Your life. Your wealth. Your future.

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I grew up in Louisville, Kentucky before attending Indiana University. Post-college I was a cofounder a start-up company in the food  processing industry. After working up and down the coast of California and having a successful exit from the business, I moved to Los  Angeles and began working in the financial services industry in 2001. Building and selling a business provided me keen insight into all the  details associated with creating and keeping wealth. 

It’s the important things—our families, our values, the impact we have on others—that connect us. And although making sense of it all can  be hard, asking the right questions can make things clearer. So, when we speak, I want to learn about those life questions that are on your  mind. “Should I start my own business? Is it better to leave my kids everything? Or nothing? How do I set up a charitable fund? Will my  family be ok when I’m gone?” Together, I know we can find the answers. 

Whatever your concerns, I can help you create a comprehensive financial plan to address your important priorities. Since 2001, I have put  my experience to work for each of my clients, helping them find the best way forward to pursue the goals that truly matter.

In 2016 I relocated my family from Los Angeles to San Francisco and currently live in Fairfax with my wife Sara, daughter, Kariana, son,  Ryder and our dog, Otis. I love cooking, hiking, golf, physical fitness and football. In my free time you will find me with my family  exploring the outdoors.

Sean has worked in the financial services industry since 2001 at three major Wall Street firms.

CA Life Insurance #0E80199 

• Forbes Best-in-State Wealth Management Teams, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.

• Indiana University., B.S. in Public Finance

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As a young adult, I was a competitive tennis player in Southern California. I found great satisfaction in training every day and competing  almost every weekend. I obviously loved winning more than losing but it wasn’t until High School that I was able to realize the value of a  team and the joy of sharing success with that team. The hard work and leadership it takes, day in and day out, to be successful is what  fundamentally translates to the team we have built here at UBS since joining in 2012. We strive to put our clients first and have built the  infrastructure to make sure outcomes align with goals. 

Prior to the start of my financial career, I received an academic scholarship to attend George Washington University. I arrived in Washington D.C. in August of 2001. Living through 9/11 in D.C. was a formative experience that shaped a lot of my world view. Majoring in finance and  international business with a minor in Philosophy has provided me with insight and critical thinking skills to work with a wide array of high  net worth and ultra-high net worth families.

Whether you are a business owner, real estate owner, executive or serial entrepreneur with lots of unique needs, my job is to act as a liaison  for all the resources UBS has to offer. For our clients there is no “one-size fits all” solution and we’ll work together to make sure your  individual and loved one's needs are taken care of.

Outside of the office, I am involved with many non-profit organizations, but I spend most of my resources supporting JBBBSLA. I have been a  “big brother” since 2007 and I have been part of the Board of Directors since 2014. When I find the time, I still enjoy tennis and paddle  tennis, but I also love golf, snowboarding, and backpacking in the Eastern Sierras.

I live with my wife, Mariko, our son, Kingston, and our dog, Bandit in Venice Beach. On the weekends you’ll typically find us on our bikes  around the neighborhood.

 CA Life Insurance #0F58566

• Forbes Best-in-State Wealth Advisors, 2024The 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.
• Forbes Best-in-State Wealth Management Teams, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.
• Forbes Top Next-Gen (Generation) Wealth Advisors Best-in-State, 2022The Forbes rating is compiled by Shook Research and awarded annually in August based on information from a 12 month period ending in March of the award year.

• George Washington University, B.B.A. in Finance, International Business and Philosophy, Summa Cum Laude

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Growing up, I always loved any kind of math problem. I found great satisfaction from working through the problem sets knowing at the end I would either be right or wrong. I of course preferred to be more right than wrong but it was black or white – no gray area. As a result, choosing to study electrical engineering with a minor in mathematics at Union College in Schenectady, New York was an easy decision for me. After many nights and weekends in the lab (talking to the circuit board) I realized that I missed people and I'm thrilled I did because the most sophisticated, rewarding problem sets I have ever solved have been with and for my clients.

Whether you are an entrepreneur or venture capitalist who recently sold a company; a newly minted divorcee who gets to rebrand the wealth in your name only; or a dual working couple with growing wealth and lots of moving parts, my job is to make sure your wealth does everything you want it to do. For my clients, I have learned, the right solution is about the return—and also the focus of their wealth. The gray area matters profoundly.

What do you want your wealth to do for you, your family/friends, your community and/or the world?

My husband and I happily live in San Francisco. I run every morning and am currently training for the Berlin Marathon on behalf of Every Mother Counts. I am an avid experimental chef,
adept at baked goods, Asian noodles among many other personal specialties. I'm an advisor to INFORUM, the innovation lab of the Commonwealth Club.

My professional achievements and education
– Series 7, 31, 63, 66 securities licenses
-- CFP(R), University of California, Berkeley
– M.B.A., University of Connecticut
– B.S, Electrical Engineering, Union College

CA Life Insurance #0E10968

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Eva Agi joined UBS as a Wealth Strategy Associate with a passion for helping entrepreneurs and families achieve their financial goals. She graduated from UC Berkeley and is a registered Certified Financial Planner (CFP ®) Professional. Before joining Cogent Wealth Management Group, Eva worked as an advisor at Gerber Kawasaki Wealth Management, where she built comprehensive financial plans tailored to her clients’ unique needs.

In her free time, Eva enjoys hiking, reading, cooking, and traveling.

• CERTIFIED FINANCIAL PLANNER®

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Busra joined UBS as Senior Wealth Strategy Associate.  She graduated from the University of Washington (Seattle) with a double major in Communication and Political Science concentrating in Tech & Global Media and Political Economy.  Prior to UBS, Busra was an Associate at Goldman Sachs.

Busra is passionate about empowering high net worth clients to achieve their financial aspirations and secure their legacy for generations to come. She enjoys fostering meaningful client relationships and believes that trust and open communication are the cornerstones of effective wealth management. Outside of work, she enjoys swimming, exploring the beautiful trails of Bay Area with her dog Luna, and learning how to pilot small airplanes as a hobby. Busra is dedicated to continuous learning and personal growth which mirrors her commitment to delivering exceptional service and results for clients.

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Souvanna comes to us from Morgan Stanley where he supported a handful of advisors. Prior to Morgan Stanley, Souvanna worked with our Operations Team in Walnut Creek. Souvanna is a proud graduate of San Francisco State University.