A plan for today, tomorrow and generations to come

• 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.

• 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

• AK
• AL
• AR
• 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

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. He was designated as Premier Advisor in Sacramento by the National Association of Board Certified Advisory Practices (NABCAP) in 2012. Josh holds Series 7, 63 and 65 securities licenses, as well as life and health insurance licenses.

• 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

• CA

Nancy brings more than 20 years of experience in client services at UBS and 25 years in the financial services industry. As Team Administrator, she leads the daily operations of the team and ensures service excellence for clients. Nancy graduated from Whittier College with a B.A. in political science. She holds Series 6, 7, 63 and 66 securities licenses.

• Whittier College, B.A. in Political Science

• CA

Kathy has 40 years in the industry and 15 years at UBS, serving clients and providing administrative support and guidance, enabling her to address clients’ questions and concerns in an expeditious manner. She holds a B.S. in marketing from the University of Nevada, Las Vegas. She holds Series 7, 63 and 65 securities licenses.

• University of Nevada, Las Vegas, B.S. in Marketing

• CA

Madeline started with UBS as an intern during her senior year of college, in 2016. She has since been working in banking, but has returned to pursue her career here because of the outstanding opportunities UBS offers in the field of financial services. She earned her Bachelor of Science in Agricultural Business from the University of Wyoming. 

• University of Wyoming, Bachelor of Science in Agricultural Business