With comprehensive financial planning as the backbone of our practice, The Quantum Group is comprised of a team of integrated thinkers—specialists in virtually every discipline, including investment management, lending, risk management, structured finance, philanthropy and legacy planning. We ensure that every client understands the thought process behind our solutions through our customized approach and proactive communication.
Focus: Managing partner and new business development Gary started in the financial services industry in 1992 and later joined UBS in 2009. He focuses on providing his clients with a comprehensive financial plan that includes wealth management, risk management and legacy planning. A natural leader and motivator, his team’s high-touch, high-frequency customer service, combined with a multi-family office approach and comprehensive planning, sets it apart from most planning groups. Read full biography
Registered States: AK, AZ, CA, CO, FL, ID, KS, MA, MT, NJ, NM, NY, OH, OR, TX, WA
Focus: High net worth planning and executive planning Steve joined the financial services industry in 1987 and UBS in 2009. He focuses on financial planning and serves as the manager and main point of contact once a plan is agreed upon and is in place. His role may include maintenance, monitoring financial specialists and tracking the plan’s progress relative to a client’s goals and objectives. Read full biography
Registered States: AK, AZ, CA, CO, FL, ID, KS, MA, MT, NH, NJ, NM, NV, OR, WA, WI
Focus: New business development Kelvin started in the financial services industry in 1982. He soon began with Smith Barney and after 27 years joined UBS in 2009. Kelvin provides his clients with comprehensive financial planning and has created a family office at UBS, where he assists high net worth individuals, retirees and their families along with business executives and professionals. Read full biography
Registered States: AK, AZ, CA, CO, CT, FL, HI, ID, KS, MA, MT, NJ, NM, NV, OR, TX, VA, WA, WY
Focus: Risk management specialist, life insurance and long-term care planning Kelly joined UBS in 2009 and for nearly 30 years he has been passionately helping clients achieve their goals and find comfort in their long-term financial outlook. With a holistic approach to financial planning and cash flow management, Kelly creates individual financial plans for each client. His exceptional management skills can be derived from his many years as a business owner. Read full biography
Registered States: AK, AZ, CA, CO, FL, HI, ID, KS, MA, MI, MT, NE, NJ, NM, OR, TX, VA, WA
Focus: Financial planning reports and analysis Jason started in the financial services industry in 2005 and transitioned to UBS as part of the Quantum Group in 2009. By focusing on maintaining cash flow, and estate and retirement planning, Jason is dedicated to helping his clients avoid “blind spots” that could potentially derail their financial security. To this end, all of his clients receive monthly or quarterly reviews depending on the complexity of their financial plan. Read full biography
Registered States: AK, AZ, CA, CO, KS, MD, NM, OR, WA
Janetta has more than 30 years of financial services experience and has worked exclusively with The Quantum Group since 2006. She is responsible for handling operational and administrative tasks for clients and team members. Her years of experience enable her to provide guidance on complex operational issues and function as the team’s operations manager. Janetta is married and has two children.
Janis started in the financial services industry in 1999 while working for Smith Barney. She moved with The Quantum Group to UBS in 2009. Currently, she assists the team’s clients with their operational and administrative needs, particularly with requests involving insurance products. Janis and her husband, Robert, have two children, Tyler and Jordan.