A plan for today, tomorrow and generations to come

Team Photo

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.

Three generations in front yard

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.

  • 2

    Brett Tank

    Senior Vice President–Wealth Management

    Financial Advisor

    • image
    • image
    • image
    • AK
    • AL
    • AR
    • AZ
    • CA
    • CO
    • FL
    • GA
    • HI
    • IA
    • ID
    • IL
    • KS
    • MA
    • MI
    • MN
    • MO
    • MT
    • NC
    • ND
    • NH
    • NJ
    • NM
    • NV
    • NY
    • OH
    • OK
    • OR
    • PA
    • SD
    • TN
    • TX
    • UT
    • VA
    • WA
    • WI
    • WY

    Brett joined UBS in March 2001, after more than 16 years working in the
    agricultural industry. As a Wealth Advisor, he primarily services high net
    worth clients and families, including small business owners, ranchers, farmers,
    veterinarians and oral surgeons. Using his experience and knowledge of
    wealth management planning, creating personalized strategies to help clients
    pursue their financial goals.
    Brett is a graduate of the University of California, Davis, where he earned a
    B.S. in agricultural and managerial economics. He holds his Series 3, 7 and 66
    securities licenses as well as life, long-term care and variable annuity insurance
    licenses. Brett has also been awarded the Certified Finanacial PlannerTM certification

    CA Agent License # 0D35855

      • University of California, Davis, B.S. Agricultural & Managerial Economics
      • CERTIFIED FINANCIAL PLANNER™
      • Senior Portfolio Manager
      • Wealth Advisor
      • Retirement Plan Consultant
      1610 Arden Way
      Suite 200
      Sacramento, CA 95815
    • Josh strawn

      Joshua Strawn

      Senior Vice President–Wealth Management

      Financial Advisor

      • image
      • image
      • image
      • AK
      • AL
      • AR
      • AZ
      • CA
      • CO
      • FL
      • GA
      • HI
      • IA
      • ID
      • IL
      • KS
      • MA
      • MI
      • MN
      • MO
      • MT
      • NC
      • ND
      • NH
      • NJ
      • NM
      • NV
      • NY
      • OH
      • OK
      • OR
      • PA
      • SD
      • TN
      • TX
      • UT
      • VA
      • WA
      • WI
      • WY

      Josh has extensive experience analyzing the financial needs and goals of
      individuals and small business owners. With more than 25 years in the
      financial services industry, Josh has worked with a wide range of individual
      clients and large corporations on tax-efficient investing strategies. Previously,
      Josh was a Certified Public Accountant with Ernst & Young LLP in San
      Francisco and Palo Alto, specializing in auditing high-tech and consumer
      product companies. Josh earned a B.A. in business economics from the
      University of California, Santa Barbara. He was designated as Premier Advisor
      in Sacramento by the National Association of Board Certified Advisory
      Practices (NABCAP) in 2012. Josh holds his Series 7, 63 and 65 securities
      licenses, as well as life and health insurance licenses.

       

      CA License # 0C37330

        • University of California, Santa Barbara, B.A. in Business Economics
        • Senior Portfolio Manager
        1610 Arden Way
        Suite 200
        Sacramento, CA 95815
      • 2022

        Madeline Tank

        Wealth Strategy Associate

        • image
        • image
        • image
        • CA

        Madeline has over five years of experience in the financial
        services industry, starting at UBS as an intern in 2016,
        during her senior year of college. She went on to work
        in banking, but returned in 2019 to pursue her career
        at UBS because of the opportunities the firm offers in
        the field of financial services. Madeline attended the
        University of Wyoming in Laramie, where she earned her
        B.S. in agricultural business and minor in finance. She
        holds her Series 7 and 66 licenses, as well as life and
        health insurance licenses


        CA Agent #4074652

          • University of Wyoming, Bachelor of Science in Agricultural Business
            1610 Arden Way
            Suite 200
            Sacramento, CA 95815
          • 2022

            Erika Jimenez

            Authorized Officer

            Team Administrator

            • image
            • image
            • image
            • CA
            • MT
            • NV

            Erika has worked in financial services since 2008
            and through many market cycles. She has helped
            clients through all of those ups and downs, providing
            understanding and exceptional service.
            A graduate of California State University, Sacramento,
            Erika earned her B.S. in business (finance) and minor in
            economics. She holds her Series 7and 66 securities and
            California state life insurance licenses. Erika has also been
            awarded the Certified Financial PlannerTM certification

             

            CA Agent #0K20299

              • California State University Sacramento, Bachelors in Business and Finance
              • CERTIFIED FINANCIAL PLANNER™
              1610 Arden Way
              Suite 200
              Sacramento, CA 95815
            • kathleen johnston

              Kathleen Johnston

              Senior Client Associate

              • image
              • image
              • CA

              Kathy has 45 years in the industry and 20 years at UBS,
              serving clients and providing administrative support and
              guidance, enabling her to address clients’ questions and
              concerns in an expeditious manner. She holds a B.S. in
              marketing from the University of Nevada, Las Vegas. She
              holds her Series 7, 63 and 65 securities licenses.

                • University of Nevada, Las Vegas, B.S. in Marketing
                  1610 Arden Way
                  Suite 200
                  Sacramento, CA 95815
                • image

                  Gloria Solis

                  Client Associate

                  • image
                  • image

                          1610 Arden Way
                          Suite 200
                          Sacramento, CA 95815

                        Defining your priorities. Pursuing what matters.

                        Our experience and structured planning process drives a comprehensive financial plan and customized investment strategies. Depending on where you are in your life and the priorities that matter most, our planning conversations may focus on liquidity management, your cash flow needs, asset replacement solutions such as insurance, estate planning strategies, or tax and legal structures such as trusts and philanthropic vehicles.

                        Your lifelong financial plan. UBS Wealth Way

                        Your lifelong financial plan. UBS Wealth Way

                        Multigenerational planning

                        Multigenerational planning

                        Retirement planning

                        Retirement 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.

                        Backed by the strength of UBS

                        A global leader in wealth management

                        $2.8 trillion

                        In invested assets globally 
                        As of 06/30/2022

                        51 countries

                        Our global footprint

                        Global leader

                        UBS is a world-leading wealth manager