Brad offers over 20 years of investment industry experience and focuses on the wealth planning and investment management needs of high net worth individuals. His professional background includes both trading and research in equities, options and fixed income securities. He has received the Wealth Advisor designation from UBS after receiving extensive training. Brad has a BA degree from UC Santa Barbara. He works closely with his father, Jim, in managing investment portfolios tailored to pursue specific client needs and objectives. He and his wife, Michelle, have two children and live in Rancho Bernardo.  Brad is an active volunteer in competition youth soccer and enjoys golf and body surfing.

Registered States:
AZ, CA, CO, FL, GA, ID, IL, MD, MI, MN, MT, NE, NJ, NV, OR, PA, SC, TX, UT, WA, WY

Therese has been with UBS for three years where she started as the Branch Office Administrator and Client Service Associate for our office's branch manager. She holds both her Series 7 and Series 66 securities licenses.  She is a native of San Diego, and graduated from San Diego State University with a BS degree in Finance.  Prior to UBS she worked at MetLife in the Case Design Unit creating clients' Financial Plans.  In her free time she enjoys hiking, camping, and spending time with her family and her Boston Terrier. 

Registered States:
AZ, CA, GA, TX, UT