Financial planning tailored to your goals

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Our clients know that we put their best interests first at all times. As your financial advocates, we ask the critical questions to learn all about you, your family, priorities and concerns. At the end of the day, we understand that earning your confidence and trust requires integrity, prudence and accessibility.

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Advice and guidance to last your lifetime.

So much of your family's future relies on our ability to understand you and the matters that are important in your life.

That's why our first priority is to spend time listening to you and learning about your goals and aspirations.

We are committed to building a long lasting relationship that is centered on dialogue so that we can develop a personalized plan to pursue your individual needs and goals. You can rely on us to provide you with appropriate information and timely guidance to help you make confident decisions regarding the range of financial decisions you may face now and in the future.

Whether your goals are specific to yourself, your business, your family or the legacy you hope to leave behind, we'll help ensure that you have access to our full range of wealth management, investment and banking opportunities available from one of the world's leading financial institutions.

We are Financial Management and Retirement Specialists, helping you to map out a plan to pursue your financial goals.

  • Todd Buckendorf Profile Photo

    Todd Buckendorf

    Senior Vice President–Wealth Management

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    • AR
    • AZ
    • CA
    • CO
    • FL
    • HI
    • IA
    • ID
    • IL
    • KS
    • KY
    • MA
    • MI
    • MO
    • MT
    • NC
    • NH
    • NJ
    • NM
    • NV
    • NY
    • OK
    • OR
    • SD
    • TN
    • TX
    • UT
    • VA
    • WA
    • WI

    Todd entered the financial services industry in 1988 when he joined PaineWebber, a predecessor firm of UBS Financial Services. He focuses on advisory services which include wealth management strategies and legacy planning with the purpose of offering solutions to help clients pursue their dreams and address concerns. Todd earned a degree in business from the University of the Pacific, where he was a founding member of its crew team. He lives in El Dorado Hills with his wife and two daughters. In his free time, he enjoys photography, skiing, golf and participating in his daughters' activities.

      • University of the Pacific, Business
      • Senior Managed Accounts Consultant
      3001 Douglas Boulevard
      Suite 160
      Roseville, CA 95661
    • Lisa Beile Profile Photo

      Lisa Beile

      Senior Client Associate

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      • CA
      • CO
      • ID
      • NJ
      • NV
      • OK
      • OR
      • WA
      Lisa has been with UBS since the Kidder Peabody and Company days. She started working in the financial services industry in 1988 after receiving her Associates Degree from American River College. She joins us to serve you after having assisted a senior team for 17 years. She holds her Series 7, 63 and 65 securities licenses and enjoys spending time with her family, gardening, crafting and continuing her education in her spare time.

        • American River College, Associate's Degree
          3001 Douglas Boulevard
          Suite 160
          Roseville, CA 95661
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          Virginia Jaleel

          Wealth Strategy Associate

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          • AZ
          • CA
          • HI
          • MT
          • NV
          • OR
          • WA

                3001 Douglas Boulevard
                Suite 160
                Roseville, CA 95661

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              UBS and Credit Suisse—stronger than ever

              Managing wealth is our craft

              We’re committed to understanding what wealth means for you.

              At UBS, excellence comes from nurturing the best of our heritage, mastering the details and delivering the expertise you need to turn your financial vision into a reality. The result? Financial advice that is finely crafted for what matters most to you.

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              As of 11/07/2023

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