Financial planning and beyond

Observatory on mountain top

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.

Family photos

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.

  • Jennifer-Pope

    Jennifer Pope

    Senior Vice President–Wealth Management

    Financial Advisor

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    • AK
    • AL
    • AZ
    • CA
    • CO
    • CT
    • FL
    • GA
    • HI
    • IA
    • ID
    • IL
    • IN
    • KS
    • MA
    • MD
    • ME
    • MI
    • MN
    • MO
    • MT
    • NC
    • NE
    • NJ
    • NM
    • NV
    • NY
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    • OR
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    • WY
    • 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 Wealth Management Teams, 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.
    • Forbes Best-in-State Women Wealth Advisors, 2023, 2024The 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.

        14624 N Scottsdale Road
        Suite 150
        Scottsdale, AZ 85254
      • Ruboyianes Headshot

        Andrew Ruboyianes, CFP

        Senior Vice President–Wealth Management

        Financial Advisor

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        • AK
        • AL
        • AZ
        • CA
        • CO
        • CT
        • FL
        • GA
        • HI
        • IA
        • ID
        • IL
        • IN
        • KS
        • MA
        • MD
        • ME
        • MI
        • MN
        • MO
        • MT
        • NC
        • NE
        • NJ
        • NM
        • NV
        • NY
        • OH
        • OK
        • OR
        • PA
        • SC
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        • TN
        • TX
        • UT
        • VA
        • WA
        • WI
        • WY

        Andrew Ruboyianes, CFP®, discovered a love for finance while growing up in the industry under the wing of his father  (Jim) who has been with what is now UBS for 38 years.  As a youth Andrew was an accomplished athlete, Eagle Scout and The Vice President of National DECA.  After completing an undergraduate degree in communication and business from the University of Arizona, he joined his father at UBS as a financial advisor.  Andrew has gone on to complete the Wealth Advisor designation at UBS and has become a CERTIFIED FINANCIAL PLANNER™ Practitioner. 

        Andrew is married to Alexia who he met at church at an early age.  Together they love to run, cook and spend time with their three children.

        • 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.

            2840 E. Skyline Drive
            Tucson
            Tucson, AZ 85718
          • Robert Lerhnhardt

            Robert Lehnhardt, CFP

            First Vice President–Wealth Management

            Financial Advisor

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            • AK
            • AL
            • AZ
            • CA
            • CO
            • CT
            • FL
            • GA
            • HI
            • IA
            • ID
            • IL
            • IN
            • KS
            • MA
            • MD
            • ME
            • MI
            • MN
            • MO
            • MT
            • NC
            • NE
            • NJ
            • NM
            • NV
            • NY
            • OH
            • OK
            • OR
            • PA
            • SC
            • SD
            • TN
            • TX
            • UT
            • VA
            • WA
            • WI
            • WY

            I began my career in financial services in 1986  after earning a Bachelor of Science degree in Business Administration from Northern Arizona University.  I came to UBS in 2012 after a 16 year career at Merrill Lynch. I was the Associate Resident Director for the Merrill Lynch office in Green Valley AZ from 2007 to 2010.  Previously I worked for First Interstate Bank of Arizona.

            My relationships with my clients are long term and are built on understanding and meeting their unique needs.  In my relationships with my clients I often provide them advice that goes beyond investment management.

            I  provide my clients with core investment strategies and provide them with tactical asset allocation.

            My wife Lisa and I live in Tucson Arizona.  We are active in our church community and in our spare time we enjoy the outdoors of all of the Southwest.

            • 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.

                2840 E. Skyline Drive
                Tucson
                Tucson, AZ 85718
              • Scott-Watson

                Scott Watson, CFP

                First Vice President–Wealth Management

                Financial Advisor

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                • AK
                • AL
                • AZ
                • CA
                • CO
                • CT
                • FL
                • GA
                • HI
                • IA
                • ID
                • IL
                • IN
                • KS
                • MA
                • MD
                • ME
                • MI
                • MN
                • MO
                • MT
                • NC
                • NE
                • NJ
                • NM
                • NV
                • NY
                • OH
                • OK
                • OR
                • PA
                • SC
                • SD
                • TN
                • TX
                • UT
                • VA
                • WA
                • WI
                • 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.
                • Forbes Best-in-State Wealth Management Teams, 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.

                    14624 N Scottsdale Road
                    Suite 150
                    Scottsdale, AZ 85254
                  • Marnie Rose

                    Marnie Rose

                    Senior Wealth Strategy Associate

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                    • AZ
                    • NY
                    • OH
                    • TX

                    Marnie started in the financial industry in 1997 in Denver, Colorado. In 2005 she moved back to her hometown of Tucson, Arizona where she has gained vast experience in multiple different roles within the industry from various firms as a New Accounts Clerk, Senior Registered Client Service Associate, Administrative Manager, & Senior Wealth Strategy Associate. She is Series 7 and 66 licensed.​

                    Marnie has a son named Ryan. She has loved watching him play football since he was 8 years old. She is very active with his high school team Booster Club. In addition, she enjoys volunteering in her local community for the Boys & Girls Club of Southern Arizona & Cards for Kids.​

                          2840 E. Skyline Drive
                          Tucson
                          Tucson, AZ 85718
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                          Angelica Santella

                          Client Associate

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                          • AK
                          • AL
                          • AZ
                          • CA
                          • CO
                          • CT
                          • FL
                          • GA
                          • HI
                          • IA
                          • ID
                          • IL
                          • IN
                          • KS
                          • MA
                          • MI
                          • MN
                          • MO
                          • MT
                          • NC
                          • NE
                          • NV
                          • NY
                          • OH
                          • OK
                          • OR
                          • PA
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                          • SD
                          • TN
                          • TX
                          • UT
                          • VA
                          • WA
                          • WI
                          • WY

                          Angelica was born in California and raised in the Phoenix area in Arizona.  She attended Arizona State University and graduated with a B.A. in Interdisciplinary Studies with her concentrations in Economics in Mathematics.

                          Angelica joined UBS in 2022 with her background in finance and banking.  She is FINRA registered and holder her Series 7 and 66 security licenses.  She 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.

                          During her free time, she likes to travel, paint, cook and go on hikes in Sedona.  Prior to graduating at ASU, she studied Astronomy for three years at the University of Arizona and has published research with the school.  Angelica has always had a fascination with the universe and still enjoys studying topics in relation to new findings.

                                14624 N Scottsdale Road
                                Suite 150
                                Scottsdale, AZ 85254
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                                Lori Klasen

                                Client Associate

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                                        2840 E. Skyline Drive
                                        Tucson
                                        Tucson, AZ 85718
                                      • Isabella Pena

                                        Isabella Peña

                                        Client Associate

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                                                2840 E. Skyline Drive
                                                Tucson
                                                Tucson, AZ 85718

                                              A focus on personalized access and service

                                              Working with diverse clients with specific needs, our team sees it as our top responsibility to understand each aspect of your unique and often complicated financial life.

                                              Athletes and entertainers, let's talk legacy

                                              Who we work with

                                              Who we work with

                                              A team approach

                                              A team approach

                                              Swimmer

                                              UBS Sports & Entertainment

                                              When incredible financial opportunities come your way

                                              Despite undisputed success in the sports and entertainment world, many pros still need guidance in the financial world. That’s why we have a team dedicated to providing exceptional advice and guidance to help agents, managers, owners, executives, and professionals see the big picture.

                                              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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