An experienced and committed team

Mark is Senior Vice President - Wealth Management and (Portfolio Manager) at UBS. With over 30 years of experience, Mark is dedicated to providing clients with the finest individually-tailored approach to wealth management. At the heart of Mark's philosophy is a passion to build enduring client relationships through his commitment to providing outstanding guidance and service. Mark takes a personal role in following through for clients to help make sure their needs are always handled with the highest degree of professional attention, and that strategies are accurately implemented.

CA Insurance License #: 0A22698

Mark received a Bachelor's degree from Westminster College in Aerospace Aviation and holds the designation of Certified Investment Management ConsultantSM, CIMC®. Outside of the office, Mark has a strong passion for skiing, road biking, and hiking. He participated as a competitive skier for eight years. He was also a member of the University of Utah ski team and raced on the Canadian American National Ski Circuit. Mark is an active member of his community with his wife, Michelle and two children, Sam and Paige.

Misael is an integral part of our team. Responsible for managing all team operations, client requests and account administration. He is committed to building lasting relationships with each client and takes pride in responding to client requests and working with the team to address their needs, no matter how small or complex. Misael also assists in delivering customized service and solutions, always striving to exceed clients’ expectations.