Ken oversees the financial planning process for our clients in order to develop strategies towards the attainment of their goals.  His focus is on creating cash-flow models, managing client allocations, and is the team’s lending specialist. He graduated from San Diego State with a B.S. in Business Administration. Active in the community, Ken participates in the San Diego Yacht Club Military Appreciation program, and also assists in organizing Operation Holiday Helping Hand, an annual event providing much needed monetary and moral support for families of deployed and wounded military personnel.

Registered States:
AL, AZ, CA, CO, FL, GA, HI, ID, IN, MA, MT, NM, NV, NY, OR, PA, SC, TX, UT, WA, WI

Brad specializes in wealth transition management including retirement income planning, charitable giving, and income replacement strategies. Brad attended San Diego State University. Brad is very active in his community, supporting many charitable programs that are important to him and his family. He is currently a board member of the Doris Howell Foundation and The Fishman Fund Advisory Board for the Sanford Burnham Prebys Medical Discovery Institute. Brad and his wife, Gigi, have two sons, Alec and Tristen. He enjoys surfing and many other water sports.

Registered States:
AL, AZ, CA, CO, FL, GA, HI, ID, IN, MA, MT, NM, NV, NY, OR, PA, SC, TX, UT, WA, WI

Laura is responsible for managing the team's operations and is involved with all aspects of maintaining our wealth management practice. Laura graduated from San Diego State University with a Bachelor of Arts degree in economics and a minor in political science. Laura maintains the Certified Financial Planner™ (CFP®) certification and has also earned a certificate from SDSU's Executive Financial Planner Program, which involved a six course program at the graduate level in the core areas of financial planning. Laura holds her Series 7 and 66 securities licenses as well as licenses for life, accident and health insurance and variable annuities. She enjoys spending time with family and friends, especially her husband, John, and daughters.

Registered States:
CA, FL, GA, TX

With a background in banking and over 10 years of experience in the financial services industry,  Tiffanie believes clients come first and she strives to provide the highest quality of customer service. Proactive communication and organization are her top priorities when managing relationships. Tiffanie's career began at Bank of America where she worked as a teller during college.  She moved on to become a Member Consultant at a Mission Federal Credit Union. Later, she transitioned to a small Real Estate Investment Trust in Del Mar. Finally, she joined UBS Financial Services in April 2015.  Tiffanie earned an Associate of Arts Degree from Cuyamaca College and holds Series 7, 63 and 65 licenses. Outside of work, Tiffanie enjoys her role as a panelist with planDisney. Tiffanie is a native San Diegan currently residing in East County with her husband, Lane, and their kitty named Bobcat.  

Registered States:
CA