Jeff is one of a small number of UBS Financial Advisors who have earned the designation of Wealth Advisor. As a Wealth Advisor, Jeff provides comprehensive planning and asset management solutions for a select group of corporate executives, entrepreneurs and successful professionals. As a distinguished member of UBS' Directors Council he attributes his team's success to their dedication to cultivating strong personal relationships with their clients. Primarily responsible for investment strategy and risk management, he has guided the team's affluent clients since 1996. Jeff holds the Certified Exit Planning Advisor designation and earned his B.S. in Business Administration - Marketing at Arizona State University. In his community, he is active in coaching youth athletics and serves on several boards of directors.

Registered States:
AZ, CA, CO, CT, FL, GA, ID, IL, IN, MA, MD, MI, MN, MO, NC, NJ, NV, NY, OR, TN, TX, WA

Brian started in the financial services industry in 1999 and has extensive experience in helping his affluent clients make smart financial decisions. He is primarily responsible for leading the group's planning and wealth management initiatives where he manages and protects the continued prosperity of a select group of business owners, successful professionals and their families. A member of UBS' Director's Council, he holds the CERTIFIED FINANCIAL PLANNER™, Certified Exit Planning Advisor and Chartered Retirement Plans Specialist™ designations. In addition, he earned his B.S. in Business Administration – Financial Services from San Diego State University. In 2015 and 2016, he was named one of UBS' "Top 35 Under 35" Advisors in the nation and in 2019 was named by Forbes as one of the top 100 Next-Gen Advisors in California. In his community, Brian is active with the Financial Planning Association and Junior Achievement.

Registered States:
AZ, CA, CO, CT, FL, GA, ID, IL, IN, MA, MD, MI, MN, NC, NJ, NV, NY, OR, TN, TX, VA, WA

John started his career in Wealth Management with Merrill Lynch in 1983 and served his clients in a variety of management and advisory roles. In 2009 he moved his practice to UBS where he saw an opportunity to provide a better overall wealth management experience for his clients. In that same year he earned the UBS designation of Wealth Advisor and has worked primarily with families to assist with their complex financial needs ever since. John is now primarily responsible for macroeconomic strategy on the team where he integrates the current and changing geopolitical events into our team's investment strategy. He is a graduate of the University of Florida with a degree in Economics. John has been a resident of Fallbrook for the past 30 years and enjoys playing golf in his spare time.

Registered States:
AZ, CA, CO, CT, FL, GA, MI, NC, NJ, NV, OR, TX

Judi is a UBS Financial Advisor who has worked closely with clients, their families and small business owners in the San Diego area for over thirty years. She works tirelessly to keep her clients abreast of current market conditions so that in turbulent times, they remain confident and focused on their long term objectives. She seeks to help clients address their most important priorities with a clear financial plan coupled with comprehensive investment strategies that puts their goals within reach. Outside of the office Judi enjoys spending time with her family, friends and staying active. She is passionate about her community at large and supports charities such as the San Diego Humane Society and The Susan G Komen Foundation.

Registered States:
AL, AZ, CA, CO, CT, FL, GA, HI, ID, IN, MI, NC, NV, OH, OK, OR, PA, TX, UT, WA

Shelsey, who began her career in the financial services industry in 2009, joined San Diego Wealth Management Group in 2016.  She enjoys working with clients in all aspects of the financial planning process providing guidance and attention to detail, ultimately striving to ensure attainment of their financial goals.  Prior to accepting a position at UBS, Shelsey worked as a Relationship Manager for an alternative investment closed-end fund. She was also the lead support role for the executive team at an independent broker-dealer where she worked closely with a client base of business owners and affluent families. Shelsey earned her B.S. in Finance with a minor in Economics from Eastern Washington University. In her community, Shelsey is passionate about supporting local businesses and eager to join forces in support of the Humane Society and Susan G. Komen Foundation.

Registered States:
AZ, CA, NV, WA

Dee has been in the financial services industry since 2004 and with UBS since 2007 as a Senior Registered Client Service Associate. She is responsible for the day-to-day operations and administration of her Team's clients. Her primary focus is to provide a first class experience in every situation she encounters. Through her dedication to clients, she received the Branch Leader Award in Client Service in 2011 and 2012. She supports various charities near and dear to her heart such as the Alpha Project, the ASPCA and Junior Achievement. In her off-time she enjoys reading, cooking and exploring San Diego with her husband and young son.

Registered States:
CA, UT

Nikki is the newest member to the San Diego Wealth Management Group. She plays a critical role in providing client service support and handling the team's administrative operations. After earning her B.S. in Health Science from California State University, Chico, Nikki began her career at the UBS Wealth Advice Center, and then shortly transitioned as a Client Service Associate with UBS in New York City, where she obtained her Series 7 and Series 66 securities licenses. She enjoys assisting clients with their daily account needs and provides a dedicated customer experience. She loves spending her free time with friends and family, taking trips to the beach, and exploring local restaurants.

Registered States:
AZ, CA, CO, CT, FL, GA, ID, IL, KS, MA, MD, MI, MO, NC, NJ, NV, NY, TN, TX, VA, WA