Let's move forward. Together.

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Ron began his financial services career in 2003 as an Account Executive in the residential mortgage division of HSBC before transitioning to UBS in 2007. In 2017, Ron was promoted to Branch Manager of the Merced branch.

When not at work, Ron enjoys playing competitive golf, water and snow skiing, and spending time with his wife and two children.

Ron holds Series 7, 9, 10, and 66 securities licenses as well as life and health insurance

Agent License #0G07278

• Forbes Best-in-State Wealth Management Teams, 2023, 2024The 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.

• Wealth Advisor
• CERTIFIED FINANCIAL PLANNER™

860 W Olive Street
Suite B
Merced, CA 95348

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A model of consistency and dedication, Tim has worked as a financial advisor in Merced since 1983. In that time, Tim has helped countless clients plan for and achieve their financial goals.

Drawing on his vast experience, Timothy emphasizes time-tested approaches to investing. He is committed to client service and believes that client relationships are his most important asset.

He earned his B.S.C. in finance from the University of Santa Clara. He is FINRA-registered and holds Series 7, 9, 10, and 66 securities licenses as well as licenses for life insurance and annuities

Agent License #0A67623

• Forbes Best-in-State Wealth Management Teams, 2023, 2024The 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.

• University of Santa Clara, B.S.C. in Finance

860 W Olive Street
Suite B
Merced, CA 95348

• AL
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• AZ
• CA
• CO
• CT
• DE
• FL
• GA
• HI
• ID
• IL
• KS
• KY
• MA
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For Ed, being a Financial Advisor is more than just providing financial plans. It's a way to guide clients on the path to realizing their goals. He primarily services small business owners, individuals, and their families in the areas of fixed income, equities, and estate and retirement planning.

Ed began his financial services career in 2003 as Associate District Manager of GMAC Mortgage. He moved to RPM Mortgage as a Vice President/Partner in 2006 before transitioning to UBS in 2007.

He holds Series 7 and 66 securities licenses as well as life and health insurance licenses.

Agent License #0G14632

• Forbes Best-in-State Wealth Advisors, 2022, 2023, 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, 2023, 2024The 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.

860 W Olive Street
Suite B
Merced, CA 95348

• AL
• AR
• AZ
• CA
• CO
• CT
• DE
• FL
• GA
• HI
• ID
• IL
• KS
• KY
• MA
• MD
• MI
• MN
• MO
• MS
• NC
• NJ
• NM
• NV
• NY
• OK
• OR
• PA
• SC
• TN
• TX
• UT
• VA
• WA
• WY

Alex joined the firm in 2000 and currently excels as the team's primary Portfolio Manager. An Accredited Asset Management Specialist (AAMS®), he has developed and continues to improve our proprietary models for analyzing stock and mutual performance.

Alex is the Founder and a member of the Board of Directors of the Chowchilla Athletic Foundation. He is also the Head Coach of the Chowchilla High School Varsity Football Team.

Alex earned his B.A. in Organizational Behavior and Management from Brown University. He is FINRA-registered and holds Series 7 and 66 securities licenses as well as licenses for life insurance and annuities.

Agent License #0D18944

• Forbes Best-in-State Wealth Management Teams, 2023, 2024The 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.

• Brown University, B.A. in Organizational Behavior and Management

• Accredited Asset Management Specialist
• Portfolio Manager

860 W Olive Street
Suite B
Merced, CA 95348

• AL
• AR
• AZ
• CA
• CO
• CT
• DE
• FL
• GA
• HI
• ID
• IL
• KS
• KY
• LA
• MA
• MD
• MI
• MN
• MO
• MS
• MT
• NC
• NJ
• NM
• NV
• NY
• OK
• OR
• PA
• SC
• TN
• TX
• UT
• VA
• WA
• WI
• WY

• Forbes Best-in-State Wealth Management Teams, 2023The 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.

860 W Olive Street
Suite B
Merced, CA 95348

• CA

Missy joined the team in January of 2012. Prior to joining the team, she already had twelve years of experience in the financial services industry working in various capacities. It is her goal to deliver service at the highest level to our clients.

Missy volunteers with several non-profit organizations and is a member of the local Ag Boosters Board of Directors.

She holds Series 7 and 66 securities licenses as well as licenses for life insurance and annuities.

Agent License #0F56327

860 W Olive Street
Suite B
Merced, CA 95348

• AZ
• CA
• MI
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• OR
• TX
• VA

Brian joined UBS in January of 2007, and since then he has helped many clients manage their wealth through extraordinarily volatile times.

As a Certified Financial Planner® and Chartered Retirement Planning Counselor®, he is uniquely equipped to develop both large and small scale financial plans for clients of all sizes. Brian also guides businesses in the establishment and management of corporate retirement plans.

He received his M.B.A. from Azusa Pacific University as well as a B.S. in Marketing. He is FINRA-registered and holds Series 7 and 66 securities licenses.

Agent License #0F72702

• PLANADVISER Top Retirement Plan Advisers, 2023The PLANADVISOR rating is awarded in Q1 based on information from Q1 of the award year.

• Azusa Pacific University , M.B.A., B.S. in Marketing

• CERTIFIED FINANCIAL PLANNER™
• Chartered Retirement Planning Counselor

860 W Olive Street
Suite B
Merced, CA 95348

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Andrew first joined UBS in 2017 in the Silicon Valley leading Business Owners, Corporate Executives, and Individual Families through the Financial Planning Process , guiding them through their current financial stage and setting them on a path to where they wanted to be in their near, immediate and long term future.

Andrew has obtained his B.S. in Finance from the University of Mary Hardin-Baylor, the Certified Financial Planner® designation from the CFP Board, The Certified Exit Planning Advisor from the Exit Planning Institute, and The Accredited Wealth Management Advisor® designation from the College for Financial Planning. He is FINRA-registered and holds Series 7 and 66 licenses as well as life, health and long-term care insurance licenses.

Agent License #0K94791

• University of Mary Hardin-Baylor, B.S. in Finance

• CERTIFIED FINANCIAL PLANNER™
• Accredited Wealth Management Advisor℠

860 W Olive Street
Suite B
Merced, CA 95348

• AZ
• CA
• NV

Sue began her career with UBS over 25 years ago as a Wire Operator before becoming a Client Service Associate and eventually Operations Manager. She then transitioned to her current role as a Wealth Management Associate. Sue assists the team and its clients by providing and delivering premium services.

In addition to being a notary public, Sue holds Series 7, 63, and 66 securities licenses as well as life, variable life, health, and variable annuity insurance licenses

860 W Olive Street
Suite B
Merced, CA 95348

• CA

860 W Olive Street
Suite B
Merced, CA 95348

• CA

A graduate of Azusa Pacific University in 2014, Nick has been with our team since that time. As a Relationship Manager, he provides support to our Financial Advisors and assists on various tasks ranging from financial planning to equity and fixed income trading.

He holds Series 6, 7, and 63 securities licenses.

Agent License #0M83990

860 W Olive Street
Suite B
Merced, CA 95348

• CA

Holly began her financial services career in 2002 with Washington Mutual Bank, later merging to Chase Bank as a Licensed Personal Financial Representative before transitioning to UBS in 2015. Holly assists the team and clients in providing superior service from start to finish. In addition to being a Notary Public, Holly holds Series 6, 63 and California life insurance license. Holly and her husband, Robby, stay busy with their 3 active sons in sports and racing.

Agent License #0G47111

860 W Olive Street
Suite B
Merced, CA 95348

• CA

With more than 30 years in the financial services industry, David advises individuals, families, and businesses on techniques to help them accumulate, protect, and transfer wealth. David leverages his knowledge of and experience with financial and retirement planning, fixed income, equities, and structured products to help his clients pursue their financial goals.

David earned a B.A. from Cal State - Chico with concentrations in social sciences/education and has received his secondary teaching credential. He holds Series 7, 63, and 66 securities licenses as well as life, health, and long-term care insurance licenses.

Agent License #0A46725

• Cal State - Chico, B.A. - concentrations in social sciences/education

860 W Olive Street
Suite B
Merced, CA 95348

860 W Olive Street
Suite B
Merced, CA 95348