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 expert 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 our clients. 

As a CERTIFIED FINANCIAL PLANNER™, he provides valuable insight in helping to maximize the benefits of our clients' advanced estate planning strategies.

Jeff graduated from the University of Utah with a bachelor’s degree in Economics. He holds Series 3, 7 & 66 securities licenses, as well as Life Insurance, LTC, 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.

After starting in the financial services industry in 2012, Beck joined the Executive Wealth consulting group in 2013. Beck is a graduate of the University of Southern California where he earned a Bachelor of Science degree in Business Administration. He is focused on all aspects of financial planning for our clients and is dedicated to creating and maintaining strong client relationships. Beck prepares extensive financial plans that address our clients' personal life goals. In addition, Beck also handles the insurance needs of our clients.

He hold Series 7, Series 66 and California insurance license.

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 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.