Let's move forward. Together.

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Chad received his undergraduate degree in finance from the University of Massachusetts, Amherst and his Masters of Finance from the Boston University.  At the age of 19, Chad entered the financial services industry in 2005 under the tutelage of his now retired father, Buck Adams.  Together, they navigated clients through the 2008 credit crisis and Chad still employs the lessons learned from those early days of his career.  Chad’s clients include corporate investors, municipalities, and high net worth families.  Chad’s work and passion centers on portfolio construction, risk awareness, and investment management.

He is a CERTIFIED FINANCIAL PLANNER™ Practitioner and a Certified Exit Planning Advisor.

• Forbes Best-in-State Wealth Advisors, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.
• Forbes Top Next-Gen (Generation) Wealth Advisors Best-in-State, 2019, 2022, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in August based on information from a 12 month period ending in March of the award year.

• University of Massachusetts, Amherst, BA
• Boston University, MS in Finance

• CERTIFIED FINANCIAL PLANNER®
• Portfolio Manager
• Certified Exit Planning Advisor

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• CA
• CO
• FL
• GA
• ID
• IL
• KY
• LA
• MA
• MD
• ME
• MI
• MN
• MO
• MS
• MT
• NC
• ND
• NH
• NM
• NV
• NY
• OH
• OR
• PA
• SC
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• UT
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• WY

Olivia received a BBA in Accounting from the University of Alaska and her MS in Financial Planning from the University of Georgia. Since starting her career in Wealth Management in 2015 Olivia found her passion in working with clients in all stages of their financial journey. Olivia’s focus on the team is financial planning and portfolio management. She finds joy in helping clients find peace of mind by ensuring an in-depth understanding of their financial goals while leveraging investments as a tool to achieve what is important to them. As a lifelong Alaskan, she loves to get out and enjoy nature, whether it be hiking, biking, kayaking or camping. Olivia loves to spend her free time enjoying the great Alaskan midnight sun. Olivia is also involved in volunteer activities with different non-profits within the state and enjoys supporting causes that are important to her.

Olivia is a CERTIFIED FINANCIAL PLANNER™ Practitioner.

• University of Alaska Anchorage, BBA in Accounting
• University of Georgia, MS in Finance

• CERTIFIED FINANCIAL PLANNER®

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Brayden Neeser is a lifelong Alaskan resident. Brayden joined the financial services industry in 2016, driven by a desire to deepen his own knowledge and to help others achieve financial literacy and success. Prior to joining UBS, Brayden worked at Keybank, and with Merrill Lynch in Anchorage. In Brayden's free time, he likes to spend his time outdoors with his family and his dog Remi.

Niconie was born in and raised in Anchorage, Alaska. She attended the University of Alaska Anchorage where she received her B.A. in English Literature and Communications. After graduating, she decided to change career paths with a new focus in finance, with UBS being her firsthand experience in the financial world. When Niconie isn’t at work,  she’s usually outside skiing or biking with her dog. 

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Meghan was born and raised in Anchorage.  After earning her Bachelors of Business Administration in Finance degree from the University of Alaska, Anchorage, Meghan began her financial career working in the highly complex field of mortgage underwriting. During her five years in underwriting, Meghan learned the importance of doing what may seem to be the little things correctly.  She recognized that whether or not her clients were successful in buying their home was dependent on her getting the details right.  Interested in broadening her financial services experience, Meghan joined UBS in 2009.  The experience she gained in the underwriting field has made her extremely effective in servicing client relationships and assisting with banking functions. 

Always interested in expanding her experience, Meghan volunteered to expand her responsibilities by assisting in the financial planning process.  Outside of work Meghan enjoys spending time with her family.

• University of Alaska, Anchorage, Bachelors of Business Administration in Finance

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Rick is a longtime Alaskan, moving here in 1973 with his family. Rick brings with him over 20 years of Banking and Finance experience, most recently as an AVP with Wells Fargo specializing in business banking. He worked at Northrim Bank as an AVP for the High Net Worth clients of the bank and was a Financial Advisor at UBS for 5 years. He has been Securities Licensed for over 15 years. He and Holly, his wife of over 30 years, enjoy camping, golfing and fishing in the summer. They spend winters planning vacations to get away from the cold.

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• CA
• CO
• FL
• GA
• ID
• IL
• KY
• LA
• MD
• ME
• MI
• MO
• MS
• MT
• NC
• ND
• NM
• NV
• OH
• OR
• PA
• SD
• TN
• TX
• UT
• VA
• WA
• WI
• WY

Mike graduated with a B.A. in finance and accounting from University of Alaska Anchorage, and earned a M.S. in finance from Boston College with an emphasis on investment theory. With 27 years of experience, Mike joined our team in 2003 after 12 years as a financial advisor at Merrill Lynch. He specializes in investments and is responsible for the team’s equity research, economic analysis, investment strategy and portfolio construction. Outside of the office Mike enjoys fishing and playing hockey for the UBS Hockey team. Mike and his wife Sherryl also enjoy traveling with their daughter Gwynnie.

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Tim earned his B.A. in business administration from the University of Alaska Anchorage, and has worked as a financial advisor for 30 years. Tim joined UBS in 2001, after 16 years as a financial advisor with Merrill Lynch. He is one of a small number of UBS Financial Advisors who have earned the UBS designation of “Wealth Advisor,” signifying his qualifications to provide highly personalized wealth management services to our clients. He specializes in individual wealth management, financial planning and investments. Tim is involved with local charities and participates in humanitarian trips to Guatemala. He loves to travel and enjoys photography and working with new technologies.

• University of Alaska Anchorage, BBA in Accounting

• Wealth Advisor