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.

  • Cameron Beck Profile Photo

    Cameron Beck

    Managing Director

    Financial Advisor

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    Cameron has helped individual investors prepare for their financial futures since 1988. He analyzes individual and business financial situations to help investors pursue their short-, and long-term goals.

    Cameron holds a B.S. in business administration, with an emphasis in marketing, from California State University, Chico, and also attended the University of Massachusetts, Boston. Cameron was a member of the board of directors for the National Multiple Sclerosis Society’s Mountain Valley Chapter, an instructor at the UC Davis Extension, a business and finance commentator for ABC/CBS–KOVR and the Treasurer for Ducks Unlimited’s River City Chapter. Cameron was designated as premier advisor in Sacramento by the National Association of Board Certified Advisory Practices (NABCAP) in 2012. He holds Series 7 and 63 securities licenses, as well as life and health insurance licenses. 

    CA Agent license #OA47786

    • Barron's Top 1,000 Financial Advisors, 2010, 2011, 2012, 2013The Barron's rating is awarded annually in March and is based on information from the prior year Q3. 
    • Barron's Top 1,200 Financial Advisors, 2014, 2015, 2016
      The Barron's rating is awarded annually in March and is based on information from the prior year Q3. 

    • California State University, Chico, B.S. in Business Administration, with an emphasis in Marketing
    • Senior Portfolio Manager
    1610 Arden Way
    Suite 200
    Sacramento, CA 95815
  • Joshua Strawn Profile Photo

    Joshua Strawn

    Managing Director–Wealth Management

    Financial Advisor

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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, 2023The 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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    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
      • Erika

        Erika Jimenez

        Authorized Officer

        Wealth Strategy Associate

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        Erika has worked in financial services since 2008 through
        many market cycles. She has helped clients through all
        of those ups and downs- providing understanding and
        exceptional service. Erika knows firsthand the importance
        of making good financial decisions for herself and her
        family. She is eager to help others better plan for the
        future.


        A graduate of California State University, Sacramento,
        Erika earned her Bachelors of Science in business
        (Finance) and minor in economics. She holds her Series
        7 and 66 securities licenses and California state life
        insurance licenses. Erika has also been awarded the
        Certified Financial Planner (CFP®) certification. Outside
        of work, Erika and her favorite Air Force veteran, her
        husband, Anthony, enjoy family life with their two
        children, Brodie and Harley.
        CA Agent #0K20299

              1610 Arden Way
              Suite 200
              Sacramento, CA 95815
            • Chandra

              Chandra Miranda

              Senior Wealth Strategy Associate

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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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                            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

                                Focus on liquidity management

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                                UBS and Credit Suisse—stronger than ever

                                Legacy—Wealth for others

                                For needs that go beyond your own—to help you improve the lives of others

                                What will your legacy be?
                                It’s never too early to plan ahead. A Legacy strategy can help you gain more control over your financial future and what you leave behind, so you can move forward with confidence.

                                Learn more at ubs.com/wealthway.

                                Backed by the strength of UBS

                                A global leader in wealth management

                                $3.9 trillion

                                In invested assets globally 
                                As of 12/31/2022

                                51 countries

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