Paul began his financial services career with Merrill Lynch in 1997, and now works to help develop individualized wealth management and liability management strategies with a select group of families. Paul creates customized wealth management strategies with a personal touch, and has the ability to review complex situations and help clients develop clear, concise, and relevant strategies. He coordinates the team's Financial Planning services, concentrated stock hedging and option strategies. Paul holds the Certified Financial Planner™ designation and is a Charted Retirement Planning Counselor™.

Paul grew up in Wenatchee Washington and earned a bachelor of science degree from Central Washington University in both Economics and Finance. Paul and his wife, Kristine have three children, Caden, Alexandra and Charlie.

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

Brett began his career in one of the equity market’s most tumultuous time periods on record—and over the past 17 and has helped clients manage their wealth throughout good times and bad. He joined UBS in 2009 after 10 years at Merrill Lynch and prior tenures at Bank of America going all the way back to the days of Rainier Bank.

Within our team, Brett oversees the portfolio strategies and liability management needs of our clients. Brett holds the Certified Financial Planner™ designation and is a Chartered Retirement Planning Counselor™.

Brett and his wife, Stephanie, live in Bellevue, have raised two kids and enjoy traveling.

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

Kyle enjoys snowboarding, golfing, camping and traveling with his wife Kari in his spare time. His role within our team is to provide advice for clients and their investments that will help them achieve the goals in their financial plan. In 2008, he graduated from Washington State University with a degree in Business Administration with an emphasis on finance. Shortly after Kyle graduated from college he obtained his Series 7, Series 66, Washington State Life and Disability Insurance Licenses. He received the Certified Financial Planner™ designation in 2015 to help clients with their complex financial planning needs.

Registered States:
AK, AZ, CA, CO, DE, FL, GA, HI, ID, IL, IN, MI, MN, MT, NC, NJ, NM, NV, NY, OR, PA, SC, TN, TX, VA, WA, WY

For over a decade, Tyler has assisted corporate executives, business owners and successful families with comprehensive financial planning and investment management.  Prior to starting a professional career in wealth management, Tyler worked as an executive for the May and Federated Department Store Companies.  He holds the CERTIFIED FINANCIAL PLANNER™ accreditation.

Registered States:
AK, AZ, CA, CO, DE, FL, GA, ID, IL, IN, MI, MT, NC, NJ, NV, NY, OR, SC, TX, VA, WA

Andrew joined UBS in 2016 after graduating from the University of Washington with a degree in Business Administration with a focus in finance. He is FINRA registered and holds Series 7 and 66 securities licenses as well as Washington State Life and Disability Insurance Licenses. His role as an advisor on the team is to provide guidance for clients in order to best achieve their unique financial goals. Outside of the office Andrew spends his spare time skiing, rooting on the Huskies, and relaxing with family and friends.

Registered States:
AK, AZ, CA, FL, ID, MN, MT, NY, OH, TX, WA, WY

Patt is a 36 year veteran of the financial services industry and joined UBS in 2006. She is a CERTIFIED FINANCIAL PLANNER™ and a CHARTERED RETIREMENT PLANNING COUNSELOR – helping her client juggle their current needs and long-term security.

Patt and her husband, Dick, live in Bellevue and spend their free time boating in Puget Sound and the San Juans.

Registered States:
AK, AZ, CA, CO, DE, FL, GA, ID, IL, IN, MI, MT, NC, NJ, NV, NY, OR, SC, TX, WA

Patty began her career in the financial services industry over 30 years ago and joined UBS in 2007 after a 17 year career at Smith Barney. With her clients, she emphasizes asset allocation and total portfolio management with a focus on retirement income planning; she also helps them with education funding, structures for charitable giving and estate planning. She is FINRA registered and holds Series 7, 65 and 63 securities licenses as well as licenses for life, accident and health insurance and variable annuities.

Registered States:
AK, AZ, CA, CO, DE, FL, GA, HI, ID, IL, IN, MI, MN, MT, NJ, NM, NV, NY, OR, PA, SC, TN, TX, VA, WA

Since 1988 John has supported affluent families with knowledgeable guidance and straight forward strategies.  He recognizes that wealth management can feel daunting even in the calmest market environments, so he strives to lift the burden and free clients to focus on enjoying their busy lives.  From retirement and estate planning services to trust creation and cash flow management, John's goal is to help clients look beyond simple investment management to align every aspect of their wealth.

Because the financial world is constantly evolving, John believes ongoing education is just as important as decades of industry experience.  He focuses on staying abreast of economic, geopolitical and societal developments that may impact client's financial circumstances.  In addition, he spends significant time every year maintaining Certified Trust and Financial Advisor (CTFA) and Certified Investment Management Consultant (CIMC) designations, which he first earned over a decade ago. John holds a Finance degree from Metropolitan State University of Denver and has spent his entire after college career working in the financial industry.  In his free time, John is a dedicated community supporter through previously working on the board of the American Jewish Committee and currently with children's Hospital Advisor program.  He has two grown children Rachel and Josh and enjoys golf, hiking and biking.

Registered States:
AK, AZ, CA, CO, DE, FL, GA, ID, IL, IN, MI, MT, NC, NJ, NV, NY, OR, SC, TX, UT, WA

Ann has over 20 years of experience in the Finance Industry. She specializes in client service, alternative investments, compliance and operations in the private wealth management sector.  Currently, Ann leads the team’s client servicing and administrative operations. Originally from the Bay Area, Ann graduated from San Francisco State University with a degree in Finance.  After graduating, she began her career at Goldman Sachs and has also worked at Bodri Capital Management LLC and FutureSelect Portfolio Management. Before moving to Washington she was lucky to be a participant on Make Me a Millionaire, a TV game show that replaced the Big Spin in California. Ann now lives in Kirkland with her husband and daughter. Outside of the office, she enjoys skiing, traveling and entertaining friends and family.

Registered States:
CA, OR, WA

Justin Lewis began his career in the financial services industry in 2012. He holds a Bachelor of Science in Business Administration with a minor in American History from the University of Southern California and a Master of Business Administration from Seattle University.  While attending college, Justin served as a teaching assistant for an investment class which studied behavioral finance and market efficiency. Justin leads portfolio research, development, and implementation. He was raised in Sammamish, WA and moved back to the Pacific Northwest after his graduation from USC.  When not working, Justin enjoys spending time playing golf, attending sporting events, and playing with his dogs Odin and Finn.

Registered States:
AZ, CA, OR, WA

Lauren has over 10 years’ experience in the financial services industry. In 2009, while finishing her degree, she started an internship with Scottrade. While working for the discount brokerage firm, she obtained her Series 7, 63, and 66. In 2010, Lauren graduated with a Bachelors degree in Finance from University in Houston. Lauren made the move from Houston to the beautiful Pacific Northwest in 2014.

Lauren joined the UBS team in 2019 as the service team specialist for financial planning and insurance. She is also responsible for managing and developing the client experience and works to streamline processes for the team.

In her spare time, Lauren enjoys traveling to new places, hiking, supporting her hometown sports teams and spending time with her husband and two rescue pups.

Registered States:
WA

Madison is a recent graduate of Washington State University where she received a degree in Business Administration with a focus in finance as well as a minor in communication. She previously worked as an intern at UBS where she found her interest in wealth management services. Outside of the office she enjoys snowboarding, traveling, and cheering on the cougs!