A plan for today, tomorrow and generations to come

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.

Start the conversation

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

Managing Director

Financial Advisor
View bio Industry recognition
- AK
- AL
- AR
- AZ
- CA
- CO
- FL
- GA
- HI
- ID
- MI
- MO
- MT
- NC
- NH
- NJ
- NM
- NV
- OH
- OK
- OR
- PA
- SD
- TX
- UT
- VA
- WA
- WI
- WY
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

Managing Director–Wealth Management

Financial Advisor
View bio Industry recognition
- AK
- AL
- AR
- AZ
- CA
- CO
- FL
- GA
- HI
- IA
- ID
- IL
- KS
- MA
- MI
- MN
- MO
- MT
- NC
- NH
- NJ
- NM
- NV
- NY
- OH
- OK
- OR
- PA
- SD
- TN
- TX
- UT
- VA
- WA
- WI
- WY
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

Wealth Strategy Associate
View bio
- AK
- AL
- AR
- AZ
- CA
- CO
- FL
- GA
- HI
- IA
- ID
- IL
- KS
- MA
- MI
- MN
- MO
- MT
- NC
- NH
- NJ
- NM
- NV
- NY
- OH
- OK
- OR
- PA
- SD
- TN
- TX
- UT
- VA
- WA
- WI
- 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
Erika Jimenez

Authorized Officer

Wealth Strategy Associate
View bio
- AK
- AL
- AR
- AZ
- CA
- CO
- FL
- GA
- HI
- IA
- ID
- IL
- MA
- MI
- MN
- MO
- MT
- NC
- NH
- NJ
- NV
- NY
- OH
- OK
- OR
- PA
- SD
- TN
- TX
- UT
- VA
- WA
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 Miranda

Senior Wealth Strategy Associate
View bio
- AK
- AL
- AZ
- CA
- CO
- FL
- GA
- HI
- IA
- ID
- IL
- KS
- MA
- MI
- MN
- MO
- MT
- NC
- ND
- NH
- NJ
- NM
- NV
- NY
- OH
- OK
- OR
- PA
- SD
- TN
- TX
- UT
- VA
- WA
- WI
- WY
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 Solis

Client Associate
View bio
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 Engstrom

Director

Team Administrator
View bio
- AK
- AL
- AZ
- CA
- CO
- FL
- GA
- HI
- IA
- ID
- IL
- KS
- MA
- MI
- MN
- MO
- MT
- NC
- ND
- NH
- NJ
- NM
- NV
- NY
- OH
- OK
- OR
- PA
- SD
- TN
- TX
- UT
- VA
- WA
- WI
- WY
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

Cameron Beck

Managing Director

Financial Advisor
View bio Industry recognition
- AK
- AL
- AR
- AZ
- CA
- CO
- FL
- GA
- HI
- ID
- MI
- MO
- MT
- NC
- NH
- NJ
- NM
- NV
- OH
- OK
- OR
- PA
- SD
- TX
- UT
- VA
- WA
- WI
- WY
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

Managing Director–Wealth Management

Financial Advisor
View bio Industry recognition
- AK
- AL
- AR
- AZ
- CA
- CO
- FL
- GA
- HI
- IA
- ID
- IL
- KS
- MA
- MI
- MN
- MO
- MT
- NC
- NH
- NJ
- NM
- NV
- NY
- OH
- OK
- OR
- PA
- SD
- TN
- TX
- UT
- VA
- WA
- WI
- WY
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

Wealth Strategy Associate
View bio
- AK
- AL
- AR
- AZ
- CA
- CO
- FL
- GA
- HI
- IA
- ID
- IL
- KS
- MA
- MI
- MN
- MO
- MT
- NC
- NH
- NJ
- NM
- NV
- NY
- OH
- OK
- OR
- PA
- SD
- TN
- TX
- UT
- VA
- WA
- WI
- 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
Erika Jimenez

Authorized Officer

Wealth Strategy Associate
View bio
- AK
- AL
- AR
- AZ
- CA
- CO
- FL
- GA
- HI
- IA
- ID
- IL
- MA
- MI
- MN
- MO
- MT
- NC
- NH
- NJ
- NV
- NY
- OH
- OK
- OR
- PA
- SD
- TN
- TX
- UT
- VA
- WA
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 Miranda

Senior Wealth Strategy Associate
View bio
- AK
- AL
- AZ
- CA
- CO
- FL
- GA
- HI
- IA
- ID
- IL
- KS
- MA
- MI
- MN
- MO
- MT
- NC
- ND
- NH
- NJ
- NM
- NV
- NY
- OH
- OK
- OR
- PA
- SD
- TN
- TX
- UT
- VA
- WA
- WI
- WY
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 Solis

Client Associate
View bio
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 Engstrom

Director

Team Administrator
View bio
- AK
- AL
- AZ
- CA
- CO
- FL
- GA
- HI
- IA
- ID
- IL
- KS
- MA
- MI
- MN
- MO
- MT
- NC
- ND
- NH
- NJ
- NM
- NV
- NY
- OH
- OK
- OR
- PA
- SD
- TN
- TX
- UT
- VA
- WA
- WI
- WY
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

Our formal integration with Credit Suisse marks an unprecedented level of strength in our history—all in support of your financial goals. For more than 160 years, we’ve been tested and proven resilient—guiding our clients through a wide range of financial challenges and market opportunities. And we continue to demonstrate our leadership among the largest, and most respected, global banks.

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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.

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As of 12/31/2022

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UBS is a world-leading wealth manager

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A plan for today, tomorrow and generations to come

Pursuing your goals together

Cameron Beck

Joshua Strawn

Madeline Tank

Erika Jimenez

Chandra Miranda

Gloria Solis

Lisa Engstrom

Cameron Beck

Joshua Strawn

Madeline Tank

Erika Jimenez

Chandra Miranda

Gloria Solis

Lisa Engstrom

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Focus on liquidity management

CIO House View monthly livestream

UBS and Credit Suisse—stronger than ever

Legacy—Wealth for others

Backed by the strength of UBS

A global leader in wealth management

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