As a First Vice President - Wealth Management and Senior Portfolio Manager, Todd R. Wert has more than 30 years of expertise in providing comprehensive wealth management, financial planning, and portfolio management services to his clients. Todd's practice focuses on providing customized plans and solutions to help clients achieve their individual and unique financial needs and goals. Through his in-depth understanding of the planning process, Todd is able to create both tax efficient and multigenerational strategies in the wealth accumulation and asset distribution phases of the investing lifecycle.

Todd is a graduate of the University of North Dakota and holds an MBA with a Finance concentration from Arizona State University. Todd and his wife of 34 years reside in Mesa, AZ with their two German Shorthaired Pointers, Millie and Walter. Todd enjoys spending time in Northern Arizona with his wife (Beth), daughter (Jessica), and son (Christopher). Over the past two years, Todd has renewed his love of motorcycles and can be found out "cruising" with his son on weekends.

Areas of Focus:

• Custom Financial and Retirement Planning for Individuals and Families
• Asset Allocation and Investment Portfolio Construction
• Portfolio Analysis
• Insurance and Income Planning
• Tax Planning
• Wealth Preservation and Transfer

Current Licenses: Series 7, Series 63, and Series 65 licenses in addition to the Life Insurance and Variable Annuity Licenses.  

Registered States:
AK, AZ, CA, CO, FL, GA, HI, ID, IL, IN, KS, MA, MN, MO, ND, NM, NV, NY, OH, PA, SC, TX, VA, WA, WI

Prior to joining Wert Wealth Management as a Financial Advisor in 2014, Jessica N. Wert was employed as a Certified Public Accountant (CPA) with Deloitte & Touche in Phoenix, Arizona.  Jessica's experience as a CPA has included assisting in the performance of annual financial statement audits, internal control audits, and quarterly reviews of both public and private institutions. As a Financial Advisor with Wert Wealth Management, Jessica focuses on client service and relationships, social security strategies, college savings, life insurance reviews, and long term care planning. In 2018, Jessica obtained her Certified Financial Planner (CFP) credential.

Jessica holds both a Bachelor of Science and Master of Accountancy from Arizona State University. As a native resident of Mesa, AZ, Jessica is an active member within the community. She is a member of the East Valley Estate Planning Council and a volunteer with East Valley Women's League serving in leadership roles involving the organization's largest charitable project, The Cinderella Affair. Jessica is also currently serving on the ValleyLife Gala Planning Committee for the 2019 Gala. When not at work, Jessica enjoys spending time with her husband, young daughter, and three dogs.

Areas of Focus:

• Life Insurance and Long Term Care Planning
• Social Security Strategies
• College Savings Plans
• Client Communication
• Financial Goal Analysis

Current Licenses: Series 7 and Series 66 as well as Health Insurance, Life Insurance, and Variable Annuity Licenses

Registered States:
AK, AR, AZ, CA, CO, FL, GA, HI, ID, IL, KS, MA, MN, MO, ND, NM, NV, NY, OH, PA, SC, TX, VA, WA, WI

Sommer joined UBS Scottsdale in 2012. She earned her B.A. in Design Management upon graduating from Arizona State University. Sommer currently holds Series 7 and 66 securities licenses. Her areas of focus include operations, client service, and investment management.

Sommer spent three years in the San Fransisco Bay Area working in UBS's Private Wealth Management division where she gained extensive knowledge in advanced planning, trading, and client service. In January 2018, Sommer re-joined UBS Scottsdale's team.

Sommer spends her weekends with her husband, young son, and large extended family. In her free time, she enjoys traveling, yoga, and cooking.

Registered States:
AZ, CA, MA