Jeff has over 30 years experience in the financial services industry and has weathered the most tumultuous of markets. He previously worked at Smith Barney and Boettcher & Company, and has been with UBS the last 14 years. Peers and associates admire his disciplined work ethic, faith based drive to provide the best customer service and goals-based results to his clients. He is a graduate of the University of San Diego. Jeff enjoys spending time with his wife and three children and has served on the board of Regis Jesuit High School and is currently a member of the Audit/Finance Committee.
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Senior Client Associate
Marge has been in the financial services industry for 31 years and has a passion for meeting and exceeding client expectations in customer service. Marge is series 7 registered. She enjoys spending time on her ranch in Larkspur with her husband of 38 years and spoiling their grandchildren. She also enjoys organic gardening, quilting, cooking and caring for their farm animals