Insights grounded in experience
With more than 30 years of experience in the financial services industry, Jack has navigated through every type of market cycle, confidently serving the needs of entrepreneurs, senior executives and successful families. He joined Paine Webber in 1987, prior to its acquisition by UBS in 2000. For his entire career, Jack has focused on offering world-class advice—and truly making a difference in the financial lives of his clients.

Credentials that build confidence
Jack earned his B.A. in economics from Stanford University. He holds the Series 7 and 63 securities licenses.

Outside of work
Jack serves on the Board of Trustees for Long Beach Medical Center and Miller’s Children’s and Women’s Hospital of Long Beach. He also serves as a member of Noble Vikings Charities, an organization dedicated to feeding in-need families in Orange County.

Registered States:
AL, AZ, CA, GA, HI, MD, NC, NM, NV, OR, TX, UT, WA, WI

Experience to guide you forward

Natalie is a CERTIFIED FINANCIAL PLANNER™ , Certified Exit Planning Advisor and a Chartered Retirement Plan Specialist.. Creating strategies designed to help ensure her clients and their loved ones are financially secure for the future is one of Natalie’s greatest passions. That’s why she begins each client relationship with a customized comprehensive financial plan. It’s especially important for clients who are navigating challenging life transitions like divorce, career change, retirement and loss. But to Natalie, everyone can benefit from the decision-making advice a financial plan provides. From helping highly compensated executives manage restricted stock and stock options to small- and middle-market business owners navigating the pre- and post-sale process, Natalie and her planning insight truly make a difference in the lives of her clients. Always a collaborator, she also works with her clients’ other advisors to provide well-aligned estate planning, insurance and tax-efficient investing and withdrawal strategies.

Natalie has been recognized in several publications, including being named by Forbes as a Best In State Next-Gen Wealth Advisor CA  in 2019 and by Forbes as a America's Top Next-Gen Wealth Advisor in 2018 and 2017. Working Mother Magazine recognized her in 2019 and 2018 on the Top Wealth Advisor Moms List and she has been featured in Long Beach Magazine.

Credentials that build confidence

• CERTIFIED FINANCIAL PLANNER™ (CFP®)
• Certified Exit Planning Advisor (CEPA)
• Chartered Retirement Plan Specialist^SM (CRPS®)
• Series 7 and 66 securities licenses
• Life and health insurance licenses CA
• B.A., speech communication; minor in business marketing, California State University, Long Beach

Outside of UBS

Natalie is a Group Leader for ProVisors Seal  Beach and  a member of The Estate Planning and Trust Council of Long Beach and The Alpha Phi Alumnae Association of Long Beach.  She volunteers with Memorial Care and the Memorial Medical Center Foundation on the Dancing For Our Stars Gala Committee. . Natalie, her husband and two daughters live in Rossmoor. In their free time, you’ll find them at the beach, local parks or bike riding.

Registered States:
AK, AL, AR, AZ, CA, CO, CT, DC, FL, GA, HI, ID, IL, KS, MA, MD, MI, MT, NC, NM, NV, NY, OK, OR, PA, SC, SD, TN, TX, UT, VA, WA, WI

Experience to guide you forward
Lindsay began her career in 2008, one of the toughest years ever for financial services. But the lessons she learned about managing risk and investments were invaluable.

Today, as a Certified Financial Planner™ and Certified Divorce Financial Analyst®, Lindsay’s goal is to become her clients’ financial advocate and to help with the transition into and throughout retirement. How does she do it? Through comprehensive financial planning, objective investment management, risk management and partnering with her clients’ other professional advisors, which may include CPAs, estate planning attorneys and divorce and business attorneys. By working with these other professional advisors, she can ensure a holistic, cohesive plan for her clients. As a Certified Divorce Financial Analyst®, she assists couples before, during and after the complicated and emotional divorce process. As a Corporate Stock Benefit Consultant, Lindsay helps executives manage their complex equity compensation plans so they can focus on other priorities.

Lindsay was named by Forbes to America’s Top Next Gen Wealth Advisors in 2018 and 2017. She values the role of being her clients’ “go-to” advisor who addresses all wealth management needs through one well-coordinated strategy, simplifying their life so they can focus on what matters most. Whether it’s navigating complex stock options and restricted stock units, life after divorce, saving for college or managing retirement cash flow needs, Lindsay guides her clients every step of the way.

Credentials that build confidence

• CERTIFIED FINANCIAL PLANNER™ (CFP®)
• Certified Divorce Financial Analyst® (CDFA®)
• Corporate Stock Benefit Consultant
• Financial Paraplanner Qualified Professional™ (FPQP™)
• Series 7 and 66 securities licenses
• Life and disability insurance licenses
• B.A., mass communications, University of California, Berkeley

Making a difference
Lindsay is relentlessly committed to giving back:

• A fierce supporter of women and education, she is truly devoted to Pathways to Independence, an organization based in Orange County and Long Beach that provides young, abused women with the financial support, therapy and mentoring they need to pursue a college degree
• Appointed by the Mayor and approved by City Council, Lindsay serves as a commissioner for the Long Beach Community Investment Company which oversees the delivery of housing and neighborhood revitalization services in the city
• Lindsay is a graduate of the Leadership Long Beach Institute, which engages and challenges community leaders to discover together how to make Long Beach a better city
• She is a member of the Red Shoe Society that benefits the Ronald McDonald House in Long Beach
• She is the President of the Long Beach UC Berkeley Alumni Group
• Lindsay was a board member on the Community Medical Center Long Beach Advisory Board

Outside of UBS, Lindsay is fun-loving and well-rounded. She enjoys family, friends and fantasy football, along with reading, musicals and golf. All roads, though, lead her back to the community.

Registered States:
AK, AL, AR, AZ, CA, CO, CT, DC, FL, GA, HI, ID, IL, MA, MD, MI, MT, NC, NM, NV, NY, OK, OR, PA, SC, SD, TN, TX, UT, VA, WA, WI