Experience

Makes all the difference

We care about the clients we help, that's why we listen and understand. Our approach offers you a service that few in the industry do because we believe that people don't plan to fail, they fail to plan. Our aim is to help create a roadmap for solutions to simplify your life so that you can spend more time enjoying it. Our team is defined by its high level of integrity and experience. Your best interests drive our actions. With over 70 years of combined experience, we've been able to help generations of clients achieve their financial goals through recessions and several market corrections.

Todd Buckendorf

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.

Registered States:
  • 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

Education

  • University of the Pacific, Business

Credentials

  • Senior Managed Accounts Consultant
3001 Douglas Boulevard
Suite 160
Roseville, CA 95661

Email Me

todd.buckendorf@ubs.com
Todd Buckendorf
3001 Douglas Boulevard,Roseville,CA,95661

Lisa Beile

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.

Registered States:
  • CA
  • CO
  • ID
  • NJ
  • NV
  • OK
  • OR
  • WA

Education

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

Email Me

lisa.beile@ubs.com
Lisa Beile
3001 Douglas Boulevard,Roseville,CA,95661

Virginia Jaleel

Wealth Strategy Associate

Registered States:
  • AZ
  • CA
  • CO
  • HI
  • MT
  • NV
  • OR
  • WA
3001 Douglas Boulevard
Suite 160
Roseville, CA 95661

Email Me

virginia.jaleel@ubs.com
Virginia Jaleel
3001 Douglas Boulevard,Roseville,CA,95661