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.

  • Cameron

    Cameron Beck

    Managing Director

    Financial Advisor

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    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
  • Josh strawn
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      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

        • University of California, Santa Barbara, B.A. in Business Economics
        • Senior Portfolio Manager
      • 2021

        Brett Tank

        Senior Vice President–Wealth Management

        Financial Advisor

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        • AK
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        • MA
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        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, 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
      • Tom 2023

        Thomas Qvistgaard

        Senior Vice President–Wealth Management

        Financial Advisor

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        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
        • Chandra 2023

          Chandra Miranda

          Senior Wealth Strategy Associate

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          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
            • 2022

              Erika Jimenez

              Authorized Officer

              Wealth Strategy Associate

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              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
              • 2022

                Madeline Tank

                Wealth Strategy Associate

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                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

                    Lisa Engstrom

                    Director

                    Team Administrator

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                    • AK
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                    • IA
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                    • MA
                    • MI
                    • MN
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                    • MT
                    • NC
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                    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
                        • Gloria23

                          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

                                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

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                                UBS and Credit Suisse—stronger than ever

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                                Managing wealth is our craft

                                We’re committed to understanding what wealth means for you.

                                At UBS, excellence comes from nurturing the best of our heritage, mastering the details and delivering the expertise you need to turn your financial vision into a reality. The result? Financial advice that is finely crafted for what matters most to you.

                                Backed by the strength of UBS

                                A global leader in wealth management

                                $5+ trillion

                                In invested assets globally 
                                As of 11/07/2023

                                51 countries

                                Our global footprint

                                Global leader

                                UBS is a world-leading wealth manager

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