A plan for today, tomorrow and generations to come

Heritage

By understanding what’s most important to you, we can organize your financial life to help make sure your short-term needs don't cloud your long-term goals. We provide a structure so you clearly understand where your money is, and why. The plan we create together can help you stay focused at each stage of life, today, tomorrow and for future generations.

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Pursuing your goals together

Our mission is to provide quality strategies customized to your needs. Our goal is to be your primary source of financial advice. To this end, we concentrate our efforts on developing long-term relationships through a commitment to quality client service.

  • Joshua Strawn Profile Photo

    Joshua Strawn

    Managing Director–Wealth Management

    Financial Advisor

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    • AK
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    Josh has extensive experience analyzing the financial
    needs and goals of individuals and small business
    owners. With more than 20 years in the financial
    services industry, Josh has worked with a wide range of
    individual clients and large corporations on tax-efficient
    investing strategies. Prior to working in the investment
    industry, Josh was a Certified Public Accountant with
    Ernst & Young LLP in San Francisco and Palo Alto,
    specializing in auditing high-tech and consumer product
    companies.

    Josh earned a B.A. in business economics
    from the University of California, Santa Barbara. Josh
    holds Series 7, 63 and 65 securities licenses, as well as
    life and health insurance licenses. Josh lives in
    Sacramento with two of his three children (one off to
    college). He can be found biking or running on the
    American River Parkway.

    CA License # 0C37330



    • Forbes Best-in-State Wealth Management Teams, 2023, 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.

    • University of California, Santa Barbara, B.A. in Business Economics
    • Senior Portfolio Manager
    1610 Arden Way
    Suite 200
    Sacramento, CA 95815
  • Madeline Tank Profile Photo

    Madeline Tank

    Wealth Strategy Associate

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    • AK
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    • WY

    Madeline started with UBS as an intern during her senior year of college, in 2016. Upon graduation she went on to work in banking, but returned in 2019 to pursue her career here because of the outstanding opportunities UBS offers in the field of financial services.

    Madeline earned her Bachelor of Science in Agricultural Business and a minor in finance from the University of Wyoming. She holds her Series 7 and 66 licenses, as well as life and health insurance licenses. Madeline currently enjoys living in the heart of downtown Sacramento and spends her free time staying active and attending local events.   


    CA Agent #4074652

      • University of Wyoming, Bachelor of Science in Agricultural Business
        1610 Arden Way
        Suite 200
        Sacramento, CA 95815
      • Chandra

        Chandra Miranda

        Senior Wealth Strategy Associate

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        • AK
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        Chandra began her career in the financial services
        industry with UBS Financial in 2008. As a Certified
        Financial Planner (CFP®), she brings valuable planning
        insight to each client relationship, and is passionate
        about helping clients fulfill their financial goals.

        Chandra is FINRA registered and hold Series 7, 66, and
        California state life insurance licenses. She graduated
        from the University of Connecticut with a B.A. in
        anthropology and psychology and earned her M.A. in
        anthropology from California State University
        Sacramento. Chandra enjoys spending time with her
        husband and their children, as well as scrapbooking and
        backpacking.


        CA Agent #0H91448

              1610 Arden Way
              Suite 200
              Sacramento, CA 95815
            • gloria

              Gloria Solis

              Client Associate

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                Gloria brings more than 23 years of experience in the financial services industry. She has an extensive background in daily operations. Her role on the team is to serve clients and provide administrative support. Gloria resides in Antelope with her two adult children and can be found in her free time exploring the outdoors with her dog Louie.

                      1610 Arden Way
                      Suite 200
                      Sacramento, CA 95815
                    • Lisa

                      Lisa Engstrom

                      Director

                      Team Administrator

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                      • AK
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                      • VA
                      • WA

                      Lisa started in the financial services industry in 1982,
                      and has held many titles throughout her career. Most
                      recently she served as Administrative Manager for UBS
                      Financial in the Sacramento branch before joining
                      Heritage Wealth Management Group as Team
                      Administrator.


                      Lisa is FINRA registered and hold Series 7, 8, and 63
                      securities licenses. She looks forward to utilizing her
                      unique skill-set to enhance client experience. In her free
                      time, Lisa enjoys spending time with her children and
                      grandchildren.

                            1610 Arden Way
                            Suite 200
                            Sacramento, CA 95815

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                          UBS and Credit Suisse—stronger than ever

                          Managing wealth is our craft

                          We’re committed to understanding what wealth means for you.

                          At UBS, excellence comes from nurturing the best of our heritage, mastering the details and delivering the expertise you need to turn your financial vision into a reality. The result? Financial advice that is finely crafted for what matters most to you.

                          Backed by the strength of UBS

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                          $5+ trillion

                          In invested assets globally 
                          As of 11/07/2023

                          51 countries

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