Experience That inspires confidence

With comprehensive financial planning as the backbone of our practice, The Quantum Group is comprised of a team of integrated 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.

Gary Alan Barss

Senior Vice President - Wealth Management
253-292-4169
gary.barss@ubs.com

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Focus: QG Team Management and Financial Planning

Gary started in the financial services industry with Smith Barney in 1992 and later joined UBS in 2009. Gary focuses on developing the practice to providing clients with cutomized comprehensive financial planning that includes cash flow, wealth management, risk management and legacy planning. A natural leader and motivator, his team's high touch, consultative practice combined with a group of seasoned professional sets it apart from most planning groups.

Gary earned a B.S. in Speech Communication from Pepperdine University. Active with several casues and organizations, he supports World Vision, University Presbyterian Church and Seattle Cancer Care Alliance. Gary enjoys swimming and raising funds for Fred Hutch and the Seattle Cancer Care Alliance each year in local swim compeitions. Gary is also involved in North East Seattle Little League and other youth sports programs. He and his wife Amy have been married 22 years and they have two teenage sons, Ethan and Adam. They enjoy traveling together to Hawaii, Disneyland and Sun Valley.

 


Registered States:
AK, AZ, CA, CO, FL, ID, IL, MA, MI, MS, MT, NC, NJ, NM, NY, OH, OR, TX, WA


Stephen F. Fairfax

Senior Vice President - Wealth Management
253-292-4168
steve.fairfax@ubs.com

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Focus: Oversees QG Panel Review and Financial Planning

Steve joined the financial services industry in 1987 and UBS in 2009. He focuses on the continued development of the Quantum Group wealth management services platform. His role also includes heading out the Quantum Group Panel Review to collaborate and consult on client financial plan design.

Steve is passionate about understanding a client’s goals and aspirations, and recommending unique solutions that can help to maximize their resources. In particular he enjoys helping to coordinate other professionals including CPAs, estate and other specialty consultants to ensure seamless end-to-end planning and execution for high net worth families with complex needs.

Steve graduated with a B.S. in business from the University of Washington with a finance concentration. Steve lives in Seattle with his wife, and their Portuguese Water Dog, Oscar. He enjoys skiing, hiking, fly-fishing, mountain biking and entertaining in his home.


Registered States:
AK, AZ, CA, CO, CT, FL, ID, MA, MT, NH, NJ, NM, NV, NY, OR, TX, WA, WI


Kelvin Bohrer

Senior Vice President - Wealth Management
253-292-4166
kelvin.bohrer@ubs.com

Focus: New Business Development and Financial Planning

Kelvin started in the financial services industry in 1982. He soon began with Smith Barney and after 27 years joined UBS in 2009. Kelvin focuses on comprehensive planning for high net worth individuals, retirees and their families along with business executives and professionals.

Kelvin attended Seattle University on a baseball scholarship. He earned a BA degree in business from the Albers School of Business/ Seattle University. He serves as a mentor to college student athletes and supports athletics in general at his alma mater. He is married with four daughters and one granddaughter. Kelvin enjoys golf, skiing, watching sports, travel and spending time with family and friends.

 


Registered States:
AK, AZ, CA, CO, CT, FL, HI, ID, IN, MA, MT, NJ, NM, NV, OR, TX, VA, WA


Kelly Gunderson, CFP®

Senior Vice President - Wealth Management
253-292-4167
kelly.gunderson@ubs.com

Focus: Plan Strategy and Financial Planning

Kelly joined UBS in 2009 and for over 30 years he has been focused on developing comprehensive financial plans with a holistic approach. Kelly is an integral component of the Quantum Group Panel Review that acts as a collaborative evaluation of a client’s plan. His exceptional skills in business planning can be derived from his many years as a business owner.

Kelly is a Certified Financial Planner professional, a designation he received from the Denver College of Financial Planning. Kelly is married with three children and five grandchildren. In his free time, he enjoys gourmet cooking, entertaining and spending time with family.

 


Registered States:
AK, AZ, CA, CO, FL, HI, ID, MA, MI, MT, NJ, NM, NV, OR, TX, VA, WA


Jason Erik Tvedt

Financial Advisor
253-292-4165
jason.tvedt@ubs.com

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Focus: Financial Planning

Jason started in the financial services industry in 2005 and transitioned to UBS as part of the Quantum Group in 2009. Jason leads the Quantum Group Financial Planning team as well as coordinating overall client service with our Wealth Strategy Associates. A key component in continuing to develop and enhance the level of planning we provide comes from Jason’s extensive experience in drafting and designing financial plans.

Jason graduated from Central Washington University, where he majored in political science and history. Jason and his wife Aimee enjoy their family time and keep busy with their twins, one boy and one girl. They are also active in their community where they are affiliated with the March of Dimes, Wounded Warriors and several missionary and relief organizations.

 


Registered States:
AK, AZ, CA, CO, CT, FL, HI, ID, MA, MI, MT, NM, NV, OR, TX, UT, WA


Robert Noel Chenier Jr.

Senior Wealth Strategy Associate
Relationship Manager
253-428-3990
robert.chenier@ubs.com

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Focus: Financial Plan Analysis, Risk Management, and Lending

Rob started in the financial services industry with Wells Fargo in 2006. He joined UBS and the Quantum Group team in 2016 as a Wealth Strategy Associate. With a high focus on client interaction, Rob assists clients in monitoring, drafting and implementing their financial plan. Rob also specializes in working with clients on life insurance and long term care insurance evaluations.

Rob is a local Puget Sound native and earned his degree from Pierce College. Rob and his wife Shelly have two dogs and live in University Place. On his free time he enjoys traveling, golfing, running and attending sporting events. He also finds time to volunteer for local organizations such as Bloodworks Northwest, Juvenile Diabetes Research Foundation, and Fred Hutchinson Cancer Research.


Registered States:
AK, AZ, CA, IN, MA, NC, NH, NM, NV, OR, VA, WA, WI


Janetta Moorehead

Senior Client Service Associate
253-292-4163
janetta.moorehead@ubs.com

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.


Registered States:
AZ, WA


Janis Marie Shipman

Senior Client Service Associate
253-292-4164
janis.shipman@ubs.com

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 sons.


Registered States:
WA


Kaitlin Genevieve Viney

Client Service Associate
253-428-3999
kaitlin.viney@ubs.com

Katie graduated from University of Wisconsin-Platteville in May of 2015 and was also a member of the UW-Platteville Women's soccer team. She recently started her career in financial services earlier in 2017 where she had an internship with Bronfman Rothschild. Currently, she assists the team with scheduling and administrative needs. Katie has recently moved to Washington with her boyfriend Gunnar. In their free time they enjoy hiking and traveling with their two dogs- Leroy and Kira.