With over 35 years in the industry, Adam brings extensive experience to a job he loves. As a Senior Portfolio Manager, he focuses on challenges for our clients such as: How can I protect and grow my income in retirement? What should my strategy be in this market? How will my assets help my family when I’m gone? Adam works closely with our clients to develop an investment plan tailored to their unique situation and their future goals. Adam received his undergraduate degree from University of Washington and further accreditation from the Investment Management Consultants Assoc at the Wharton School of Business.

Registered States:
AK, AZ, CA, CO, DC, GA, ID, IL, IN, LA, MA, MD, MI, MN, MT, NH, NM, NV, NY, OH, OK, OR, PA, RI, TX, VA, WA

Mike’s career began in 1992 when the Dow Jones stood at 3,000. With nearly thirty years in the industry, he has successfully managed money for clients through multiple bull and bear markets. Mike believes that positive investment results come from patience, discipline and through close communication with clients. Mike has earned the Certified Investment Management Analyst® (CIMA®), Senior Portfolio Manager, and Wealth Advisor designations. Mike received his undergraduate degree from the University of Montana and further accreditation from the Investment Management Consultants Association at the Wharton School of Business. Mike was honored to be part of the 2019 and 2020 Forbes/SHOOK lists of Best-In-State Wealth Advisors in Washington.

Registered States:
AK, AZ, CA, CO, DC, FL, GA, ID, IL, IN, LA, MA, MD, MI, MN, MT, NH, NM, NV, NY, OH, OK, OR, PA, RI, SC, TX, VA, WA

Kim began her career in 1987. With more than 30 years in the business, her history with UBS is traced back to 1993, when she was a partner in an institutional financial advisory group at US Bancorp Investments. Over time, she began focusing more on financial planning for individual clients, earning her Chartered Retirement Planning Counselor designation from the College for Financial Planning. Her experience and dedication offers clients two very important things; comprehensive and holistic planning as well as long term perspectives to help navigate the increasingly complex investment world. She spends her free time hiking, kayaking and walking on the beach with her two grandchildren at her home in Kingston. She’s also been a Volunteer Captain at Little Bit Therapeutic Riding Center for the past 6 years and devotes as much time as possible helping both horses and riders reach their individual milestones.

Registered States:
AK, AZ, CA, CO, DC, GA, ID, IN, LA, MA, MI, MT, NM, NY, OK, OR, RI, VA, WA

September started her career in the financial services industry in 2005. She has in-depth experience in consumer banking and brokerage operations. As our team's wealth management associate, she plays a central role in enhancing our client experience by focusing her time on servicing and interacting with clients to anticipate their needs and solve issues. September efficiently and expertly helps our clients through the sometimes complicated administrative matters related to their accounts. She welcomes the opportunity to work with all our clients and enjoys getting to know them well. September has two children and enjoys camping, hiking, and fishing.

Registered States:
WA

Kiersten is a graduate of the University of Washington where she studied finance and art history, joining UBS in 2019. She enjoys getting to know clients and their families while understanding their wants and their needs. A former college golfer, you’ll likely find her hiking, skiing, or on the course when she's not in the office.