Financial planning tailored to your goals

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Jennifer was born and raised in Chicago, Illinois. She attended Albion college and graduated with a B.A. degree in Economics & Management, Accounting.

Jennifer joined UBS in 2003 after working as a Financial Advisor for Prudential Financial. At Prudential, she received the Top Gun Number One Advisor Award in 1997 for her outstanding work. Jennifer also previously worked at Nuveen Investments where she was a member of the Advisory Council and a training director. She is FINRA-registered and holds her series 6, 7, 63, and 65 security licenses as well as being licensed for Life ad Health Insurance. In addition to her security licenses, Jennifer also holds the Wealth Advisor designation from UBS.

Outside the office, Jennifer lives in Chandler with her husband Brian and 5 dogs. She spends much of her free time with her family. Jennifer volunteers for the Chandler High School football team. Her personal hobbies include running, gardening, and off-roading.

• Forbes America’s Top Women Wealth Advisors, 2020The Forbes rating is compiled by Shook Research and awarded annually in February based on information from a 12 month period ending September of the prior year.
• Forbes Best-in-State Women Wealth Advisors, 2023The Forbes rating is compiled by Shook Research and awarded annually in February based on information from a 12 month period ending September of the prior year.

• Wealth Advisor

• AZ
• CA
• CO
• FL
• GA
• ID
• IL
• IN
• MD
• MI
• MN
• MO
• MT
• NC
• NM
• NV
• OH
• OK
• PA
• TN
• TX
• UT
• WA
• WY

Scott was born and raised in Gilbert, Arizona. He attended Jacksonville State University and graduated cum laude with a Bachelor of Science degree in Business with special honors in Finance. While at Jacksonville State, Scott was a Division 1 basketball player.

Scott joined UBS in 2004 after working in the Internal Audit Department of CSK Auto Inc and AG Edwards. Scott earned the Wealth Advisor designation from UBS in 2007 as well as being awarded the CERTIFIED FINANCIAL PLANNER™ designation. He also was named of the Forbes' Top Next-Gen Best In State Wealth Advisors in 2019, selected by SHOOK Research. Scott is committed to delivering professional investment management and building personalized relationships with his clients.

Outside the office, Scott lives in Gilbert with his wife and three children. He enjoys coaching baseball and basketball and giving back to his community.

The Forbes rating is compiled by Shook Research and awarded annually between June and September based on information from a 12 month period ending in March of the award year. Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice.

• Forbes America’s Top Next-Gen (Generation) Wealth Advisors Best-in-State, 2019The Forbes rating is compiled by Shook Research and awarded annually between June and September based on information from a 12 month period ending in March of the award year.

• CERTIFIED FINANCIAL PLANNER™
• Wealth Advisor

• AZ
• CA
• IN
• NV
• TX
• VA

Joey was born and raised in Phoenix, Arizona. He attended Arizona State University and graduated with a Bachelor of Science degree in Finance. While at ASU, Joey was a first team All-American baseball player for the Sun Devils. His junior year, he was drafted in the 3rd round of the 2012 MLB draft by the Chicago White Sox. Joey signed with the White Sox in 2012 and started his professional baseball career. He played 6 years of pro baseball and won two MiLB Gold-Glove awards for best defensive second basemen in 2015 and 2016.

Joey joined UBS in 2017 and immediately got registered with FINRA and the SEC. He holds the Series 7, 63, and 65 securities license as well as being licensed for life insurance. In 2023, Joey earned the Certified Exit Planning Advisor designation which allows him to be uniquely qualified to help business owners sell or transition their business. Joey enjoys teaching his clients about financial solutions and customizing a plan for each client.

Outside the office, Joey lives in Mesa with his wife Sara. He loves to spend time with family and friends, go golfing, and try new restaurants.

• Certified Exit Planning Advisor

Angelica is an integral part of the team, responsible for managing all team operations, client requests and account administration. She is committed to building lasting relationships with each client and takes pride in responding to client requests and working with the team to address their needs, no matter how small or complex. Angelica also assists in delivering customized service and solutions, always striving to exceed clients’ expectations.