Experience

Starting in the financial services industry in 1987, Jeff joined UBS in 2007. Jeff is actively involved in developing new client relationships, as well as being the team’s leader in providing business and liquidity strategies. Using a hands-on approach, resulting in the development of tailored wealth management strategies, Jeff offers comprehensive financial solutions to clients. As a Certified Financial Planner professional, he provides valuable insight in helping to maximize the benefits of clients’ advanced estate planning strategies.

Jeff graduated from the University of Utah with a bachelor’s degree in economics. He holds the Series 3, 7 and 66 securities licenses, as well as life insurance, long term care, and health insurance licenses.

Debbie has been working in the financial services industry since 1986, joining UBS in 2007. Her areas of focus include cash management, fixed income investments and liability management. She frequently works with company founders, executives and entrepreneurs. Debbie treats each client as a unique relationship that she must learn, grow, and develop over time. She is a CERTIFIED FINANCIAL PLANNER™ professional and applies her experience and skills to help clients address all of their financial needs. She graduated from California State University Los Angeles with a B.S. degree in Business Administration with an emphasis in International Business. She holds Series 7, 63 and 66 securities licenses, and multiple state insurance licenses.

Jim, has worked with the Executive Wealth Consulting Group since starting in the financial services industry in 1997. Joining UBS in 2007, Jim's role in the group has been focused on equity investments (including concentrated, company stock and trading plans), providing expert advise on derivatives, and developing refined asset allocation strategies. Jim is passionate about building and maintaining relationships with clients by examining the unique goals of each client, and then tailoring his investment advice to meet their specific needs. Jim graduated from Southern Methodist University where he earned a Bachelor of Science degree in Business.

Jacqueline started in the financial services industry in 2008. Joining the Executive Wealth Consulting Group in 2015, Jacqueline supports the group in the development of wealth management strategies and marketing efforts. Jackie is a graduate of the University of Phoenix where she earned a Bachelor of Science degree in Business Management.

She holds Series 7 and Series 66 and California insurance license.

Prior to joining the Executive Wealth Consulting Group in August of 2021, Felipe interned at UBS Private Wealth Management for 4 summers from 2015 to 2018. He assists the team in all aspects of client services and operations. Felipe graduated from the University of California Irvine with a bachelor’s degree in Economics. He currently holds the series 7 and 66 securities licenses. 

Felipe grew up in La Puente, CA and enjoys working out, playing/watching sports, and hanging out with friends and family.

Prior to joining the Executive Wealth Consulting Group in November of 2022, Harrison worked for Morgan Stanley and Fidelity where he focused on Client Services and Operations in roles that specialized in trading, cash management, and account maintenance.  He graduated from the University of Utah in 2017 with a Bachelor's degree in Economics and a minor in Business. He currently holds the Series 7 and 66 licenses.

Harrison grew up in Los Angeles, CA and moved to Utah in 2013, where he currently resides, to attend university.  He enjoys skiing, snowboarding, hiking, biking, weight training, and spending time with family and friends.

Prior to joining the Executive Wealth Consulting Group in June of 2023, Raul previously worked for Wells Fargo bank from 2014 to 2020. Raul joined UBS in 2020 as a Branch Service Associate, where he supported advisor teams in Los Angeles Private Wealth Management. He assists the team in all aspects of client services and operations.