An experienced and committed team

Ed has over 30 years of experience working as the primary financial advisor to families, individuals, and business owners. He focuses on helping individuals and families manage the complex facets of their financial lives, while layering in businesses and professional factors, to gain a comprehensive view of one’s overall financial picture.

For each client and/or family relationship, he invests the time to understand everything you want to accomplish so he may craft a flexible plan aligned with where you are and where you want to go, which includes retirement on your terms.

Drawing on his extensive experience, Ed helps families create and personalize financial plans and customize investment portfolios to achieve their unique goals and dreams. He offers solutions for both your near-term priorities and long-term objectives.

Ed’s goal is to lead a team which provides professional wealth management and premium service to his clients, their families, friends, and colleagues.

With previous experience at both Morgan Stanley as a Wealth Advisor, and a Controller at Shields Asset Management, he combines his decades of experience to work with his team, CPAs, estate planning attorneys and other trusted advisors to provide collective and inclusive financial planning advice at every level.

Ed lives in Incline Village, NV most of the time but continues to work and spend time in the Bay Area. He has a special needs 15 year old son who lives with him part-time. He is an avid professional sports fan following the Golden State Warriors, NY Yankees, NY Rangers, and NY Giants. He enjoys live entertainment including Broadway shows, musical concerts, sporting events, fine dining and good red wine. He is learning to play golf and recently started playing pickleball.

Certifications and Registered States:

·         Security Licenses: Series 7, 63, and 65

·         Insurance License # 0B40586

Erika oversees and manages our operational and administrative functions. She is dedicated to providing the highest level of personalized service to meet the unique needs of each of you. As a Senior Registered Client Associate, Erika holds her Series 7 and Series 66 licenses. Before coming to UBS, she specialized in client care and event management for large events, such as the FIFA World Cup and the Winter Olympics. Erika resides in Reno, NV with her husband and their daughter. In her spare time, Erika enjoys skiing, hiking, and camping.

Sarah is a dynamic, self-motivated, and results-orientated leader with over 26 years of experience in private, public and government wealth management, risk analysis and management through strategic and tailored portfolios which include risk protection and safeguards.   

Sarah cultivates and invests in meaningful relationships which foster collaboration with her team.  Her prior roles allow her to bring experience in reducing tax liability and personalizing holistic business and legacy plans for the team's clients. She focuses on developing tactical strategies that support growth and preservation of wealth customized to individual, family and business needs.

Sarah received her Bachelor’s Degree from California State University, Sacramento, and has worked for and with large corporations and government agencies such as Progressive, LPL Financial, and Oakland Police Department.

She lives in Placer County and sits on the board of a faith based non-profit for Sacramento County serving law enforcement, the school districts and county. She enjoys sporting events, traveling, and spending time with her children and family across the United States.