Experience Makes all the difference

The Sentinel Wealth Consulting Group at UBS Financial Services, Inc. combines over 100 years of investment experience which has provided us the opportunity to navigate many challenging markets. With over $800 million under management, we are the trusted advisor for affluent families, business owners, foundations and discerning clients that appreciate proven professional advice and exceptional client service.   We have a dedicated team specializing in retirement plans and work closely with plan sponsors to assess their needs and provide integrated solutions.  We work hard every day to preserve and enhance client wealth through prudent planning, investing and asset management.

 

David Lee Reppas, CFP®

Senior Vice President - Wealth Management
CERTIFIED FINANCIAL PLANNER™
Senior Portfolio Manager
Wealth Advisor
925-746-6331
david.reppas@ubs.com

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David began his career in 1986 with E.F. Hutton where his hard work and dedication brought him to become a student of the Capital Markets. He joined UBS Financial Services in 2009 where he became a Wealth Advisor. David has over 30 years of portfolio management experience navigating through ever changing markets.The next logical step in David's career was to create a team incorporating the world class resources of UBS Financial Services. The Sentinel Wealth Consulting Group was born with the guiding principles: remain transparent and accessible to clients at all times and operate with the clients best interest in mind.

As a Senior Portfolio Manager, David invests discretionary portfolios for senior executives , foundations, business owners and retirees who have already taken risk, acquired meaningful assets, and desire capital preservation that keeps pace with inflation and taxes. As a wealth advisor, David assists families with multigenerational planning and provides customized estate, tax and financial planning strategies for high net worth clients.

David is a graduate of California State University, Chico where he earned his undergraduate  degree in Finance and Economics. David shoots Trap competitively in state and national Tournaments-a passion he enjoyed with his father, a Hall of Fame shooter. David and Kimberly's love for fine wine has led them  into an exciting adventure of wine making through their own vineyard. David lives in Alamo, CA with his wife Kimberly and his daughter Alexandra.


Registered States:
AR, AZ, CA, CO, CT, FL, GA, HI, ID, IL, IN, KS, LA, MI, MO, NC, NV, NY, OH, OR, RI, SC, TX, UT, VA, WA


Robert M. Schneider, CFP®

Senior Vice President - Wealth Management
Financial Advisor
CERTIFIED FINANCIAL PLANNER™
925-746-0268
robert.m.schneider@ubs.com

As a Certified Financial Planner®, Rob specializes in providing investment, retirement and college planning services to individuals. For institutions, he offers extensive experience in business financing, corporate retirement plans (such as 401(k), defined benefit and deferred compensation). Rob is authorized to provide Retirement Plan Consulting services- an expanded level of services to help 401(k) plans sponsors meet fiduciary and employee retirement plan obligations. Rob provides sponsors with expert forward-looking advice and a roadmap for managing plan complexity. Rob will customize the process to help sponsors implement sound governance, optimize plan health, and prepare employees for life beyond retirement. Rob is one of approximately 500 Financial Advisors at UBS who are authorized to provide Retirement Plan Consultant Services to their clients.

 

He is a proud graduate of San Ramon Valley High in Danville and the University of Arizona, Tucson, Arizona. Rob and his wife Jenny have worked to raise thousands of dollars for the Cancer Support Community of the Bay Area through various fundraisers hosted both at their home and places of business. Additionally, Rob is active with youth in the area as a volunteer coach in the Walnut Creek Soccer Club for the last several years.


Registered States:
AR, AZ, CA, CO, CT, FL, GA, HI, ID, IL, IN, KS, LA, MI, MO, NC, NV, NY, OH, OR, RI, SC, TX, UT, WA


Joseph A. Senna, CFP®, CIMA®

First Vice President - Wealth Management
Financial Advisor
Senior Portfolio Manager
925-746-6337
joseph.senna@ubs.com

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Joseph is a CERTIFIED FINANCIAL PLANNER (CFP®),College for Financial Planning and a Certified Investment Management Analyst (CIMA®),Wharton School of Finance, specializing in Planning, Advisory Services and Investment Management. He has been providing customized financial guidance for over 26 years. Joseph grew up in the Bay Area and is a graduate of California State University, Sacramento where he earned his B.S. Degree in Finance and minor in Economics. Joseph lives in Dublin, CA with his wife and three boys.


Registered States:
AR, AZ, CA, CO, FL, GA, HI, ID, IL, IN, KS, LA, MI, MO, NC, NV, NY, OH, OR, SC, TX, UT, WA


Manuel Robert Senna Jr.

First Vice President - Wealth Management
Financial Advisor
775-789-4006
manuel.senna@ubs.com

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Bob works closely with entrepreneurs and business owners who are looking to manage their operations more efficiently. With over 18 years of experience between Merrill Lynch and UBS,  Bob enjoys working with the UBS Business Development Group giving owners options on Mergers and Acquisitions.  Bob and the Sentinel Team are also able to assist corporate retirement plan sponsors examine opportunities in the marketplace and discuss solutions.

In addition, with his Sentinel Team partners, Bob enjoys interacting with private foundation sponsors and nonprofit foundation executives to help provide solutions to the complex world of charitable giving.

 Bob's free time is spent in and around his home in Lake Tahoe.  Highly involved in community affairs, he is a member of several organizations focused on local issues affecting the lake community.

Bob received his Bachelor of Science in Commerce from the University of Santa Clara in 1985.


Registered States:
AR, AZ, CA, CO, CT, FL, GA, HI, ID, IL, IN, KS, LA, MI, MO, NC, NV, NY, OH, OR, RI, SC, TX, UT, WA


Laurelle Daniels

Senior Registered Client Service Associate
925-746-0240
laurelle.daniels@ubs.com

I began my career in the financial services industry in 1996 at Smith Barney as an operations associate. During my career, I have worked as a client service associate and a complex service manager. My primary focus is to handle the daily operational and administrative matters for the team's clients. As such, my core focus is to provide exceptional client service. In my free time, I enjoy spending time outdoors and baking.


Series 7, 66, 9,10 licensed


Registered States:
CA


Kelly Tran

Senior Wealth Strategy Associate
925-746-6326
kelly.tran@ubs.com

I began my career at UBS Financial Services, Inc in 2006 as a Branch Service Associate. After four years of learning the business, I was promoted to Assistant Operations Manager in 2010 and Operations Manager in 2013 where I supervised the day-to-day operations & trading functions. After several successful years and taking on progressively larger roles, I transitioned to a career as a Processing Center Manager in 2016 where I managed operations-related client issues and transactions. Aside from all-things UBS, I love spending time with my husband Randy and my son Kylan.  We currently reside in the East Bay, and in our free time, we enjoy visiting family, exploring theme parks, and trying out new recipes. 

Series 7, 66, 9,10 licensed


Registered States:
AR, AZ, CA, CO, FL, GA, HI, ID, IL, IN, KS, LA, MI, MO, NC, NV, OH, OR, RI, SC, TX, UT, WA


Rupal Patel

Registered Client Associate
925-746-6332
rupal.n.patel@ubs.com

Rupal brings 18 years of industry experience with a vast knowledge of the financial services industry. She started her professional career at Smith Barney and joined UBS in 2009 as a client service associate. She coordinates the team's managed account operations, assists in client reviews, marketing and client retention. She has always managed to exceed her client’s expectations and build personal relationships through trust and integrity in her work. In her free time, she enjoys travel, yoga and social & cultural activities in the community.

 Series 7, 63 Licensed


Registered States:
CA, NV, OR