Experience

As a co-founder of the Alpha+ Group, Victor draws on his 20 plus years of investment industry experience to develop and monitor the team’s investment consulting process for both institutions and individuals. Institutionally, he works on fiduciary/trustee liabilities for endowments, foundations, pension plans, profit-sharing plans and their individual participants. He also heads the retirement plan consulting practice. Victor has earned the Wealth Advisor and Senior Retirement Plan Consultant designation and is a Certified Investment Management Analyst (CIMA®), an Accredited Investment Fiduciary (AIF®) and a Chartered Retirement Plans Specialist (CRPS®).

With nearly 30 years of wealth management experience, Mike’s primary responsibility is centered on sophisticated legacy planning for affluent individuals and families and retirement plan consulting. He coordinates with other professional advisors to provide integrated estate, tax and philanthropic strategies and has assisted both individual clients and non-profit organizations in setting up charitable trusts and private foundations. Mike has earned the designation of Wealth Advisor, Chartered Retirement Plan Specialist (CRPS®) and Certified Financial Planner™ (CFP®).

John brings decades of private investing experience to his position with the Alpha+ Group.  As a result, John has been a sought-after industry speaker, been quoted in leading business and trade publications (including Investor’s Business Daily), and been a featured guest lecturer at The George Washington University in Washington, DC.  John leverages that experience and a no-nonsense approach to personally assist organizations with their retirement plans as well as individuals and families manage their wealth through all stages of life.  John is a trusted advisor in areas such as retirement plan consulting, wealth management, financial planning, portfolio construction, college savings…  As a Senior Retirement Plan Consultant, John leads the team's retirement plan consulting practice and has earned the Certified Fund Specialist (CFS®), Accredited Asset Management Specialist (AAMS®) as well as the Chartered Retirement Plans Specialist (CRPS®) designations.  In addition, after completing a rigorous training program specific to addressing the needs of high-net-worth individuals, John earned the Wealth Advisor designation at UBS.

Having spent more than 15 years in the industry, Elizabeth has extensive knowledge of financial services and how best to offer those services to the benefit of Alpha+ Group clients. As a Certified Financial Planner™ holding Series 3, 7, 63, and 65 licenses, as well as insurance licenses, Elizabeth oversees all the operational and administrative duties of the team and helps clients leverage the many benefits of their relationship with the Alpha+ Group and UBS. She focuses her efforts on providing the highest in personalized service to individual and institutional clients.

Ryan, assists in the coordination and execution of investing, operational, account maintenance and administrative activities related to the client service process.  Prior to joining the Alpha+ Group, Ryan served UBS as the Business Analyst for the Northwest Region where he earned his Series 7 and 66 licenses.  A San Francisco native, Ryan earned his degree in Economics from the University of California at San Diego.  Ryan is instrumental in fostering the team's strong client relationships and delivering the high level quality service expected from the Alpha+ Group.