Experience Makes all the difference

Our team has a combined 160 years of experience in Wealth Management. Drawing on our experience and powerful global resources with solutions designed for all market environments, we provide insightful and comprehensive wealth management to a select number of clients with at least $5 million of investable assets. The complexities that wealth often creates, demands a well-designed and multifaceted planning process and implementation.

Most financial plans are incomplete and prone to failure. We connect the dots to ensure you are protected and your ambitions are strategically aligned with your legacy. We employ a dynamic process focusing on financial planning, risk management, asset protection, charitable giving strategies, and estate planning. The solutions we provide our clients are tailored to their unique situation and give them the best opportunity to achieve their goals. With the strength and capabilities of UBS, we are well positioned to guide clients confidently toward their goals.

Duncan E. McAllister, CFP®, CRPC®

Senior Vice President - Wealth Management
Financial Advisor
Senior Portfolio Manager
CERTIFIED FINANCIAL PLANNER™
Wealth Advisor
425-451-2340

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For the last 19 years Duncan has focused on advising small business owners, executives and family trusts. He is a Certified Financial Planner (CFP®) and a Chartered Retirement Planning Counselor (CRPC®). Duncan is a graduate of Washington State University with a B.A. in Business Finance. He lives in Newcastle with his wife and two sons and enjoys volunteering for youth sports programs, skiing, basketball, yoga and golf.

 


Registered States:
AK, AZ, CA, CO, DC, DE, FL, GA, IA, ID, IL, KY, MA, MI, MN, MT, NC, ND, NV, NY, OK, OR, PA, SD, TX, UT, WA, WI


Gary Pratt

Senior Vice President - Wealth Management
Financial Advisor
Senior Portfolio Manager
Wealth Advisor
Visit my personal page
425-451-2319

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Gary has over 25 years of experience as a financial advisor with UBS Financial Services. He obtained his MBA in Finance from the University of Washington. As a Portfolio Manager and Wealth Advisor, Gary specializes in comprehensive wealth planning for corporate executives, business owners and wealthy families. By clearly understanding his clients' personal goals and objectives, he provides comprehensive advice around specific investment management and cash flow needs. Gary is experienced in financial planning, cash flow, insurance and portfolio management. Gary and his wife live in Kirkland and enjoy golf, running, and skiing.


Registered States:
AK, AZ, CA, CO, CT, DC, DE, FL, GA, IA, ID, IL, KY, MA, MI, MN, MO, NC, ND, NV, NY, OK, OR, PA, SC, SD, TX, WA, WI


Bijan Behboodi, CFP®, CEPA®

First Vice President - Wealth Management
Financial Advisor
CERTIFIED FINANCIAL PLANNER™
Certified Exit Planning Advisor (CEPA®)
425-451-2348

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Bijan is a Director Council level Certified Financial Planner (CFP®) and Certified Exit Planning Advisor (CEPA®). As a partner of Capstone Wealth Management and First Vice President at UBS, Bijan focuses on delivering a complete wealth planning experience to business owners pre and post liquidity, helping them navigate their exit strategy. In addition, Bijan specializes in working with tech executives from Amazon, Microsoft and Oracle, giving him a thorough understanding of building wealth through concentrated stock positions and the importance of these companies' benefits and deferred compensation plans. Upon joining UBS in 2013, Bijan quickly became one of the top Wealth Planning Analysts in the nation. In 2015, Bijan transitioned to become a partner within Capstone Wealth Management at UBS where he oversaw the expansion of the team and rebranded multiple businesses under the Capstone name.


Registered States:
AK, AZ, CA, CO, DC, DE, FL, GA, IA, ID, IL, MA, MI, MN, NC, ND, NV, NY, OK, OR, PA, SD, TX, WA, WI


Brenda Berg

Senior Vice President - Wealth Management
Financial Advisor
425-451-2308

email



Brenda has 28 years of experience in Wealth Management. She holds a B.S in Aerospace Science with a Business Management focus. In her free time, Brenda is actively involved with various charities and has served on the Board of Directors for two non-profit organizations.  She also enjoys traveling, gardening, basketball, skiing and spending time with her friends and family. Currently, Brenda and her husband live in Bellevue and their two daughters are attending local universities.


Registered States:
AK, AZ, CA, CO, DE, FL, GA, HI, IA, ID, IL, MA, MI, MN, NC, ND, NV, OK, OR, PA, SD, TX, WA, WI


David M. "Mike" Wehrman

First Vice President - Wealth Management
Financial Advisor
Senior Portfolio Manager
425-451-3414

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Mike has 22 years of experience in Wealth Management, focusing on multi-generational planning in addition to the growing niche market of directed trust solutions. His love for this business stems from the satisfaction of working with each client through the various stages of their financial lives.  He is a graduate of Whitman College, where he played Varsity Golf. To this day, he remains an avid golfer and frequently competes in amateur tournaments. Outside of the office and off the green, Mike enjoys spending time with his wife (Kristen) and two daughters (Emma and Katie). 


Registered States:
AK, AZ, CA, CO, DE, FL, GA, HI, IA, ID, IL, IN, MI, MN, MT, NC, ND, NV, NY, OK, OR, PA, SD, TN, TX, UT, WA, WI


Christopher W. Billingsley, CFP®, CRPC®

First Vice President - Wealth Management
Financial Advisor
CERTIFIED FINANCIAL PLANNER™
Wealth Advisor
425-451-2321

email



Chris has 23 years of experience in Wealth Management. He is Certified Financial Planner (CFP®) and a Chartered Retirement Planning Counselor (CRPC®). Chris is a graduate of Central Washington University with a B.A. in Economics and a B.A. in Finance. Outside of the office, he enjoys spending time with his wife, two sons and daughter, soccer, hiking, golf and skiing.


Registered States:
AK, AR, AZ, CA, CO, DE, FL, GA, HI, IA, ID, IL, MA, MI, MN, MO, NC, ND, NV, NY, OK, OR, PA, SD, TX, UT, WA, WI


Lindsay Jens Deklerk

Financial Advisor
425-990-2746

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Lindsay has worked for UBS for the last six years in multiple capacities. She recently transitioned from being one of the top Wealth Planning Analysts in the nation to partner with Capstone Wealth management as a Financial Advisor Associate. She graduated from Washington State University and holds her Series 7 and 66 licenses. Lindsay and her fiancé live in Newcastle and enjoy traveling, cooking, and spending time with family and friends.


Registered States:
AK, AZ, CA, CO, DC, DE, FL, GA, IA, ID, IL, MA, MI, MN, NC, ND, NV, NY, OK, OR, PA, SD, TX, WA, WI


Kent A. Ryland

Senior Registered Client Service Associate
425-990-2752

email



Kent is a graduate of Western Washington University with a B.A. in Finance. He is fully registered; holding the Series 7, 63 and 65 securities licenses with over 28 years of industry experience. Kent is the team lead for Portfolio Trading, Private Equity, Fixed Income Trading, Structured Product Trading ,Insurance, Annuities, Donor Advised Fund, Complex Account Changes and Tax Season Assistance. Originally from the Bellevue area, Kent and his wife now reside in Renton. Outside of the office he enjoys soccer and weightlifting. 


Registered States:
AZ, CA, ID, OR, WA


Kaoru Shimmyo Yi

Senior Registered Client Service Associate
425-451-2346

email



Kaoru is a graduate of Aoyama Gakuin University in Tokyo with a B.A. in American Literature. After 6 years with JPMorgan Securities Tokyo as a Trade Support and a Global Project Manager for their Credit Trading Desk, she joined UBS in 2007. Kaoru is fully registered holding the Series 7 and 66 securities licenses with over 20 years of industry experience. She specializes in client engagement activities, including new client onboarding, complex account maintenance, banking products and client meeting management. In her spare time, she enjoys spending time with her husband and two daughters, traveling, cooking and tennis.


Registered States:
CA, ID, WA


Kassie Gail Seitz

Client Service Associate
425-451-2338

email



Kassie is a recent graduate from the University of Phoenix with a degree in Marketing. After 12 years in the customer service industry, she joined UBS in 2016. She is responsible for managing and developing client relationships, and is the event coordinator for the team. Originally from California, she moved to the greater Seattle area in 2014. Outside the office, Kassie enjoys Yoga, fashion, cooking and exploring the Pacific Northwest.


Nicholas Brendan Gill

Client Service Associate
425-990-2791

email



Nick is a recent graduate from the University of Washington with a degree in economics. He is fully registered holding the Series 7 and 66 securities licenses. Nick is responsible for assisting clients with long-term financial planning, and serves as an investment research analyst for the team. Born and raised in Wyoming, he enjoys the outdoors, traveling, and cheering on the Huskies.


Registered States:
WA