A plan for today, tomorrow and generations to come

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.

Start the planning conversation

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.

Cameron Beck

Managing Director

Financial Advisor
View bio Industry recognition
- AK
- AL
- AR
- AZ
- CA
- CO
- FL
- GA
- HI
- ID
- MI
- MO
- MT
- NC
- NH
- NJ
- NM
- NV
- OH
- OK
- OR
- PA
- SD
- TX
- UT
- VA
- WA
- WI
- WY
Cameron has helped individual investors prepare for their financial futures since 1988. He analyzes individual and business financial situations to help investors pursue their short-, and long-term goals. Cameron holds a B.S. in business administration, with an emphasis in marketing, from California State University, Chico, and also attended the University of Massachusetts, Boston. Cameron was a member of the board of directors for the National Multiple Sclerosis Society’s Mountain Valley Chapter, an instructor at the UC Davis Extension, a business and finance commentator for ABC/CBS–KOVR and the Treasurer for Ducks Unlimited’s River City Chapter. He holds Series 7 and 63 securities licenses, as well as life and health insurance licenses.

CA Agent license #OA47786
- Barron's Top 1,000 Financial Advisors, 2010, 2011, 2012, 2013The Barron's rating is awarded annually in March and is based on information from the prior year Q3.
- Barron's Top 1,200 Financial Advisors, 2014, 2015, 2016
  The Barron's rating is awarded annually in March and is based on information from the prior year Q3.
- California State University, Chico, B.S. in Business Administration, with an emphasis in Marketing
- Senior Portfolio Manager
1610 Arden Way
Suite 200
Sacramento, CA 95815
Joshua Strawn

Managing Director–Wealth Management

Financial Advisor
View bio Industry recognition
- AK
- AL
- AR
- AZ
- CA
- CO
- FL
- GA
- HI
- IA
- ID
- IL
- KS
- MA
- MI
- MN
- MO
- MT
- NC
- 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 20 years in the financial services industry, Josh has worked with a wide range of individual clients and large corporations on tax-efficient investing strategies. Prior to working in the investment industry, 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. Josh holds Series 7, 63 and 65 securities licenses, as well as life and health insurance licenses. Josh lives in Sacramento with two of his three children (one off to college). He can be found biking or running on the American River Parkway.

CA License # 0C37330
- 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.
- University of California, Santa Barbara, B.A. in Business Economics
- Senior Portfolio Manager
1610 Arden Way
Suite 200
Sacramento, CA 95815
Brett Tank

Senior Vice President–Wealth Management

Financial Advisor
View bio Industry recognition
- 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
- 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.
- 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
Thomas Qvistgaard

Senior Vice President–Wealth Management

Financial Advisor
View bio Industry recognition
- 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
Tom began his career in the financial services industry in 1990, and joined UBS in 2004. Over the past 25 years, he has helped clients manage their wealth throughout good times and bad. Tom is 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 his clients, Tom emphasizes asset allocation and total portfolio management with a focus on retirement income planning; Tom also helps them with education funding, structures for charitable giving and estate planning. Tom is 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.

Tom has a bachelor’s degree in finance from California State University, Sacramento. He and his wife live with their three children in Davis, CA.

CA Agent #0A57750
- 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.
- California State University, Sacramento, Bachelor's degree in Finance
1610 Arden Way
Suite 200
Sacramento, CA 95815
Chandra Miranda

Senior Wealth Strategy Associate
View bio
- AK
- AL
- 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
Chandra began her career in the financial services industry with UBS Financial in 2008. As a Certified Financial Planner (CFP®), she brings valuable planning insight to each client relationship, and is passionate about helping clients fulfill their financial goals.

Chandra is FINRA registered and hold Series 7, 66, and California state life insurance licenses. She graduated from the University of Connecticut with a B.A. in anthropology and psychology and earned her M.A. in anthropology from California State University Sacramento. Chandra enjoys spending time with her husband and their children, as well as scrapbooking and backpacking.

CA Agent #0H91448
- California State University, Sacramento, Bachelor's degree in Finance
- University of Connecticut, B.A. in Anthropology and Psychology
1610 Arden Way
Suite 200
Sacramento, CA 95815
Erika Jimenez

Authorized Officer

Wealth Strategy Associate
View bio
- AK
- AL
- AR
- AZ
- CA
- CO
- FL
- GA
- HI
- IA
- ID
- IL
- MA
- MI
- MN
- MO
- MT
- NC
- NH
- NJ
- NV
- NY
- OH
- OK
- OR
- PA
- SD
- TN
- TX
- UT
- VA
- WA
Erika has worked in financial services since 2008 through many market cycles. She has helped clients through all of those ups and downs- providing understanding and exceptional service. Erika knows firsthand the importance of making good financial decisions for herself and her family. She is eager to help others better plan for the future.

A graduate of California State University, Sacramento, Erika earned her Bachelors of Science in business (Finance) and minor in economics. She holds her Series 7 and 66 securities licenses and California state life insurance licenses. Erika has also been awarded the Certified Financial Planner (CFP®) certification as well as her Certified Investment Management Analyst® (CIMA®). Outside of work, Erika and her favorite Air Force veteran, her husband, Anthony, enjoy family life with their two children, Brodie and Harley.

CA Agent #0K20299
- California State University Sacramento, Bachelors in Business and Finance
- CERTIFIED FINANCIAL PLANNER™
1610 Arden Way
Suite 200
Sacramento, CA 95815

Madeline Tank

Wealth Strategy Associate
View bio
- AK
- AL
- AR
- AZ
- CA
- CO
- FL
- GA
- HI
- IA
- ID
- IL
- KS
- MA
- MI
- MN
- MO
- MT
- NC
- NH
- NJ
- NM
- NV
- NY
- OH
- OK
- OR
- PA
- SD
- TN
- TX
- UT
- VA
- WA
- WI
- WY
Madeline started with UBS as an intern during her senior year of college, in 2016. Upon graduation she went on to work in banking, but returned in 2019 to pursue her career here because of the outstanding opportunities UBS offers in the field of financial services. She earned her Bachelor of Science in Agricultural Business and a minor in finance from the University of Wyoming. She holds her Series 7 and 66 licenses, as well as life and health insurance licenses. Madeline currently enjoys living in the heart of downtown Sacramento and spends her free time staying active and attending local events.

CA Agent #4074652
- University of Wyoming, Bachelor of Science in Agricultural Business
1610 Arden Way
Suite 200
Sacramento, CA 95815
Lisa Engstrom

Director

Team Administrator
View bio
- AK
- AL
- 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
Lisa started in the financial services industry in 1982, and has held many titles throughout her career. Most recently she served as Administrative Manager for UBS Financial in the Sacramento branch before joining Generations Wealth Management as Team Administrator.

Lisa is FINRA registered and hold Series 7, 8, and 63 securities licenses. She looks forward to utilizing her unique skill-set to enhance client experience. In her free time, Lisa enjoys spending time with her children and grandchildren.
1610 Arden Way
Suite 200
Sacramento, CA 95815
Gloria Solis

Client Associate
View bio
Gloria brings more than 23 years of experience in the financial services industry. She has an extensive background in daily operations. Her role on the team is to serve clients and provide administrative support. Gloria resides in Antelope with her two adult children and can be found in her free time exploring the outdoors with her dog Louie.
1610 Arden Way
Suite 200
Sacramento, CA 95815

Cameron Beck

Managing Director

Financial Advisor
View bio Industry recognition
- AK
- AL
- AR
- AZ
- CA
- CO
- FL
- GA
- HI
- ID
- MI
- MO
- MT
- NC
- NH
- NJ
- NM
- NV
- OH
- OK
- OR
- PA
- SD
- TX
- UT
- VA
- WA
- WI
- WY
Cameron has helped individual investors prepare for their financial futures since 1988. He analyzes individual and business financial situations to help investors pursue their short-, and long-term goals. Cameron holds a B.S. in business administration, with an emphasis in marketing, from California State University, Chico, and also attended the University of Massachusetts, Boston. Cameron was a member of the board of directors for the National Multiple Sclerosis Society’s Mountain Valley Chapter, an instructor at the UC Davis Extension, a business and finance commentator for ABC/CBS–KOVR and the Treasurer for Ducks Unlimited’s River City Chapter. He holds Series 7 and 63 securities licenses, as well as life and health insurance licenses.

CA Agent license #OA47786
- Barron's Top 1,000 Financial Advisors, 2010, 2011, 2012, 2013The Barron's rating is awarded annually in March and is based on information from the prior year Q3.
- Barron's Top 1,200 Financial Advisors, 2014, 2015, 2016
  The Barron's rating is awarded annually in March and is based on information from the prior year Q3.
- California State University, Chico, B.S. in Business Administration, with an emphasis in Marketing
- Senior Portfolio Manager
1610 Arden Way
Suite 200
Sacramento, CA 95815
Joshua Strawn

Managing Director–Wealth Management

Financial Advisor
View bio Industry recognition
- AK
- AL
- AR
- AZ
- CA
- CO
- FL
- GA
- HI
- IA
- ID
- IL
- KS
- MA
- MI
- MN
- MO
- MT
- NC
- 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 20 years in the financial services industry, Josh has worked with a wide range of individual clients and large corporations on tax-efficient investing strategies. Prior to working in the investment industry, 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. Josh holds Series 7, 63 and 65 securities licenses, as well as life and health insurance licenses. Josh lives in Sacramento with two of his three children (one off to college). He can be found biking or running on the American River Parkway.

CA License # 0C37330
- 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.
- University of California, Santa Barbara, B.A. in Business Economics
- Senior Portfolio Manager
1610 Arden Way
Suite 200
Sacramento, CA 95815
Brett Tank

Senior Vice President–Wealth Management

Financial Advisor
View bio Industry recognition
- 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
- 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.
- 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
Thomas Qvistgaard

Senior Vice President–Wealth Management

Financial Advisor
View bio Industry recognition
- 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
Tom began his career in the financial services industry in 1990, and joined UBS in 2004. Over the past 25 years, he has helped clients manage their wealth throughout good times and bad. Tom is 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 his clients, Tom emphasizes asset allocation and total portfolio management with a focus on retirement income planning; Tom also helps them with education funding, structures for charitable giving and estate planning. Tom is 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.

Tom has a bachelor’s degree in finance from California State University, Sacramento. He and his wife live with their three children in Davis, CA.

CA Agent #0A57750
- 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.
- California State University, Sacramento, Bachelor's degree in Finance
1610 Arden Way
Suite 200
Sacramento, CA 95815
Chandra Miranda

Senior Wealth Strategy Associate
View bio
- AK
- AL
- 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
Chandra began her career in the financial services industry with UBS Financial in 2008. As a Certified Financial Planner (CFP®), she brings valuable planning insight to each client relationship, and is passionate about helping clients fulfill their financial goals.

Chandra is FINRA registered and hold Series 7, 66, and California state life insurance licenses. She graduated from the University of Connecticut with a B.A. in anthropology and psychology and earned her M.A. in anthropology from California State University Sacramento. Chandra enjoys spending time with her husband and their children, as well as scrapbooking and backpacking.

CA Agent #0H91448
- California State University, Sacramento, Bachelor's degree in Finance
- University of Connecticut, B.A. in Anthropology and Psychology
1610 Arden Way
Suite 200
Sacramento, CA 95815
Erika Jimenez

Authorized Officer

Wealth Strategy Associate
View bio
- AK
- AL
- AR
- AZ
- CA
- CO
- FL
- GA
- HI
- IA
- ID
- IL
- MA
- MI
- MN
- MO
- MT
- NC
- NH
- NJ
- NV
- NY
- OH
- OK
- OR
- PA
- SD
- TN
- TX
- UT
- VA
- WA
Erika has worked in financial services since 2008 through many market cycles. She has helped clients through all of those ups and downs- providing understanding and exceptional service. Erika knows firsthand the importance of making good financial decisions for herself and her family. She is eager to help others better plan for the future.

A graduate of California State University, Sacramento, Erika earned her Bachelors of Science in business (Finance) and minor in economics. She holds her Series 7 and 66 securities licenses and California state life insurance licenses. Erika has also been awarded the Certified Financial Planner (CFP®) certification as well as her Certified Investment Management Analyst® (CIMA®). Outside of work, Erika and her favorite Air Force veteran, her husband, Anthony, enjoy family life with their two children, Brodie and Harley.

CA Agent #0K20299
- California State University Sacramento, Bachelors in Business and Finance
- CERTIFIED FINANCIAL PLANNER™
1610 Arden Way
Suite 200
Sacramento, CA 95815
Madeline Tank

Wealth Strategy Associate
View bio
- AK
- AL
- AR
- AZ
- CA
- CO
- FL
- GA
- HI
- IA
- ID
- IL
- KS
- MA
- MI
- MN
- MO
- MT
- NC
- NH
- NJ
- NM
- NV
- NY
- OH
- OK
- OR
- PA
- SD
- TN
- TX
- UT
- VA
- WA
- WI
- WY
Madeline started with UBS as an intern during her senior year of college, in 2016. Upon graduation she went on to work in banking, but returned in 2019 to pursue her career here because of the outstanding opportunities UBS offers in the field of financial services. She earned her Bachelor of Science in Agricultural Business and a minor in finance from the University of Wyoming. She holds her Series 7 and 66 licenses, as well as life and health insurance licenses. Madeline currently enjoys living in the heart of downtown Sacramento and spends her free time staying active and attending local events.

CA Agent #4074652
- University of Wyoming, Bachelor of Science in Agricultural Business
1610 Arden Way
Suite 200
Sacramento, CA 95815
Lisa Engstrom

Director

Team Administrator
View bio
- AK
- AL
- 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
Lisa started in the financial services industry in 1982, and has held many titles throughout her career. Most recently she served as Administrative Manager for UBS Financial in the Sacramento branch before joining Generations Wealth Management as Team Administrator.

Lisa is FINRA registered and hold Series 7, 8, and 63 securities licenses. She looks forward to utilizing her unique skill-set to enhance client experience. In her free time, Lisa enjoys spending time with her children and grandchildren.
1610 Arden Way
Suite 200
Sacramento, CA 95815
Gloria Solis

Client Associate
View bio
Gloria brings more than 23 years of experience in the financial services industry. She has an extensive background in daily operations. Her role on the team is to serve clients and provide administrative support. Gloria resides in Antelope with her two adult children and can be found in her free time exploring the outdoors with her dog Louie.
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

When it comes to achieving your goals, our strategic approach can help you pursue what matters most—for today, tomorrow and for generations to come. Through deeper conversations, including five simple questions, we clarify what you’d like to accomplish and map out solutions for every phase of your life.

_{UBS Wealth Way is an approach incorporating Liquidity. Longevity. Legacy. strategies, that UBS Financial Services Inc. and our Financial Advisors can use to assist clients in exploring and pursuing their wealth management needs and goals over different time frames. This approach is not a promise or guarantee that wealth, or any financial results, can or will be achieved. All investments involve the risk of loss, including the risk of loss of the entire investment.}

UBS and Credit Suisse—stronger than ever

Our formal integration with Credit Suisse marks an unprecedented level of strength in our history—all in support of your financial goals. For more than 160 years, we’ve been tested and proven resilient—guiding our clients through a wide range of financial challenges and market opportunities. And we continue to demonstrate our leadership among the largest, and most respected, global banks.

Learn more

CIO House View monthly livestream

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

^$3.9 trillion

In invested assets globally
As of 12/31/2022

51 countries

Our global footprint

Global leader

UBS is a world-leading wealth manager

A plan for today, tomorrow and generations to come

Pursuing your goals together

Cameron Beck

Joshua Strawn

Brett Tank

Thomas Qvistgaard

Chandra Miranda

Erika Jimenez

Madeline Tank

Lisa Engstrom

Gloria Solis