Experience

Drawing on his 19 years of broad and deep industry experience, Blair provides comprehensive wealth management and investment solutions to a select group of ultra high net worth entrepreneurs, corporate executives, families and foundations. As a dedicated Private Wealth Advisor, Blair makes use of the full resources of UBS platforms, global experience and thought leadership to assist his clients in attaining their most important goals. 

Blair strongly believes in philanthropy and uses his near-boundless energy to improve the lives of at-risk youth through board of director roles in organizations such as the San Diego County YMCA, the Monarch School for children affected by homelessness, and the San Diego Human Trafficking Prevention Collective. He has raised more than $1 million for at-risk youth by swimming the Catalina Channel, circumnavigating Manhattan, and completing a world record-setting 228-mile relay swim from Santa Barbara to San Diego. An accomplished NCAA Division I swimmer, Blair is also a five-time Ironman triathlete and has competed twice in the Ironman World Championship in Kona, HI. He lives with his wife and two children in Solana Beach, CA

A Private Wealth Advisor at UBS with more than 20 years of experience in the financial services industry, Dustin has a passion for excellence in wealth management. Working with a select group of ultra high net worth individuals, companies, entrepreneurs and executives, Dustin is able to deeply focus on each client’s unique priorities. His significant experience gives him insights into how best to optimize investment portfolios for present and legacy goals through customized plans and strategies to achieve present and legacy goals.

By drawing on the vast global resources available at UBS, Dustin helps clients with a wide range of wealth planning needs, including cash flow management and lending; balance sheet optimization; insurance planning; income tax strategies; retirement planning advice; estate plan recommendations; charitable planning; and executive compensation advice.

A resident of Rancho Santa Fe, CA, Dustin enjoys spending time with his wife and two children, while still making time for exercise and an occasional game of golf.

“We take pride in creating comprehensive financial plans that coordinate investment portfolios with life goals to help ensure that short and long-term objectives are continually met.”

Kim is a CPA® and CFP® who focuses on providing tax-aware investment solutions tailored to each family’s individual financial goals. Prior to joining UBS, Kim was a Senior Tax Associate and CPA® at Lindsay and Brownell, LLP in San Diego. Kim specialized in tax planning and analysis for small business owners, successful families and nonprofit organizations. She is also the President of a local nonprofit called the Rwandan Orphans Project that focuses on providing education and emotional support to children who would otherwise not have the opportunity.

Kim earned a B.A. in economics with an emphasis in accounting at the University of California, Los Angeles. In addition, she holds the Series 7 and 66 securities licenses and is an Accredited Wealth Management AdvisorSM. In her spare time she enjoys volunteering, running and practicing karate at a local studio in Encinitas.

Rachel is the team’s lead support person and the primary contact for the daily needs of our clients. She collaborates with members of the team to enhance client relationships and helps to ensure that every day we are providing the highest level of service possible. Rachel leverages her extensive experience and knowledge of the securities industry to assist with the development and management of all business activities and initiatives.   

Rachel joined the team at the end of 2018 and while new to the firm, she has significant experience in investment management and banking with earlier roles as diverse as product manager, wealth associate, and department manager of trading.

Rachel holds FINRA Series 7 and 63 licenses. She attended the University of Oregon after being awarded a four-year Presidential Scholarship and graduated a member of the Phi Beta Kappa Honor Society for academic performance. 

Passionate about the importance of early childhood education, Rachel spent the last decade teaching advanced reading and math as a volunteer at Skyline Elementary School. In her spare time, she enjoys traveling, skiing, running, and spending time with her son and two dogs. 

Lauren is committed to helping clients define their financial goals and guiding them to solutions to achieve those goals. While new to UBS, she has significant experience in the wealth management industry, having worked in both investment management and banking. Lauren strives to be the first point of contact for clients when they have questions or concerns. She strives every day to create consistent and repeatable policies and procedures that enable her to address client inquiries quickly and efficiently.

Lauren received her B.A. with Honors in Philosophy from the University of Cincinnati. She holds FINRA Series 7 and 66 licenses and a CRPC^® designation. Lauren is also a California Notary.

Lauren is passionate about serving as a community volunteer and actively participates in community outreach. At UBS she is a member of Women in Technology, All Bar None Americas Network, UBS Veterans Network and UBS PRIDE Americas. In her free time, Lauren enjoys trips to the San Diego Zoo and Sea World with her partner and daughter.