Experience

Owen is a Chartered Private Wealth Advisor™ and Certified Investment Management Analyst™. He has 34 years of experience as started at UBS November 1987. 

Owen has served on the board for Ronald McDonald House Charities and actively supports the Boys and Girls Club, as well as other organizations that strive to improve the lives of young people.

Owen splits time between Alaska, Arizona, and Oregon so he can enjoy his passion for the outdoors and share it with his wife and son.

CA Insurance License # 4256828

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.

Stephanie is a Wealth Advisor and Certified Financial Planner™. Her background in wealth management services includes high net-worth planning, charitable giving and business retirement programs. She has lead investor workshops on employee stock options and investing for women.

Stephanie earned a B.A. in political science from Washington State University. Her passion for animals has lead her to help with fundraising for animal advocacy organizations. Stephanie lives in Magnolia with her husband and her pets and enjoys time spent at their second community in Sun Valley.

CA Insurance License # 0M74803

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.