Experience

Aidan started with UBS in October 2024. Prior to joining UBS, he worked for 3 years at a business tax consulting firm, first serving as a Data Analyst before moving to the Project Manager role.

He earned his Bachelor of Science in accounting, a minor in history, and a certificate in business analytics from Southern Oregon University. He holds his Series 7 and 66 securities licenses. Outside of work, Aidan enjoys working out and spending time with his friends and family.

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. She 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.   

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 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.

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.