Knowledge

Robert has been in the financial services industry since 1996. After 16 years at Merrill Lynch, he joined UBS in 2012. Robert received his Bachelor of Science Business Administration-Accounting from Northern Arizona University. ​
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He is married to his wife Lisa, and has a son, daughter-in-law, 2 grandchildren and a daughter and son-in-law. He and his family enjoy exploring the Southwest, including hiking, biking, and skiing. They are active in their church community.​

Beginning in 1996, Stephanie Honan has built a broad background in investment services including institutional sales, advising business owners, working with foundations/endowments, and assisting high net-worth individuals in investment planning. She works extensively with retirement plans, businesses, employee stock options, non-profits, and CPAs throughout the Northwest. She earned a Bachelor's degree in political science from WSU and has completed postgraduate work in finance at the UW. She is a CERTIFIED FINANCIAL PLANNER™, CFP®.

Jason is a Wealth Advisor, Chartered Retirement Planning Counselor™ and Certified Investment Management Analyst™. Jason earned his CIMA designation from the Wharton Business School as part of the Investment Management Consultants Association. He has been with UBS for 16 years.

Jason has served on several non-profit boards, including the Woodland Park Zoo, Matanuska Telephone Association and Community Health Center of Snohomish County. He was President of the Greater Wasilla Chamber of Commerce where he earned awards for Business Person of the Year and Top 40 Under 40.

Jason and his wife of 25 years have three active boys. He likes to coach youth sports, hike, and cheer for Seattle sports teams with his family.

Owen is a Chartered Private Wealth Advisor™ and Certified Investment Management Analyst™. He has been with UBS for over 28 years.

Owen has served on the board for Ronald McDonald House Charities and actively supports the Boys and Girls Club, as well as other organizations that strive to improve the lives of young people.

Owen splits time between Alaska, Arizona, and Oregon so he can enjoy his passion for the outdoors and share it with his wife and son.

Marnie started in the financial industry in 1997 in Denver, Colorado. In 2005 she moved back to her hometown of Tucson, Arizona where she has gained vast experience in multiple different roles within the industry from various firms as a New Accounts Clerk, Senior Registered Client Service Associate, Administrative Manager, & Senior Wealth Strategy Associate. She is Series 7 and 66 licensed.​
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Marnie has a son named Ryan. She has loved watching him play football since he was 8 years old. She is very active with his high school team Booster Club. In addition, she enjoys volunteering in her local community for the Boys & Girls Club of Southern Arizona & Cards for Kids.​

Rachel joined UBS as a Client Service Associate in 2018. She provides administrative and client support to our team's clients and financial advisors. Prior to joining UBS full time, Rachel spent a year as an intern with our team. She earned her Bachelor of Arts in Economics from the University of Washington. In her free time, Rachel enjoys skiing, snowboarding, backpacking, and traveling to new countries.