The experience to guide you forward
With more than 40 years of experience navigating every type of market cycle, Mike brings a seasoned approach to the wealth management process. He focuses on helping clients meet their financial goals through customized portfolio development and management. Mike has been at UBS and its predecessor companies since 1982, when he joined PaineWebber. Previously, he was an Advisor at Dean Witter.

Credentials that build confidence
Mike is a member of the UBS Director’s Council and previously served on the UBS President’s Council for more than 20 years. He was named five times to Barron’s Top 1,000 Financial Advisors list. Mike earned a B.S. from Arizona State University and an M.S. from the Thunderbird School of International Business Management. He is also a Certified Financial Planner™ (CFP®).

Outside the office
Mike and his wife, Heather, have twin daughters and two granddaughters. In his free time, he enjoys spending time with his family and golf. Mike enriches his life with world travel, having visited more than 30 different countries.

Registered States:
AK, AL, AZ, CA, CO, CT, DC, FL, HI, IA, ID, IL, IN, KS, LA, MA, ME, MI, MN, MO, MT, NC, NE, NH, NJ, NM, NV, NY, OH, OR, PA, SC, TX, UT, VA, VT, WA, WI, WY

The experience to guide you forward
Ryan is committed to delivering a proactive client experience, offering the highest level of wealth management services to a select group of families and business owners. He works closely with clients to develop comprehensive investment plans based on the goals they wish to achieve. Ryan started his career at UBS in 2004.

Credentials that build confidence
Ryan is a member of the UBS Director’s Council and was named to the Forbes Best-in-State Wealth Advisors list in 2018. He earned a B.A. in interdisciplinary studies from Arizona State University, specializing in economics and history. Ryan is also a Certified Financial Planner™ (CFP®).

Outside the office
Helping the community is important to Ryan and his family. He supports HandsOn Greater Phoenix through a variety of volunteer initiatives around Phoenix Metro. He and his wife Natalie are also volunteer ambassadors for the Translational Genomics Research Institute (TGen).

Registered States:
AL, AZ, CA, CO, CT, DC, FL, HI, IA, ID, IL, IN, LA, MA, MD, ME, MI, MN, MO, MT, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, SC, TN, TX, UT, VA, VT, WA, WI, WY

The experience to guide you forward
Geoff embraces a goals-based wealth management approach to carefully understand what his clients are looking to accomplish. With a focus on investment analysis and thorough due diligence, he guides his clients toward the achievement of their financial goals. Geoff began his career at UBS in 2002.

Credentials that build confidence
Geoff earned a B.S. in accountancy from Arizona State University’s W.P. Carey School of Business. He is also a Certified Financial Planner™ (CFP®) and Certified Investment Management Analyst® (CIMA®).

Outside the office
Geoff believes in giving back to his community, with a special commitment to Women’s Health Innovations of Arizona, where he serves as treasurer. Geoff and his wife, Jill, have a daughter, Carli. In his free time, he enjoys sports, reading, music and woodworking.

Registered States:
AZ, CA, CO, CT, FL, HI, ID, IL, IN, MA, MI, MO, MT, NE, NV, NY, OH, OR, SC, TX, WA, WI

As a Senior Registered Client Service Associate, Kathy is responsible for leading all client account administration and business operational support, including the review of morning reports and the preparation of customized portfolio reviews. She focuses on building long-term relationships and providing exceptional client service.

Kathy started her financial services career as a sales assistant in 1982 and joined UBS in 2000. She holds the Series 7 and 63 securities licenses.

Kathy has three children and six grandchildren. When it comes to giving back to the community, she volunteers her time to veteran services. Kathy enjoys spending time with her family and traveling, especially road trips to just about anywhere. Her favorite hobby is baking cupcakes, which she does often for birthdays and other special occasions.

Registered States:
AZ, CA, CO, FL, ID, IL, MA, MI, NV, OR, TX, WA

Debbie is in charge of the team’s client service strategy. As a Client Service Associate, she handles day-to-day administrative duties, working closely with the team on portfolio reviews. She also guides clients through the onboarding process, assisting with any requests and queries.

Prior to joining UBS in 2005, Debbie worked in the health care field for 18 years. Her genuine passion for people ensures that clients receive the service they deserve.

Debbie and her husband, Rob, have two children and three grandchildren. When it comes to giving back, Debbie and Rob joined their church group for multiple trips to the Gulf Coast to help with recovery efforts after Hurricane Katrina, in addition to volunteering locally. She enjoys spending time with her family, hiking, mountain biking, quilting and cooking. Debbie also enjoys travel and camping trips to national parks.