Barry is a Senior Vice President of Wealth Management at UBS with over three decades of experience working primarily with successful families that want to ensure their family legacy. Using a process developed and refined over time, his goal is to prepare clients for the transitions they will face as their lives unfold and their needs evolve. Barry earned a degree in Business Administration with an emphasis in Finance from the University of Southern California. Barry focuses on managing the discretionary portfolio management strategies for the group and has achieved the Certified Investment Management Analyst designation. When he is not in the office, Barry enjoys spending time with his wife Aimee and children Hailey, Grayson, and Hudson. Barry and his family reside in Corona Del Mar where he enjoys staying in shape by running, working out at the gym, and playing the occasional round of golf. The Porter family are fans of the Los Angeles Angels, and enjoy vacation travel in their Airstream van. Barry is also very committed to philanthropy and community.  His focus includes supporting the Pediatric Cancer Research Foundation (PCRF) each year, and the Harbor View Dads nonprofit which benefits the elementary school where Barry's three children attend. Barry and his partner Jim are also fulfilling a personal goal together by establishing a scholarship fund for deserving low income students who are attending their former high school, Tustin High.

Registered States:
AZ, CA, CO, CT, FL, HI, ID, IL, IN, KS, LA, MA, MD, MI, MT, NC, NJ, NM, NV, NY, OK, OR, PA, TN, TX, UT, VA, VT, WA, WI, WY

Jim is a Senior Vice President of Wealth Management at UBS with over 25 years of experience partnering with successful families navigating their financial futures. Jim earned a B.S. in Business with an emphasis in Accounting from California Polytechnic State University, San Luis Obispo. Prior to working in the Wealth Management business, Jim worked in the audit, tax and consulting divisions at KPMG Peat Marwick and earned his CPA Certificate. Using a process developed and refined over time, Jim's goal is to prepare clients for the transitions they will face as their lives unfold and their needs evolve. In addition to working on discretionary portfolio management strategies, Jim focuses on estate planning and liability management strategies. When Jim is not in the office, he enjoys spending time with his wife Shanna, his three children Mychela, Dominic and Gabby, and his grandchildren Gianna and Vincent. Jim and his family reside in Dana Point where he stays in shape by working out at the gym and taking long walks, mainly at the golf course. Jim is committed to children's charities, including a specific emphasis to Pediatric Cancer Research Foundation based in Orange County.

Registered States:
AZ, CA, CO, CT, FL, HI, ID, IL, IN, KS, LA, MA, MD, MI, MT, NC, NJ, NM, NV, NY, OK, OR, PA, TN, TX, UT, VA, VT, WA, WI, WY

Tim is a Senior Vice President of Wealth Management at UBS.  Tim began his career at Merrill Lynch in 1978 and spent 36 years there before joining Jim and Barry at UBS in 2014.  Tim has been serving families with retirement, estate planning and asset management solutions for almost 40 years.  Tim's philosophy is simple.  Successful wealth management is built on a strategy that focuses on the big picture.  By taking a long-term view and establishing deep and valued relationships with our clients, we can provide a substantial  level of comprehensive and personalized wealth advisory services.  Tim has guided clients through times of prosperity and uncertainty.  We thoughtfully integrated our high quality capabilities in ways that make sense and are relevant to each client's objectives.  When not in the office Tim enjoys spending time with his family, golfing, skiing, boating and fly fishing.

Registered States:
AZ, CA, CO, CT, FL, HI, ID, IL, IN, KS, LA, MA, MD, MI, MT, NC, NJ, NM, NV, NY, OK, OR, PA, TN, TX, UT, VA, VT, WA, WI, WY

Steven began his financial services career in 1996. His primary focus is providing financial guidance and counsel to business owners on retirement plans. He holds Series 7, 6, 63 and 66 securities licenses, as well as life, health and annuity insurance licenses. Steven earned a B.A. degree in business from California State University, Fullerton.

Registered States:
AZ, CA, CO, CT, FL, GA, HI, ID, IL, IN, KS, LA, MA, MD, MI, MT, NC, NJ, NM, NV, NY, OH, OK, OR, PA, SD, TN, TX, UT, VA, WA, WI, WY

Carina graduated Magna Cum Laude from the University of California, Irvine with a Bachelor's degree in Economics. She joined the Porter Axelson Group upon graduation in 2011. In her current role, Carina is responsible for financial planning, portfolio reviews, performance reporting, and investment research. When not in the office, Carina enjoys spending time with her husband and her large extended family, trying new foods, and traveling.

Registered States:
AZ, CA, CO, CT, FL, HI, ID, IL, IN, KS, LA, MA, MD, MI, MT, NC, NJ, NM, NV, NY, OK, OR, PA, TN, TX, UT, VA, VT, WA, WI, WY

Tracy has a wide range of experience including sales and marketing, business financial services and mortgage and lending services. In her current role, Tracy is responsible for account operations and client relations for the Porter Axelson Group. Tracy enjoys going on motorcycle rides with her husband and spending time with their two German Shepherds, Max and Stella.

Gretchen joined UBS in 2004 as a Client Service Associate and has since been promoted to Senior Registered Client Service Associate and currently holds Series 7 and 66 Securities Licenses. Gretchen's background includes administration, operations and marketing and she strives to make the client experience a smooth and pleasant journey. Gretchen began her career in the financial industry in 2000 in Overland Park Kansas then moved back to Orange County where she enjoys sports, travel, music and spending time with her nephews. Gretchen graduated Cum Laude with a Bachelors degree in Hospitality Management from Metropolitan State College of Denver.

Registered States:
AZ, CA, CO, CT, FL, GA, HI, ID, IL, IN, KS, LA, MA, MD, MI, MT, NC, NJ, NM, NV, NY, OK, OR, PA, TN, TX, UT, VA, VT, WA, WI, WY

Judy joined UBS in 2014, prior to joining UBS, she spent 30 years at Merrill Lynch.  Prior to joining Merrill Lynch,  Judy worked at EF Hutton for 4 years.  She holds her Series 7, 63, and 66 securities licenses.  Judy has over 37 years of administrative and operational experience.  Judy enjoys spending time with her husband, daughter, 2 dogs, Lucky (German Shepherd) and Mandy (Havanese Poodle Mix).  She also enjoys Golf, Cooking, Dining Out, Attending Estate Sales.

Registered States:
AZ, CA, CO, CT, FL, HI, ID, IL, IN, KS, LA, MA, MD, MI, MT, NC, NJ, NM, NV, NY, OK, OR, PA, TN, TX, UT, VA, VT, WA, WI, WY