A 38-year veteran of the financial services industry, 36 with UBS or its predecessor firms, David specializes in comprehensive financial planning, asset allocation and retirement planning. By providing a well-defined wealth management process, he and his team deliver custom portfolios tailored to each client’s specific needs and goals. A Certified Financial Planner™ professional, David takes great care gathering client information so he can prepare and implement a plan for "the long haul" that adjusts to life events. David has been a member of the firm’s Chairman’s Council for 29 years and the even more elite Chairman’s Inner Circle for 24 years. David was appointed to the Financial Advisor Advisory Council (FAAC), a 14-member team of advisors who provide leadership and counsel to the highest levels of management at UBS, as co-chair of the FAAC Intellectual Capital and Solutions Committee.

David served in the U.S. Navy during the Vietnam War and after being honorably discharged, he began his career in the grocery industry, holding various leadership roles and displaying an acute attention to detail. He consistently puts his clients first and is proud to have so many long-term clients who consider him to be a trusted family advisor. David is a big supporter of the YMCA and St. Jude Children’s Hospital.

David has been recognized as an industry leader by Forbes Best-In-State Wealth Advisors, 2018, 2020 & 2021.

David was ranked in Financial Times' "Top 400 Financial Advisers" (2014)

In the media:

• Financial Times - "Financial Advisors explore exotic options" (March 2014)
• Wall Street Journal - "Making it a Family Business" (June 2013)

Registered States:
AZ, CA, CO, FL, GA, HI, IA, ID, IL, IN, LA, MA, MI, MN, MT, NC, NE, NH, NJ, NM, NV, NY, OH, OR, PA, TN, TX, UT, VA, WA, WI

With over 21 years of experience with UBS, Paul’s areas of focus include financial planning, investment research, portfolio construction and management, asset allocation and retirement planning. Paul provides a disciplined planning process that helps create a blueprint for clients based on their specific and unique goals. He prides himself on offering clients the highest level of service and a proactive investment approach. Paul has earned the designation of Portfolio Manager, a program in which the client delegates full discretionary management authority to Paul. He has also attained the company’s prestigious Wealth Advisor designation.

Paul earned a B.S. in business administration from the University of San Diego and a Certified Investment Management Analyst^SM (CIMA®) certification from UC Berkeley. He is actively involved with the YMCA and the Investment Management Consultants Association (IMCA).

Registered States:
AZ, CA, CO, FL, GA, HI, IA, ID, IL, IN, LA, MA, MI, MN, MT, NC, NE, NH, NJ, NM, NV, NY, OH, OR, PA, TN, TX, UT, VA, WA, WI

With over 34 years experience in the financial services industry, Susie’s banking background and fluency in Spanish adds depth to our team. Susie provides the administrative structure for the team, overseeing everything service-related. She is an operational guru in the branch, serving as a coach to other Client Service Associates. Susie is the epitome of "service with a smile," and consistently provides the highest level of service to our clients and team.

Sylvia joins our team with 36 years of experience in the financial services industry.  She started her career at an entry level position and advanced and held various management roles.  With a focus in operations she mentored her peers and was recognized for her efforts.  Sylvia takes pride in delivering exceptional customer service and is fluent in Spanish.  We welcome Sylvia to our team.  With her background and knowledge she will be integral to providing the highest level of client service. Sylvia holds her Series 7 and 66 Designations.

Registered States:
AZ, CA, CO, FL, IA, IL, LA, MA, MI, MN, MT, NC, NM, NV, NY, OH, OR, PA, TN, TX, UT, VA, WA, WI

Thomas Flores is the newest member of the Van Acker Group and joins the team as a Registered Client Service Associate. Thomas earned his Bachelor of Arts Degree from San Diego State University and currently holds his Series 7 and 66. Prior to joining the Van Acker Group, Thomas was the Branch Technology Liaison working to ensure technology was running smoothly and assisting in the implementation of new systems for the entire branch. These skills and his attention to detail add even more value to an already very well established and complete team in the industry.Thomas now has his ambitons set on attaining his Certified Financial Planning designation. This will eventually allow him to become sophisticated in financial and retirement planning for years to come. Thomas will help us continue to deliver the very best client experience and we are excited to have him join our group.

Registered States:
AZ, CA, CO, FL, IA, IL, LA, MA, MI, MN, MT, NC, NM, NV, NY, OH, OR, PA, TN, TX, UT, VA, WA, WI