Steve started his career in the financial services industry in 1977 with Dean Witter Reynolds in Palo Alto prior to moving to UBS in 2005.  He helps his clients in three main critical areas – positioning their children for financial success through education, navigating the challenges of caring for the elder generation, and planning for their transition to a healthy and productive retirement.

Steve earned a B.S. in Accounting from Humboldt State University and has his Certified Financial Planner™ and Certified Exit Planning Advisor® designations.  He resides in Menlo Park with his wife, Mary, and has four grown children.  Steve was an avid parent coach for his children in youth soccer and basketball.  He was a member of the Board of the Menlo Park-Atherton Education Foundation (MPAEF) and also served for 10 years on the Board of Directors of Sacred Heart Schools-Atherton.

Registered States:
AK, AZ, CA, CO, CT, FL, HI, IA, ID, IL, KS, KY, MA, MI, MO, NC, NJ, NV, NY, OH, OK, OR, PA, SC, TX, VA, VT, WA, WI

Beginning at UBS in 2000, James has managed client wealth through many market corrections and two major recessions.  He focuses on financial and legacy planning for families and has a passion for the global markets.  James organizes and simplifies financial situations by helping clients identify strategies to achieve their goals.  He stays actively engaged and takes a hands-on approach, which enables him to anticipate client needs.

James earned an M.B.A. in Finance from The Wharton School at University of Pennsylvania and a B.A. in Psychology from University of Illinois at Urbana/Champaign.  He is a Certified Private Wealth Advisor® designee specializing in wealth advising and a Certified Exit Planning Advisor®.  James and his wife Christine have two boys who keep them very busy.  Outside of work, he loves to spend time with family, travel, and exercise.

Registered States:
AZ, CA, CO, CT, FL, HI, IA, ID, IL, KS, KY, MA, MI, MN, MO, MT, NJ, NV, NY, OH, OK, OR, PA, SC, TX, VA, VT, WA, WI

Larry realized the importance of wealth preservation as a young man working on his parents’ ranch in Monterey County. Over the course of his 30-year career, Larry has developed a passion for helping families achieve financial stability.  Through listening, learning, and understanding each client’s individual financial objectives, Larry works to alleviate the concerns that keep his clients awake at night. Larry utilizes decades of experience to develop customized financial plans that address client-specific goals and concerns. He also spends considerable time educating clients’ children to ensure that wealth and legacy are successfully transferred across generations.

Larry earned his B.A. in Economics from the University of Nevada, Reno and also played college football under scholarship for the Wolfpack. He earned the Certified Exit Planning Advisor® designation in 2020.  He and his wife, Maryclair, have two sons and reside in Menlo Park. Larry spends his free time adventuring with family, reading historical novels, and staying up-to-date on current events. However, it is not unusual to find Larry back in Monterey County helping his parents tend to their beautiful fifty-year-old ranch.

Registered States:
AZ, CA, CO, CT, FL, HI, IA, ID, IL, KS, KY, MA, MI, MN, MO, NC, NJ, NV, NY, OK, OR, PA, SC, TX, VA, VT, WA, WI, WY

Nick works with wealthy families and small business owners in the areas of financial planning, portfolio construction, and investment management.  He also helps privately held companies optimize and manage their retirement plans.  Prior to joining UBS, Nick was a Director at an independent investment management firm in the San Francisco Bay Area.

Nick earned an M.B.A. in Finance from the Wharton School at University of Pennsylvania and a B.A. in Business Administration from the University of Kansas. He is a CFA (Chartered Financial Analyst®) charterholder, a member of CFA Institute, a member of the CFA Society of San Francisco, a Chartered Retirement Plans SpecialistSM and a Certified Exit Planning Advisor®.

Nick lives in Walnut Creek with his wife, Megan, and their three children. On the weekend, he enjoys spending time with his family, exercising and binging Netflix while the kids are in bed.

Registered States:
AZ, CA, CO, CT, FL, HI, IA, ID, IL, KS, KY, MA, MI, MO, MT, NJ, NV, NY, OH, OK, OR, PA, SC, TX, WA, WI

Fritz began his wealth management career in the 1970's during one of the most challenging market environments in history.  He quickly developed a passion for identifying and researching companies, which has greatly contributed to his ongoing success in building viable individual stock portfolios.  Fritz thoroughly enjoys educating clients about the economy or the latest addition to their stock allocation.  Prior to joining UBS in 2006, Fritz led the Dean Witter Menlo Park office as a branch manager for 10 years.

Fritz was born and raised in Seattle. He earned a B.A. in Economics from the University of Washington and a J.D. from Golden Gate University.  Today Fritz lives in Saratoga with his wife of over 35 years. He is very proud of his two sons who are successfully pursuing careers in technology sales.  Fritz enjoys golf, reading, exercise, community service, bridge, discussing current events, and fly fishing.

Registered States:
AK, AZ, CA, CO, CT, FL, HI, IA, ID, IL, KY, MA, MD, MI, MN, MO, MT, NJ, NV, NY, OH, OK, OR, PA, SC, TX, VA, VT, WA, WI, WY

Colleen assists the team in handling and addressing the operational and administrative needs of clients.  She brings extensive knowledge of brokerage operations having been in the financial services industry for over twenty years in various branch and regional management roles.  In her previous capacity she was frequently asked to sit on internal committees designed to improve the client experience.  She is passionate about client importance and considers excellent service the number one priority in the business. 

Colleen was born in Colorado and raised for most of her school life in Southern California.  She currently lives in Fremont with her husband, Jim and a menagerie of animals.  She enjoys travel, movies, mystery novels, and musical theatre.

Registered States:
AZ, CA, MA, NV, WA

Veronica leads the day to day operations and paperwork processing for the team.  She also liaisons with accountants, estate planning attorneys, and other trusted advisors on behalf of clients.  Veronica has been working at UBS since 2012 and has earned her series 7 and 66 licenses. 

Veronica enjoys attending concerts, sporting events and traveling in her spare time.

Registered States:
CA, CT

Kateri oversees client administration for Creekside Wealth Management.  She has earned her Series 7 and 66 licenses and has been in the financial services industry since 2008.  Previous positions include Senior Tax Reporting Analyst and Employer Stock Option & 401(k) Plan Specialist. 

Kateri received a B.B.A.in Economics and Marketing from University of North Florida.

Registered States:
AZ, CA, CO, FL, HI, KY, MD, MI, MO, NC, NV, NY, OR, VA, WA, WI, WY