Let's move forward. Together.

Heritage 2024

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.

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  • Joshua Strawn

    Joshua Strawn

    Managing Director–Wealth Management

    Financial Advisor

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    • 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. He was designated as Premier Advisor in Sacramento by the National Association of Board Certified Advisory Practices (NABCAP) in 2012. Josh holds Series 7, 63 and 65 securities licenses, as well as life and health insurance licenses.

    • 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 California, Santa Barbara, B.A. in Business Economics
    • Senior Portfolio Manager
    1610 Arden Way
    Suite 200
    Sacramento, CA 95815
    joshua.strawn@ubs.com
    Joshua Strawn
    1610 Arden Way,Sacramento,CA,95815
  • brett

    Brett Tank

    Senior Vice President–Wealth Management

    Financial Advisor

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    • 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
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    • 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, 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 California, B.S. Agricultural & Managerial Economics
    • CERTIFIED FINANCIAL PLANNER™
    • Senior Portfolio Manager
    • Wealth Advisor
    • Retirement Plan Consultant
    1610 Arden Way
    Suite 200
    Sacramento, CA 95815
    brett.tank@ubs.com
    Brett Tank
    1610 Arden Way,Sacramento,CA,95815
  • Thomas Q

    Thomas Qvistgaard

    Senior Vice President–Wealth Management

    Financial Advisor

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    • AK
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    • 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, 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.

    • California State University Sacramento, , Bachelor's degree in Finance
      1610 Arden Way
      Suite 200
      Sacramento, CA 95815
      tom.qvistgaard@ubs.com
      Thomas Qvistgaard
      1610 Arden Way,Sacramento,CA,95815
    • chandra

      Chandra Miranda

      Senior Wealth Strategy Associate

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      • AK
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      • 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

      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
          chandra.miranda@ubs.com
          Chandra Miranda
          1610 Arden Way,Sacramento,CA,95815
        • Madeline Tank

          Madeline Tank

          Wealth Strategy Associate

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          • AK
          • AL
          • AR
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          • 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
              madeline.tank@ubs.com
              Madeline Tank
              1610 Arden Way,Sacramento,CA,95815
            • lisa

              Lisa Engstrom

              Director

              Team Administrator

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              • AK
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              • CA
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              • 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

              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
                    lisa.engstrom@ubs.com
                    Lisa Engstrom
                    1610 Arden Way,Sacramento,CA,95815
                  • gloria

                    Gloria Solis

                    Client Associate

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                      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
                            gloria.solis@ubs.com
                            Gloria Solis
                            1610 Arden Way,Sacramento,CA,95815

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                          Now in its 15th edition, the Global Wealth Report 2024 offers you leading insights into household wealth and prosperity across the world. In the US, average wealth growth has spiked from 3.7% between 2000 and 2010 to nearly 6.3% between 2010 and 2023.

                          Gain additional insights into the trends shaping wealth in the US and around the world.

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