Your life. Your wealth. Your future.

Pursue what matters most

Mountains

Where are you today and where do you want to be tomorrow? We recognize that a lasting relationship starts by listening and understanding your priorities and concerns. We'll work together to look at the big picture, discuss your vision for the future and help you confidently pursue your life goals.

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Pursuing your goals together

Our mission is to provide quality strategies customized to your needs. Our goal is to be your primary source of financial advice. To this end, we concentrate our efforts on developing long-term relationships through a commitment to quality client service.

  • Tammy Renae Head

    Tammy Renae Head, CIMA, ChFC, CLU, CRPS

    Senior Vice President–Wealth Management

    Senior Institutional Consultant, UBS Institutional Consulting Program

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    • AK
    • AR
    • AZ
    • CA
    • CO
    • DE
    • FL
    • ID
    • IN
    • KY
    • LA
    • MA
    • MD
    • ME
    • MO
    • MT
    • NC
    • NH
    • NJ
    • NM
    • NV
    • OH
    • OR
    • SC
    • TX
    • UT
    • VT
    • WA

    Tammy Head, Senior Institutional Consultant has been in the industry for over 35 years specializing in Alaskan Native Corporations, Hospitals, and many high net worth individuals. She has obtained her Certified Investment Management Analyst designation from Wharton School, Charter Financial Consultant, Chartered Life Underwriter, and her Chartered Retirement Planning Specialist designations. Tammy is a 2nd Lt of the Civil Air Patrol; she is a Mission Scanner as well as a private pilot.

    • Barron's Top 1,200 Financial Advisors, 2021, 2022
      The Barron's rating is awarded annually in March and is based on information from the prior year Q3. 
    • PLANADVISER Top Retirement Plan Advisers, 2022The PLANADVISOR rating is awarded in Q1 based on information from January of the award year.

      • Senior Institutional Consultant, UBS Institutional Consulting Program
      3000 A Street
      Suite 100
      Anchorage, AK 99503
    • Jeffrey Head

      Jeffrey Head

      Associate Director

      Branch Manager

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      • AK
      • AR
      • AZ
      • CA
      • CO
      • FL
      • ID
      • IN
      • LA
      • MA
      • MD
      • NC
      • NJ
      • NM
      • NV
      • OH
      • OR
      • TX
      • UT
      • WA

      I've been a financial advisor all of my business career and that tenure has tremendous value. Financial services are at my core. My wife and partner Tammy  is a financial advisor as well as our son Kyle who is a member of our team.  I'm a firm believer in having a long term perspective. My mission is to simplify for the client what appears complex. I coach the client to be long term in thought. I help clients stay focused on their goals by providing guidance and incite. I believe you can't' get to where you want to be without a plan, and my process involves using our powerful planning tools to draw that map.

      My biggest satisfaction comes from building long term relationships with clients and seeing them meet their financial and more importantly their personal goals.

      Having received the UBS designation of Endowment and Foundation specialist, I help philanthropic entities organize and monitor their financial affairs to help them accomplish their long term mission.

      My 35 years of experience working with individuals enables me to provide a custom solution based on the clients goals and needs. I strive to do this with an un-paralleled level of client service.

          • Endowment & Foundation Consultant
          3000 A Street
          Suite 100
          Anchorage, AK 99503
        • Kyle Head

          Kyle Head, AWMA

          Account Vice President

          Accredited Wealth Management Advisor℠

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          • AK
          • AZ
          • CA
          • CO
          • FL
          • ID
          • MA
          • MD
          • MO
          • NC
          • NJ
          • NM
          • NV
          • NY
          • OH
          • OR
          • TX
          • UT
          • WA

          Kyle Head is a Financial Advisor who works out of the Portland and Lake Oswego offices. Kyle holds the FINRA Series 7 and 66 licenses as well as the CFFP's AWMA® designation. After finishing his undergraduate degree in Marketing and Finance, Kyle went on to complete his MBA at Boise State.

          As a native of Alaska, Kyle has learned to grow up loving the outdoors. His summertime activities include hiking, camping, and fishing. In the winters, you can find him on the mountain.

              • Accredited Wealth Management Advisor℠
              3000 A Street
              Suite 100
              Anchorage, AK 99503
            • Ian Nicoll

              Ian Nicoll

              Wealth Strategy Associate

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              • AK
              • OR

              As a Wealth Strategy Associate, Ian works closely with the clients to help pursue their goals through holistic planning. Ian partners with financial advisors to discover and implement solutions tailored to meeting each individual client’s needs. Additionally, Ian assists institutional clients with performance reporting and often participates in board meetings.

              Ian joined The Frontier Group in 2019 and is a lifelong Alaska. He is proud to say he is  Iñupiat Eskimo. Ian volunteers his spare time with UBS’s Mosaic Americans group – A diversity, equity and inclusion department.

              Prior to working at UBS, Ian was employed by a medical device supplier and had the fortunate opportunity to travel the world servicing hospital staff in the operating room with cardiothoracic, general, gynecological and bariatric surgery.

              Outside of work, Ian is passionate about hockey, fishing, and golf. Ian has two German Shepherds named Gordon and Remi. Ian graduated from the University of Idaho with a B.A. in Economics and holds the FINRA Series 7 and Series 66 Licenses.

                    Banking
                    Lending services
                    Cash management
                    Financial planning
                    3000 A Street
                    Suite 100
                    Anchorage, AK 99503
                  • Tamara Harvey

                    Tamara Harvey

                    Senior Client Associate

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                    • AK
                    • AZ
                    • CA
                    • OR
                    • WA

                    Tammy has a strong background in Customer Relations, and has been in the industry since 1995. She prides herself in providing exceptional client service, promptly responding to client inquiries and enhancing their client experience at UBS. She enjoys her family and friends, as well as her horse Gia.

                          805 South West Broadway
                          Suite 2600
                          Portland, OR 97205
                        • Meghan E. Antonucci

                          Meghan Antonucci

                          Senior Client Associate

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                          • AK
                          • WA

                          Meghan was born and raised in Anchorage.  After earning her Bachelors of Business Administration Finance degree from the University of Alaska, Anchorage, Meghan began her financial career working in the highly complex field of mortgage underwriting. During her five years in underwriting, Meghan learned the importance of doing the little things correctly.  She recognized that whether or not her clients were successful in buying their home was dependent on her getting the details right.  Interested in broadening her financial services experience, Meghan joined UBS in 2009.  The experience she gained in the underwriting field has made her extremely effective in servicing client relationships and assisting with banking functions.  Meghan's role on the Frontier Team is working with Institutional Clients.  Outside of work Meghan enjoys spending time with her family and being outdoors

                                1604 Hewitt Ave
                                6th Floor, Suite 601
                                Everett, WA 98201

                              The Year Ahead - Sustainable Investing

                              Retirement planning

                              Retirement planning

                              Multigenerational planning

                              Multigenerational planning

                              Legacy—Wealth for others

                              For needs that go beyond your own—to help you improve the lives of others

                              What will your legacy be?
                              It’s never too early to plan ahead. A Legacy strategy can help you gain more control over your financial future and what you leave behind, so you can move forward with confidence.

                              Learn more at ubs.com/wealthway.

                              Backed by the strength of UBS

                              A global leader in wealth management

                              $2.8 trillion

                              In invested assets globally 
                              As of 06/30/2022

                              51 countries

                              Our global footprint

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                              UBS is a world-leading wealth manager

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