Experience

Corinne is a First Vice President and Portfolio Manager at UBS Wealth Management. Corinne joined UBS in 2008, after 21 years at Smith Barney as a Senior Investment Management Consultant. Over the past 36 years Corinne has helped clients manage their wealth throughout various market cycles. With her clients, she emphasizes total portfolio management with a focus on retirement income and estate planning. Corinne also reviews clients insurance needs such as their coverage in both life and long term care insurance. As a financial advisor her mission is to work with clients to articulate their immediate and future goals through concise and thorough financial planning. 

Corinne graduated from University of Oregon in 1986 with a Bachelor of Science degree in Economics. Corinne actively volunteers for various local organizations including the Mount Baker Rowing club and enjoys playing tennis on a regular basis. She lives in Seattle with her husband and their 2 sons.

Laurie joined UBS as a Client Service Associate in 2013. She provides administrative and client support to our clients. She earned her Bachelor of Arts in Business Management from Texas A&M University. Prior to joining UBS, Laurie lived and worked in London, England, and Houston, Texas. In her free time, Laurie enjoys time with her children, hiking, and knitting.

Jack joined UBS in September of 2022 and is a California Polytechnic State University, San Luis Obispo graduate having earned a Bachelor’s Degree in Financial Management while also participating in several business management clubs. He was raised on Bainbridge Island, WA and has lived in the Seattle area with his mom, dad, and two sisters. He played a variety of sports with an emphasis in baseball. He played on the high school varsity team for 3 years and received 1st Team All-Metro honors two years in a row. He comes from a family of strong leaders in finance and business. Jack’s role as a Wealth Strategy Associate is performing a multitude of tasks from helping clients open new accounts to arranging for fund transfers, income distributions, online account access and other operational functions. Jack has a result focused approach, lead with excellent critical thinking skills. He is enthusiastic, with a demeanor that is poised and reflective of his commitment to help simplify our client’s financial lives. Jack enjoys spending time with his family and friends as well as traveling and exploring new cities.