Experience Makes all the difference

At Flanagan Wealth Management Group, personal service and attention count. We focus on you as an individual and believe that no effort is too great to ensure you have the right information, guidance and advice to make smart investment decisions on your wealth planning choices.

Our experienced and proven team is led by two Wealth Advisors, a designation that is only earned by an elite number of UBS financial professionals. As Wealth Advisors, they offer a customized approach to financial planning built on personal relationships with multi-generational families, a wealth management philosophy that permeates our entire team.

With a depth of industry experience and backed by the global resources of a leading wealth management firm, we are always ready to take care of your concerns. We enjoy addressing the challenges you face with customized planning solutions and are fully invested in your success, so that you can be confident in your financial future.

Thomas J. "Tom" Flanagan

Senior Vice President - Wealth Management
760-636-7255
thomas.flanagan@ubs.com

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Tom began his career in the financial services industry with E.F. Hutton in 1984 and joined UBS, formerly Paine Webber, in 1988. He earned a B.S. in Business from the University of Oregon in 1975 and a Personal Financial Planning Certificate from the University of California, Riverside in 1986. Tom is a past member of the Rancho Mirage Rotary Club and a past president of Big Brothers Big Sisters of the Desert. Tom has lived in the desert since 1980 and currently resides with his wife, Kelly, and daughter, Kaileigh, in Indian Wells. He is an avid outdoorsman who enjoys hunting, fishing, and golfing.  


Registered States:
AR, AZ, CA, CO, CT, DC, DE, FL, HI, ID, IN, KS, MA, ME, MI, MT, NC, NJ, NM, NV, NY, OR, PA, SC, TN, TX, UT, VA, WA, WI


James K. "Jim" Bruner, CFP®

First Vice President - Wealth Management
760-636-7251
james.bruner@ubs.com

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Jim started in the financial services industry in 1990 with Bank of America. Prior to joining UBS in 2007, Jim was a Senior Vice President with US Trust, a division of Bank of America, in Palm Desert. Jim has been a Certified Financial Planner (CFP) professional since 1999. He holds an M.S. in financial planning from the College for Financial Planning and a B.A. in communications from California State University, Fullerton. He is Chairman of the Board of the Riverside International Automotive Museum, and he sits on the board of the Palm Springs International Film Festival.  He is past board president of Big Brothers Big Sisters of the Desert. Jim teaches investments, financial planning, and corporate finance as an adjunct professor for the University of Redlands and California State University, San Bernardino. Jim was granted the designation Master Planner Advanced Studies (MPAS) in November 2013. Jim lives with his wife, Kelly, in Bermuda Dunes, and enjoys outdoor activities, including off-roading and boating.


Registered States:
AZ, CA, CO, CT, DC, DE, FL, HI, ID, IN, KS, MA, ME, MI, MT, NC, NJ, NM, NV, NY, OH, OR, PA, SC, TN, TX, VA, WA, WI


Patrick M. Lizza, CRPC®, CRPS®

Director
Branch Manager
760-636-7252
Pat.lizza@ubs.com

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Pat has been associated with the Flanagan Wealth Management Group since 2012, and has recently been named the Branch Manager for UBS in Indian Wells, California.  Prior to joining UBS in 2011, Pat spent 17 years in hospitality management specializing in the delivery of a first class client experience.  He holds a B.A. in history from the University of California, Berkeley and two designations from the College of Financial Planning:  Chartered Retirement Plan Specialist (CRPS®) and Chartered Retirement Planning Counselor (CRPC®).   Pat is a past Board member of Sacred Heart School and Xavier College Preparatory High School.  He currently serves as a member of the Boys and Girls Club of the Coachella Valley Southwestern Growers Tournament Committee.


Registered States:
AZ, CA, CO, CT, DC, DE, FL, HI, ID, IN, KS, MA, ME, MI, MT, NC, NJ, NM, NV, NY, OR, PA, SC, TN, TX, VA, WA, WI


Valarie J. Jensen

Associate Director
Senior Client Service Associate
760-636-7223
valarie.jensen@ubs.com


Registered States:
AR, AZ, CA, CO, CT, DC, FL, HI, ID, IN, KS, MA, ME, MI, MT, NC, NH, NJ, NM, NV, NY, OR, PA, SC, TN, TX, UT, VA, WA, WI


Carolyn Grasse

Client Service Associate
760-636-7230
carolyn.grasse@ubs.com


Jessica L. Haycox

Client Service Associate
760-636-7253
jessica.haycox@ubs.com

Jessica Haycox started in the financial services industry at Wells Fargo in 2011 and began working at UBS in 2013. She started as the reception and branch service associate and later took on the branch technology liaison, operation and branch office administrator duties. Jessica has joined the Flanagan Wealth Management Team as their new assistant, while continuing the duties of branch technology liaison and branch office administrator. Jessica currently resides in La Quinta with her boyfriend and two dogs, Dozer and Layla. Her hobbies include ballet, jazz and lyrical dancing, which she has studied since the age of three.


Cody O'Brian Finley

Client Service Associate
760-636-7257
cody.finley@ubs.com