For over 40 years, Jeff has provided customized professional guidance, investment management and financial services to individuals and families, as well as servicing various international organizations. His disciplined investment philosophy is grounded in risk management through quality investments. A senior partner on the team, he primarily focuses on multigenerational wealth preservation and managing international relationships. Through bull and bear markets, Jeff has remained committed to providing consistent and reliable service to our clients.

Jeff graduated from the University of California, Berkeley - Go Bears! He maintains the Series 7, 63, and 65 FINRA securities registrations and State of California Insurance license. Away from the office Jeff enjoys spending time in Carmel with his wife Franny, and visiting their daughter Lindsay in Portland.

Registered States:
AK, AL, AZ, CA, CO, CT, DC, FL, GA, HI, IA, ID, IL, IN, KS, MA, MD, MI, MN, MS, NC, NJ, NM, NV, NY, OK, OR, PA, TX, VA, WA, WY

James LaPorte is a Wealth Management Advisor who prides himself on providing a high level of service and responsiveness to each of his clients through comprehensive planning and financial management - embracing all aspects of his clients' lives. Combining the industry leading global resources of UBS Financial Services and his breadth and depth of experience, James builds and implements personalized financial plans to help clients grow and preserve their wealth.  Understanding that every client has unique needs, each portfolio is customized and balanced with an appropriate level of risk relative to their situation and personal goals.  James works diligently to take the fear out of retirement planning and implement strategies to ensure clients do not outlive their wealth. 

For more than 24 years, James has worked with a diverse client base of business owners, individuals and families that see the value of partnering with a professional to help them stay on track towards their goals.  James has earned the Chartered Retirement Planning Counselor¿ (CRPC®) designation which denotes his expertise in pre-and post-retirement planning needs, including retirement income and cash flow, personal savings, employer-sponsored retirement plans, income taxes, estate planning and more.  He graduated cum laude from California State University at Fresno and earned his B.A. in Business Administration. 

James enjoys meeting new people and learning about their life experiences.  He is a family man and appreciates the opportunity to be involved in the extracurricular interests of his children or join his family, including their dogs, in outdoor activities.  He plays golf, jogs, reads a variety of fiction and non-fiction books and enjoys football, basketball and baseball.

Registered States:
AK, AL, AZ, CA, CO, CT, FL, IA, ID, IL, IN, MA, MS, NC, NJ, NM, NV, NY, OK, OR, SC, TX, VA, WA

Teddy has spent the past 20 years in the financial services industry.  Prior to joining UBS Financial Services in 2009 she spent 13 years in management at Citi Smith Barney. While at Citi she earned the title of Assistant Vice President, and was a Financial Planning Associate. Currently Teddy is an Account Vice President and Portfolio Manager. Her main focus on the team is mutual fund research, selection, and compliance.

Teddy holds Series 7, 9, 10, 31, 63, 65 FINRA securities registrations and is insurance licensed.  She graduated from the California State University, East Bay.  She is active in community service clubs, supports sustainability, wildlife preservation, and animal welfare causes. 

Registered States:
AK, AL, AZ, CA, CO, CT, FL, HI, IA, ID, IL, IN, KS, MA, MD, MI, MN, MS, NC, NJ, NM, NV, NY, OK, OR, PA, SC, TX, VA, WA, WY

A native of the East Bay, Keith has been in the financial service industry for over 30 years.  He  joined UBS Financial Services in April of 2009.   Prior to coming to UBS he worked as a Financial Advisor at Citi Smith Barney and held the title of Senior Vice President-Wealth Management, Financial Planning Specialist.  Keith currently holds the title of Financial Advisor, Senior Vice President - Wealth Management, Senior Portfolio Manager.  His main focus is managing the teams discretionary portfolios and research.  He emphasizes asset allocation, total portfolio management, and retirement income planning.

Keith holds Series 3, 7, 63, 65 FINRA securities registrations and is insurance licensed. He graduated with a double major from Cal State University. He is active in community service clubs, and was a member of Pleasanton North Rotary. Keith served on the PNR Foundation Board. 

Registered States:
AK, AL, AR, AZ, CA, CO, CT, FL, IA, ID, IL, IN, KY, MA, MD, MI, MN, MS, NC, NJ, NM, NV, NY, OH, OK, OR, PA, SC, TX, UT, VA, WA, WY

A native of the Midwest, Larry graduated from the University of Iowa with a degree in Finance. He moved to the Bay Area and joined PaineWebber in 1985. Over the course of his 31 year tenure, Larry has provided clients with professional strategic planning through both challenging and rewarding market cycles. He specializes in designing and implementing comprehensive asset allocation solutions that take into account one's entire financial picture.  Larry's disciplined investment philosophy includes being the teams lead on annuity and alternative investments.  A CERTIFIED FINANCIAL PLANNER™, Larry was a member of the UBS Pacesetters Club in 1993, 1994, and from 2001 -2011. From 2012 - 2017, he was a member of the UBS Director's Council. Since 2018, Larry has been a President's Club member distinguishing him as one of the firm's leading Financial Advisors. 

A senior partner of the Encompass Wealth Management Group, Larry believes in giving back his time volunteering with First Tee of Contra Costa County, Eden Housing, St. Mary's Parish, and East Bay Regional Parks. Larry resides in Walnut Creek, Ca with his wife Leanne and 3 children. They enjoy traveling and spending time cheering on their favorite sports teams.

My Professional Achievements

• President's Club 2018
• Directors Council 2012 - 2017
• Pacesetters Club 1993, 1994, 2001 - 2011
• Series 3, 7, 8, 63, 65 FINRA Securities Licenses
• CERTIFIED FINANCIAL PLANNER™
• Wealth Advisor
• B.B.A., Finance, University of Iowa

Registered States:
AZ, CA, CO, CT, DC, FL, HI, IA, ID, IL, IN, KS, MA, MD, MI, MN, NC, NJ, NV, NY, OK, OR, PA, TX, VA, WA, WY

Jeff joined Encompass Wealth Management Group in 2017 from UBS's Northern California market where he was a Wealth Planning Analyst. He believes true wealth management is about providing thoughtful solutions based on extensive knowledge and experience that deliver real value to clients. It is Jeff's sincere approach to building long-term relationships by understanding you, your family, business and personal priorities, as well as your total financial picture that distinguishes him amongst his peers.

Jeff graduated from the University of Nevada, Reno with a B.S. in Business Administration. He maintains the Certified Financial Planner (CFP®) and Accredited Wealth Management Advisor (AWMA®) designations, in addition to the Series 7, 9, & 66 FINRA securities registrations and State of California Insurance license.  Jeff is a current member of the Financial Planning Association's East Bay Chapter.

A fourth generation Bay Area native Jeff resides in Walnut Creek. He enjoys spending his free time being active in Tahoe, cheering on his favorite Bay Area teams, and trips with his golden retriever Chase. Jeff serves on a regular basis at CPC and is active in charities including: The Monte Foundation, Surfers Healing, League to Save Lake Tahoe, and Protect our Winters.

Registered States:
AK, AL, AZ, CA, CO, CT, FL, HI, IA, ID, IL, IN, KS, MA, MD, MI, MN, MS, NC, NJ, NM, NV, NY, OK, OR, PA, TX, VA, WA, WI, WY

Angie is a Senior Registered Client Service Associate with Encompass Wealth Management Group. She responds directly to a full range of operational inquiries and leads the servicing for the team's international clients. A 15 year veteran of UBS, Angie also serves as the Client Service Associate coach for the Northern California Market.

She holds the Series 7 and 63 FINRA securities registrations as well as California Insurance License.  Angie resides in Brentwood with her family and six pets, is an avid gardener and loves sports.

Registered States:
CA, NJ, NY

Amanda joined UBS and Encompass Wealth Management Group in 2015. She is responsible for the team's marketing and client experience. Her prior experience in hospitality, serves her immensely in coordinating our team's events and client recognition initiatives. Outside of the office she enjoys cheering on the San Francisco Giants and being outdoors.