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. 

• Forbes Best-in-State Wealth Management Teams, 2023The 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.

• 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 Management Teams, 2023The 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.

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

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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.