Let's move forward. Together.

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Disciplined investment process

Scott has navigated clients' futures through multiple recessions, bull and bear markets. This experience has proved invaluable in managing client assets during periods of both strong and turbulent markets. His unique perspective, high-touch client service and investment management process gives clients the confidence to remain invested during times of uncertainty. 

Scott works with you to design an investment plan with capital preservation as the guiding principle. He utilizes a disciplined approach - a very deliberate five step process that begins with market analysis and concludes with risk management.

Past experience:

•  1980 - current: Financial Advisor, UBS Financial Services Inc.

Scott lives in Manhattan Beach, CA, with his wife and enjoys playing drums in a band.

• Forbes Best-in-State Wealth Advisors, 2019, 2024, 2025, 2026The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.
• Forbes Best-in-State Wealth Management Teams, 2023, 2024, 2025, 2026The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.

• University of Southern California, B.S.

• Series 7, 63 and 65 securities licenses

• AZ
• CA
• CO
• CT
• FL
• GA
• HI
• ID
• IL
• LA
• MA
• MD
• MN
• NE
• NJ
• NV
• NY
• OH
• OR
• TN
• TX
• UT
• VA
• VT
• WA
• WI
• WY

Turning possibilities into a plan

Leslie helps clients and families navigate the challenges and opportunities in their often complex financial lives. For each client relationship, she takes the time to understand all you want to accomplish and then helps craft a flexible plan aligned with where you are and where you want to go, including retirement and legacy planning.

Her goal is to provide holistic advice that encompasses all aspects of wealth management.

Past experience:

• 2021 - current: UBS Financial Services Inc.
• 2008 - 2012: Vice President, Morgan Stanley
• 2000 - 2007: Financial Advisor, Merrill Lynch Private Banking & Investment Group

Leslie lives in La Canada Flintridge, CA with her husband and two daughters. She is also a trustee of the La Canada Flintridge Educational Foundation Endowment and an active member of the National Charity League.

• Forbes Best-in-State Wealth Management Teams, 2026The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.

• University of Southern California Marshall School, MBA
• University of California, Los Angeles, B.S.

• Chartered Financial Analyst
• CERTIFIED FINANCIAL PLANNER
• Certified Exit Planning Advisor
• Series 3, 7, 9, 10 and 66 securities licenses

• AZ
• CA
• CO
• CT
• FL
• GA
• ID
• IL
• LA
• MA
• MD
• MN
• NJ
• NV
• NY
• OH
• OR
• TN
• TX
• UT
• VA
• VT
• WA
• WI
• WY

Investing for your future

Philip has been advising a select group of individuals and business owners for more than forty years. Philip began his investment career with Kidder, Peabody & Co. and joined UBS following the firms' merger. He has extensive experience in capital markets, and in the selection/monitoring of professional investment managers.

Philip takes pride in being able to help individuals and families manage their investments with a view to their long-term objectives. He works with you to design an investment plan for your important life goals, balancing growth and preservation over time. Philip anchors investment ideas and strategies in a deep understanding of all you want to accomplish as well as timely research insights and trends from across the firm. He helps you determine the combination of solutions, managers and strategies suited to your particular preferences.

Past experience:

• 1985 - present: Financial Advisor, UBS Financial Services Inc.
• Financial Manager and Business Development Manager, Avery International
• Financial Analyst, Ford Motor Company

Philip lives in Long Beach, CA.

• Forbes Best-in-State Wealth Management Teams, 2026The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.

• Wharton School, M.B.A.
• Tufts University, Summa Cum Laude, B.A. Economics

• Series 7, 63 and 65 securities licenses

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• AZ
• CA
• CO
• CT
• FL
• GA
• ID
• IL
• IN
• LA
• MA
• MD
• MN
• MT
• NJ
• NM
• NV
• NY
• OH
• OK
• OR
• TN
• TX
• UT
• VA
• VT
• WA
• WI
• WY

Tailored solutions

Don brings in-depth experience to help clients and their families. Following a disciplined planning process, he takes the time to fully understand the client's challenges and objectives and delivers customized solutions by accessing the global resources of UBS. 

His clients know he has the utmost dedication to excellent services and responsiveness. Many of his clients have had relationships with him for several decades and subsequently the next generations too. 

Past experience:

• 1990 - current: Financial Advisor, UBS Financial Services Inc.

Don lives in Long Beach, CA with his wife and he enjoys weekends in Big Bear reading a book and fishing.

• Forbes Best-in-State Wealth Management Teams, 2026The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.

• George Washington University, M.P.A.
• University of Puget Sound, B.A.

• Series 7, 63 and 65 securities licenses

• AZ
• CA
• CO
• CT
• DE
• FL
• GA
• HI
• ID
• IL
• IN
• KS
• LA
• MA
• MD
• ME
• MI
• MN
• MO
• MT
• NH
• NJ
• NM
• NV
• NY
• OH
• OK
• OR
• PA
• SD
• TN
• TX
• UT
• VA
• WA
• WI
• WY

Delivering best-in-class service

John plays a key role on the team, working with clients and senior partners on investment analysis, portfolio construction, performance reporting, financial planning and client service. Supporting clients in pursing their investment objectives motivates John every day, and he takes pride in putting clients' needs first, always striving to achieve the best possible outcomes.

Past experiences:

• 2020 - current: Senior Wealth Strategy Associate, UBS Financial Services Inc.

John lives in Irvine, CA with his wife. He enjoys participating in CrossFit, golfing, and rooting for the Los Angeles Chargers.

• Azusa Pacific University, Magna Cum Laude Honors, B.A. Economics

• Chartered Financial Analyst
• Series 7 and 66 securities licenses

• AZ
• CA
• CO
• IL
• IN
• LA
• MA
• MT
• NJ
• NV
• NY
• TX
• WI

A commitment to excellent client service

Christine is responsible for managing team operations, client requests and account administration. She is committed to building lasting relationship with each client and takes pride in responding to client requests and working with the team to address their needs, no matter how small or complex. Christine is always striving to exceed clients' expectations and clients love working with her.

Past experience:

• 1999 - current: Senior Registered Client Service Associate, UBS Financial Services Inc.
• 1977 - 1998: various financial services firms

Christine lives in Los Angeles, CA with her dog. She enjoys strength training and Pilates and is a proud grandmother of three grandsons.

• Roosevelt University

• Series 7 and 66 securities licenses

• CA

Prioritizing client satisfaction

While in college, Noelle completed three internships at well respected financial services firms, including UBS in Seattle. These experiences led her to her first full time role as a Client Service Associate on our team. She is a super quick learner and enjoys all the challenges that come her way. Noelle aims to get it right the first time and demonstrates her attention to detail in every task.

Past experience:

• 2025 - current: Registered Client Service Associate, UBS Financial Services Inc.
• 2024: Intern, Fidelity Investments
• 2023: Intern, Northwestern Mutual

Noelle lives in Culver City, CA and loves being back in sunny Los Angeles. 

• University of Washington, B.A.

• Series 7 and 66 securities licenses