Experience That inspires confidence

With comprehensive financial planning as the backbone of our practice, The Quantum Group is comprised of a team of integrated specialists in virtually every discipline, including investment management, lending, risk management, structured finance, philanthropy and legacy planning. We ensure that every client understands the thought process behind our solutions through our customized approach and proactive communication.

Gary Alan Barss

Senior Vice President - Wealth Management
253-292-4169

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Focus: QG Team Management and Financial Planning

Gary started in the financial services industry with Smith Barney in 1992 and later joined UBS in 2009. Gary focuses on developing the practice to providing clients with cutomized comprehensive financial planning that includes cash flow, wealth management, risk management and legacy planning. A natural leader and motivator, his team's high touch, consultative practice combined with a group of seasoned professional sets it apart from most planning groups.

Gary earned a B.S. in Speech Communication from Pepperdine University. Active with several casues and organizations, he supports World Vision, University Presbyterian Church and Seattle Cancer Care Alliance. Gary enjoys swimming and raising funds for Fred Hutch and the Seattle Cancer Care Alliance each year in local swim compeitions. Gary is also involved in North East Seattle Little League and other youth sports programs. He and his wife Amy have been married 22 years and they have two teenage sons, Ethan and Adam. They enjoy traveling together to Hawaii, Disneyland and Sun Valley.

 


Registered States:
AK, AZ, CA, CO, CT, DC, FL, GA, HI, ID, IL, KS, KY, MA, MN, MS, MT, NC, NE, NH, NJ, NM, NV, NY, OH, OR, PA, SD, TX, VA, WA, WI


Stephen F. Fairfax

Senior Vice President - Wealth Management
253-292-4168

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Focus: Oversees QG Panel Review and Financial Planning

Steve joined the financial services industry in 1987 and UBS in 2009. He focuses on the continued development of the Quantum Group wealth management services platform. His role also includes heading out the Quantum Group Panel Review to collaborate and consult on client financial plan design.

Steve is passionate about understanding a client’s goals and aspirations, and recommending unique solutions that can help to maximize their resources. In particular he enjoys helping to coordinate other professionals including CPAs, estate and other specialty consultants to ensure seamless end-to-end planning and execution for high net worth families with complex needs.

Steve graduated with a B.S. in business from the University of Washington with a finance concentration. Steve lives in Seattle with his wife, and their Portuguese Water Dogs, Oscar and Olive. He enjoys skiing, hiking, fly-fishing, mountain biking and entertaining in his home.


Registered States:
AK, AZ, CA, CO, CT, DC, FL, GA, HI, ID, IL, KS, KY, MA, MN, MS, MT, NC, NE, NH, NJ, NM, NV, NY, OH, OR, PA, SD, TX, VA, WA, WI


Jason Erik Tvedt

Account Vice President
Financial Advisor
253-292-4165

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Focus: Financial Planning

Jason started in the financial services industry in 2005 and transitioned to UBS as part of the Quantum Group in 2009. Jason leads the Quantum Group Financial Planning team as well as coordinating overall client service with our Wealth Strategy Associates. A key component in continuing to develop and enhance the level of planning we provide comes from Jason’s extensive experience in drafting and designing financial plans.

Jason graduated from Central Washington University in 2005. Jason and his wife Aimee enjoy their family time and keep busy with their 3 young children twins Cole, Blake and Drew. In his free time Jason enjoys working out at the gym and staying active. Jason & Aimee are also active in their community where they are affiliated with the March of Dimes, Wounded Warriors and several missionary and relief organizations.

 


Registered States:
AK, AZ, CA, CO, FL, HI, ID, IL, MA, MT, NM, OR, TX, WA


Robert Noel Chenier Jr.

Senior Wealth Strategy Associate
Relationship Manager
253-428-3990

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Focus: Financial Plan Analysis and Portfolio Management

Rob started in the financial services industry with Wells Fargo in 2006. He joined UBS and the Quantum Group team in 2016 as a Senior Wealth Strategy Associate. With a high focus on client interaction, Rob assists clients in monitoring, drafting and implementing their financial plan. Rob also heads the planning department as well as the portfolio management department within the Quantum Group.

Rob is a local Puget Sound native and earned his degree from Pierce College. On his free time he enjoys traveling, golfing, running and attending sporting events. He also finds time to volunteer for local organizations such as Bloodworks Northwest, Juvenile Diabetes Research Foundation, and Fred Hutchinson Cancer Research.


Registered States:
AK, AZ, CA, CO, GA, ID, KS, MA, MN, MT, NC, NH, NM, OR, WA, WI


Michael "Mike" Silvernagel

First Vice President - Wealth Management
Financial Advisor
Wealth Advisor
Portfolio Management Program Financial Advisor
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253-428-3942

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Mike began his career in 1986 with Shearson, Lehman, and Hutton. He joined UBS in 2007, after it acquired McDonald Investments, where he had worked for the previous 14 years. In total, Mike has more than 30 years of experience in Wealth Management. He is a FINRA-Registered General Securities Representative, holds life insurance and variable annuity licenses. Mike has achieved the Wealth Advisor designation offered only to elite advisors. He received a B.S. degree in business administration from the University of North Dakota.


Registered States:
AK, AZ, CA, CO, DC, FL, GA, HI, ID, IL, KY, MA, MS, MT, NJ, NM, NV, OH, OR, SD, TX, VA, WA, WI


Bill Peabody, CFP®

Vice President - Wealth Management
Financial Advisor
CERTIFIED FINANCIAL PLANNER™
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253-428-3966

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Bill Peabody, CFP®

Vice President-Wealth Management

Focus: Plan Strategy and Financial Planning

 

Bill started in the financial services industry with EF Hutton in 1985. He achieved the level of Certified Financial Planner Professional in 2008 and later joined UBS in 2009. Bill utilizes his CFP® knowledge and training to help clients understand the interdependent nature of their entire financial and personal situation.

Bill is an honors graduate from the University of Puget Sound with a B.A. in Economics and a minor in Philosophy. He lives in Olympia with his wife Carol.  They have two children and three grandchildren.  He enjoys mountain climbing and has summited Mt. St. Helens and Mt. Rainier.  When at sea level, he enjoys golf and competes nationally on the Golf Channel Amateur Tour. He and Carol are members of the Tacoma Country and Golf Club and both enjoy traveling.


Registered States:
AK, AZ, CA, CO, FL, GA, HI, ID, IL, KS, KY, MA, MS, MT, NC, NH, NJ, NM, NV, OH, OR, SD, TX, VA, WA, WI


Emily Lin Grandon

Senior Wealth Strategy Associate
253-292-4166

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Focus: Financial Planning

Emily started in the financial services industry upon graduation in 2017. Emily studied at Eastern Washington University, where she double majored in Economics and Finance. She joined the Quantum Group at UBS as a Wealth Strategy Associate in 2019. Within the Quantum Group, she assists both the planning department and the portfolio management department. Emily also serves clients by assisting in the preparation of holistic financial plans - from goal setting, to implementation and subsequent monitoring.

She grew up in Western Washington, and currently lives in Sumner with her husband, Siberian husky, and tabby cat. Emily enjoys cooking and baking in her free time. Emily volunteers and invests in her local church, non-profit organizations that combat human trafficking, and local retirement communities.


Registered States:
CA, CO, CT, FL, ID, KY, OR, PA, TX, WA


Janetta Moorehead

Team Administrator
253-292-4163

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Janetta has more than 30 years of financial services experience and has worked exclusively with The Quantum Group since 2006. She is responsible for handling operational and administrative tasks for clients and team members. Her years of experience enable her to provide guidance on complex operational issues and function as the team’s operations manager. Janetta is married and has two children.


Registered States:
AZ, WA


Janis Marie Shipman

Senior Client Service Associate
253-292-4164

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Janis started in the financial services industry in 1999 while working for Smith Barney. She moved with The Quantum Group to UBS in 2009. Currently, she assists the team’s clients with their operational and administrative needs, particularly with requests involving insurance products. Janis and her husband, Robert, have two sons.


Registered States:
WA


Kaitlin Genevieve Viney

Client Service Associate
253-428-3999

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Katie graduated from University of Wisconsin-Platteville in May of 2015 and was also a member of the UW-Platteville Women's soccer team. She started her career in the financial services in 2017 where she had an internship with Bronfman Rothschild. Currently, she assists the team with scheduling, administrative coordination, and client service needs. Katie has recently moved to Washington with her boyfriend Gunnar. In their free time they enjoy hiking and traveling with their two dogs- Leroy and Kira.

 


Elise Ballard

Client Service Associate
253-292-4167

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Elise got her start in the financial services industry with Cetera Advisor Networks in San Diego, California. She most recently worked with a firm in Seattle assisting ultra-high net-worth clients with their comprehensive needs. Elise joined the Quantum Group in 2019, and currently supports the team in all areas of client service as well as financial planning. Elise moved from California to the Pacific Northwest 2 years ago and enjoys exploring her new home.


Registered States:
WA


Amy Catherine Barss

Client Service Associate
253-428-3955

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Amy joined the Quantum Group in 2021. Her background is in marketing and communications with a focus on philanthropic giving. She worked in fundraising for 9 years at World Vision, and continued her involvement with non-profits as a volunteer while raising her two boys with her husband, Gary.  Amy’s  focus is on client services as well as communications for the Quantum Group team.

Amy received her B.A. in Sociology from Pepperdine University, and furthered her education at the U.W. with professional certificates in Integrated Marketing and Non-Fiction Writing. In her spare time she is an avid consumer of audiobooks and podcasts, happy to learn new things while walking the dog. Amy and Gary enjoy traveling, hiking, spending time with family and friends and watching lots of baseball.