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.

  • Jeffrey Head

    Jeffrey Head

    Market Director

    Institutional Consultant, UBS Institutional Consulting Program

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    • AK
    • AZ
    • CA
    • CO
    • FL
    • ID
    • IN
    • LA
    • MA
    • MD
    • MT
    • NC
    • NJ
    • NM
    • NV
    • OH
    • OR
    • SC
    • 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.

     

    CA Insurance License #4240376

    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.

        • Institutional Consultant, UBS Institutional Consulting Program
        • Endowment & Foundation Consultant
        3000 A Street
        Suite 100
        Anchorage, AK 99503
        jeff.head@ubs.com
        Jeffrey Head
        3000 A Street,Anchorage,AK,99503
      • 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
        • AZ
        • CA
        • CO
        • DE
        • FL
        • ID
        • 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.

        CA Insurance License - 701370592

        • Barron's Top 1,200 Financial Advisors, 2021, 2022, 2023, 2024
          The Barron's rating is awarded annually in March and is based on information from the prior year Q3. 
        • Forbes Best-in-State Wealth Advisors, 2024The 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 Top Women Wealth Advisors Best-in-State, 2024The Forbes rating is compiled by Shook Research and awarded annually in February based on information from a 12 month period ending September of the prior year.
        • PLANADVISER Top Retirement Plan Advisers, 2022The PLANADVISOR rating is awarded in Q1 based on information from Q1 of the award year.

          • Senior Institutional Consultant, UBS Institutional Consulting Program
          Retirement planning
          Estate planning strategies
          Investing
          Alternative investments
          Institutional consulting
          Retirement Plan consulting
          Sustainable investing
          3000 A Street
          Suite 100
          Anchorage, AK 99503
          tammy.head@ubs.com
          Tammy Renae Head, CIMA, ChFC, CLU, CRPS
          3000 A Street,Anchorage,AK,99503
        • Kyle Head

          Kyle Head, AWMA

          Account Vice President

          Accredited Wealth Management Advisor℠

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

          CA Insurance License #4240844

              • Accredited Wealth Management Advisor℠
              3000 A Street
              Suite 100
              Anchorage, AK 99503
              kyle.head@ubs.com
              Kyle Head, AWMA
              3000 A Street,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 Alaskan. 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 enjoys spending time with his significant other Sam and has two German Shepherds named Gordon and Remi. Ian is an University of Idaho alumni 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
                    ian.nicoll@ubs.com
                    Ian Nicoll
                    3000 A Street,Anchorage,AK,99503
                  • Maddie

                    Madison Head

                    Client Associate

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                      Madison was born and raised in Girdwood, a small town outside of Anchorage, Alaska. She attended the University of Alaska Anchorage where she studied Nutrition and Dietetics.

                      Madison enjoys the lifestyle that Alaska provides and spends most of her time outdoors with her husband, their 3 year-old son, and her two dogs, Hank and Sailor.

                      She is currently studying for her Series 7 and looks forward to further her understanding in the world of finance and the complexities it holds.

                      Madison’s primary strengths revolve around the client experience. As an avid event planner for our team, Madison excels at building strong relationships and aims to build our practice as a community and not just a business.

                            3000 A Street
                            Suite 100
                            Anchorage, AK 99503
                            madison.head@ubs.com
                            Madison Head
                            3000 A Street,Anchorage,AK,99503
                          • 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
                                  meghan.antonucci@ubs.com
                                  Meghan Antonucci
                                  1604 Hewitt Ave,Everett,WA,98201

                                Defining your priorities. Pursuing what matters.

                                Our experience and structured planning process drives a comprehensive financial plan and customized investment strategies. Depending on where you are in your life and the priorities that matter most, our planning conversations may focus on liquidity management, your cash flow needs, asset replacement solutions such as insurance, estate planning strategies, or tax and legal structures such as trusts and philanthropic vehicles.

                                Why does A.I. in space matter?

                                Outlook on interest rates

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                                UBS and Credit Suisse—stronger than ever

                                Global Wealth Report 2024

                                Crafted wealth intelligence

                                Now in its 15th edition, the Global Wealth Report 2024 offers you leading insights into household wealth and prosperity across the world. In the US, average wealth growth has spiked from 3.7% between 2000 and 2010 to nearly 6.3% between 2010 and 2023.

                                Gain additional insights into the trends shaping wealth in the US and around the world.

                                Download the report

                                A leader in wealth management

                                Backed by the strength of our parent company, UBS AG

                                $5.8+ trn

                                UBS Group invested assets
                                As of 03/31/2024

                                Global leader

                                UBS is a leading and truly global wealth manager

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