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Jason M. Sabaugh, CFP, CEPA

First Vice President–Wealth Management

Financial Advisor

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.

Registered States:
  • 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
  • SD
  • TX
  • UT
  • VA
  • WA
  • WY

Credentials

  • 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

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.

Registered States:
  • 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
  • UT
  • VA
  • WA
  • WI
  • WY

Recognized as an industry leader:

  • 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

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.

Registered States:
  • 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
  • UT
  • VA
  • WA
  • WY
One Hallbrook Place, Suite 300
11150 Overbrook Road
Leawood, KS 66211

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Carolyn Vertovec

Senior Wealth Strategy Associate

Registered States:
  • AR
  • AZ
  • CA
  • CO
  • FL
  • IA
  • IL
  • KS
  • MI
  • MO
  • NE
  • NY
  • OH
  • OK
  • PA
  • SC
  • TX
  • VA
  • WY
One Hallbrook Place, Suite 300
11150 Overbrook Road
Leawood, KS 66211

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Joseph Stephens

Client Associate

Registered States:
  • CA
  • DC
  • NC
888 San Clemente Drive
Suite 300
Newport Beach, CA 92660

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Kaitlyn Jones

Client Associate

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

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