Experience

David has been in the financial services industry for over 41 years. He focuses on working with retirees, executives and small business owners as they begin planning for retirement. David attended the University of Washington, where he received a B.A. in economics, and has also earned designation as a CERTIFIED FINANCIAL PLANNER™ (CFP®). 

Chris has over 26 years of experience in financial and client services. Prior to joining UBS in 2009, he worked for Morgan Stanley. Chris primarily services retirees, professionals and business owners. Using his experience with and knowledge of wealth management planning, Chris creates personalized strategies to help clients pursue their financial goals. A graduate of the University of Houston, Chris earned a B.B.A. specializing in finance. He subsequently obtained Series 7, 31, 63 and 65 securities licenses as well as life and health insurance licenses.

Tracy joined the group in 1998. She has extensive knowledge in client operations and is dedicated to providing exemplary service to our clients. Tracy has over 36 years of industry experience and holds her Series 7 and 63 licenses. She and her husband Mark have have two children; Claire and Cole.

Barbara joined the group in 2002. She graduated from Spelman College in Atlanta, GA with a B.A. in Economics. She has 32 years of industry experience and has earned her Series 7 and 63 licenses. As the team's Senior Client Service Associate, she is responsible for client service requests and day-to-day operations such as processing wires, sending and depositing checks, and opening and maintaining accounts. Barbara and her husband Wendell  years have a son named Wendell Jr.