Experience

Lawrence joined PaineWebber as a Financial Advisor in 1996. He became Branch Manager soon thereafter and took on additional duties as a multi-branch, complex manager earning the firm’s Director’s Council award twice while maintaining his dual role as a Financial Advisor. Lawrence left the ranks of management to once again focus on working with individual clients and families in 2015.

When not working, Lawrence enjoys spending time with his wife, Debra, and their daughter. Table tennis, skiing, hiking and almost anything outdoors are favorite activities.

Warren has more than 36 years experience in the financial services industry, and more than 25 of those years have been spent with UBS.  Warren is a native of the Chicagoland area - Downer's Grove, IL - and is a graduate of the University of Illinois College of Business in Champaign-Urbana.  He currently lives with his wife Heidi in Rancho Mirage, CA and enjoys traveling, attending golf and tennis events, and spending time with family.  Warren and his wife have four children, five grandchildren, and one great grandson.

With more than 18 years in the financial services industry, Phil enjoys helping clients with their comprehensive financial planning and wealth management needs.  Prior to joining UBS, Phil served clients as a Wealth Manager at Goldman Sachs’ independent channel.

Phil is a native of the Coachella Valley and returned to the desert after attending Purdue University.  Phil and his wife Amber live in Palm Desert with their two sons, ages 10 and 7.  In his free time Phil enjoys coaching, hiking, skiing, running his dogs, and many other outdoor activities with his family. 

Stacy joined UBS in 2007 beginning her career in the financial industry. She holds Series 7 and 66 licenses.  Stacy is the Administrative Manager for the team, working with Clients and the Firm to fulfill Client requests.

Stacy is a native desert resident currently living in Palm Desert. Stacy is married with three children.  She enjoys spending time with her family and volunteering at her church.