Your life. Your wealth. Your future.

Pursue what matters most

Team shot standing

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.

Plans

The Sabaugh Group

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    Jason M. Sabaugh, CFP, CEPA

    First Vice President–Wealth Management

    Financial Advisor

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    • AL
    • AR
    • AZ
    • CA
    • CO
    • DC
    • FL
    • GA
    • IA
    • ID
    • IL
    • IN
    • KS
    • MA
    • MI
    • MN
    • MO
    • MS
    • MT
    • NC
    • NE
    • NJ
    • NM
    • NV
    • NY
    • OH
    • OK
    • PA
    • SC
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    • TX
    • VA
    • WA
    • 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) and Certified Exit Planning Advisor (CEPA) designations which he leverages to 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 two children, Malone and Franklin.

        • CERTIFIED FINANCIAL PLANNER™
        • Certified Exit Planning Advisor
        888 San Clemente Drive
        Suite 300
        Newport Beach, CA 92660
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        Sam Sabaugh

        Senior Vice President–Wealth Management

        Financial Advisor

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        • AL
        • AR
        • AZ
        • CA
        • CO
        • DC
        • FL
        • GA
        • IA
        • IL
        • IN
        • KS
        • MA
        • MI
        • MN
        • MO
        • MS
        • NC
        • ND
        • NJ
        • NM
        • NV
        • NY
        • OH
        • OK
        • PA
        • SC
        • SD
        • TX
        • VA
        • WA
        • WI
        • 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 and was selected to FORBES Best-In-State Wealth Advisors for 2020. 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/SHOOK Best-In-State Wealth Advisors, 2020, 2022
            One Hallbrook Place, Suite 300
            11150 Overbrook Road
            Leawood, KS 66211
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            Michael Sabaugh

            Senior Vice President–Wealth Management

            Financial Advisor

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            • AL
            • AR
            • AZ
            • CA
            • CO
            • DC
            • FL
            • GA
            • HI
            • IA
            • IL
            • IN
            • KS
            • MI
            • MN
            • MO
            • MS
            • NC
            • NJ
            • NM
            • NV
            • NY
            • OH
            • OK
            • PA
            • SC
            • SD
            • TN
            • TX
            • VA
            • WA
            • 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 and 63 securities licenses. Mike and his family reside in Overland Park, Kansas.
                  One Hallbrook Place, Suite 300
                  11150 Overbrook Road
                  Leawood, KS 66211
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                  Carolyn Vertovec

                  Senior Wealth Strategy Associate

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                  • AR
                  • CA
                  • CO
                  • FL
                  • IA
                  • IL
                  • KS
                  • MI
                  • MO
                  • NE
                  • OK
                        One Hallbrook Place, Suite 300
                        11150 Overbrook Road
                        Leawood, KS 66211
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                        Joseph Stephens

                        Client Service Associate

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                        • CA
                        • DC
                        • NC
                              888 San Clemente Drive
                              Suite 300
                              Newport Beach, CA 92660
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                              Kaitlyn Jones

                              Client Service Associate

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

                                    83

                                    Collective years of experience

                                    $500M

                                    Assets under management

                                    35

                                    Years in business as a team


                                    Education financing

                                    Education financing

                                    Retirement planning

                                    Retirement planning

                                    Multigenerational planning

                                    Multigenerational planning

                                    A way forward

                                    Understanding your life, your wealth and what you want to accomplish.

                                    We ask the questions and find the answers that can help you explore and pursue your financial goals in the short term, long term or whatever your terms may be.

                                    Let's talk about how we can help you plan for the life you want

                                    Our approach incorporates Liquidity. Longevity. Legacy. strategies 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.

                                    Backed by the strength of UBS

                                    A global leader in wealth management

                                    $3.3 trillion

                                    In invested assets globally 
                                    As of 12/31/2021

                                    51 countries

                                    Our global footprint

                                    Global leader

                                    UBS is a world-leading wealth manager