Alex has advised clients regarding their financial lives since 1995.  From the beginning he has focused on working with wealthy families and successful business owners as stewards of their the most important aspects of his efforts.  He earned the Certified Investment Manager Analyst (CIMA) designation in 2005.  Combining this knowledge with the experience he has in investing allows him to develop efficient and effective strategies for managing our clients' wealth. 

Originally from Oregon, Alex moved to Hawaii in the 80's in pursuit of an engineering career before moving to Alaska in 1989 to be with his fiancée.  Now married, he and his wife Karla have two children, Erik and Katja.  He earned his BS in Civil Engineering from University of Alaska Anchorage in 1992. 

After three years in the field of engineering, he accepted a position as a financial adviser with Merrill Lynch in 1995 and built a successful practice which he moved to UBS in 2006.  When not involved at the office or visiting clients he is most likely to be found on the trails or in the mountains running, biking or skiing.  He is active in the local community, working with various groups in the parks and with youth athletics. 

Registered States:
AK, AZ, CA, CO, HI, ID, IL, IN, LA, MI, MT, NC, NV, NY, OH, OR, TX, UT, VA, VI, WA, WY

Levi began his career advising clients at UBS in 2005. He holds designations as both a CERTIFIED FINANCIAL PLANNER™ and a Chartered Financial Consultant®.

Levi is passionate about understanding our clients' goals and aspirations, and recommending unique solutions helping protect and grow family legacies for generations to come.

Prior to entering the world of finance, Levi received his B.B.A. in Finance from Texas Christian University in Fort Worth Texas.  He played collegiate baseball at TCU and was drafted by the Baltimore Orioles, where he played three seasons as a professional baseball player.

Levi and his wife Blair live in Anchorage with their son Brance, daughters Adaire and Twyla, and Finn their dog.  He spends his free time volunteer coaching with the Alyeska Ski Club and the local Little League.  Levi also enjoys hunting, fishing and exploring the outdoors of Alaska with his family in their Cessna 180.

Registered States:
AK, AZ, CA, CO, HI, ID, IL, IN, LA, MI, MT, NC, NV, NY, OH, OR, TX, VA, VI, WA, WY

 Insights grounded in experience

With nearly 10 years of experience in the financial services industry, As’ad is committed to making a difference in the financial lives of clients. He has a unique perspective on the importance of knowing clients and serving their needs, a perspective learned at an early age from his father, Bishara. As’ad’s consultative relationships run deep, with many clients thinking of the team as part of their extended family. He helps clients achieve the goals that matter the most to them, their family and the future they’re shaping.

As a Portfolio Manager in the UBS Portfolio Management Program, As’ad provides discretionary management of investment portfolios and tailors solutions to unique client needs. He has extensive experience in financial planning and investment management, with in-depth knowledge in all aspects of insurance strategies. Prior to joining UBS in 2012, As’ad was a financial advisor at Morgan Stanley.

Credentials that build confidence

– Series 7, 66 and 31 securities licenses

– Life and health insurance licenses

– B.S., marketing, University of Arizona

Outside of work

Helping his community is an important part of As’ad’s life. He currently serves as Board Secretary for Joyride Society in Phoenix and is on the leadership committee for the Leukemia & Lymphoma Society’s Greater Arizona Man and Woman of the Year campaign. As’ad previously served on the Board of Directors for ResilientMe, a nonprofit organization. In his free time, he enjoys watching football, especially the Washington Redskins, and keeping active with his German shepherd and Pomeranian Chihuahua. As’ad and his fiancée, Natalie, are planning an October 2020 wedding.

Registered States:
AK, AZ, CA, CO, FL, HI, ID, IL, LA, MA, MD, ME, MI, MO, MT, NC, NJ, NV, NY, OH, OR, PA, TN, TX, UT, VA, VI, WA, WI, WV

Insights grounded in experience
Bill has spent his career serving as an advocate for business owners, institutions and healthcare professionals. He specializes in the complexities of qualified and nonqualified retirement plans, cash management, foundation and endowment management, and investment banking services. As an accredited institutional retirement advisor, Bill focuses on designing and implementing corporate retirement plans that improve the financial lives of employees and enhance an organization’s value.
With a deep understanding for the mechanics behind the development and management of corporate retirement plans, Bill works closely with his institutional clients to design a disciplined approach and then implement and monitor their plans. He takes great pride in helping retirement plan participants relieve some of their work-related stress, offering one-on-one financial coaching sessions on a regular basis. Prior to joining UBS in 2006, Bill served as a financial advisor at Merrill Lynch and as a manager for a nonprofit corporation.

Credentials that build confidence

– Financial Times 401 top US retirement plan Advisor (2020)
– Chartered Retirement Plan SpecialistSM (CRPS®)
– Accredited Investment Fiduciary (AIF®)
– Series 7, 9/10 and 66
– Life and health insurance licenses
–M.B.A., global finance, Alaska Pacific University
–B.S., wildlife biology, Montana State University

Outside of work
In his free time, Bill enjoys the great outdoors, including hiking, biking and kayaking. He enriches his life with travel, where he explores new places and seeks adventures especially in Alaska and Montana. Bill is passionate about country western dancing, where he’s established a strong community of friends and developed a new skill he can use for life. He’s most proud of his two children and enjoys spending time with them and his extended family.

Registered States:
AK, AZ, CA, CO, FL, HI, ID, IL, LA, ME, MI, MT, NM, NV, OH, OR, PA, TN, TX, WA, WI

Cameron has been in the financial services industry since 2013. He specializes in financial planning for small business owners, medical professionals, and professional service providers. He is a certified financial planner and acts as a fiduciary when developing holistic financial plans. Planning covers everything from in depth cash flow retirement planning; to helping business owners with succession plans.  Cameron earned His MBA at Alaska Pacific University and holds a Certificate of Masters Studies in Investments. Cameron also received his Bachelor’s degree in Political Science from the University of Alaska Anchorage.

Prior to entering into his career in Finance, Cameron served 12 years in the US Army. Notable experiences during his service were his time in Mongolia on a diplomatic mission, as well as Training in the NATO Special Forces Medical Patrol course. He served in Germany, Louisiana, Massachusetts and Alaska as a Medic.

Credentials that build confidence

– Certified Financial Planner™ (CFP^®)

– Series 7, 66 and 31 securities licenses

– Life and health insurance licenses

– M.B.A., global finance, Alaska Pacific University

– Graduate Certificate, Investments, Alaska Pacific University

– B.S., Political Science, University of Alaska

 He is committed to community service and currently is the Chair of the Alaska YMCA, as well as Secretary of the Anchorage Concert Association. In his free time, he enjoys spending time relaxing with his wife and 2 girls at the park, exploring outdoors of Alaska, and Patrolling with the Ski Patrol at Alyeska.

Registered States:
AK

Debra began her financial services career in 1985 in Florida with a small independent broker. Since then she has gained extensive knowledge and experience in financial operations. She assisted in the transition of a small independent firm to a larger Wall Street firm and then became an operations manager at a regional firm.  

 When her daughter, Lauren, was born, she relocated to Alaska in 1993. Since that time she has been employed in the financial field in Anchorage.  She is instrumental in day to day operations and specializes in managed products, trading and client relationships. In 2009, Debbie obtained a bachelor's degree in Business Administration Management from Alaska Pacific University. She is series 7, 63 and 65 registered. Debbie’s interests are eclectic and range from gardening and painting to snow machining, ATVs, fishing and hunting. She currently resides in Wasilla with her husband, Jeff.

Registered States:
AK, WA

Graduated from Alaska Business College in 1979. She has 2 years banking experience,  and worked as a sales assistant, and in operations at Merrill Lynch for 23 years. Heidi has been a Client Associate with UBS Financial Services for 12 years.  She is responsible for handling operational and administrative tasks for clients and team members.

Born and raised in Anchorage.  Resides in Wasilla with her husband Chuck.  She has 2 daughters, Stephanie and Rachel.  

Heidi, born and raised in Alaska, started her career in financial services in 1979 as a sales assistant at Merrill Lynch for 23 years.  After a short break to raise her two daughters, Stephanie & Rachel, she joined UBS in 2008.  Heidi is responsible for handling operational and administrative tasks for clients and team members of The Legacy Group.  She lives in Wasilla with her husband Chuck and enjoys spending time with her family, crafting, fishing, hunting and snow machining to the family cabin in the winter.

Born and raised in Anchorage.  Resides in Wasilla with her husband Chuck.  She has 2 daughters, Stephanie and Rachel. 

Heidi, born and raised in Alaska, started her career in financial services in 1979 as a sales assistant at Merrill Lynch for 23 years.  After a short break to raise her two daughters, Stephanie & Rachel, she joined UBS in 2008.  Heidi is responsible for handling operational and administrative tasks for clients and team members of The Legacy Group.  She lives in Wasilla with her husband Chuck and enjoys spending time with her family, crafting, fishing, hunting and snow machining to the family cabin in the winter.

Starting with UBS in 1991, Lori was promoted in 1995 to an Assistant Operations Manager in the Sun City office.  After that branch was consolidated in 2002, she moved to our Scottsdale office and then to the Phoenix office as a Client Service Associate.  She excels in anticipating client needs and handles unexpected items with clear and honest skill. 

A native of Arizona, she has a flair for decorating.  She and her husband John camp, hunt, fish, golf and garden in their leisure time.