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.

California Insurance License #0B89656

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.

California Insurance License #0A14696

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. 

California Insurance License #0I24570

Stacy has been with UBS since 2007, bringing nearly two decades of experience and dedication to serving clients and supporting the team. As a Client Service Associate, she plays an integral role in overseeing the team’s day-to-day operations and ensuring clients receive attentive, personalized service.

She holds her Series 7 and Series 66 licenses and takes pride in providing a high level of professionalism, organization, and care in everything she does.

A native of the Coachella Valley, Stacy has deep roots in the desert community. Stacy is married with three children. Outside of work, she enjoys spending time with her family and volunteering at her church.