper Jaffray in August of 2006. John received the designation of CERTIFIED FINANCIAL PLANNER™(CFP®) in 2008, a designation that focuses on insurance, retirement planning, income taxation, employee benefits and estate planning. John currently lives in Sandy, UT and enjoys spending time with his wife and four children.

Registered States:
AK, AL, AR, AZ, CA, CO, FL, ID, MA, MO, MT, NH, NM, NV, NY, TN, TX, UT, WA, WI, WY

With over 40 years in the financial services industry, Bruce strives to put clients and their financial goals first. He offers a combination of professional investment counsel and personal service. His experience and knowledge of the industry qualifies him to perform in-depth financial and investment planning to address clients' needs. He monitors each portfolio and suggests adjustments based on client objectives and the overall market environment. A Salt Lake City native, Bruce is a dedicated member of his church, enjoys playing golf, traveling, and spending time with his family.

Registered States:
UT

 Jessica began her career in the financial service industry in 2006 as an Administrative Assistant at Cambria Capital.  In 2008, she became licensed with her Series 7 and also graduated from the University of Utah with a B.S.  in Business Administration.   As a Registered Client Service Associate, Jessica specializes in providing exceptional service and support to our valued clients.  Native to the state of Utah, Jessica enjoys many outdoor activities and sports.  She loves to travel and spend time with her family and friends.