Experience

John grew up outside Boston and graduated from St. John’s High School before heading west to attend the University of Colorado-Boulder, where he earned a bachelor’s degree in communications.

John began his financial services career at Fidelity Investments’ Boston headquarters, working primarily with large university and endowment funds. He has spent nearly 20 years in wealth management in WA, holding roles at leading Wall Street firms, including Morgan Stanley and Merrill Lynch. Throughout his career, he has advised business owners, corporate executives, retirees, nonprofit organizations, and families. John was named Managing Director at Merrill Lynch and now serves as a Managing Director at UBS.

John and his wife, Hillary, live on Mercer Island with their four daughters Callie, Hadley, Quinn, Dylan and their Aussie doodle, Fenway. Together, they enjoy golf, skiing, spending time on the lake, and making the most of the Pacific Northwest’s natural beauty. 

John is committed to making a positive difference in the communities where he lives and works. He previously served on the board of Cancer Research and Biostatistics, has been actively involved in fundraising for the National Multiple Sclerosis Society, and has volunteered on home-building efforts in Haiti. His dedication to service reflects UBS’s commitment to helping communities thrive through volunteering and positive action.

Aaron is a Financial Advisor who values building long-term relationships with clients and helping them make thoughtful, informed financial decisions.

Born and raised in the Seattle area, Aaron has called the Pacific Northwest home his entire life. He earned his degree in Finance from Seattle University and has built his career around his interest in financial markets and helping individuals and families pursue their financial goals.

Outside of the office, Aaron enjoys spending time with his fiancée, Clalissa, and their two golden retrievers. He enjoys skiing, kite surfing, hiking, golf, and taking advantage of everything the Pacific Northwest has to offer.

Joining UBS and The Hall Group, Jennifer brings over two decades of comprehensive financial services experience, including more than five years as a Wealth Management Client Associate at Merrill Lynch. Having built a strong foundation in advisory and specialist roles at Bank of America and HSBC, she serves as a trusted partner to the advisory team, dedicated to delivering an exceptional client experience through operational excellence.

Jennifer manages a broad scope of responsibilities—from account onboarding and proactive maintenance to complex service requests. Working collaboratively across business lines, she coordinates tailored solutions for clients' evolving financial needs. Known for her meticulous attention to detail, strong organizational skills, and proactive approach, she ensures every client interaction is handled with care and efficiency. She holds her FINRA Securities Industry Essentials (SIE) certification and is actively pursuing her Series 7 and Series 66 licenses.

Guided by her personal philosophy—"Don't let the shadows of tomorrow spoil the sunshine of today. Dive deep into the now."—Jennifer brings an attentive, nurturing spirit to building meaningful relationships and helping her clients flourish.

Outside the office, she enjoys traveling, tending to her garden, volunteering, and spending time with her family in Bellevue. During a previous career pause to raise her children, she successfully channeled her creativity into founding J. Hanh Flowers, a boutique floral design business for weddings and private events.

Jennifer is thrilled to join the UBS team and looks forward to supporting clients and their families in achieving their financial goals.