In challenging times experience counts. It can be beneficial to work with an advisor who has lived through the boom times of the late 1990's, the three year market correction from 2000 through 2002, Y2K (remember that?), '9/11', the internet bubble, and perhaps the most difficult year most of us have ever experienced >> 2008.  Having started in the business over 20 years ago, I have seen all of these and more. Experience cannot guarantee success, but it can help tilt the odds in your favor. Through all of these times I have learned that if we can limit the downside of your portfolio while employing proven growth strategies, we can more effectively protect and grow your wealth.

Our goal is to simplify your financial life so that you can focus on the things that are important to you and your family. We hope to earn your trust so that you come to rely on us for just about any financial question or concern you may have. We offer a full suite of financial services including comprehensive financial planning, estate planning, investment management, retirement income generation, insurance analysis, business transition planning, long term care, and more.

1996-2010 - Smith Barney

2010 to present - UBS Financial Services

Registered States:
AZ, CA, CO, FL, ID, IL, KS, MA, NC, ND, NH, NM, NV, NY, OR, TN, TX, UT, WA

I began my career in the financial services industry in 1990, and joined UBS in 2004. Over the past 25 years, I have helped clients manage their wealth throughout good times and bad. I am committed to listening to you, assessing your concerns and helping to ensure that all of your assets are working together toward the goals you’ve set.

With my clients, I emphasize asset allocation and total portfolio management with a focus on retirement income planning; I also help them with education funding, structures for charitable giving and estate planning. I am FINRA registered and hold Series 7, 9, 10, 24 and 63 securities licenses as well as licenses for life, accident and health insurance and variable annuities.

My bachelor’s degree in finance is from California State University, Sacramento. My wife and I live with our three children in Davis, CA.

Registered States:
AZ, CA, CO, FL, HI, IA, ID, IL, KS, MA, MI, MS, NC, ND, NH, NJ, NM, NV, NY, OR, TN, TX, UT, WA

I began my career in the financial services industry with UBS Financial in 2008. As a Certified Financial Planner (CFP®), I bring valuable planning insight to each client relationship, and I'm passionate about helping clients fulfill their financial goals.

I am FINRA registered and hold Series 7, 66, and California state life insurance licenses. I graduated from the University of Connecticut with a B.A. in anthropology and psychology and earned my M.A. in anthropology from California State University Sacramento. I enjoy spending time with my husband and our children, as well as scrapbooking and backpacking.

Registered States:
AZ, CA, CO, FL, HI, IA, ID, IL, KS, MA, MI, MS, NC, ND, NH, NJ, NM, NV, NY, OR, TN, TX, UT, WA

I started in the financial services industry in 1982, and have held many titles throughout my career. Most recently I served as Administrative Manager for UBS Financial in the Sacramento branch before joining Generations Wealth Management as Team Administrator.

I am FINRA registered and hold Series 7, 8, and 63 securities licenses. I look forward to utilizing my unique skill-set to enhance client experience. In my free time I enjoy spending time with my children and grandchildren.

Registered States:
CA

I have worked in financial services for over forty years, many of them alongside Tom Qvistgaard as a Registered Client Service Associate. I'm happy to now be a part of the Generations Wealth Management team.

I hold Series 7 and 63 securities licenses. I enjoy the relationships built with clients over the years and helping them reach their financial goals.

Registered States:
CA