Alex joined the firm in 2000 and recently received the Portfolio Manager designation. He excels at analyzing stock and mutual performance and enjoys working with his clients to develop portfolios tailored to their personal financial plans.

Alex is the Founder and a member of the Board of Directors of the Chowchilla Athletic Foundation. He is also the Head Coach of the Chowchilla High School Varsity Football Team.

Alex earned his B.A. in Organizational Behavior and Management from Brown University. He is FINRA-registered and holds Series 7 and 66 securities licenses as well as licenses for life insurance and annuities.

Registered States:
AR, AZ, CA, CO, FL, GA, HI, ID, IL, MA, MD, MI, NE, NM, NV, NY, OK, OR, TN, TX, VA, WA, WY

Brian joined UBS in January of 2007, and since then he has helped many clients manage their wealth through extraordinarily volatile times.

As a Certified Financial Planner, he is uniquely equipped to develop personal financial plans for clients at all stages of life. Brian also guides companies of various sizes in the establishment and management of retirement plans.

He received his M.B.A. from Azusa Pacific University as well as a B.S. in Marketing. He is FINRA-registered and holds Series 7 and 66

Registered States:
AZ, CA, MI, NV, OR, TX, VA

Missy joined the team in January of 2012. Prior to joining the team, she already had twelve years of experience in the financial services industry working in various capacities. It is her goal to deliver service at the highest level to our clients.

Missy volunteers with several non-profit organizations and is a member of the local Ag Boosters Board of Directors.

She holds Series 7 and 66 securities licenses as well as licenses for life insurance and annuities.

Registered States:
CA

An essential part of the team, Araseli joined UBS in 2004.

Since then, she has effectively served in a wide variety of operational roles. Her experience and consistency give her the ability to address many types of client needs in an efficient and professional manner.

Registered States:
CA