Experience

Juleane offers over 18 years of experience in the financial industry, of which she has spent 14 years with UBS as a Financial Advisor.  She was mentored and spent 5 years under the guidance of Dan Spittler, a 35 year veteran of the financial industry and former UBS Branch Manager.  Juleane earned her CFP in 2008, and enjoys helping clients with their financial and retirement plans.

Juleane earned her BA degree from UC Santa Barbara, achieving a double major in Business Economics and Communication.  She completed her Masters in Tax & Financial Planning through San Diego State University in 2013.  She and her husband Keith currently reside in Del Sur, and enjoy playing soccer, boating and hiking in their free time.

CA Insurance License #0E46475

Chris, a valued member of the Summit Wealth Management Group, is zealous about providing comprehensive professional financial and estate planning to his clients.  He manages the portfolio construction and oversees date-to-day portfolio management.  He has 19 years in the financial industry, beginning his career in 1995 interning with Merrill Lynch.  Chris has worked for Wall Street firms like, Prudential and Morgan Stanley prior to joining UBS in 2012. 

He earned his B.A. in Economics and Philosophy from San Diego State University in 1996, graduating cum laude.  He has played competitive hockey for over 40 years and has coached youth, travel and high school programs.  He is married to Kelly, who is an Estate Attorney, and has three girls, Cassandra, Sofiya and Raegan.

CA Insurance License # 0C35563

Kim has been in the financial services industry with UBS Financial Services Inc. for 25 years. She began her career as a Receptionist at UBS in the Rancho Bernardo office in 1996. Kim held jobs with miscellaneous companies in Payroll, Accounts Payable, and Accounts Receivable before becoming a stay at home mom. When her children entered school she worked with the Escondido Union School District as a Teacher Aide for 7 years before coming to UBS. She is a Senior Client Service Associate and has assisted several Wealth Management Advisors throughout the years. Kim manages the daily client service request for distributions, including fed wires, journals, and check request. She is the key person for opening accounts, providing account documentation, setting up checking accounts, credit cards, line of credit loans, and online services setup and support,. Kim is a native Californian and has always lived in the San Diego area. She is married with two daughters.

Melisa began in the financial services industry over eight years ago and has been with UBS since 2017.  She has held various roles in support of our offices and clients.  Her role with our Excel Wealth Management team is to interface with clients and keep them updated on information beneficial to them as well as using her expertise for the day-to-day operations we execute in support of our clients. Melisa thrives on seeking to understand clients’ complex goals to help plan, grow and protect their wealth and legacies for generations.

Melisa resides in the San Marcos area with her two children Arya (1), Damian (19) and husband Aron. Away from work she enjoys outdoors activities like hiking and going to the beach. She actively supports charitable causes such as The Ronald McDonald House at Rady's Children Hospital and Monarch School.