Now is the time to plan your future

Anthony started his financial services career in 2020 here at UBS. He worked in the Walnut Creek UBS branch for about 2 years until he joined with Matt Morehead in Sacramento in January of 2023. Prior to UBS he was the general manager of a family-run bistro in downtown Walnut Creek since 2010. He holds his Series 7, 66, 9 and 10 securities licenses along with life and variable annuity insurance licenses. His main area of focus is financial planning.

Anthony graduated from UC San Diego, a place where he still loves to travel to swim in the ocean and ride his bike on coast highway. Anthony currently lives in Port Costa with his wife Ashley and their adopted dog from ARF.

CA Insurance License #4117973

UBS Insurance Agency #0512985

Andrea joined UBS in 2023 where she is an integral part of our team. She is responsible for managing client requests and account administration. She is committed to building lasting relationships with each client and takes pride in responding to client requests and working with the team to address their needs, no matter how small or complex.

When she is not at work, she loves to mountain bike, snowboard, explore new restaurants and travel with her son.

As a part-time Client Service Associate, Monteana provides research, client reporting and marketing support for the team. She graduated with a B.S. in Finance from California State University, Sacramento. She began her career at AG Becker on the municipal bond desk. She joined UBS in 2012. Monteana and her husband have one daughter. Outside of the office, she can be found baking, knitting, scrapbooking, hiking and travelling.