Managing Director–Wealth Management
Private Wealth Advisor
Experience to guide you forward
When life changes or introduces new circumstances, finding the way forward can be challenging. But no matter how complex the objective, Lisa brings a high level of expertise to the challenges facing high net worth individuals, families, corporate retirement plans and foundations. Her deep understanding, planning and investment insight have been helping her clients determine the right path forward for more than 35 years.
Planning is the starting point for each relationship. Through her planning process, Lisa’s clients find answers to their most important questions and strategies to pursue their most important goals—from wealth accumulation and distribution to multigenerational wealth preservation and transfer. A powerful advocate for women's financial literacy, Lisa has conducted corporate seminars at a number Fortune 500 companies and been featured in various publications including The Wall Street Journal, Forbes, On Wall Street, Fortune Magazine and The Los Angeles Times.
Credentials that build confidence
A commitment to giving back
For more than 15 years, Lisa has been a mentor in a local at-risk youth program (Operation Jump Start). She has worked with four young women through their graduation from the program and is actively involved in their lives today. Lisa also serves on the Board of Directors for Memorial Medical Center Foundation.
Lisa and her husband, a retired aerospace engineer, have been married for 30 years. They live in Orange County with their family dog.
Recognized as an industry leader:
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.
Credentials
Managing Director–Wealth Management
Private Wealth Advisor
Experience to guide you forward
When life changes or introduces new circumstances, finding the way forward can be challenging. But no matter how complex the objective, Lisa brings a high level of expertise to the challenges facing high net worth individuals, families, corporate retirement plans and foundations. Her deep understanding, planning and investment insight have been helping her clients determine the right path forward for more than 35 years.
Planning is the starting point for each relationship. Through her planning process, Lisa’s clients find answers to their most important questions and strategies to pursue their most important goals—from wealth accumulation and distribution to multigenerational wealth preservation and transfer. A powerful advocate for women's financial literacy, Lisa has conducted corporate seminars at a number Fortune 500 companies and been featured in various publications including The Wall Street Journal, Forbes, On Wall Street, Fortune Magazine and The Los Angeles Times.
Credentials that build confidence
A commitment to giving back
For more than 15 years, Lisa has been a mentor in a local at-risk youth program (Operation Jump Start). She has worked with four young women through their graduation from the program and is actively involved in their lives today. Lisa also serves on the Board of Directors for Memorial Medical Center Foundation.
Lisa and her husband, a retired aerospace engineer, have been married for 30 years. They live in Orange County with their family dog.
Recognized as an industry leader:
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.
Credentials
Senior Vice President–Wealth Management
Financial Advisor
Experience to guide you forward
Natalie is a CERTIFIED FINANCIAL PLANNER™ professional and Senior Portfolio Manager. Creating strategies designed to help ensure her clients and their loved ones are financially secure for the future is one of Natalie’s greatest passions. That’s why she begins each client relationship with a customized comprehensive financial plan. It’s especially important for clients who are navigating challenging life transitions like divorce, career change, retirement and loss. But to Natalie, everyone can benefit from the decision-making advice a financial plan provides. From helping highly compensated executives manage restricted stock and stock options to small- and middle-market business owners navigating the pre- and post-sale process, Natalie and her planning insight truly make a difference in the lives of her clients. Always a collaborator, she also works with her clients’ other advisors to provide well-aligned estate planning, insurance and tax-efficient investing and withdrawal strategies.
Credentials that build confidence
Outside of UBS
Natalie is a Group Leader for ProVisors Seal Beach. She volunteers with Memorial Care and the Memorial Medical Center Foundation.
Natalie holds FINRA Series 7 and 63 & 65 securities licenses and is a licensed California insurance agent (CA License #:OF34434).
Recognized as an industry leader:
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.
Credentials
Senior Vice President–Wealth Management
Financial Advisor
Experience to guide you forward
Natalie is a CERTIFIED FINANCIAL PLANNER™ professional and Senior Portfolio Manager. Creating strategies designed to help ensure her clients and their loved ones are financially secure for the future is one of Natalie’s greatest passions. That’s why she begins each client relationship with a customized comprehensive financial plan. It’s especially important for clients who are navigating challenging life transitions like divorce, career change, retirement and loss. But to Natalie, everyone can benefit from the decision-making advice a financial plan provides. From helping highly compensated executives manage restricted stock and stock options to small- and middle-market business owners navigating the pre- and post-sale process, Natalie and her planning insight truly make a difference in the lives of her clients. Always a collaborator, she also works with her clients’ other advisors to provide well-aligned estate planning, insurance and tax-efficient investing and withdrawal strategies.
Credentials that build confidence
Outside of UBS
Natalie is a Group Leader for ProVisors Seal Beach. She volunteers with Memorial Care and the Memorial Medical Center Foundation.
Natalie holds FINRA Series 7 and 63 & 65 securities licenses and is a licensed California insurance agent (CA License #:OF34434).
Recognized as an industry leader:
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.
Credentials
Senior Vice President–Wealth Management
Financial Advisor
Experience to guide you forward
Lindsay began her career in 2008, one of the toughest years ever for financial services. But the lessons she learned about managing risk and investments were invaluable.
Today, as a Certified Financial Planner™ and Certified Divorce Financial Analyst®, Lindsay’s goal is to become her clients’ financial advocate and to help with the transition into and throughout retirement. How does she do it? Through comprehensive financial planning, objective investment management, risk management and partnering with her clients’ other professional advisors, which may include CPAs, estate planning attorneys and divorce and business attorneys. By working with these other professional advisors, she can ensure a holistic, cohesive plan for her clients. As a Certified Divorce Financial Analyst®, she assists couples before, during and after the complicated and emotional divorce process. As a Corporate Stock Benefit Consultant, Lindsay helps executives manage their complex equity compensation plans so they can focus on other priorities.
Credentials that build confidence
Making a difference
Lindsay is relentlessly committed to giving back:
She enjoys family, friends and fantasy football, along with reading, musicals and golf.
Recognized as an industry leader:
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.
Senior Vice President–Wealth Management
Financial Advisor
Experience to guide you forward
Lindsay began her career in 2008, one of the toughest years ever for financial services. But the lessons she learned about managing risk and investments were invaluable.
Today, as a Certified Financial Planner™ and Certified Divorce Financial Analyst®, Lindsay’s goal is to become her clients’ financial advocate and to help with the transition into and throughout retirement. How does she do it? Through comprehensive financial planning, objective investment management, risk management and partnering with her clients’ other professional advisors, which may include CPAs, estate planning attorneys and divorce and business attorneys. By working with these other professional advisors, she can ensure a holistic, cohesive plan for her clients. As a Certified Divorce Financial Analyst®, she assists couples before, during and after the complicated and emotional divorce process. As a Corporate Stock Benefit Consultant, Lindsay helps executives manage their complex equity compensation plans so they can focus on other priorities.
Credentials that build confidence
Making a difference
Lindsay is relentlessly committed to giving back:
She enjoys family, friends and fantasy football, along with reading, musicals and golf.
Recognized as an industry leader:
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.
Associate Director
Team Administrator
Shannon attended the University of California Santa Barbara and earned her degree in Business Economics. She started in the financial services industry in 1997, working in the margin department and as a Sales Assistant. She later decided that she wanted to be in management, so she started at UBS Financial Services Inc. in the Long Beach office in 2004 as Branch Service Associate and attended the UBS Leadership Management Development Program. After attending the program, she became the Assistant Operations Manager and then the Administrative Manager for the Long Beach office until 2009. She took a couple years off from working when she had twins and went back to work at Morgan Stanley where she had assisted a large team as the Senior Registered Associate responsible for all their trading and servicing clients.
Shannon lives in Long Beach with her husband and their three children. She enjoys spending time with her family and the kids' involvement in soccer and baseball keeps her very busy.
Current Securities Licenses: Series 7, 9, 10, 66, CA Insurance License #0L38041
Associate Director
Team Administrator
Shannon attended the University of California Santa Barbara and earned her degree in Business Economics. She started in the financial services industry in 1997, working in the margin department and as a Sales Assistant. She later decided that she wanted to be in management, so she started at UBS Financial Services Inc. in the Long Beach office in 2004 as Branch Service Associate and attended the UBS Leadership Management Development Program. After attending the program, she became the Assistant Operations Manager and then the Administrative Manager for the Long Beach office until 2009. She took a couple years off from working when she had twins and went back to work at Morgan Stanley where she had assisted a large team as the Senior Registered Associate responsible for all their trading and servicing clients.
Shannon lives in Long Beach with her husband and their three children. She enjoys spending time with her family and the kids' involvement in soccer and baseball keeps her very busy.
Current Securities Licenses: Series 7, 9, 10, 66, CA Insurance License #0L38041
Senior Registered Client Associate
Lily graduated from University of California Los Angeles and earned her degree in Geography/Environmental Studies and minor in Global Studies. While at UCLA, she interned at the Los Angeles Mayor's Office helping to develop economic policies and international business relationships to boost the local economy. Lily traveled to Belize and joined a wildlife rehabilitation organization upon college graduation, aiming to educate and advise local government on developing the economy while preserving the wildlife and environment. She had the experience working with numerous non-profit organizations and realized the importance of Finance and Business Management. In 2014 Lily started working in the Financial Service industry. she was the Practice Manager of a large wealth management team then was promoted to the Operational Leader at Ameriprise Financial. Lily also worked for Morgan Stanley and Wells Fargo Advisors before moving to Long Beach.
Outside of work Lily enjoys traveling, hiking, and volunteering at animal shelters.
Current Securities Licenses: Series 7, 66, CA Insurance License #0L63021
Senior Registered Client Associate
Lily graduated from University of California Los Angeles and earned her degree in Geography/Environmental Studies and minor in Global Studies. While at UCLA, she interned at the Los Angeles Mayor's Office helping to develop economic policies and international business relationships to boost the local economy. Lily traveled to Belize and joined a wildlife rehabilitation organization upon college graduation, aiming to educate and advise local government on developing the economy while preserving the wildlife and environment. She had the experience working with numerous non-profit organizations and realized the importance of Finance and Business Management. In 2014 Lily started working in the Financial Service industry. she was the Practice Manager of a large wealth management team then was promoted to the Operational Leader at Ameriprise Financial. Lily also worked for Morgan Stanley and Wells Fargo Advisors before moving to Long Beach.
Outside of work Lily enjoys traveling, hiking, and volunteering at animal shelters.
Current Securities Licenses: Series 7, 66, CA Insurance License #0L63021
Registered Client Associate
Brandon graduated from California State University, Los Angeles, where he earned his degree in Business Administration with an option in Business Economics and Statistics. He is passionate about using his education and experience for giving back to the community.
He began his career as an insurance agent, offering education and products from a range of reputable insurance carriers to underrepresented communities. This experience gave him a well‑rounded understanding of risk management and the importance of aligning financial solutions with individual client needs. Brandon later joined Wells Fargo, where he developed experience in retail and corporate banking, taking clients from no plan or banking strategy to fulfilling the long-term goals they had when originally meeting. Brandon is now completing licensing to be a registered client service associate here at UBS and expanding the level of service he can provide for CBM Wealth Management clients. Brandon lives in Los Angeles with his wife and maintains strong business and familial ties in Seal Beach.
Outside of work, he enjoys creating memories with family, walking his dog, and traveling. Both he and his wife are Dodgers fans and attend games whenever possible.
Current Securities Licenses: Series 7, 66, California Insurance License #1917242
Registered Client Associate
Brandon graduated from California State University, Los Angeles, where he earned his degree in Business Administration with an option in Business Economics and Statistics. He is passionate about using his education and experience for giving back to the community.
He began his career as an insurance agent, offering education and products from a range of reputable insurance carriers to underrepresented communities. This experience gave him a well‑rounded understanding of risk management and the importance of aligning financial solutions with individual client needs. Brandon later joined Wells Fargo, where he developed experience in retail and corporate banking, taking clients from no plan or banking strategy to fulfilling the long-term goals they had when originally meeting. Brandon is now completing licensing to be a registered client service associate here at UBS and expanding the level of service he can provide for CBM Wealth Management clients. Brandon lives in Los Angeles with his wife and maintains strong business and familial ties in Seal Beach.
Outside of work, he enjoys creating memories with family, walking his dog, and traveling. Both he and his wife are Dodgers fans and attend games whenever possible.
Current Securities Licenses: Series 7, 66, California Insurance License #1917242
Client Associate
Zane attended the University of Maryland, College Park and earned his degree in Economics. He began his professional career working at the Department of Labor in Washington, D.C., where he gained exposure to government operations and economic policy.
In 2022, Zane joined the United States Marine Corps, where he served as a Logistics Officer. He was stationed in Okinawa, Japan, working with the 31st Marine Expeditionary Unit (MEU), where he was responsible for coordinating logistical operations, supporting mission readiness, and managing the movement of personnel and resources in a fast-paced environment.
Zane later transitioned to CBM Wealth Management, where he now works as a Client Associate, supporting advisors and clients by managing daily operations and delivering a high level of service.
Zane lives in Lawndale, California. He enjoys staying active, spending time with friends and family, and continuing to build his knowledge in finance and investing.
Client Associate
Zane attended the University of Maryland, College Park and earned his degree in Economics. He began his professional career working at the Department of Labor in Washington, D.C., where he gained exposure to government operations and economic policy.
In 2022, Zane joined the United States Marine Corps, where he served as a Logistics Officer. He was stationed in Okinawa, Japan, working with the 31st Marine Expeditionary Unit (MEU), where he was responsible for coordinating logistical operations, supporting mission readiness, and managing the movement of personnel and resources in a fast-paced environment.
Zane later transitioned to CBM Wealth Management, where he now works as a Client Associate, supporting advisors and clients by managing daily operations and delivering a high level of service.
Zane lives in Lawndale, California. He enjoys staying active, spending time with friends and family, and continuing to build his knowledge in finance and investing.
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.
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.
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