Steve has been in wealth management since 1994 and has earned the Certified Investment Management Analyst® (CIMA ®) designation from the Wharton School of the University of Pennsylvania.  Steve is a Senior Portfolio Manager in the UBS Portfolio Management Program (PMP), which allows him to manage proprietary model portfolios and tailor investment strategies to meet each client's unique needs and goals.  His experience in financial planning, asset allocation and portfolio construction qualify him to translate macroeconomic data and financial market events into actionable ideas for client portfolios.  Steve is in regular communication with clients regarding their investments and constantly monitors the overall market environment.

Steve is personally involved with many charitable organizations in the community. Currently, Steve serves on the Board of Directors for The Boys & Girls Club of Greater Conejo Valley. Steve and his wife, Amparo, live in Westlake Village with their sons Jacob and Robert, and daughter Alessandra.

Registered States:
AZ, CA, CO, FL, KY, MA, MD, MI, NC, NJ, NV, NY, OR, PA, VA

Courtney joined UBS in 2019 as a Senior Wealth Strategist.  She has a commitment to developing strong ongoing relationships with each client and providing financial guidance as life situations change. She began her financial services career is 2007 with Citi Smith Barney.  She is a Certified Financial Planner™ practitioner, and holds a Series 7,66,9, and 10 securities licenses as well as an California Life, Accident and Health Insurance license and earned a Bachelor's degree from Pepperdine University. She ensures that all client requests are handled promptly and is instrumental in delivering the highest level of client service.   She has a passion for health and fitness, live music and travel.  

Registered States:
AZ, CA, CO, FL, MA, MD, MI, NC, NJ, NV, NY, OR, PA, TX

Trevor joined with the Davis Group in 2019 as a CSA and is working on attaining his Series 7 and Series 66 licenses. He graduated from California Lutheran University as a student-athlete with a bachelor degree in Business Finance. Trevor enjoys traveling, sports and spending time with friends and family.

Brandi Lynn joined the Davis Group in 2020 as a Client Associate. She graduated from Everest College with a Degree in Surgical Technology. Brandi Lynn enjoys spending time with her family and friends;  and furthering her passion for Photography.