The right moves for your financial future

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Jeff has worked in Wealth Management for 18 years and joined UBS in 2013. Prior to joining UBS, he spent 8 years at Merrill Lynch as a Vice President in Wealth Management. Before entering into the Financial Services Industry, Jeff worked in Healthcare Technology for 12 years managing sales teams in Southern California. Jeff graduated with an Economics Degree from the University of Kansas.

Jeff resides in Newport Beach, CA with his lovely wife, Beth. They have 2 sons, Jake and Asher, who are attending college. In his spare time, Jeff is an assistant basketball coach for Corona Del Mar High School and also enjoys travel and golf.

• Barron’s Top 250 Private Wealth Management Teams, 2024The Barron's rating is awarded annually in May based on information from the prior year Q4.
• Forbes America’s Top Wealth Management Teams (Private Wealth & High-Net Worth), 2024The Forbes rating is compiled by Shook Research and awarded annually in November based on information from a 12 month period ending in March of the award year.
• Forbes Best-in-State Wealth Advisors, 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.
• UBS Wealth Management President’s Council, 2024UBS Financial Services Inc. Councils are a distinction held by UBS Financial Advisors based on criteria including evaluation of compliance with firm rules, standards & policies and revenue. Council membership is not representative of any one client's experience and is not indicative of the advisor’s future performance.

• University of Kansas, Economics, B.A.

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Jo has more than 15 years of client relation and operational experience. She joined The Hamilton Group in 2012. In her current role as Senior Relationship Manager, she is responsible for assisting clients with all portfolio management, performance reporting, and investment research as well assisting her team in client conversations by actively listening to the client needs to assist in the development of wealth management plans.

Jo resides in Orange County with her husband Neil and her 2 children, Spencer and Sidney. In her free time she enjoys fitness, reading and entertaining friends.

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Gretchen joined UBS in 2004 and currently holds Series 7 and 66 Securities Licenses. Gretchen's background includes administration, operations and marketing and strives to make your experience a smooth and pleasant journey.

Gretchen began her career in the financial industry in 2000 in Overland Park Kansas then moved back to Orange County where she enjoys sports, travel, music and spending time with her nephews.

Gretchen graduated Cum Laude with a Bachelors degree from Metropolitan State College of Denver.