Managing Director–Wealth Management
Financial Advisor
Deborah has been working in the financial services industry for over 25 years. She specializes in working with high net worth families and women in financial transition providing client education, investment expertise and customized wealth management planning. This approach instills confidence as she combines the attentiveness and flexibility of a boutique firm with the global strength and rigor of the world's leading wealth manager. Deborah joined UBS in 2017.
Deb also trained teachers and government leaders under an economic trade mission business partnership (ECOSENSE) between Attorney General Hubert H. Humphrey III and President Weizmann of Israel in 1997 and developed the Minnesota Stock Market Game, designing and developing the materials as well as directing the funding campaigns.
Deborah grew up in Newport, Rhode Island where she received a bachelor's degree in home economics from the University of Rhode Island and later earned a Master’s degree in economic education. She began her career as a teacher of mathematics and economics, then later owned her own consulting business. She also attended the SIA Wharton School. Deb uses these experiences and skills to work with her clients at all experience levels. Her primary focus is on comprehensive Wealth Management including estate, insurance, and retirement planning.
Deborah lives in St. Paul with her husband Bill and enjoys spending time with her family and rug hooking. If you are interested in knowing more about the services Deborah and our team can provide to you, have questions about wealth management, or you have an interesting craft project you’d like to share, don’t hesitate to reach out to Deb.
California Insurance Producer License Number: OE84930
Recognized as an industry leader:
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures
Education
Vice President–Wealth Management
Financial Advisor
Zachary is a Financial Advisor and Account Vice President with the Johnston Group. He joined the team in 2019 with 6 years of experience in the financial services industry. His UBS career started in 2017 when he came on as a Wealth Planning Associate.
Being a Financial Advisor, Zach is passionate about working with families to ensure their finances efficiently achieve their goals and effectively communicate their values to themselves and their surrounding community.
Zach graduated from Eckerd College in Florida with a degree in Music, which still plays a role in his life to this day. During his time with UBS Financial Services, Zach has earned the CFP®, AWMA® and CPWA® designations, further demonstrating his zest for knowledge and professional growth.
Zach enjoys speaking with others and learning about their ambitions. If you are interested in knowing more about how our team can help you utilize your wealth to achieve those ambitions or you want to talk pipe organs or American roots music, or talk about his toddler Abby and her latest adventures, don’t hesitate to reach out to Zach.
Recognized as an industry leader:
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures
Education
Credentials