Let's move forward. Together.

With over 35 years in the industry, Adam brings extensive experience to a job he loves. As a Senior Portfolio Manager, he focuses on challenges for our clients such as: How can I protect and grow my income in retirement? What should my strategy be in this market? How will my assets help my family when I’m gone? Adam works closely with our clients to develop an investment plan tailored to their unique situation and their future goals. Adam received his undergraduate degree from University of Washington and further accreditation from the Investment Management Consultants Assoc at the Wharton School of Business.

Mike's career began in 1992 when the Dow Jones stood at 3000. With over thirty years in the business, he has successfully managed money for clients through multiple bull and bear markets. Mike believes that positive investment results come from patience, discipline and through close communication with clients. Mike has earned the Certified Investment Management Analyst(CIMA®), Senior Portfolio Manager, and Wealth Advisor designations. Mike received his undergraduate degree from the University of Montana and further accreditation from the Investment Management Consultants Association at the Wharton School of Business.

Kim began her career in 1987. With more than 30 years in the business, she has worked with well-known investment firms including Oppenheimer, US Bancorp and Piper Jaffray. Her history with UBS is traced back to 1993, when she was a partner in an institutional financial advisory group at US Bancorp Investments. As Kim's career progressed, she began focusing more on financial planning for individual clients. She earned her Chartered Retirement Planning designation from the College for Financial Planning. Her experience and consultation offers clients two very important things; long term perspective and a detailed plan to help navigate the increasingly complex investment world. Kim and her husband Erik are active in their Kingston community and have two children and two grandchildren.

Nikkol began her career at UBS in 1998. She is a CFP® Professional and holds her series 7 and 66 licenses. Nikkol earned a B.S. in Business Management and a B.A. in English from the University of Washington and is a graduate of the College of Financial Planning in Denver, Co. Nikkol and her husband Derrick, an 8th grade public school teacher, are the parents of two young boys. Nikkol is active in the community as a volunteer and former board member of the Wallingford Boys and Girls Club.

Steve has been a Financial Advisor in Seattle since 1986 and has been with the firm for over 15 years. He graduated from Washington State University with a Bachelor of Arts in Business Administration and received his MBA from WSU as well. Outside of his professional responsibilities, Steve volunteers at Bloodworks Northwest. Steve also enjoys gardening, golfing, and spending time at a family cabin on Whidbey Island. He and his wife Lori are parents of two grown daughters.

Jack started his career in 2020 after graduating from Washington State University with a degree in finance. After several years in the business, he joined UBS as a financial advisor in 2023. Jack specializes in managing investment portfolios and helping young clients plan for growing lifetime wealth. Beyond assisting clients, Jack is currently pursuing his Certified Financial Planning designation from the CFP board. In his spare time, Jack likes to enjoy the great outdoors and spend quality time with family and friends on the water or on the ski slopes.

September started her career in the financial services industry in 2005. She has in-depth experience in consumer banking and brokerage operations. As our Authorized Officer/Team Administrator, she plays a central role in enhancing our client experience by focusing her time on servicing and interacting with clients to anticipate their needs and solve issues. September efficiently and expertly helps our clients through the sometimes complicated administrative matters related to their accounts. She welcomes the opportunity to work with all our clients and enjoys getting to know them well. September has two children and enjoys camping, hiking, and fishing.

Robin began her career at PaineWebber in 1998 (alongside her sister, Nikkol). She left UBS in 2004 to start a family.  Robin kept her people and service skills sharp while away, serving on many boards and volunteering her time. Robin and her husband Greg are the parents of two teenagers, and together they enjoy travel, sports, and boating.

Barbara is the newest member of our team, with a background in publishing. She assists all members of the team and is excited to get to know our clients. She was born and raised in West Seattle, and now lives in Snohomish. She loves to hike, camp, and go kayaking, and spend time with her partner and grandkids.