Experience

Brian advises ultra-high-net-worth families, entrepreneurs, and professional athletes on comprehensive financial-life planning, with particular depth in tax and estate planning, tax-efficient investing, risk management, and private banking. His practice is built around a single premise: integrate every dimension of a client's financial life into one cohesive plan, then surround them with a team capable of executing it at a concierge level.

Brian is the Managing Partner of Lakeshore Partners at UBS Private Wealth Management. Prior to joining UBS, he served as Managing Director and Wealth Advisor at First Republic Private Wealth Management, where he led a team of advisors and founded and managed the firm's Insurance and Financial Planning practices. Before that, Brian founded Astera Financial Group in Carmel, CA, and served as a Private Client Advisor at Wells Fargo Private Bank. He holds a Bachelor of Arts in Economics from California State University, Chico, a Master of Science in Finance, and a Graduate Certificate in Financial Planning from Golden Gate University in San Francisco. Brian has spent 30 years building a team of specialists and client support professionals who collectively deliver the depth and responsiveness his clients expect.

Brian lives in Danville, CA, and counts himself fortunate to have all five of his children living and working nearby in the Bay Area. He is a long-standing member of the Investment Committee for CSU Monterey Bay and the Diocese of Monterey. Outside of work, Brian enjoys traveling to warm climates, golf, live music, and quality time with Tyson, his five-year-old Golden Retriever and self-appointed happiness consultant.

California Insurance #0B84331

UBS Insurance Agency # #0512985

Daniel Grover serves as a Financial Advisor and Managing Director at UBS Financial Services, Inc.

Prior to joining UBS in 2021, he held the position of Managing Director and Wealth Manager at First Republic Investment Management.  In 2008, Mr. Grover founded Astera Financial Group, LLC where he also served as President and Chief Compliance Officer.  Before establishing Astera, he worked as a Senior Vice President and Regional Sales Manager with Wells Fargo Investments, LLC.

Mr. Grover holds a Bachelor of Arts in Economics and European History from the University of California Santa Cruz.  He is an accredited Investment Fiduciary designee and a CERTIFIED FINANCIAL PLANNER™ professional.  Daniel Grover is an active member of the Financial Planning Association (FPA) and serves on the Lafayette Board.

CA Insurance License # 0C24465

UBS Insurance Agency # #0512985

Jeff advises high-net-worth families, entrepreneurs, and professional athletes on the full range of wealth management challenges: with particular depth in portfolio construction, tax-efficient planning, concentrated stock positions, estate structuring, and multi-generational wealth strategy. His approach is built on a straightforward premise: the advisor's job is to organize complexity, not sell products.

Jeff is a founding partner of Lakeshore Partners at UBS Private Wealth Management, where he has built his practice over more than eleven years. Prior to joining Lakeshore Partners, he was a partner at Encompass Wealth Management and the lead Wealth Planning Analyst for Northern California. He holds a Bachelor of Science in Business Administration from the University of Nevada, Reno, and has earned the CERTIFIED FINANCIAL PLANNER™ and Accredited Wealth Management Advisor℠ designations. 

Jeff splits his time between Incline Village and San Francisco. He is a member of The Olympic Club and The Battery, has served on the board of The Guardsmen, and serves as a fourth-generation board member of Sunset View Cemetery. Outside of work, Jeff prioritizes fitness, training most days of the week. He is an avid golfer and skier, and makes a point of crossing as many items off his bucket list as possible each year.

CA Insurance License# 0K66463

Ross advises multi-generational families and professional athletes on comprehensive financial planning, with particular depth in retirement, legacy, and estate strategies. His background as a former tax and estate planning attorney gives him a technical foundation that informs every client engagement, allowing him to address the legal and financial dimensions of wealth in a way few advisors can.

Ross began his career as a tax and estate planning attorney and partner at Herndon, Morton, Herndon & Yaeger before transitioning to wealth management in 2006 as a Senior Wealth Strategist at Wells Fargo Private Bank. In 2008, he co-founded Astera Financial Group in Carmel, CA alongside Brian Corley and Dan Grover, where he served as Director of Wealth Advisory Services and Chief Financial Officer. Immediately prior to joining UBS in 2021, he was Managing Director and Senior Financial Planner at First Republic Investment Management. Ross holds a Bachelor of Science in Accounting and a Juris Doctor from Duquesne University, and has earned the Chartered Life Underwriter® designation.

Ross lives in Alamo, CA with his golden retriever, Maisy. He is an avid runner, an enthusiastic exerciser, and a self-described less-avid golfer.

CA Insurance License: #0I29569

Paula specializes in comprehensive financial planning and tailored wealth strategies, with particular depth in life insurance planning and complex planning scenarios. She is known for translating long-term goals into clear, actionable plans; helping families, business owners, and multi-generational clients navigate every stage of their financial lives.

Paula is a Senior Wealth Strategy Associate with Lakeshore Partners at UBS Private Wealth Management, where she has been a member of the team since 2014. She brings more than a decade of experience in private wealth management and holds the CERTIFIED FINANCIAL PLANNER™ designation and a Bachelor of Arts in Economics from San Diego State University.

Paula is based in Walnut Creek, where she lives with her husband, two children, and their Golden Retriever. Outside of work, she enjoys traveling with her family, exploring new cuisines, and prioritizing her personal well-being

CA Insurance License # 0I01031

Eliza oversees the operational execution of the team's wealth management strategies, with particular depth in alternative investments and structured products. She ensures seamless coordination across client service, investment implementation, and ongoing account management, bringing precision and continuity to every client relationship.

Eliza brings more than six years of industry experience and a strong foundation in complex investment solutions. She holds the CERTIFIED FINANCIAL PLANNER™ and Accredited Asset Management Specialist® designations, a Master of Science in Marketing from Golden Gate University in San Francisco, and a Bachelor of Science in Management with a concentration in Business Psychology from the WSB Schools of Banking in Poland.

Eliza is based in Pleasant Hill, where she lives with her husband Russ, two bunnies, and a chinchilla. Outside of work, she enjoys running, yoga, and biking the Iron Horse Trail.

Insurance Agency Inc. License UBS#0512985.

CA Insurance License #4355771

Daniel works alongside the partners in the development and implementation of financial plans for individuals, multi-generational families, next generation clients, and professional athletes. He brings a client-focused approach that emphasizes clarity, education, and long-term strategy — translating complex concepts into practical, actionable guidance tailored to each client's goals.

Daniel holds the CERTIFIED FINANCIAL PLANNER™ designation and a Bachelor of Science in Financial Planning from San Diego State University.

Daniel is a Danville native and lives in San Francisco. In the winter he skis in Tahoe; in the summer he's on the golf course.

Griffin supports high-net-worth individuals and families through the delivery and implementation of comprehensive wealth management strategies. He works closely with advisors and senior team members to coordinate investment solutions, advisory account management, ongoing financial planning, and client servicing, with a strong emphasis on operational execution, accuracy, and proactive client experience.

Griffin joined UBS in late 2025 and holds Series 7 and Series 66 licenses. He earned a Bachelor of Business Administration in Finance from Hofstra University and a Specialized Master of Science in Finance from The Ohio State University. At both institutions he competed on NCAA Division I men's lacrosse teams, and was a member of the 2025 Ohio State Big Ten Championship team.

Griffin lives in Danville, CA. Outside of work, he stays active, enjoys the outdoors, and spends his off-hours with his corgi.