Tony is a CERTIFIED FINANCIAL PLANNER™ certificant, a designation awarded by the Certified Financial Planner Board of Standards, Inc. and earned a Chartered Retirement Planning CounselorSM designation. He specializes in developing wealth allocation portfolio’s that take into consideration the immediate, long-term and multi-generational financial needs of clients. Tony graduated cum laude from Chapman University with a degree in Business and Communications. He resides in Ladera Ranch with his wife and their four children. In his spare time he enjoys coaching soccer in his local community and playing golf.

Registered States:
AZ, CA, CO, DE, FL, GA, HI, ID, IL, MD, MI, MT, NC, NJ, NV, NY, OH, OR, PA, TX, UT, VA, WA, WI

Jim has been managing private client wealth since 2003.  He previously worked and owned businesses in the financial, technology and pharmaceutical industries. He specializes in tactical asset allocation strategies and liability management. Jim is qualified through the UBS Portfolio Management Program® (PMP). As a Portfolio Manager in PMP, he can manage proprietary model portfolios and tailor investment solutions to your needs and goals. Jim graduated from Arizona State University with a degree in Real Estate and Finance. He resides in Coto De Caza with his wife and two children. In his spare time he enjoys fishing and coaching soccer in his local community.

Registered States:
AZ, CA, CO, DE, FL, GA, HI, ID, IL, MD, MI, MT, NC, NJ, NV, NY, OH, OR, PA, TX, UT, VA, WA, WI

Ben began his career in financial services in March of 2004. Prior to joining UBS Financial Services Inc., Ben worked as an investment banker for a San Diego based venture capital firm as well as Merrill Lynch. Ben specializes in new business development, equity research, and portfolio analysis.

Registered States:
AZ, CA, FL, HI, NJ, NV, TX, UT

Owen joined GC Group in 1998 having previously worked in the
hospitality industry. He specializes in providing our clients with all facets of operational and administrative assistance. Owen graduated from CSU Hayward with a degree in Business. He resides in Yorba Linda with his wife and two sons. In his spare time he enjoys coaching.

Registered States:
AR, AZ, CA, CO, CT, FL, HI, ID, IL, KS, MD, MI, MO, MT, NC, NJ, NV, NY, PA, SD, WA