Your future. Your legacy.

How can we help bring your vision to life?

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.

Start the planning conversation

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.

Jason M. Sabaugh, CFP, CPWA, CEPA

Senior Vice President–Wealth Management

Financial Advisor
View bio Industry recognition
- AL
- AR
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- HI
- IA
- ID
- IL
- IN
- KS
- MA
- MD
- MI
- MN
- MO
- MS
- NE
- NJ
- NM
- NV
- NY
- OH
- OK
- OR
- PA
- SC
- TN
- TX
- UT
- VA
- WA
- WI
- WV
- WY
Jason leads the team's advisory and lending practices and focuses on serving the needs of business owners, aspiring investors, and high net worth individuals and their families. He has proudly obtained the Certified Financial Planner^® (CFP^®), Certified Private Wealth Advisor^® (CPWA^®) and Certified Exit Planning Advisor^® (CEPA^®) designations which he leverages to help maximize outcomes for The Sabaugh Group's clients.

He earned a B.S. in Business Administration from The University of Southern California and currently holds his Series 6, 7, 63, & 66 securities licenses as well as his life, health & annuity insurance licenses.

Jason resides in Newport Beach, CA, with his wife, Jillian, and their three children, Malone, Franklin & Clementine.

California Insurance License #0F84936
- Forbes Best-in-State Wealth Management Teams, 2024, 2025, 2026The 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 Top Next-Gen (Generation) Wealth Advisors Best-in-State, 2023The Forbes rating is compiled by Shook Research and awarded annually in August based on information from a 12 month period ending in March of the award year.
Financial planning

Legacy planning

Estate planning strategies

Investing

Banking

Cash management

Philanthropy

Exit planning

888 San Clemente Drive
Suite 300
Newport Beach, CA 92660

jason.sabaugh@ubs.com

Jason M. Sabaugh, CFP, CPWA, CEPA

888 San Clemente Drive,Newport Beach,CA,92660
Sam Sabaugh

Senior Vice President–Wealth Management

Financial Advisor
View bio Industry recognition
- AL
- AR
- AZ
- CA
- CO
- DC
- DE
- FL
- GA
- HI
- IA
- IL
- IN
- KS
- MI
- MN
- MO
- MS
- NJ
- NM
- NV
- NY
- OH
- OK
- OR
- PA
- SC
- TN
- TX
- UT
- VA
- WA
- WI
- WV
- WY
Sam joined UBS in 1982 and has the distinction of spending his entire career with UBS. He is the senior member of the team. Sam provides comprehensive estate and multigenerational financial planning. In addition to serving private clients, Sam also serves qualified retirement plans. He holds the series 7, 3, 5 63 and 65 securities licenses. Sam and his wife, Sue, reside in Leawood, Kansas.
- Forbes Best-in-State Wealth Advisors, 2020, 2022, 2023, 2024, 2025, 2026The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.
- Forbes Best-in-State Wealth Management Teams, 2024, 2025, 2026The 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.
Financial planning

Long-term care planning

Retirement planning

Estate planning strategies

Legacy planning

Investing

Custom portfolios

Multi-generational families

One Hallbrook Place, Suite 300
11150 Overbrook Road
Leawood, KS 66211

sam.sabaugh@ubs.com

Sam Sabaugh

One Hallbrook Place, Suite 300,Leawood,KS,66211
Michael Sabaugh

Senior Vice President–Wealth Management

Financial Advisor
View bio Industry recognition
- AL
- AR
- AZ
- CA
- CO
- DC
- DE
- FL
- GA
- HI
- IA
- IL
- IN
- KS
- KY
- MD
- MI
- MN
- MO
- MS
- NJ
- NM
- NV
- NY
- OH
- OK
- OR
- PA
- SC
- TN
- TX
- UT
- VA
- WA
- WI
- WV
- WY
Mike joined UBS in 1987 and has the distinction of spending his entire career with UBS. Mike specializes in all phases of retirement planning including accumulation and distribution phases. Mike is a graduate of Western Michigan University and is a Michigan native. He holds the series 7, 31, 63 & 65 securities licenses. Mike and his wife, Rashell, reside in Leawood, Kansas.

California Insurance License #0D80366
- Forbes Best-in-State Wealth Management Teams, 2024, 2025, 2026The 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.
Financial planning

Long-term care planning

Retirement planning

Estate planning strategies

Legacy planning

Investing

Custom portfolios

Asset allocation

One Hallbrook Place, Suite 300
11150 Overbrook Road
Leawood, KS 66211

michael.sabaugh@ubs.com

Michael Sabaugh

One Hallbrook Place, Suite 300,Leawood,KS,66211
Ryan Dansby, CFP

Financial Advisor

CERTIFIED FINANCIAL PLANNER
View bio
- AL
- AR
- AZ
- CA
- CO
- DC
- DE
- FL
- GA
- HI
- IA
- IL
- IN
- KS
- MI
- MN
- MO
- MS
- NC
- NJ
- NM
- NV
- NY
- OH
- OK
- PA
- SC
- TN
- TX
- UT
- VA
- WA
- WI
- WY
Ryan joined UBS in 2019 and became a member of The Sabaugh Group as a Financial Advisor in 2024. He began his career with UBS developing retirement and estate expertise, becoming a specialist supporting advisor teams. Ryan has obtained the the Certified Financial Planner® (CFP®) designation which he uses to deliver personalized planning solutions to The Sabaugh Group’s clients.

He earned a B.S. in Finance and a B.S. in Economics from Missouri State University and currently holds the Series 7 & 66 securities licenses as well as life, health & annuity insurance licenses.

Ryan and his wife, Abbi, reside in Lee's Summit, Missouri, with their son, George, and daughter, Sloane.

California Insurance License #4461985
- Missouri State University, Bachelor of Science - Finance & Economics: 2014 - 2018
- CERTIFIED FINANCIAL PLANNER
One Hallbrook Place, Suite 300
11150 Overbrook Road
Leawood, KS 66211

ryan.dansby@ubs.com

Ryan Dansby, CFP

One Hallbrook Place, Suite 300,Leawood,KS,66211
Danielle Landon, CFP, CLU

Senior Wealth Strategy Associate

CERTIFIED FINANCIAL PLANNER
View bio
- AR
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- IA
- IL
- IN
- KS
- MA
- MD
- MI
- MN
- MO
- NC
- NE
- NJ
- NM
- NV
- NY
- OH
- OR
- PA
- SC
- SD
- TN
- TX
- VA
- VT
- WA
- WI
- WV
- WY
Danielle joined The Sabaugh Group in May 2025, but she is no stranger to UBS, previously working for a team in Northbrook, IL, since 2018 and before that in Plano, Texas since 2013. She began her career at Merrill Lynch in 2005, earned the CERTIFIED FINANCIAL PLANNER™ certification in 2011, and the Chartered Life Underwriter® (CLU®) designation in 2021. On a day-to-day basis Danielle oversees all the administrative operations for the team and utilizes her years of experience to provide tailored solutions to meet the needs of each individual client.

Danielle and her husband, Ryan, reside in Overland Park, KS area with their daughter, Lauren, and new puppy, Winnie.
- Hardin Simmons University, Bachelor of Arts: 2000 - 2004
- CERTIFIED FINANCIAL PLANNER
- Chartered Life Underwriter
One Hallbrook Place, Suite 300
11150 Overbrook Road
Leawood, KS 66211

danielle.landon@ubs.com

Danielle Landon, CFP, CLU

One Hallbrook Place, Suite 300,Leawood,KS,66211
Cate Conway

Wealth Strategy Associate
View bio
- AK
- AL
- AR
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- HI
- IA
- ID
- IL
- IN
- KS
- KY
- LA
- MA
- MD
- ME
- MI
- MN
- MO
- MS
- MT
- NC
- ND
- NE
- NH
- NJ
- NM
- NV
- NY
- OH
- OK
- OR
- PA
- PR
- RI
- SC
- SD
- TN
- TX
- UT
- VA
- VI
- VT
- WA
- WI
- WV
- WY
Cate is a Wealth Strategy Associate with The Sabaugh Group where she supports the development and implementation of comprehensive wealth management strategies for individuals, families, and business owners. Working closely with clients and advisors, she helps coordinate financial planning efforts, investment strategy discussions, and ongoing relationship management to deliver a high-touch client experience.

Prior to joining The Sabaugh Group in 2026, Cate participated in the UBS Global Wealth Management Graduate Talent Program, completing rotations across multiple business units within Wealth Management and Unified Global Markets. Through these experiences, she developed expertise in investment strategy, portfolio construction, capital markets, advisory services, and client solutions. Her work included roles with the Chief Investment Office (CIO), Portfolio Advisory Group (PAG), Municipal Bond Sales and Trading, and other strategic advisory and distribution teams across UBS.

Cate began her career in financial planning while attending the University of California, Santa Barbara, where she earned a Bachelor of Arts in Communication and participated in the Strategic Investment Program. She also gained early experience supporting financial advisors through internships in both financial planning and wealth management.

Cate holds the Series 7, Series 63, and Series 65 licenses and is pursuing the Certified Financial Planner™ (CFP®) designation.
888 San Clemente Drive
Suite 300
Newport Beach, CA 92660

catherine.conway@ubs.com

Cate Conway

888 San Clemente Drive,Newport Beach,CA,92660

June Bahr

Senior Registered Client Associate
View bio
- CA
- CO
- CT
- FL
- ID
- IL
- IN
- LA
- MI
- MT
- NC
- NH
- NJ
- NV
- NY
- OH
- OR
- SC
- TN
- TX
- UT
- WA
June joined PaineWebber in 1988, the predecessor Firm to UBS Financial Services. June is a Senior Registered Client Service Associate, and holds her Series 7, 63 and 65 Securities Licenses, in addition to her Insurance License. June has extensive experience in the financial services industry.

June understands the importance of providing exceptional client service, based on integrity, reliability and professionalism. She is responsible for all client service requests and day-to-day operations.

June enjoys travelling, volunteering, needlepointing and spending time with friends.
888 San Clemente Drive
Suite 300
Newport Beach, CA 92660

june.bahr@ubs.com

June Bahr

888 San Clemente Drive,Newport Beach,CA,92660
Derek Sabaugh

Registered Client Associate
View bio
- AL
- AR
- AZ
- CA
- CO
- DC
- DE
- FL
- GA
- HI
- IA
- IL
- IN
- KS
- MI
- MN
- MO
- MS
- NJ
- NM
- NV
- NY
- OH
- OK
- OR
- PA
- SC
- TN
- TX
- UT
- VA
- WA
- WI
- WV
- WY
Derek is a member of the Sabaugh Group's service team and aspires to start his career in advising at UBS. He attained his B.S. in Communications at the University of Kansas in 2019. His employment experience includes 3 years of customer service specializing in banking and insurance. He has proudly passed his Series 7 and Series 66 licensing exams.
- University of Kansas: 2019
One Hallbrook Place, Suite 300
11150 Overbrook Road
Leawood, KS 66211

derek.sabaugh@ubs.com

Derek Sabaugh

One Hallbrook Place, Suite 300,Leawood,KS,66211
Sam Sabaugh, III

Registered Client Associate
View bio
- AL
- AR
- AZ
- CA
- CO
- DC
- DE
- FL
- GA
- HI
- IL
- IN
- KS
- MI
- MN
- MO
- MS
- NJ
- NM
- NV
- NY
- OH
- OK
- PA
- SC
- TN
- UT
- VA
- WA
- WI
- WV
- WY
Sam joined the team as a Client Service Associate in 2023.

He has successfully completed the SIE, Series 7, and series 66 licensing exams and holds both his health and life insurance licenses. Prior to joining UBS, he gained valuable experience working in the insurance and real estate industries. He earned his degree in business and journalism from the University of Arizona in 2010.

Sam, his wife, Heidy, and their daughter, Alice, live in Overland Park with their two dogs, Mia and Molly.
- University of Arizona, Bachelor of Science: 2006 - 2010
One Hallbrook Place, Suite 300
11150 Overbrook Road
Leawood, KS 66211

sam.h.sabaughiii@ubs.com

Sam Sabaugh, III

One Hallbrook Place, Suite 300,Leawood,KS,66211

Jason M. Sabaugh, CFP, CPWA, CEPA

Senior Vice President–Wealth Management

Financial Advisor
View bio Industry recognition
- AL
- AR
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- HI
- IA
- ID
- IL
- IN
- KS
- MA
- MD
- MI
- MN
- MO
- MS
- NE
- NJ
- NM
- NV
- NY
- OH
- OK
- OR
- PA
- SC
- TN
- TX
- UT
- VA
- WA
- WI
- WV
- WY
Jason leads the team's advisory and lending practices and focuses on serving the needs of business owners, aspiring investors, and high net worth individuals and their families. He has proudly obtained the Certified Financial Planner^® (CFP^®), Certified Private Wealth Advisor^® (CPWA^®) and Certified Exit Planning Advisor^® (CEPA^®) designations which he leverages to help maximize outcomes for The Sabaugh Group's clients.

He earned a B.S. in Business Administration from The University of Southern California and currently holds his Series 6, 7, 63, & 66 securities licenses as well as his life, health & annuity insurance licenses.

Jason resides in Newport Beach, CA, with his wife, Jillian, and their three children, Malone, Franklin & Clementine.

California Insurance License #0F84936
- Forbes Best-in-State Wealth Management Teams, 2024, 2025, 2026The 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 Top Next-Gen (Generation) Wealth Advisors Best-in-State, 2023The Forbes rating is compiled by Shook Research and awarded annually in August based on information from a 12 month period ending in March of the award year.
Financial planning

Legacy planning

Estate planning strategies

Investing

Banking

Cash management

Philanthropy

Exit planning

888 San Clemente Drive
Suite 300
Newport Beach, CA 92660

jason.sabaugh@ubs.com

Jason M. Sabaugh, CFP, CPWA, CEPA

888 San Clemente Drive,Newport Beach,CA,92660
Sam Sabaugh

Senior Vice President–Wealth Management

Financial Advisor
View bio Industry recognition
- AL
- AR
- AZ
- CA
- CO
- DC
- DE
- FL
- GA
- HI
- IA
- IL
- IN
- KS
- MI
- MN
- MO
- MS
- NJ
- NM
- NV
- NY
- OH
- OK
- OR
- PA
- SC
- TN
- TX
- UT
- VA
- WA
- WI
- WV
- WY
Sam joined UBS in 1982 and has the distinction of spending his entire career with UBS. He is the senior member of the team. Sam provides comprehensive estate and multigenerational financial planning. In addition to serving private clients, Sam also serves qualified retirement plans. He holds the series 7, 3, 5 63 and 65 securities licenses. Sam and his wife, Sue, reside in Leawood, Kansas.
- Forbes Best-in-State Wealth Advisors, 2020, 2022, 2023, 2024, 2025, 2026The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.
- Forbes Best-in-State Wealth Management Teams, 2024, 2025, 2026The 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.
Financial planning

Long-term care planning

Retirement planning

Estate planning strategies

Legacy planning

Investing

Custom portfolios

Multi-generational families

One Hallbrook Place, Suite 300
11150 Overbrook Road
Leawood, KS 66211

sam.sabaugh@ubs.com

Sam Sabaugh

One Hallbrook Place, Suite 300,Leawood,KS,66211
Michael Sabaugh

Senior Vice President–Wealth Management

Financial Advisor
View bio Industry recognition
- AL
- AR
- AZ
- CA
- CO
- DC
- DE
- FL
- GA
- HI
- IA
- IL
- IN
- KS
- KY
- MD
- MI
- MN
- MO
- MS
- NJ
- NM
- NV
- NY
- OH
- OK
- OR
- PA
- SC
- TN
- TX
- UT
- VA
- WA
- WI
- WV
- WY
Mike joined UBS in 1987 and has the distinction of spending his entire career with UBS. Mike specializes in all phases of retirement planning including accumulation and distribution phases. Mike is a graduate of Western Michigan University and is a Michigan native. He holds the series 7, 31, 63 & 65 securities licenses. Mike and his wife, Rashell, reside in Leawood, Kansas.

California Insurance License #0D80366
- Forbes Best-in-State Wealth Management Teams, 2024, 2025, 2026The 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.
Financial planning

Long-term care planning

Retirement planning

Estate planning strategies

Legacy planning

Investing

Custom portfolios

Asset allocation

One Hallbrook Place, Suite 300
11150 Overbrook Road
Leawood, KS 66211

michael.sabaugh@ubs.com

Michael Sabaugh

One Hallbrook Place, Suite 300,Leawood,KS,66211
Ryan Dansby, CFP

Financial Advisor

CERTIFIED FINANCIAL PLANNER
View bio
- AL
- AR
- AZ
- CA
- CO
- DC
- DE
- FL
- GA
- HI
- IA
- IL
- IN
- KS
- MI
- MN
- MO
- MS
- NC
- NJ
- NM
- NV
- NY
- OH
- OK
- PA
- SC
- TN
- TX
- UT
- VA
- WA
- WI
- WY
Ryan joined UBS in 2019 and became a member of The Sabaugh Group as a Financial Advisor in 2024. He began his career with UBS developing retirement and estate expertise, becoming a specialist supporting advisor teams. Ryan has obtained the the Certified Financial Planner® (CFP®) designation which he uses to deliver personalized planning solutions to The Sabaugh Group’s clients.

He earned a B.S. in Finance and a B.S. in Economics from Missouri State University and currently holds the Series 7 & 66 securities licenses as well as life, health & annuity insurance licenses.

Ryan and his wife, Abbi, reside in Lee's Summit, Missouri, with their son, George, and daughter, Sloane.

California Insurance License #4461985
- Missouri State University, Bachelor of Science - Finance & Economics: 2014 - 2018
- CERTIFIED FINANCIAL PLANNER
One Hallbrook Place, Suite 300
11150 Overbrook Road
Leawood, KS 66211

ryan.dansby@ubs.com

Ryan Dansby, CFP

One Hallbrook Place, Suite 300,Leawood,KS,66211
Danielle Landon, CFP, CLU

Senior Wealth Strategy Associate

CERTIFIED FINANCIAL PLANNER
View bio
- AR
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- IA
- IL
- IN
- KS
- MA
- MD
- MI
- MN
- MO
- NC
- NE
- NJ
- NM
- NV
- NY
- OH
- OR
- PA
- SC
- SD
- TN
- TX
- VA
- VT
- WA
- WI
- WV
- WY
Danielle joined The Sabaugh Group in May 2025, but she is no stranger to UBS, previously working for a team in Northbrook, IL, since 2018 and before that in Plano, Texas since 2013. She began her career at Merrill Lynch in 2005, earned the CERTIFIED FINANCIAL PLANNER™ certification in 2011, and the Chartered Life Underwriter® (CLU®) designation in 2021. On a day-to-day basis Danielle oversees all the administrative operations for the team and utilizes her years of experience to provide tailored solutions to meet the needs of each individual client.

Danielle and her husband, Ryan, reside in Overland Park, KS area with their daughter, Lauren, and new puppy, Winnie.
- Hardin Simmons University, Bachelor of Arts: 2000 - 2004
- CERTIFIED FINANCIAL PLANNER
- Chartered Life Underwriter
One Hallbrook Place, Suite 300
11150 Overbrook Road
Leawood, KS 66211

danielle.landon@ubs.com

Danielle Landon, CFP, CLU

One Hallbrook Place, Suite 300,Leawood,KS,66211
Cate Conway

Wealth Strategy Associate
View bio
- AK
- AL
- AR
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- HI
- IA
- ID
- IL
- IN
- KS
- KY
- LA
- MA
- MD
- ME
- MI
- MN
- MO
- MS
- MT
- NC
- ND
- NE
- NH
- NJ
- NM
- NV
- NY
- OH
- OK
- OR
- PA
- PR
- RI
- SC
- SD
- TN
- TX
- UT
- VA
- VI
- VT
- WA
- WI
- WV
- WY
Cate is a Wealth Strategy Associate with The Sabaugh Group where she supports the development and implementation of comprehensive wealth management strategies for individuals, families, and business owners. Working closely with clients and advisors, she helps coordinate financial planning efforts, investment strategy discussions, and ongoing relationship management to deliver a high-touch client experience.

Prior to joining The Sabaugh Group in 2026, Cate participated in the UBS Global Wealth Management Graduate Talent Program, completing rotations across multiple business units within Wealth Management and Unified Global Markets. Through these experiences, she developed expertise in investment strategy, portfolio construction, capital markets, advisory services, and client solutions. Her work included roles with the Chief Investment Office (CIO), Portfolio Advisory Group (PAG), Municipal Bond Sales and Trading, and other strategic advisory and distribution teams across UBS.

Cate began her career in financial planning while attending the University of California, Santa Barbara, where she earned a Bachelor of Arts in Communication and participated in the Strategic Investment Program. She also gained early experience supporting financial advisors through internships in both financial planning and wealth management.

Cate holds the Series 7, Series 63, and Series 65 licenses and is pursuing the Certified Financial Planner™ (CFP®) designation.
888 San Clemente Drive
Suite 300
Newport Beach, CA 92660

catherine.conway@ubs.com

Cate Conway

888 San Clemente Drive,Newport Beach,CA,92660
June Bahr

Senior Registered Client Associate
View bio
- CA
- CO
- CT
- FL
- ID
- IL
- IN
- LA
- MI
- MT
- NC
- NH
- NJ
- NV
- NY
- OH
- OR
- SC
- TN
- TX
- UT
- WA
June joined PaineWebber in 1988, the predecessor Firm to UBS Financial Services. June is a Senior Registered Client Service Associate, and holds her Series 7, 63 and 65 Securities Licenses, in addition to her Insurance License. June has extensive experience in the financial services industry.

June understands the importance of providing exceptional client service, based on integrity, reliability and professionalism. She is responsible for all client service requests and day-to-day operations.

June enjoys travelling, volunteering, needlepointing and spending time with friends.
888 San Clemente Drive
Suite 300
Newport Beach, CA 92660

june.bahr@ubs.com

June Bahr

888 San Clemente Drive,Newport Beach,CA,92660
Derek Sabaugh

Registered Client Associate
View bio
- AL
- AR
- AZ
- CA
- CO
- DC
- DE
- FL
- GA
- HI
- IA
- IL
- IN
- KS
- MI
- MN
- MO
- MS
- NJ
- NM
- NV
- NY
- OH
- OK
- OR
- PA
- SC
- TN
- TX
- UT
- VA
- WA
- WI
- WV
- WY
Derek is a member of the Sabaugh Group's service team and aspires to start his career in advising at UBS. He attained his B.S. in Communications at the University of Kansas in 2019. His employment experience includes 3 years of customer service specializing in banking and insurance. He has proudly passed his Series 7 and Series 66 licensing exams.
- University of Kansas: 2019
One Hallbrook Place, Suite 300
11150 Overbrook Road
Leawood, KS 66211

derek.sabaugh@ubs.com

Derek Sabaugh

One Hallbrook Place, Suite 300,Leawood,KS,66211
Sam Sabaugh, III

Registered Client Associate
View bio
- AL
- AR
- AZ
- CA
- CO
- DC
- DE
- FL
- GA
- HI
- IL
- IN
- KS
- MI
- MN
- MO
- MS
- NJ
- NM
- NV
- NY
- OH
- OK
- PA
- SC
- TN
- UT
- VA
- WA
- WI
- WV
- WY
Sam joined the team as a Client Service Associate in 2023.

He has successfully completed the SIE, Series 7, and series 66 licensing exams and holds both his health and life insurance licenses. Prior to joining UBS, he gained valuable experience working in the insurance and real estate industries. He earned his degree in business and journalism from the University of Arizona in 2010.

Sam, his wife, Heidy, and their daughter, Alice, live in Overland Park with their two dogs, Mia and Molly.
- University of Arizona, Bachelor of Science: 2006 - 2010
One Hallbrook Place, Suite 300
11150 Overbrook Road
Leawood, KS 66211

sam.h.sabaughiii@ubs.com

Sam Sabaugh, III

One Hallbrook Place, Suite 300,Leawood,KS,66211

$987M

Assets under management

Years in business as a team

9 person

seasoned team

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.

A leading global wealth manager

House View Monthly

Turn possibilities into a plan

What’s really important to you—today and for the long term? UBS Wealth Way starts with questions and discussions that can help you organize your financial life into three key dimensions: Liquidity—to help provide cash flow for short-term expenses, Longevity—for longer-term needs and Legacy—for needs that go beyond your own.

^{UBS Wealth Way is an approach incorporating Liquidity. Longevity. Legacy. strategies that UBS Financial Services Inc. and our Financial Advisors can use to assist clients in exploring and pursuing their wealth management needs and goals over different time frames. This approach is not a promise or guarantee that wealth, or any financial results, can or will be achieved. All investments involve the risk of loss, including the risk of loss of the entire investment. Time frames may vary. Strategies are subject to individual client goals, objectives and suitability.}

Success to succession

Enabling the transfer of all you hold valuable

What defines family success? A business, property, or is it more elusive: traditions, values, ethics? And how will you pass it on to the next generation with forethought, clear goals and careful execution?

Too often, before sharing assets, we neglect the actual communication of wishes, plans and expectations. Let’s change that.

A leader in wealth management

Backed by the strength of our parent company, UBS AG

^$7 trn

UBS Group invested assets
As of 12/31/2025

51 countries

Our global footprint

Global leader

UBS is a leading and truly global wealth manager

Your future. Your legacy.

Pursuing your goals together

Jason M. Sabaugh, CFP, CPWA, CEPA

Sam Sabaugh

Michael Sabaugh

Ryan Dansby, CFP

Danielle Landon, CFP, CLU

Cate Conway

June Bahr

Derek Sabaugh

Sam Sabaugh, III