Insight-based advice

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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.

  • Thomas Qvistgaard Profile Photo

    Thomas Qvistgaard

    Senior Vice President–Wealth Management

    Financial Advisor

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    • AK
    • AL
    • AR
    • AZ
    • CA
    • CO
    • FL
    • GA
    • HI
    • IA
    • ID
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    • WY

    I began my career in the financial services industry in 1990, and joined UBS in 2004. Over the past 25 years, I have helped clients manage their wealth throughout good times and bad. I am committed to listening to you, assessing your concerns and helping to ensure that all of your assets are working together toward the goals you’ve set.

    With my clients, I emphasize asset allocation and total portfolio management with a focus on retirement income planning; I also help them with education funding, structures for charitable giving and estate planning. I am FINRA registered and hold Series 7, 9, 10, 24 and 63 securities licenses as well as licenses for life, accident and health insurance and variable annuities.

    My bachelor’s degree in finance is from California State University, Sacramento. My wife and I live with our three children in Davis, CA.

    • Forbes Best-in-State Wealth Management Teams, 2023The Forbes rating is awarded annually in November and is based on information from March of the prior year to March of the award year. 

    • California State University, Sacramento, Bachelor’s degree in Finance
      1610 Arden Way
      Suite 200
      Sacramento, CA 95815
    • Chandra Miranda Profile Photo

      Chandra Miranda

      Senior Wealth Strategy Associate

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      • AZ
      • CA
      • CO
      • FL
      • GA
      • HI
      • IA
      • ID
      • IL
      • KS
      • MA
      • MI
      • MO
      • MT
      • NC
      • ND
      • NH
      • NM
      • NV
      • NY
      • OR
      • SD
      • TN
      • TX
      • UT
      • VA
      • WA

      I began my career in the financial services industry with UBS Financial in 2008. As a Certified Financial Planner (CFP®), I bring valuable planning insight to each client relationship, and I'm passionate about helping clients fulfill their financial goals.

      I am FINRA registered and hold Series 7, 66, and California state life insurance licenses. I graduated from the University of Connecticut with a B.A. in anthropology and psychology and earned my M.A. in anthropology from California State University Sacramento. I enjoy spending time with my husband and our children, as well as scrapbooking and backpacking.

        • University of Connecticut , B.A. in Anthropology and Psychology
        • California State University Sacramento, M.A. in Anthropology
          1610 Arden Way
          Suite 200
          Sacramento, CA 95815
        • Lisa Engstrom Profile Photo

          Lisa Engstrom

          Director

          Team Administrator

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          • AZ
          • CA
          • CO
          • FL
          • GA
          • HI
          • IA
          • ID
          • IL
          • KS
          • MA
          • MI
          • MO
          • MT
          • NC
          • ND
          • NH
          • NM
          • NV
          • NY
          • OR
          • SD
          • TN
          • TX
          • UT
          • VA
          • WA

          I started in the financial services industry in 1982, and have held many titles throughout my career. Most recently I served as Administrative Manager for UBS Financial in the Sacramento branch before joining Generations Wealth Management as Team Administrator.

          I am FINRA registered and hold Series 7, 8, and 63 securities licenses. I look forward to utilizing my unique skill-set to enhance client experience. In my free time I enjoy spending time with my children and grandchildren.

                1610 Arden Way
                Suite 200
                Sacramento, CA 95815

              The circular economy: What is it?

              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.

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