Experience

Makes all the difference

At Flanagan Bruner Lizza Wealth Management, personal service and attention count. We focus on you as an individual and believe that no effort is too great to ensure you have the right information, guidance and advice to make smart investment decisions about your wealth planning choices.

Our experienced team is led by two Wealth Advisors, a designation that is only earned by an elite number of UBS financial professionals. As Wealth Advisors, they offer a customized approach to financial planning built on personal relationships with multigenerational families, a wealth management philosophy that permeates our entire team.

With a depth of industry experience and backed by the global resources of a leading wealth management firm, we are always ready to take care of your concerns. We enjoy addressing the challenges you face with customized planning solutions and are fully invested in your success, so that you can be confident in your financial future.

Thomas "Tom" Flanagan

Senior Vice President–Wealth Management

Throughout his career, Tom has provided personalized wealth management solutions to assist clients in achieving what is most important to them and their families. He began in the securities industry 35 years ago at E. F. Hutton & Co. before it was purchased by Shearson in 1987. Shortly after this, he joined PaineWebber, which was later acquired by UBS to expand its global reach. Tom graduated from the University of Oregon in 1975 and received a Personal Financial Planning Certificate from UC Riverside in 1986.

Since becoming a desert resident in 1980, Tom has been active within the community. He is a past member of Rancho Mirage Rotary and a Paul Harris Fellow. He is a past president and board member of Big Brothers Big Sisters of the Desert. He and his wife, Kelly, actively support charitable causes dedicated to children and animals. They live in Indian Wells and have a daughter Kaileigh who is a graduate of the University of Oregon. Tom is an avid outdoorsman who enjoys hunting, fishing, hiking and golfing.

CA Insurance License #: 0A30079

Education

  • B.S., business administration, University of Oregon, 1975
  • Personal Financial Planning Certificate from the University of California Riverside, 1986
  • Holds the Series 3, 7 and 66 securities licenses
  • Insurance licenses: life, health, variable annuity, variable life and long-term care

Registered States:
  • AK
  • AR
  • AZ
  • CA
  • CO
  • CT
  • DE
  • FL
  • HI
  • IA
  • ID
  • IL
  • IN
  • KS
  • KY
  • MA
  • MI
  • NC
  • NE
  • NH
  • NJ
  • NV
  • NY
  • OH
  • OR
  • PA
  • SC
  • TN
  • TX
  • UT
  • VA
  • WA
  • WI
  • WY

Recognized as an industry leader:

  • Forbes Best-in-State Wealth Management Teams, 2024The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.

Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures

Education

  • University of Oregon, B.S. Business Administration
Home Worker ID
Home Worker ID, ID 000

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James "Jim" Bruner, CFP, MPAS, CPWA, CEPA

Senior Vice President–Wealth Management

Jim started in the financial services industry in 1990 with Bank of America. Prior to joining UBS in 2007, Jim was a Senior Vice President with US Trust, a division of Bank of America, in Palm Desert.  Jim has been a Certified Financial Planner (CFP®) professional since 1999 and was licensed as a Certified Private Wealth Advisor ®(CPWA) in 2018.  He holds an M.S. in financial planning from the College for Financial Planning and a B.A. in communications from California State University, Fullerton.  Jim was granted the designation Master Planner Advanced Studies (MPAS®) in November 2013 and the designation of Certified Exit Planning Advisor (CEPA®) in 2019.  

He is former Chairman of the Board of the Riverside International Automotive Museum, and he sits on the board of the Palm Springs International Film Festival.  He is past board president of Big Brothers Big Sisters of the Desert and past Vice President of the Indian Wells chapter of Childhelp.  Jim has taught investments, financial planning, and corporate finance as an adjunct professor for the University of Redlands and California State University, San Bernardino.  Jim lives with his wife, Kelly, in Bermuda Dunes, and enjoys outdoor activities, including off-roading and boating.

Education

  • B.A., California State University, Fullerton
  • M.S., College for Financial Planning
  • Holds the Series 7 and 66 securities licenses
  • Insurance licenses—life, variable annuity, variable life and long-term care
  • CFP® — Certified Financial Planner™
  • MPAS® — Master Planner Advanced StudiesSM
  • CPWA® — Certified Private Wealth Advisor™
  • CEPA® — Certified Exit Planning Advisor™

CA License #0D10582

Registered States:
  • AK
  • AR
  • AZ
  • CA
  • CO
  • CT
  • DE
  • FL
  • GA
  • HI
  • IA
  • ID
  • IL
  • IN
  • KS
  • KY
  • MA
  • MI
  • MT
  • NC
  • NE
  • NH
  • NJ
  • NV
  • NY
  • OH
  • OR
  • PA
  • SC
  • TN
  • TX
  • UT
  • VA
  • WA
  • WI

Recognized as an industry leader:

  • Forbes Best-in-State Wealth Management Teams, 2024The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.

Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures

Education

  • College for Financial Planning, M.S. Financial Planning
  • California State University, Fullerton, B.A. Communications

Credentials

  • CERTIFIED FINANCIAL PLANNER™
  • Certified Exit Planning Advisor
  • Master Planner Advances Studies℠
  • Certified Private Wealth Advisor®
75-280 Highway 111
Indian Wells, CA 92210

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Patrick "Pat" Lizza, CRPC, CRPS, EFC

Market Director

Financial Advisor

Pat is the Branch Manager in the Indian Wells office and a member of Aligned Wealth Partners. He joined UBS in 2011 and has worked with the team to hone their client focused approach. Aligned Wealth Partners has built a comprehensive wealth management practice serving select professionals, entrepreneurs, retirees and their families. With financial planning at its core, the team recognizes that every client has a unique set of circumstances and aspirations and employs a detailed discovery process that enables us to deeply understand not just the client's financial data, but more importantly, their values, goals, and relationships. This holistic approach enables the team to develop customized strategies specific to the client's needs which should maximize the probability that their objectives are achieved.

Prior to UBS, Pat spent 17 years in the high end hospitality industry developing significant trust with clients and an understanding of their needs. He served as treasurer on the Board of Directors of Xavier Jesuit College Preparatory High School and currently serves on the Southwestern Growers Tournament Committee for the Boys and Girls Club of the Coachella Valley. Pat and his wife, Tricia, live in La Quinta and have two grown children, Meg and Hogan.

Education

  • B.A., University of California, Berkeley
  • Holds the Series 7, 9, 10 and 66 securities licenses
  • Insurance licenses—life, variable annuity, variable life and long-term care
  • CRPC®—Chartered Retirement Planning CounselorSM
  • CRPS®—Chartered Retirement Plans SpecialistSM
  • EFC—Endowment and Foundation Consultant

CA Insurance License #0H86489

Registered States:
  • AK
  • AR
  • AZ
  • CA
  • CO
  • CT
  • DE
  • FL
  • HI
  • IA
  • ID
  • IL
  • IN
  • KS
  • KY
  • MA
  • MI
  • MT
  • NC
  • NE
  • NH
  • NJ
  • NV
  • NY
  • OH
  • OR
  • PA
  • SC
  • TN
  • TX
  • UT
  • VA
  • WA
  • WI

Recognized as an industry leader:

  • Forbes Best-in-State Wealth Management Teams, 2024The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.

Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures

Education

  • University of California, Berkeley, B.A.

Credentials

  • Financial Advisor
  • Chartered Retirement Planning Counselor
  • Chartered Retirement Plans Specialist℠
  • Endowment & Foundation Consultant
  • Certified Exit Planning Advisor

Our advice is comprehensive. We help diverse clients in a broad range of areas, including:

Securities-backed lending
Financial planning
Philanthropy
Exit planning
Business succession
Custom portfolios
Asset allocation
Alternative investments
75-280 Highway 111
Indian Wells, CA 92210

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Cody Finley

Financial Advisor

As a Financial Advisor at UBS, I strive to bring a wealth of knowledge and expertise to guide clients on their financial journeys. Holding a degree from the Eller College of Management at the University of Arizona, my education has equipped me with a strong foundation in finance and management principles. Committed to delivering personalized financial solutions, I leverage my academic background and UBS's resources to provide comprehensive advice tailored to each client's unique needs. My passion for finance extends beyond the office as I actively stay informed about market trends and industry developments. With a client-centric approach and a foundation rooted in financial planning, I am dedicated to helping individuals and families achieve their financial objectives. At UBS, I am honored to contribute to our mission of providing world-class financial services, and I look forward to making a positive impact in the lives of those I serve.

Registered States:
  • AK
  • AR
  • AZ
  • CA
  • CO
  • CT
  • DE
  • FL
  • HI
  • ID
  • IL
  • IN
  • KS
  • KY
  • MA
  • MI
  • MN
  • MT
  • NE
  • NH
  • NJ
  • NV
  • NY
  • OH
  • OR
  • PA
  • SC
  • TN
  • TX
  • UT
  • VA
  • WA
  • WI
  • WY
75-280 Highway 111
Indian Wells, CA 92210

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Crystalinda Ray

Client Associate

Registered States:
  • CA
75-280 Highway 111
Indian Wells, CA 92210

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Matthew Cosgrove

Client Associate

Registered States:
  • CA
75-280 Highway 111
Indian Wells, CA 92210

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