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Ileana serves the needs of a wide range of clients, including high-net-worth individuals and their families, and she has extensive expertise working with business owners, especially women and minority entrepreneurs. Her knowledge of comprehensive financial planning solutions includes complex estate planning and gifting, liquidity planning, retirement planning strategies, asset management with an emphasis on dynamic asset allocation, broad market and macro research, alternative investments and cash management. She holds the Certified Exit Planning Advisor designation and enjoys helping entrepreneurs grow their businesses, manage a liquidity event and transition their ownership.

Ileana has 25 years of experience in financial and client services. As a member of the UBS Defined Contribution Advisory Group and a UBS Retirement Plan Consultant, she has a detailed background working with corporate pension and 401(k) plans.

Ileana and her husband, Dax, have two daughters, Brooke and Stella, and she spends much of her free time involved with her daughters’ gymnastics programs. Outside the office, Ileana enjoys snow skiing, vacationing in Miami and Los Angeles, and ballroom dancing (especially Latin). She is very involved in the biohacking community and actively attends their conferences, and she enjoys educating kids and younger adults about finances, the financial industry and entrepreneurship. She is also a member of the Women Leaders Association.

Ileana holds FINRA Series 7 and 66 securities licenses and is a licensed California insurance agent (License #: 0C65429)

For over 29 years Jessica has worked in concert with her clients to design financial strategies targeted to their goals and to demystify the investment process. Through highly personalized service, she learns what her clients want for their lives and employs a rigorous process to find the investment vehicles that align with their specific needs. Working primarily with families, small-business owners and individuals, Jessica uses her experience to guide her clients in strategies for estate planning, retirement and college savings, and she can provide knowledgeable advice for lending services and philanthropic initiatives. She is able to identify the resources that will be key to addressing clients’ objectives and navigate the extensive UBS offerings on their behalf. She is an Endowment and Foundation Consultant as well as a Certified Exit Planning Analyst.

Jessica lives in Henderson, Nevada, with her husband, David, and children, Sarah and Adam. David is an OB/GYN, which gives Jessica personal insight into the unique financial issues of physicians’ families. Sarah is currently working toward an M.B.A. at Chapman University, and Adam starts college in the fall at Concordia University Irvine, where he will play on the men’s tennis team. Tennis is a big part of her family’s life, and they are involved with a foundation that helps support tennis scholarships that teach children about hard work, perseverance, sportsmanship and other life skills through tennis. In her free time, Jessica enjoys traveling, cooking, reading, working out, practicing yoga and watching her son play tennis. She is active in many nonprofit organizations, including Clark County Medical Society Alliance, where she has served on the Board of Directors in many roles including President. She recently joined the National Association of Women Business Owners.

Jessica holds FINRA Series 7 and 66 securities licenses and is a licensed California insurance agent (License #: 0H56279)

Aaron is a Senior Vice President at UBS Financial Services, Inc. Aaron is a proven leader in financial planning, investment consulting, and wealth management services. He serves a diverse clientele of successful business owners, professionals, high net worth families, and institutions in the endowment/foundation, nonprofit, Taft-Hartley, and retirement plan space. Of the 6,500 UBS advisors in the United States, Aaron is one of approximately 120 who have been admitted into the UBS Institutional Consulting Group, empowering Aaron to work with some of UBS' most sophisticated, largest, and complex clients as a fiduciary. Deepening his commitment to institutions, Aaron has also been named an Endowment and Foundation Consultant by UBS.

Prior to returning to Tucson and joining UBS, Aaron served as a senior aide on Capitol Hill for the Joint Economic Committee of Congress, and as a high-level advisor to key members of the Senate Banking Committee and House Financial Services Committee Including current Senate Majority Leader Charles Schumer and Chair of the House Committee on Oversight and Reform Congresswoman Carolyn B. Maloney. At the age of 24, and during the heart of the global financial crisis, Aaron was named as the Press Secretary for the JEC, making him one of the youngest ever to serve in such a high-profile role on Capitol Hill.

Deeply passionate about community, Aaron serves as the Board Chair of Social Venture Partners Tucson, as the Vice Chair of Jewish Philanthropies for Southern Arizona, and as a supporter and investment consultant for numerous other non-profits. He is married to Stephanie Bowers, a pediatric physical therapist, and together they have two children Ezra (7) and Alice (5).

CA Insurance License #0L44804

Stephen works with individuals and families to confidently plan for their future and achieve their financial goals through comprehensive financial planning, trustworthy investment strategies, and retirement planning. He is dedicated to ensuring his clients have the knowledge, investment tools and education they require to help them navigate the complexities of their wealth.

For more than two decades, Stephen has focused on providing tactical investment planning rooted in a rules-based process. His investment philosophy is based on the relentless pursuit of education combined with the systematic technical analysis of market trends, buy/sell signals, and sector data. As a life-long learner, he has earned the CERTIFIED FINANCIAL PLANNER™, Certified Investment Management Analyst® and Chartered Retirement Planning CounselorSM professional designations to serve his clients more deeply. Stephen is part of a select group of professionals who hold the designation of UBS Portfolio Manager, which enables him to advise financial planning decisions and execute investment trades. Prior to his wealth management career, he studied in France and England. He earned his bachelor’s degree from the University of Maryland and was also a successful business owner. These unique experiences helped him develop the skills of careful listening, clear communications and full transparency, and these principles are the pillars he uses to build long-lasting partnerships with clients today.

Born in Philadelphia, Stephen lived in Peru as young child and then moved to Maryland until his teenage years when his family moved to Egypt. He graduated high school from Cairo American College. Stephen now lives in Summerlin with his wife, Janet. Outside of the office, he is an avid golfer and enjoys yoga, reading and traveling. He also plays the drums and still has his original drum kit from his childhood.

Dannette helps high-net-worth individuals and executives address their opportunities and challenges at every stage of their financial life. She is dedicated to a comprehensive planning approach and enjoys getting to know her clients well, so that she can design financial plans and investment portfolios that target their goals. As a lifelong resident of Las Vegas, Dannette has established a network of connections within the local community, and she is happy to provide referrals for her clients for any service or resource they need, regardless of whether it relates to their finances.

Dannette has worked in the financial industry for more than 30 years. She started as a registered sales associate at Paine Webber, a predecessor firm of UBS, and worked her way up to the advisor position, eventually climbing the ranks within Merrill Lynch. In 2009, she took her talents back to UBS, where she continued building a successful business. A graduate of the University of Nevada, Las Vegas, Dannette earned a B.S. in business administration. She subsequently obtained her Series 6, 7, 3, and 65 securities licenses and the life insurance and annuity licenses, and she is a Portfolio Manager in the UBS Portfolio Management Program.

Outside the office, Dannette is highly involved in her community. She is an active member of the Advisory Investment Committee for Bishop Gorman High School, her alma mater and an institution that is very important to her because of the lifelong friendships she formed there. Although Dannette is proud of her professional successes, she believes her greatest accomplishment is her son, Fuzzy, who has inherited his mother’s relationship-building skills and passion for clients.

Dannette holds FINRA Series 7 and 66 securities licenses and is a licensed California insurance agent (License #: 0D50771)

Jen works with individuals, families, and businesses all over the world to navigate the complexities of their wealth and create legacy plans. A native of Seoul, South Korea, she has a strong understanding of many foreign cultures. Jen has helped numerous prestigious Asian families and specializes in corporate and family advisory, as well as estate and legacy planning. She takes pride in developing financial plans that are tailored to her clients’ unique needs, ultimately helping them to achieve their goals and dreams. Jen provides financial guidance and timely reviews in combination with the broad resources of the firm.

Prior to joining UBS Financial Services, she worked at Merrill Lynch in the Private Banking and Investment Group, as well as in Global Wealth Management. She focused on assisting world-class corporations and high-profile global families. Jen was honored to be named a Forbes Top Next-Gen Wealth Best-in-State Advisor for 2022. She has also earned the Certified Exit Planning Advisor professional designation to better serve her clients. Prior to her wealth management career, she consulted for prominent international hotels and was also a fine art broker in galleries across the United States. These experiences taught her the skill set of high-touch, personalized service and the importance of attention to detail, which she brings to her role as a financial advisor today. Jen earned a bachelor’s degree from Brigham Young University in Rexburg, Idaho and started master’s degree from the Rhode Island School of Design in Providence, Rhode Island, but never finished. She is also fluent in Korean.

Jen lives in Las Vegas with her husband, James, and their two dogs, Snickers and Sky. In her free time, she enjoys traveling, painting and watching James race motorcycles.

I joined Cadence Wealth Management in 2024, where I focus on creating profound client relationships by understanding you and what you want to achieve, building trust through communication, and delivering timely and effective solutions. 

I am a CERTIFIED FINANCIAL PLANNER™ professional and have been with UBS since 2008, most recently, serving as market executive where I helped lead 150 financial advisors managing $30 billion in assets.  With relentless focus on client solutions, I helped achieve success for clients by delivering expertise, education, and industry leading resources and intellectual capital. 

My family and I have called Las Vegas home for almost 20 years and we enjoy camping, cycling, kayaking, and watching the Golden State Warriors.

In addition to the CFP certification, I hold a bachelor’s degree in Business Administration from Minnesota State University Moorhead as well as series 66, 7, 9, and 10 securities licenses.  I am also licensed in health and life insurance.

In high school Justin played a stock market game, which sparked his interest in all things wealth management. Justin graduated Summa Cum Laude from the University of La Verne with a degree in Economics. Post-graduation Justin spent a year playing semi-professional football in Spain and Australia. After winning the Australian National Championship with his team, the Sydney University Lions, Justin decided to hang up the cleats and finally get to work. Justin originally started his career as a Financial Advisor at Waddell and Reed in Southern California. Following his now wife to Las Vegas, Justin joined UBS and Cadence Wealth Management as their team’s financial planner in 2018. As a Certified Financial PlannerTM Justin is extremely passionate in helping clients work towards achieving their financial goals. Along with his financial planning expertise, he now assists in our portfolio management and economic outlook.

Outside of the office Justin and his wife enjoy cooking, hiking, and spending time with their two little dogs. Justin is an avid cook and spends much of his weekends making different type of barbecued meats. Justin has recently enrolled at UNLV to begin a Master in Quantitative Finance degree, and is eager to become a local alumni.

Over the past 34 years, the market has seen both strong growth and times of volatility.  Anne  has been at her clients' side through all of it.  As a Senior Wealth Strategy Associate, she continues her passion for connecting with people, with a daily focus on more in-depth financial planning and team administration. 

Anne is proud to be a native Tucsonan, attended Pima Community College and received her Bachelor's Degree from the University of Washington, cum laude. She enjoys being involved in the community, most recently with Southern Arizona Adaptive Sports and The Haven. Other community involvement has been with 91.3FM KXCI Community Radio as a volunteer DJ, and Crohn's & Colitis Foundation of America.  Anne is an avid runner and hiker and is ready so see more of the world with her husband Sam and their two college-age children Grace and Samuel.

Born and raised in the suburbs outside of Chicago, Illinois, Sandra began her financial services career in 2005 with Morgan Stanley. She joined UBS in 2008. Right after high school Sandra received her EMT-B license in Chicago, IL. Later she went to massage school but never practiced.  She thought she had wanted to go into the medical field but learned that it was not for her. Her favorite part of her career with Cadence Wealth Management is  talking with clients and developing a deep connection with them. Sandra believes that “sometimes we just want to have someone listen to us and I love being the person to listen”.  Her faith is very important to her.  She loves live music and spending time with her family.  

Melissa joined UBS and Rottenstein Wealth Management in July of 2021. Prior to joining UBS, Melissa spent the past 20 years servicing institutional and family clients at Davis Funds in Tucson. A native of Mesa, Melissa moved to Tucson to attend the University of Arizona, where she graduated with a Bachelor’s Degree in Political Science and a minor in Art History.  Melissa is married to her musician husband Joel and is the mother of a nine-year-old son, Prescott.  When away from the office Melissa enjoys supporting live music, camping, and spending time with family.