Senior Vice President–Wealth Management
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.
Senior Client Associate
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.