As your financial advisory team, our focus is on advising you and your family on multi-generational wealth planning. We explore the life you envision to discover your personal aspirations. Together, we translate your goals into a financial plan and design a suitable wealth management strategy to guide you in reaching your objectives. Drawing on the unique insight of UBS, our team's combined expertise of over 75 years as well as professional qualifications (CERTIFIED FINANCIAL PLANNER™, Certified Investment Management Analyst®, Certified Private Wealth Advisor®, Certified Exit Planner Advisor®, Chartered Retirement Planning Counselor®), you'll receive Advice Beyond Investing. Your goals are our focus, and achieving them is a commitment we share.
Kalyn Maher Walker
As part of a successful family practice, recognized as a Barron's Top 1000 advisor team and Wealthmanagement.com and REP. Magazine's "Top 40 Wirehouse Advisors Under 40", Kalyn has gained critical insight into investor behavior and built a strong reputation for delivering comprehensive wealth management to a select group of clients and families. Kalyn believes true wealth management is about providing thoughtful solutions based on extensive knowledge and experience that deliver real value to the team's clients. While asset allocation, portfolio rebalancing and in-person reviews are tools she regularly employs to help clients achieve their investment goals, it is Kalyn's sincere approach to building long-term relationships and her genuine empathy that distinguish her among her peers.
Kalyn holds Series 7 & 66 FINRA securities licenses as well as the State of California Insurance license. She earned her B.S. in Finance from the Leavy School of Business at Santa Clara University.
Kalyn resides in Encinitas with her husband, Nick Walker and their daughter. Kalyn's family is actively involved in supporting the Special Olympics and The Boys & Girls Club of Carlsbad.
AK, AZ, CA, CO, DE, FL, GA, ID, IL, LA, MD, MI, MN, MT, NC, NV, NY, OH, OR, TX, UT, WA, WY
Perry A. Zeigler, CFP®, CIMA®, CPWA®
Senior Vice President - Wealth Management
Accredited Wealth Management Advisor℠
CERTIFIED FINANCIAL PLANNER™
Certified Investment Management Analyst (CIMA®)
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For nearly 25 years, Perry has provided customized professional guidance, investment management and financial services to individuals, families, endowments and foundations. Perry's disciplined investment philosophy and proprietary investment models are grounded in risk management. He serves as Wealth Management Advisor on the Maher-Walker and Zeigler team and facilitates economic and market updates. While Perry will be the first to tell you: "Investments are an important part of one's overall financial plan", they are just a part. He believes sound comprehensive financial planning is the key to achieving your financial goals. Through bull and bear markets, Perry has remained committed to providing consistent and reliable service to our clients.
Perry maintains the Certified Financial Planner (CFP®), Certified Investment Manager Analyst (CIMA®) and Certified Private Wealth Advisor (CPWA®) designations, in addition to the Series 7 & 66 FINRA securities registrations and State of California Insurance license.
Perry graduated with a B.S. in Marketing and Logistics from the University of Wisconsin-Madison.
AK, AZ, CA, CO, DE, FL, GA, ID, IL, LA, MA, MD, MI, MN, MT, NC, NV, NY, OH, OR, TX, UT, WA, WY
Karen Dhuyvetter, CFP®, CRPC®
Karen is a Senior Wealth Strategy Associate at UBS Financial Services with experience in private wealth management since 2002. She assists financial advisors with the design of goals-based financial plans and the implementation of investment strategies. As a liaison between the advisors and the client service team, Karen draws upon her innate caring and attention to detail to ensure the team delivers an exceptional client service experience founded in integrity and trust.
Karen maintains the Certified Financial Planner™ (CFP®) and Chartered Retirement Planning CounselorTM (CRPC®) certifications. She holds the Series 7 & 66 FINRA securities registrations as well as the State of California Insurance license. She earned a Master in Civil Engineering from the University of Ghent in Belgium, and is multi-lingual (English, Flemish, French and Italian).
CA, CO, FL, MA, MI, NC, NV, NY, OR, TX, WA
Pamela oversees client services and responds directly to a full range of operational inquiries. Starting her career in the financial services industry in 1994, her expertise includes the areas of compliance, management and administration. Pamela's passion for providing exceptional client service sets our team apart from all others.
Pamela holds the following FINRA securities licenses: 7, 63, 66, 9, and 10. She earned her B.S. in Business Administration from California State University San Marcos.
AK, CA, CO, FL, MI, MT, NC, NV, NY, OR, TX, WA
Betty began her career in the financial services industry in 2000. Betty's extensive client service experience allows her to provide a premier client experience as well as quickly diagnose and resolve potential challenges. Betty supports the team by scheduling client calls, creating client presentations as well as attending to client requests. Betty holds the Series 7 and Series 66 FINRA securities licenses.