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Where are you today and where do you want to be tomorrow? We recognize that a lasting relationship starts by listening and understanding your priorities and concerns. We'll work together to look at the big picture, discuss your vision for the future and help you confidently pursue your life goals.

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Your primary source for financial advice

We are here to provide quality strategies customized to your needs. We concentrate on developing long-term relationships through a commitment to quality client service. You can rely on our personalized advice, first-class solutions, and extensive wealth management experience.

James N. Cantrell

Senior Vice President–Wealth Management

Wealth Advisor
View bio
- AL
- AZ
- CA
- CO
- FL
- HI
- ID
- IL
- MI
- MN
- ND
- NM
- NV
- OH
- OR
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- TX
- UT
- WA
- WI
Jim began his career in financial planning and investment management at PaineWebber (now UBS) in 1992. Jim helped to develop an integrated CRM solution for his wealth management practice. Utilizing cutting-edge financial planning and asset allocation software, he began implementing client strategies that were flexible and forward-looking. Previously, Jim was a mortgage banker with Finance West in Los Angeles. Jim is a past president and current vice president of finance and board member of the Los Angeles Philanthropic Foundation, a 60-year-old educational endowment bestowing college scholarships annually to private universities in Southern California. Jim and his wife Marji live in Long Beach. In his spare time, Jim enjoys playing golf at Old Ranch Country Club in Seal Beach.

California Insurance License #0B09500
- Wealth Advisor
- Senior Portfolio Manager
- CA Insurance License: 0B09500
3030 Old Ranch Parkway
Suite 300
Seal Beach, CA 90740

james.cantrell@ubs.com

James N. Cantrell

3030 Old Ranch Parkway,Seal Beach,CA,90740
John W. Orr, CRPC®

Executive Director

Senior Portfolio Manager
View bio Industry recognition
- AL
- AR
- AZ
- CA
- CO
- FL
- GA
- HI
- ID
- IL
- KS
- KY
- MA
- ME
- MI
- MN
- MT
- NC
- ND
- NE
- NM
- NV
- OH
- OR
- PA
- SC
- SD
- TN
- TX
- UT
- VA
- WA
- WI
John entered the financial services industry in 1994. He managed the Long Beach branch from 2003 to 2015. He is a five-time member of the On Wall Street’s Top 100 Branch Manager honoree list. He is also a member of the UBS Directors Council and serves as an arbitrator for the National Futures Association. He holds Series 3, 7, 8, 63 and 65 securities licenses, as well as the Chartered Retirement Planning Counselor^SM designation from the College for Financial Planning. John graduated from the University of Illinois with a B.A. in economics and received his M.B.A. from the Ohio State University. John is a Harley-Davidson and classic car enthusiast, as well as an internationally ranked, world-class Brazilian jiujitsu black belt competitor. He lives with his wife, Kelly, in Long Beach and has three children.

California Insurance License #0B85188
- UBS Wealth Management Director’s Council, 2025UBS Financial Services Inc. Councils are a distinction held by UBS Financial Advisors based on criteria including evaluation of compliance with firm rules, standards & policies and revenue. Council membership is not representative of any one client's experience and is not indicative of the advisor’s future performance.
- University of Illinois, B.A. in Economics
- The Ohio State University, M.B.A.
- Senior Portfolio Manager
- Chartered Retirement Planning Counselor
- CA Insurance License: 0B85188
3030 Old Ranch Parkway
Suite 300
Seal Beach, CA 90740

john.orr@ubs.com

John W. Orr, CRPC®

3030 Old Ranch Parkway,Seal Beach,CA,90740
Kevin T. Phillipp

Senior Vice President–Wealth Management

Senior Portfolio Manager
View bio Industry recognition
- AL
- AZ
- CA
- CO
- FL
- GA
- HI
- ID
- IL
- KS
- KY
- MA
- ME
- MI
- MN
- MT
- NC
- ND
- NE
- NM
- NV
- OH
- OR
- PA
- SC
- SD
- TN
- TX
- UT
- VA
- WA
- WI
Kevin began his financial services career with UBS in 1995 and concentrates on small business retirement plans as well as assisting small business owners, professionals, and individuals with their own retirement planning needs. He is Series 3, 7, 63 and 65 securities and commodities licensed. He also holds life agent insurance, long-term care, and annuity licenses. Kevin received a B.A. in economics from the University of Minnesota and enjoys traveling the world in his spare time. He lives with his wife, Dawn, in San Pedro.

California Insurance License #0B161676
- UBS Wealth Management Director’s Council, 2025UBS Financial Services Inc. Councils are a distinction held by UBS Financial Advisors based on criteria including evaluation of compliance with firm rules, standards & policies and revenue. Council membership is not representative of any one client's experience and is not indicative of the advisor’s future performance.
- University of Minnesota, B.A. in Economics
- Senior Portfolio Manager
- CA Insurance License: 0B61676
3030 Old Ranch Parkway
Suite 300
Seal Beach, CA 90740

kevin.phillipp@ubs.com

Kevin T. Phillipp

3030 Old Ranch Parkway,Seal Beach,CA,90740
Austin G. Orkin, CFP®

Senior Wealth Strategy Associate
View bio
- AL
- AR
- AZ
- CA
- CO
- FL
- GA
- HI
- ID
- IL
- KY
- MA
- ME
- MI
- MN
- MT
- NC
- ND
- NE
- NM
- NV
- NY
- OH
- OR
- PA
- SC
- SD
- TN
- TX
- UT
- VA
- WA
- WI
Austin works with a select group of high net worth clients and their families to help them with all aspects of their financial lives. Through comprehensive planning, Austin helps his clients pursue their most important objectives and goals. In his role, he uses his knowledge to provide clients with a comprehensive wealth management plan that includes investment management, cash flow analysis, multigenerational planning, and charitable giving. As a Certified Financial Planner®, Austin uses a data-driven approach to planning while understanding that each relationship is unique. Austin began his career at UBS in 2017 and graduated with a Bachelor’s degree in Finance and Economics at California State University, Long Beach. While attending CSULB he competed on the men’s golf team. Austin is an avid golfer and enjoys traveling and playing golf around the world.

California Insurance License #0M97995
- California State University, Long Beach, B. A. in Business Adminstration, concentration in Finance and Economics
- CA Insurance License: 0M97995
3030 Old Ranch Parkway
Suite 300
Seal Beach, CA 90740

austin.orkin@ubs.com

Austin G. Orkin, CFP®

3030 Old Ranch Parkway,Seal Beach,CA,90740
Ruby Selig

Client Associate
View bio
Ruby graduated from California State University of Los Angeles with a B.S. in business administration and a concentration in marketing management. She has been in the financial industry for over 20 years. She began her career at UBS as an executive assistant in 2007 and became a client service associate in 2018. Ruby is client focused and responsible for enhancing the ongoing client experience by providing full administrative and operational support to the team and our clients. She lives in Lakewood with her husband and their son. In her time spare time, Ruby enjoys reading and spending quality time with family and friends.
- California State University, Los Angeles, B.S. in Business Administration, concentration in Marketing Management
3030 Old Ranch Parkway
Suite 300
Seal Beach, CA 90740

ruby.selig@ubs.com

Ruby Selig

3030 Old Ranch Parkway,Seal Beach,CA,90740
Jake P. Orr

Registered Client Associate
View bio
- AL
- AR
- AZ
- CA
- CO
- FL
- GA
- HI
- ID
- IL
- KS
- KY
- MA
- ME
- MI
- MN
- MT
- NC
- ND
- NE
- NM
- NV
- NY
- OH
- OR
- PA
- SC
- TN
- TX
- UT
- VA
- WA
- WI
Jake graduated summa cum laude from the University of Oklahoma in 2024 with a Bachelor of Business Administration, concentration in finance. He was a member of the Student Advisory Board for the JCPenney Leadership Program and an associate in the Capital Group Fellowship Program. Jake earned a perfect GPA throughout all 4 years and made the Dean’s List and Honor Roll every semester. He gained industry experience interning his junior and senior years of college and holds the Series 7 securities license. Jake assists the team with administrative and operational duties. He enjoys weightlifting and is learning to play the game of golf.

California Insurance License #4424244
- University of Oklahoma, Bachelor of Business Administration, concentration in Finance
3030 Old Ranch Parkway
Suite 300
Seal Beach, CA 90740

jake.orr@ubs.com

Jake P. Orr

3030 Old Ranch Parkway,Seal Beach,CA,90740

James N. Cantrell

Senior Vice President–Wealth Management

Wealth Advisor
View bio
- AL
- AZ
- CA
- CO
- FL
- HI
- ID
- IL
- MI
- MN
- ND
- NM
- NV
- OH
- OR
- PA
- TX
- UT
- WA
- WI
Jim began his career in financial planning and investment management at PaineWebber (now UBS) in 1992. Jim helped to develop an integrated CRM solution for his wealth management practice. Utilizing cutting-edge financial planning and asset allocation software, he began implementing client strategies that were flexible and forward-looking. Previously, Jim was a mortgage banker with Finance West in Los Angeles. Jim is a past president and current vice president of finance and board member of the Los Angeles Philanthropic Foundation, a 60-year-old educational endowment bestowing college scholarships annually to private universities in Southern California. Jim and his wife Marji live in Long Beach. In his spare time, Jim enjoys playing golf at Old Ranch Country Club in Seal Beach.

California Insurance License #0B09500
- Wealth Advisor
- Senior Portfolio Manager
- CA Insurance License: 0B09500
3030 Old Ranch Parkway
Suite 300
Seal Beach, CA 90740

james.cantrell@ubs.com

James N. Cantrell

3030 Old Ranch Parkway,Seal Beach,CA,90740
John W. Orr, CRPC®

Executive Director

Senior Portfolio Manager
View bio Industry recognition
- AL
- AR
- AZ
- CA
- CO
- FL
- GA
- HI
- ID
- IL
- KS
- KY
- MA
- ME
- MI
- MN
- MT
- NC
- ND
- NE
- NM
- NV
- OH
- OR
- PA
- SC
- SD
- TN
- TX
- UT
- VA
- WA
- WI
John entered the financial services industry in 1994. He managed the Long Beach branch from 2003 to 2015. He is a five-time member of the On Wall Street’s Top 100 Branch Manager honoree list. He is also a member of the UBS Directors Council and serves as an arbitrator for the National Futures Association. He holds Series 3, 7, 8, 63 and 65 securities licenses, as well as the Chartered Retirement Planning Counselor^SM designation from the College for Financial Planning. John graduated from the University of Illinois with a B.A. in economics and received his M.B.A. from the Ohio State University. John is a Harley-Davidson and classic car enthusiast, as well as an internationally ranked, world-class Brazilian jiujitsu black belt competitor. He lives with his wife, Kelly, in Long Beach and has three children.

California Insurance License #0B85188
- UBS Wealth Management Director’s Council, 2025UBS Financial Services Inc. Councils are a distinction held by UBS Financial Advisors based on criteria including evaluation of compliance with firm rules, standards & policies and revenue. Council membership is not representative of any one client's experience and is not indicative of the advisor’s future performance.
- University of Illinois, B.A. in Economics
- The Ohio State University, M.B.A.
- Senior Portfolio Manager
- Chartered Retirement Planning Counselor
- CA Insurance License: 0B85188
3030 Old Ranch Parkway
Suite 300
Seal Beach, CA 90740

john.orr@ubs.com

John W. Orr, CRPC®

3030 Old Ranch Parkway,Seal Beach,CA,90740
Kevin T. Phillipp

Senior Vice President–Wealth Management

Senior Portfolio Manager
View bio Industry recognition
- AL
- AZ
- CA
- CO
- FL
- GA
- HI
- ID
- IL
- KS
- KY
- MA
- ME
- MI
- MN
- MT
- NC
- ND
- NE
- NM
- NV
- OH
- OR
- PA
- SC
- SD
- TN
- TX
- UT
- VA
- WA
- WI
Kevin began his financial services career with UBS in 1995 and concentrates on small business retirement plans as well as assisting small business owners, professionals, and individuals with their own retirement planning needs. He is Series 3, 7, 63 and 65 securities and commodities licensed. He also holds life agent insurance, long-term care, and annuity licenses. Kevin received a B.A. in economics from the University of Minnesota and enjoys traveling the world in his spare time. He lives with his wife, Dawn, in San Pedro.

California Insurance License #0B161676
- UBS Wealth Management Director’s Council, 2025UBS Financial Services Inc. Councils are a distinction held by UBS Financial Advisors based on criteria including evaluation of compliance with firm rules, standards & policies and revenue. Council membership is not representative of any one client's experience and is not indicative of the advisor’s future performance.
- University of Minnesota, B.A. in Economics
- Senior Portfolio Manager
- CA Insurance License: 0B61676
3030 Old Ranch Parkway
Suite 300
Seal Beach, CA 90740

kevin.phillipp@ubs.com

Kevin T. Phillipp

3030 Old Ranch Parkway,Seal Beach,CA,90740
Austin G. Orkin, CFP®

Senior Wealth Strategy Associate
View bio
- AL
- AR
- AZ
- CA
- CO
- FL
- GA
- HI
- ID
- IL
- KY
- MA
- ME
- MI
- MN
- MT
- NC
- ND
- NE
- NM
- NV
- NY
- OH
- OR
- PA
- SC
- SD
- TN
- TX
- UT
- VA
- WA
- WI
Austin works with a select group of high net worth clients and their families to help them with all aspects of their financial lives. Through comprehensive planning, Austin helps his clients pursue their most important objectives and goals. In his role, he uses his knowledge to provide clients with a comprehensive wealth management plan that includes investment management, cash flow analysis, multigenerational planning, and charitable giving. As a Certified Financial Planner®, Austin uses a data-driven approach to planning while understanding that each relationship is unique. Austin began his career at UBS in 2017 and graduated with a Bachelor’s degree in Finance and Economics at California State University, Long Beach. While attending CSULB he competed on the men’s golf team. Austin is an avid golfer and enjoys traveling and playing golf around the world.

California Insurance License #0M97995
- California State University, Long Beach, B. A. in Business Adminstration, concentration in Finance and Economics
- CA Insurance License: 0M97995
3030 Old Ranch Parkway
Suite 300
Seal Beach, CA 90740

austin.orkin@ubs.com

Austin G. Orkin, CFP®

3030 Old Ranch Parkway,Seal Beach,CA,90740
Ruby Selig

Client Associate
View bio
Ruby graduated from California State University of Los Angeles with a B.S. in business administration and a concentration in marketing management. She has been in the financial industry for over 20 years. She began her career at UBS as an executive assistant in 2007 and became a client service associate in 2018. Ruby is client focused and responsible for enhancing the ongoing client experience by providing full administrative and operational support to the team and our clients. She lives in Lakewood with her husband and their son. In her time spare time, Ruby enjoys reading and spending quality time with family and friends.
- California State University, Los Angeles, B.S. in Business Administration, concentration in Marketing Management
3030 Old Ranch Parkway
Suite 300
Seal Beach, CA 90740

ruby.selig@ubs.com

Ruby Selig

3030 Old Ranch Parkway,Seal Beach,CA,90740
Jake P. Orr

Registered Client Associate
View bio
- AL
- AR
- AZ
- CA
- CO
- FL
- GA
- HI
- ID
- IL
- KS
- KY
- MA
- ME
- MI
- MN
- MT
- NC
- ND
- NE
- NM
- NV
- NY
- OH
- OR
- PA
- SC
- TN
- TX
- UT
- VA
- WA
- WI
Jake graduated summa cum laude from the University of Oklahoma in 2024 with a Bachelor of Business Administration, concentration in finance. He was a member of the Student Advisory Board for the JCPenney Leadership Program and an associate in the Capital Group Fellowship Program. Jake earned a perfect GPA throughout all 4 years and made the Dean’s List and Honor Roll every semester. He gained industry experience interning his junior and senior years of college and holds the Series 7 securities license. Jake assists the team with administrative and operational duties. He enjoys weightlifting and is learning to play the game of golf.

California Insurance License #4424244
- University of Oklahoma, Bachelor of Business Administration, concentration in Finance
3030 Old Ranch Parkway
Suite 300
Seal Beach, CA 90740

jake.orr@ubs.com

Jake P. Orr

3030 Old Ranch Parkway,Seal Beach,CA,90740

A focus on personalized access and service

Working with diverse clients with specific needs, our team sees it as our top responsibility to understand each aspect of your unique and often complicated financial life.

Turn possibilities into a plan

What’s really important to you—today and for the long term? UBS Wealth Way starts with questions and discussions that can help you organize your financial life into three key dimensions: Liquidity—to help provide cash flow for short-term expenses, Longevity—for longer-term needs and Legacy—for needs that go beyond your own.

^{UBS Wealth Way is an approach incorporating Liquidity. Longevity. Legacy. strategies that UBS Financial Services Inc. and our Financial Advisors can use to assist clients in exploring and pursuing their wealth management needs and goals over different time frames. This approach is not a promise or guarantee that wealth, or any financial results, can or will be achieved. All investments involve the risk of loss, including the risk of loss of the entire investment. Time frames may vary. Strategies are subject to individual client goals, objectives and suitability.}

House View Monthly

Watch the replay of the CIO House View monthly livestream for a conversation with David Lefkowitz, Head of US Equities; Kurt Reiman, Head of Fixed Income; and Jay Dobson, US Energy & Utilities Strategist; where they discussed the latest developments of the Middle East escalation, AI disruption, updates on tariffs, and the market implications of these topics as well as what it all means for your portfolio. The discussion was hosted by Nadia Lovell, Head of Global Equity Strategy & Management.

March 05, 2026

Building multicultural wealth, together

Women, wealth and well-being

The challenges women breadwinners face embracing their financial clout

Women are contributing more to their families’ incomes than ever before. Yet many remain less engaged than men in decision-making about the money they’ve earned. Why?

We believe financial participation, comprehensive planning and the support of financial professionals can help correct this imbalance. See how in our latest Own your worth report, “Tradition, trust and time: The challenges women breadwinners face embracing their financial clout.”

Download the report

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Backed by the strength of our parent company, UBS AG

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UBS Group invested assets
As of 12/31/2025

Global leader

UBS is a leading and truly global wealth manager

More than 160 years

offering financial advice

Insight-based advice

Your primary source for financial advice

James N. Cantrell

John W. Orr, CRPC®

Kevin T. Phillipp

Austin G. Orkin, CFP®

Ruby Selig

Jake P. Orr

James N. Cantrell

John W. Orr, CRPC®

Kevin T. Phillipp

Austin G. Orkin, CFP®

Ruby Selig

Jake P. Orr

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A focus on personalized access and service

Turn possibilities into a plan

House View Monthly

Building multicultural wealth, together

Women, wealth and well-being

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A leader in wealth management

Backed by the strength of our parent company, UBS AG

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