Your life. Your wealth. Your future.

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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.

• Forbes Best-in-State Wealth Management Teams, 2025The 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.

• Institutional Consultant, UBS Institutional Consulting Program
• Endowment & Foundation Consultant

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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, 2025
  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 Best-in-State Wealth Management Teams, 2025The 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.
• Forbes Top Women Wealth Advisors Best-in-State, 2024, 2025The 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

• AK
• AZ
• CA
• CO
• DE
• FL
• GA
• ID
• LA
• MA
• MD
• ME
• MI
• MN
• MO
• MT
• NC
• NH
• NJ
• NM
• NV
• OH
• OK
• OR
• SC
• TN
• TX
• UT
• VT
• WA
• WI
• WY

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

• Forbes Best-in-State Wealth Management Teams, 2025The 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.

• Accredited Wealth Management Advisor℠

• 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.

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.

• AK

Ingrid comes to us with years of administrative and operations experience.  She works to identify the needs of our team and provide solutions that create efficiency and client satisfaction. She holds a Series 7 Securities License and is currently studying for the Series 66. 

Ingrid has lived most of her life in Alaska and her favorite activity, in any season, is to hike with family and friends. Community involvement is important to her as well. Ingrid & her husband, Eric, volunteer with the local chapter of Safe Families for Children.