Experience Makes all the difference
Our Mission: Combine experience, knowledge and energy with the global resources of UBS to satisfy each client's specific goals.
Our Practice: Limits the number of clients we serve placing emphasis on providing the high level of service critical to successful investment strategy.
Our Focus: Deliver comprehensive financial planning based solely on what is best for each client.
Our Results: Enduring relationships driven by tailoring solutions to pursue client goals with a high level of client satisfaction.
Richard "Rick" Whalen, CIMA®, CIMC
Certified Investment Management Analyst (CIMA®)
Certified Investment Management Consultant (CIMC®)
602-667-8139
800-247-1754
Diane J. Peterson
Senior Client Service Associate
602-667-8156