Your life. Your wealth. Your future.

Private Wealth Management

If you’re like most business owners and entrepreneurs, a substantial portion of your family wealth is invested in your company. This comes with its own unique challenges. We bring an experienced perspective and level of understanding of the complex opportunities and challenges that come at each stage of the business life cycle. Are you optimizing the value of your company—and potentially your next venture? Our involvement in the very early stages of your business planning can add important insight into helping you build, grow and exit strategically.

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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.

Private Wealth Advisors

  • Duncan-McAllister

    Duncan McAllister, CFP, CRPC, CEPA

    Managing Director–Wealth Management

    Financial Advisor

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    • AK
    • AZ
    • CA
    • CO
    • CT
    • DC
    • FL
    • GA
    • HI
    • ID
    • MA
    • MI
    • MT
    • NC
    • NE
    • NV
    • NY
    • OH
    • OK
    • OR
    • SC
    • TX
    • UT
    • WA

    Duncan is a founder and senior partner of Capstone Advisors. He advises business owners, entrepreneurs, and families on all aspects of their business, financial, investment, and legacy planning. With nearly 25 years of experience, Duncan brings valuable insights and leadership to help focus business owners and their families on multi-generational planning and the responsibilities of wealth. He is a Certified Financial Planner™ (CFP®), a Chartered Retirement Planning Counselor™ (CRPC®), and a Certified Exit Planning Advisor (CEPA). Duncan is a graduate of the Carson College of Business at Washington State University with a B.A. in Finance. He lives in Newcastle with his wife and two sons and enjoys volunteering for youth sports programs, skiing, cooking, tennis, and golf.

     

    • Forbes Best-in-State Wealth Advisors, 2023The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.

    Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures

    • Washington State University, B.A. Business Finance
    • CFP®, Certified Financial Planner™
    • CRPC®, Chartered Retirement Planning Counselor™
    • CEPA, Certified Exit Planning Advisor
    • Senior Portfolio Manager
    • Wealth Advisor
    Retirement planning
    Legacy planning
    Business succession
    Executive compensation
    225 108th Avenue NE
    Suite 800
    Bellevue, WA 98004
  • Bijan-Behboodi

    Bijan Behboodi, CFP, CEPA

    Senior Vice President–Wealth Management

    Portfolio Manager

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    • AK
    • AZ
    • CA
    • CO
    • CT
    • DC
    • FL
    • GA
    • HI
    • IA
    • ID
    • IL
    • MA
    • MI
    • MN
    • MT
    • NC
    • ND
    • NE
    • NV
    • NY
    • OH
    • OK
    • OR
    • PA
    • SC
    • SD
    • TN
    • TX
    • WA

    Bijan is a President’s Council level Certified Financial Planner™ (CFP®) and Certified Exit Planning Advisor (CEPA®). As a partner of Capstone Advisors and Senior Vice President at UBS, Bijan focuses on delivering a complete wealth planning experience to business owners pre and post liquidity, helping clients navigate their exit strategy.

    • Forbes America’s Top Next-Gen (Generation) Wealth Advisors, 2021, 2022The Forbes rating is compiled by Shook Research and awarded annually between June and September based on information from a 12 month period ending in March of the award year.
    • Forbes America’s Top Next-Gen (Generation) Wealth Advisors Best-in-State, 2022The Forbes rating is compiled by Shook Research and awarded annually between June and September based on information from a 12 month period ending in March of the award year.
    • Forbes Best-in-State Wealth Advisors, 2022, 2023The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.

    Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures

    • University of Oregon, B.S. Business Finance and Economics
    • Portfolio Manager
    • CFP®, Certified Financial Planner™
    • CEPA, Certified Exit Planning Advisor
    • Forbes Best-In-State Wealth Advisor
    • 2021, 2022 Forbes Top 100 Next-Gen Wealth Advisor
    Exit planning
    Business succession
    Executive compensation
    Legacy planning
    225 108th Avenue NE
    Suite 800
    Bellevue, WA 98004

Strategic Partners

  • Gary-Pratt

    Gary Pratt

    Senior Vice President–Wealth Management

    Financial Advisor

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    • AK
    • AZ
    • CA
    • CO
    • CT
    • DC
    • FL
    • GA
    • HI
    • ID
    • MI
    • MO
    • MT
    • NC
    • NE
    • NV
    • NY
    • OH
    • OK
    • OR
    • SC
    • TX
    • WA

    Gary is a founder and senior partner of Capstone Advisors and specializes in comprehensive wealth planning for corporate executives, business owners, and wealthy families. Gary has 27 years of experience as a financial advisor with UBS Financial Services. By clearly understanding his client's personal and professional goals and objectives, he provides comprehensive advice around specific and detailed wealth management and cash flow needs. He is experienced in financial planning, cash flow analysis, insurance, and portfolio design and management. Gary has a B.S. in Engineering and an M.B.A. from the Foster Business School at the University of Washington. Gary and his wife Teri live in Kirkland and enjoy golf, running, and skiing in their free time.

      Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures

      • University of Washington, M.B.A. Finance
      • Senior Portfolio Manager
      • Wealth Advisor
      Financial planning
      Estate planning strategies
      Business owners
      Corporate executives
      225 108th Avenue NE
      Suite 800
      Bellevue, WA 98004
    • Mike-Wehrman

      Mike Wehrman

      Senior Vice President–Wealth Management

      Senior Portfolio Manager

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      • AK
      • AZ
      • CA
      • CO
      • CT
      • DC
      • FL
      • GA
      • HI
      • ID
      • IL
      • IN
      • KY
      • MA
      • MI
      • MN
      • MO
      • MT
      • NC
      • ND
      • NE
      • NV
      • NY
      • OH
      • OK
      • OR
      • SC
      • SD
      • TN
      • TX
      • UT
      • WA
      • WI

      Mike has 24 years of experience in Wealth Management, focusing on multi-generational planning in addition to the growing niche market of directed trust solutions. His love for this business stems from the satisfaction of working with each client through the various stages of their financial lives. He is a graduate of Whitman College, where he played Varsity Golf. To this day, he remains an avid golfer and frequently competes in amateur tournaments. Outside of the office and off the green, Mike enjoys spending time with his wife (Kristen) and two daughters (Emma and Katie). 

       

        Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures

        • Whitman College
        • Senior Portfolio Manager
        • Wealth Advisor
        Exit planning
        Business succession
        Executive compensation
        Multi-generational families
        225 108th Avenue NE
        Suite 800
        Bellevue, WA 98004
      • Christopher-Billingsley

        Christopher Billingsley, CFP, CRPC

        Senior Vice President–Wealth Management

        Financial Advisor

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        • AK
        • AZ
        • CA
        • CO
        • CT
        • DC
        • FL
        • GA
        • HI
        • ID
        • MA
        • MI
        • MN
        • MT
        • NC
        • ND
        • NE
        • NV
        • NY
        • OH
        • OK
        • OR
        • SC
        • SD
        • TX
        • UT
        • WA
        • WI

        Chris has 24 years of experience in Wealth Management. He is a Certified Financial Planner™ (CFP®) and a Chartered Retirement Planning Counselor™ (CRPC®). Chris is a graduate of Central Washington University with a B.A. in Economics and a B.A. in Finance. Outside of the office, he enjoys spending time with his wife, two sons, and daughter. He enjoys soccer, hiking, golf, and skiing.

          Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures

          • Central Washington University, B.A. Economics and Finance
          • CFP®, Certified Financial Planner™
          • CRPC®, Chartered Retirement Planning Counselor™
          • Wealth Advisor
          Financial planning
          Retirement planning
          Estate planning strategies
          Multi-generational families
          225 108th Avenue NE
          Suite 800
          Bellevue, WA 98004
        • Lindsay-Deklerk

          Lindsay Deklerk

          Account Vice President

          Financial Advisor Associate

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          • AK
          • AZ
          • CA
          • CO
          • CT
          • DC
          • FL
          • GA
          • HI
          • IA
          • ID
          • IL
          • MA
          • MI
          • MN
          • NC
          • ND
          • NE
          • NV
          • NY
          • OH
          • OK
          • OR
          • PA
          • SD
          • TN
          • TX
          • WA

          Lindsay has worked for UBS for the last 7 years in multiple capacities. In 2019, she transitioned from being one of the top Wealth Planning Analysts in the nation to partner with Capstone Wealth Management as a Financial Advisor Associate. She graduated from Washington State University and holds her Series 7 and 66 licenses. Lindsay and her husband live in Newcastle and enjoy traveling, cooking, and spending time with family and friends.

            Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures

            • Washington State University
              Financial planning
              Women investors
              Education planning
              Legacy planning
              225 108th Avenue NE
              Suite 800
              Bellevue, WA 98004
            • Kent-Ryland

              Kent Ryland

              Senior Wealth Strategy Associate

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              • AZ
              • CA
              • FL
              • GA
              • ID
              • MT
              • NC
              • NV
              • OR
              • TX
              • WA

              Kent is a graduate of Western Washington University with a B.A. in Finance. He is fully registered, holding the Series 7, 63 and 65 securities licenses with over 30 years of industry experience. Kent is the team lead for Portfolio Trading, Private Equity, Fixed Income Trading, Structured Product Trading, Insurance, Annuities, Donor Advised Fund, Complex Account Changes and Tax Season Assistance. Originally from the Bellevue area, Kent and his wife now reside in Renton. Outside of the office he enjoys soccer and weightlifting. 

                Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures

                • Western Washington University, B.A. Finance
                  Cash management
                  Securities-backed lending
                  Investing
                  Alternative investments
                  225 108th Avenue NE
                  Suite 800
                  Bellevue, WA 98004
                • Dan Dullum

                  Daniel Dullum, AWMA

                  Senior Wealth Strategy Associate

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                  • AZ
                  • CA
                  • CO
                  • FL
                  • GA
                  • ID
                  • MT
                  • NC
                  • NV
                  • OR
                  • TX
                  • WA

                  Daniel is a graduate of Seattle Pacific University with a B.A. in Business Administration with a concentration in Economics and Marketing. He is fully registered, holding the Series 7, 63, and 65 securities licenses with over 8 years of industry experience. Being an Accredited Wealth Management Advisor℠ (AWMA®), Daniel specializes in engaging and developing relationships through financial planning, portfolio trading, and account maintenance. In his spare time, he enjoys camping with his wife and two daughters, fishing, and running.

                    Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures

                    • Seattle Pacific University, B.A. Business Economics
                    • AWMA®, Accredited Wealth Management Advisor℠
                    Financial planning
                    Asset allocation
                    Banking
                    Lending services
                    225 108th Avenue NE
                    Suite 800
                    Bellevue, WA 98004
                  • Kaoru-Shimmyo-Yi

                    Kaoru Shimmyo Yi

                    Senior Registered Client Service Associate

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                    • CA
                    • CO
                    • ID
                    • MT
                    • WA

                    Kaoru is a graduate of Aoyama Gakuin University in Tokyo with a B.A. in American Literature. After 6 years with JPMorgan Securities Tokyo as a Trade Support and a Global Project Manager for their Credit Trading Desk, she joined UBS in 2007. Kaoru is fully registered holding the Series 7 and 66 securities licenses with over 20 years of industry experience. She specializes in client engagement activities, including new client onboarding, complex account maintenance, banking products and client meeting management. In her spare time, she enjoys spending time with her husband and two daughters, traveling, cooking, and tennis.

                      Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures

                      • Aoyama Gakuin University, B.A. American Literature
                      • Senior Registered Client Service Associate
                      Banking
                      Securities-backed lending
                      Legacy planning
                      Estate planning strategies
                      225 108th Avenue NE
                      Suite 800
                      Bellevue, WA 98004
                    • Julia James

                      Julia James, CFP®

                      Senior Wealth Strategy Associate - Relationship Manager

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                      • AZ
                      • CA
                      • CO
                      • FL
                      • GA
                      • ID
                      • MT
                      • NC
                      • NV
                      • OR
                      • TX
                      • WA

                      Julia graduated in 2020 from the University of Washington's interdisciplinary Honors Program with a Bachelor of Arts, majors in dance and psychology. Julia is fully registered with the Series 7 and Series 66 securities licenses and is a CERTIFIED FINANCIAL PLANNER®. She is responsible for managing and developing client relationships. A Seattle native, outside of the office, Julia loves pilates, skiing, and adventurous eating.

                        Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures

                        • University of Washington, B.A. Dance and Psychology
                        • Senior Wealth Strategy Associate - Relationship Manager
                        Long-term care planning
                        Securities-backed lending
                        Education planning
                        Banking
                        225 108th Avenue NE
                        Suite 800
                        Bellevue, WA 98004
                      • Joe Solan

                        Joe Solan

                        Registered Client Service Associate

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                        • WA

                        Joe graduated in 2021 from Gonzaga University with a B.A. in Business Administration and a concentration in Finance. He is fully registered with the Series 7 and Series 66 securities licenses. Joe focuses on client assistance and account maintenance. Outside of the office, he enjoys cooking, basketball, and golf.

                          Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures

                          • Gonzaga University, B.A. Business Administration
                          • Registered Client Service Associate
                          Cash management
                          Education planning
                          Asset allocation
                          401(k) plan services
                          225 108th Avenue NE
                          Suite 800
                          Bellevue, WA 98004

                        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.

                        Business transition and succession planning

                        Business transition and succession planning

                        Tree

                        Exceptional financial strength and stability

                        Goals-based planning

                        Goals-based planning

                        Selling your business: Proceed with passion

                        UBS Business Transition Services can help unlock the possibilities

                        Too many business owners don't plan in advance for when they’re ready to exit. We can provide guidance, along with UBS Business Transition Services, to help you prepare early for the transition and what comes next.

                        Backed by the strength of UBS

                        A global leader in wealth management

                        $3.9 trillion

                        In invested assets globally 
                        As of 12/31/2022

                        51 countries

                        Our global footprint

                        Global leader

                        UBS is a world-leading wealth manager

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