We are here to provide quality strategies customized to your needs and to be your primary source of financial advice. We concentrate on developing long-term relationships through a commitment to quality client service. You can rely on our personalized advice, first-class solutions, and extensive wealth management experience.
Jeff has 30 years of experience in the financial services industry. Prior to joining UBS in 2005 Jeff spent 21 years at Morgan Stanley as a Financial Advisor. In 2008 Jeff was promoted to branch manager of the Anchorage office of UBS. He received his BA in Business and Finance from Linfield College. Jeff has lived in Alaska most of his life. He and his wife Tammy have two boys in college David and Kyle. They enjoy the outdoors, camping and fishing in the summer and skiing in the winter.
AK, AZ, CA, CO, CT, FL, ID, LA, NM, OH, OR, TX, WA
Tammy Renae Head, CIMA®, ChFC®, CLU®, CRPS®
Tammy Head, portfolio manager, has been in the industry for 30 years. A resident of Alaska since 1969, Tammy specializes in Alaskan Native Corporations, hospitals and many high net worth individuals. Tammy sets a high standard of excellence both personally and professionally. She has obtained her Charter Financial Consultant, Chartered Life Underwriter, and her Chartered Retirement Planning Specialist designations. Her hobbies include skiing, fishing, quilting and spending time outdoors with her husband and two grown sons.
AK, AZ, CA, CO, CT, FL, ID, MD, NM, NV, OH, OR, PA, TX, WA
Client Service Associate