Global Access. Boutique Solutions.

Private Wealth Management

What’s most important to you and your family? Why? Understanding you means understanding your world. That’s how we help our clients navigate the changes that shape our global economy. Whether advising C-suite executives, engaging entrepreneurs or working across each generation of exceptional families, we bring the multigenerational perspective and broad access of a Private Wealth Management team.

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.

Brian Corley, CIMA

Managing Director–Wealth Management

Private Wealth Advisor
View bio Industry recognition
- AK
- AL
- AZ
- CA
- CO
- CT
- DE
- FL
- GA
- HI
- IA
- ID
- IL
- IN
- KY
- MA
- MD
- ME
- MI
- MO
- MT
- NC
- NE
- NJ
- NV
- NY
- OH
- OK
- OR
- PA
- SC
- SD
- TN
- TX
- UT
- VA
- WA
- WI
- WV
- WY
Brian advises ultra-high-net-worth families, entrepreneurs, and professional athletes on comprehensive financial-life planning, with particular depth in tax and estate planning, tax-efficient investing, risk management, and private banking. His practice is built around a single premise: integrate every dimension of a client's financial life into one cohesive plan, then surround them with a team capable of executing it at a concierge level.

Brian is the Managing Partner of Lakeshore Partners at UBS Private Wealth Management. Prior to joining UBS, he served as Managing Director and Wealth Advisor at First Republic Private Wealth Management, where he led a team of advisors and founded and managed the firm's Insurance and Financial Planning practices. Before that, Brian founded Astera Financial Group in Carmel, CA, and served as a Private Client Advisor at Wells Fargo Private Bank. He holds a Bachelor of Arts in Economics from California State University, Chico, a Master of Science in Finance, and a Graduate Certificate in Financial Planning from Golden Gate University in San Francisco. Brian has spent 30 years building a team of specialists and client support professionals who collectively deliver the depth and responsiveness his clients expect.

Brian lives in Danville, CA, and counts himself fortunate to have all five of his children living and working nearby in the Bay Area. He is a long-standing member of the Investment Committee for CSU Monterey Bay and the Diocese of Monterey. Outside of work, Brian enjoys traveling to warm climates, golf, live music, and quality time with Tyson, his five-year-old Golden Retriever and self-appointed happiness consultant.

California Insurance #0B84331

UBS Insurance Agency # #0512985
- 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.
- UBS Wealth Management President’s Council, 2025UBS Financial Services Inc. Councils are a distinction held by UBS Financial Advisors based on criteria including evaluation of compliance with firm rules, standards & policies and revenue. Council membership is not representative of any one client's experience and is not indicative of the advisor’s future performance.
- Chico State University, B.A. Economics : 1990 - 1994
- Private Wealth Advisor
- Accredited Investment Fiduciary - AIF®
- Certified Investment Management Consultant
1255 Treat Blvd
Suite 1000
Walnut Creek, CA 94597

brian.corley@ubs.com

Brian Corley, CIMA

1255 Treat Blvd,Walnut Creek,CA,94597
Daniel Grover, CFP

Managing Director–Wealth Management

Private Wealth Advisor
View bio Industry recognition
- AK
- AL
- AZ
- CA
- CO
- CT
- DE
- FL
- GA
- HI
- IA
- ID
- IL
- IN
- KY
- MA
- MD
- ME
- MI
- MO
- MT
- NC
- NE
- NJ
- NV
- NY
- OH
- OR
- PA
- SC
- SD
- TN
- TX
- UT
- VA
- WA
- WV
- WY
Daniel Grover serves as a Financial Advisor and Managing Director at UBS Financial Services, Inc.

Prior to joining UBS in 2021, he held the position of Managing Director and Wealth Manager at First Republic Investment Management. In 2008, Mr. Grover founded Astera Financial Group, LLC where he also served as President and Chief Compliance Officer. Before establishing Astera, he worked as a Senior Vice President and Regional Sales Manager with Wells Fargo Investments, LLC.

Mr. Grover holds a Bachelor of Arts in Economics and European History from the University of California Santa Cruz. He is an accredited Investment Fiduciary designee and a CERTIFIED FINANCIAL PLANNER™ professional. Daniel Grover is an active member of the Financial Planning Association (FPA) and serves on the Lafayette Board.

CA Insurance License # 0C24465

UBS Insurance Agency # #0512985
- 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.
- University of California, Santa Cruz, B.A. Economics: 1991 - 1995
- Private Wealth Advisor
- CERTIFIED FINANCIAL PLANNER
1255 Treat Blvd
Suite 1000
Walnut Creek, CA 94597

daniel.grover@ubs.com

Daniel Grover, CFP

1255 Treat Blvd,Walnut Creek,CA,94597
Jeff Hill, CFP®, AWMA®

Senior Vice President–Wealth Management

Private Wealth Advisor
View bio Industry recognition
- AK
- AL
- AZ
- CA
- CO
- CT
- FL
- GA
- HI
- IA
- ID
- IL
- IN
- KS
- KY
- MA
- MD
- ME
- MI
- MN
- MO
- MT
- NC
- NE
- NJ
- NM
- NV
- NY
- OH
- OK
- OR
- PA
- SC
- SD
- TN
- TX
- UT
- VA
- WA
- WV
- WY
Jeff advises high-net-worth families, entrepreneurs, and professional athletes on the full range of wealth management challenges: with particular depth in portfolio construction, tax-efficient planning, concentrated stock positions, estate structuring, and multi-generational wealth strategy. His approach is built on a straightforward premise: the advisor's job is to organize complexity, not sell products.

Jeff is a founding partner of Lakeshore Partners at UBS Private Wealth Management, where he has built his practice over more than eleven years. Prior to joining Lakeshore Partners, he was a partner at Encompass Wealth Management and the lead Wealth Planning Analyst for Northern California. He holds a Bachelor of Science in Business Administration from the University of Nevada, Reno, and has earned the CERTIFIED FINANCIAL PLANNER™ and Accredited Wealth Management Advisor℠ designations.

Jeff splits his time between Incline Village and San Francisco. He is a member of The Olympic Club and The Battery, has served on the board of The Guardsmen, and serves as a fourth-generation board member of Sunset View Cemetery. Outside of work, Jeff prioritizes fitness, training most days of the week. He is an avid golfer and skier, and makes a point of crossing as many items off his bucket list as possible each year.

CA Insurance License# 0K66463
- Forbes Best-in-State Wealth Advisors, 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.
- Forbes Top Next-Gen (Generation) Wealth Advisors Best-in-State, 2023, 2024The 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.
- UBS Wealth Management Director’s Council, 2024, 2025UBS Financial Services Inc. Councils are a distinction held by UBS Financial Advisors based on criteria including evaluation of compliance with firm rules, standards & policies and revenue. Council membership is not representative of any one client's experience and is not indicative of the advisor’s future performance.
- University of Nevada, Reno, B.S. Business Management
- Private Wealth Advisor
- Accredited Wealth Management Advisor
- CERTIFIED FINANCIAL PLANNER
- Retirement Plan Consultant
Lending services

Financial planning

Retirement planning

Alternative investments

Multi-generational families

1255 Treat Blvd
Suite 1000
Walnut Creek, CA 94597

jeffrey.j.hill@ubs.com

Jeff Hill, CFP®, AWMA®

1255 Treat Blvd,Walnut Creek,CA,94597
Ross Gaudoin, JD, CLU

Senior Vice President–Wealth Management

Chartered Life Underwriter
View bio Industry recognition
- AK
- AL
- AZ
- CA
- CO
- CT
- DE
- FL
- GA
- HI
- IA
- ID
- IL
- IN
- KY
- MA
- MD
- ME
- MI
- MO
- MT
- NC
- NE
- NJ
- NV
- NY
- OH
- OR
- PA
- SC
- SD
- TN
- TX
- UT
- VA
- WA
- WV
- WY
Ross advises multi-generational families and professional athletes on comprehensive financial planning, with particular depth in retirement, legacy, and estate strategies. His background as a former tax and estate planning attorney gives him a technical foundation that informs every client engagement, allowing him to address the legal and financial dimensions of wealth in a way few advisors can.

Ross began his career as a tax and estate planning attorney and partner at Herndon, Morton, Herndon & Yaeger before transitioning to wealth management in 2006 as a Senior Wealth Strategist at Wells Fargo Private Bank. In 2008, he co-founded Astera Financial Group in Carmel, CA alongside Brian Corley and Dan Grover, where he served as Director of Wealth Advisory Services and Chief Financial Officer. Immediately prior to joining UBS in 2021, he was Managing Director and Senior Financial Planner at First Republic Investment Management. Ross holds a Bachelor of Science in Accounting and a Juris Doctor from Duquesne University, and has earned the Chartered Life Underwriter® designation.

Ross lives in Alamo, CA with his golden retriever, Maisy. He is an avid runner, an enthusiastic exerciser, and a self-described less-avid golfer.

CA Insurance License: #0I29569
- 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.
- Duquesne University, B.S. Accounting: 1990 - 1994
- Thomas R Kline School of Law Duquesne University, JD: 1994 - 1997
- Chartered Life Underwriter
Financial planning

Legacy planning

Retirement planning

Estate planning strategies

Professional athletes

1255 Treat Blvd
Suite 1000
Walnut Creek, CA 94597

ross.gaudoin@ubs.com

Ross Gaudoin, JD, CLU

1255 Treat Blvd,Walnut Creek,CA,94597
Paula Best, CFP

Senior Wealth Strategy Associate

CERTIFIED FINANCIAL PLANNER
View bio
- AK
- AZ
- CA
- CT
- DE
- IA
- NC
- NV
- NY
- OR
- TX
- WA
Paula specializes in comprehensive financial planning and tailored wealth strategies, with particular depth in life insurance planning and complex planning scenarios. She is known for translating long-term goals into clear, actionable plans; helping families, business owners, and multi-generational clients navigate every stage of their financial lives.

Paula is a Senior Wealth Strategy Associate with Lakeshore Partners at UBS Private Wealth Management, where she has been a member of the team since 2014. She brings more than a decade of experience in private wealth management and holds the CERTIFIED FINANCIAL PLANNER™ designation and a Bachelor of Arts in Economics from San Diego State University.

Paula is based in Walnut Creek, where she lives with her husband, two children, and their Golden Retriever. Outside of work, she enjoys traveling with her family, exploring new cuisines, and prioritizing her personal well-being

CA Insurance License # 0I01031
- San Diego State University , B.A. Economics: 2002 - 2006
- CERTIFIED FINANCIAL PLANNER
1255 Treat Blvd
Suite 1000
Walnut Creek, CA 94597

paula.best@ubs.com

Paula Best, CFP

1255 Treat Blvd,Walnut Creek,CA,94597
Eliza Nuffer

Team Administrator

CERTIFIED FINANCIAL PLANNER
View bio
- AK
- AZ
- CA
- CO
- DE
- FL
- HI
- IA
- IL
- NC
- NV
- NY
- PA
- TX
- WA
Eliza oversees the operational execution of the team's wealth management strategies, with particular depth in alternative investments and structured products. She ensures seamless coordination across client service, investment implementation, and ongoing account management, bringing precision and continuity to every client relationship.

Eliza brings more than six years of industry experience and a strong foundation in complex investment solutions. She holds the CERTIFIED FINANCIAL PLANNER™ and Accredited Asset Management Specialist® designations, a Master of Science in Marketing from Golden Gate University in San Francisco, and a Bachelor of Science in Management with a concentration in Business Psychology from the WSB Schools of Banking in Poland.

Eliza is based in Pleasant Hill, where she lives with her husband Russ, two bunnies, and a chinchilla. Outside of work, she enjoys running, yoga, and biking the Iron Horse Trail.

Insurance Agency Inc. License UBS#0512985.

CA Insurance License #4355771
- WSB University, School of Banking, Poland, B.S. Business Management : 2013 - 2016
- Golden Gate University, Masters of Science in Marketing
- CERTIFIED FINANCIAL PLANNER
- Accredited Asset Management Specialist
1255 Treat Blvd
Suite 1000
Walnut Creek, CA 94597

eliza.nuffer@ubs.com

Eliza Nuffer

1255 Treat Blvd,Walnut Creek,CA,94597

Daniel Dennehy

Registered Client Associate

CERTIFIED FINANCIAL PLANNER
View bio
- AK
- AZ
- CA
- CO
- FL
- HI
- IA
- IL
- MO
- NC
- NV
- NY
- SC
- TX
- WA
- WV
- WY
Daniel works alongside the partners in the development and implementation of financial plans for individuals, multi-generational families, next generation clients, and professional athletes. He brings a client-focused approach that emphasizes clarity, education, and long-term strategy — translating complex concepts into practical, actionable guidance tailored to each client's goals.

Daniel holds the CERTIFIED FINANCIAL PLANNER™ designation and a Bachelor of Science in Financial Planning from San Diego State University.

Daniel is a Danville native and lives in San Francisco. In the winter he skis in Tahoe; in the summer he's on the golf course.
- San Diego State Univesity, B.S. Financial Services: 2019 - 2023
- CERTIFIED FINANCIAL PLANNER
1255 Treat Blvd
Suite 1000
Walnut Creek, CA 94597

daniel.dennehy@ubs.com

Daniel Dennehy

1255 Treat Blvd,Walnut Creek,CA,94597
Griffin Turner

Registered Client Associate
View bio
- AK
- AZ
- CA
- DE
- FL
- HI
- IN
- NC
- NV
- NY
- TX
- WA
Griffin supports high-net-worth individuals and families through the delivery and implementation of comprehensive wealth management strategies. He works closely with advisors and senior team members to coordinate investment solutions, advisory account management, ongoing financial planning, and client servicing, with a strong emphasis on operational execution, accuracy, and proactive client experience.

Griffin joined UBS in late 2025 and holds Series 7 and Series 66 licenses. He earned a Bachelor of Business Administration in Finance from Hofstra University and a Specialized Master of Science in Finance from The Ohio State University. At both institutions he competed on NCAA Division I men's lacrosse teams, and was a member of the 2025 Ohio State Big Ten Championship team.

Griffin lives in Danville, CA. Outside of work, he stays active, enjoys the outdoors, and spends his off-hours with his corgi.
- Ohio State University, Master of Science in Finance: 2024 - 2025
- Hofstra University, B.A. Business Administration: 2021 - 2024
1255 Treat Blvd
Suite 1000
Walnut Creek, CA 94597

griffin.turner@ubs.com

Griffin Turner

1255 Treat Blvd,Walnut Creek,CA,94597

Kevin Dommes

NMLS #555636

Senior Wealth Management Banker, UBS Bank USA, N.A.

View bio

Current role and areas of expertise

Kevin joined UBS Bank USA in 2016, and he is currently a Senior Wealth Management Banker covering Northern California, Nevada, Arizona, New Mexico, Idaho and Montana markets.

Kevin has an extensive background in relationship banking. He is focused on providing Financial Advisors and their clients a variety of cash management resources along with banking solutions that may complement their overall wealth management objectives.

Professional history

Kevin began his career in financial services in 1999. Prior to joining UBS, he was a Regional Manager with a top national broker/dealer, wholesaler, and direct lender. Throughout his career Kevin has advised Financial Advisors, Registered Investment Advisors, mortgage brokerage firms, and clients on liability management solutions throughout Northern California and the western U.S.

Education and personal information

In Kevin’s role as a Senior Wealth Management Banker his NMLS # is 555636. He holds permissive Series 7 and 66 securities licenses. He also holds a Communications and Business degree from The University of Arizona.

Outside of the office, Kevin enjoys mountain biking, skiing, golf, watching his son’s sports, and spending time with his family and friends.

Senior Wealth Management Bankers are employees of UBS Bank USA. UBS Bank USA is a subsidiary of UBS Group AG. UBS Bank USA, N.A., Member FDIC, NMLS No. 947868. Equal Housing Lender.

Brian Corley, CIMA

Managing Director–Wealth Management

Private Wealth Advisor
View bio Industry recognition
- AK
- AL
- AZ
- CA
- CO
- CT
- DE
- FL
- GA
- HI
- IA
- ID
- IL
- IN
- KY
- MA
- MD
- ME
- MI
- MO
- MT
- NC
- NE
- NJ
- NV
- NY
- OH
- OK
- OR
- PA
- SC
- SD
- TN
- TX
- UT
- VA
- WA
- WI
- WV
- WY
Brian advises ultra-high-net-worth families, entrepreneurs, and professional athletes on comprehensive financial-life planning, with particular depth in tax and estate planning, tax-efficient investing, risk management, and private banking. His practice is built around a single premise: integrate every dimension of a client's financial life into one cohesive plan, then surround them with a team capable of executing it at a concierge level.

Brian is the Managing Partner of Lakeshore Partners at UBS Private Wealth Management. Prior to joining UBS, he served as Managing Director and Wealth Advisor at First Republic Private Wealth Management, where he led a team of advisors and founded and managed the firm's Insurance and Financial Planning practices. Before that, Brian founded Astera Financial Group in Carmel, CA, and served as a Private Client Advisor at Wells Fargo Private Bank. He holds a Bachelor of Arts in Economics from California State University, Chico, a Master of Science in Finance, and a Graduate Certificate in Financial Planning from Golden Gate University in San Francisco. Brian has spent 30 years building a team of specialists and client support professionals who collectively deliver the depth and responsiveness his clients expect.

Brian lives in Danville, CA, and counts himself fortunate to have all five of his children living and working nearby in the Bay Area. He is a long-standing member of the Investment Committee for CSU Monterey Bay and the Diocese of Monterey. Outside of work, Brian enjoys traveling to warm climates, golf, live music, and quality time with Tyson, his five-year-old Golden Retriever and self-appointed happiness consultant.

California Insurance #0B84331

UBS Insurance Agency # #0512985
- 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.
- UBS Wealth Management President’s Council, 2025UBS Financial Services Inc. Councils are a distinction held by UBS Financial Advisors based on criteria including evaluation of compliance with firm rules, standards & policies and revenue. Council membership is not representative of any one client's experience and is not indicative of the advisor’s future performance.
- Chico State University, B.A. Economics : 1990 - 1994
- Private Wealth Advisor
- Accredited Investment Fiduciary - AIF®
- Certified Investment Management Consultant
1255 Treat Blvd
Suite 1000
Walnut Creek, CA 94597

brian.corley@ubs.com

Brian Corley, CIMA

1255 Treat Blvd,Walnut Creek,CA,94597
Daniel Grover, CFP

Managing Director–Wealth Management

Private Wealth Advisor
View bio Industry recognition
- AK
- AL
- AZ
- CA
- CO
- CT
- DE
- FL
- GA
- HI
- IA
- ID
- IL
- IN
- KY
- MA
- MD
- ME
- MI
- MO
- MT
- NC
- NE
- NJ
- NV
- NY
- OH
- OR
- PA
- SC
- SD
- TN
- TX
- UT
- VA
- WA
- WV
- WY
Daniel Grover serves as a Financial Advisor and Managing Director at UBS Financial Services, Inc.

Prior to joining UBS in 2021, he held the position of Managing Director and Wealth Manager at First Republic Investment Management. In 2008, Mr. Grover founded Astera Financial Group, LLC where he also served as President and Chief Compliance Officer. Before establishing Astera, he worked as a Senior Vice President and Regional Sales Manager with Wells Fargo Investments, LLC.

Mr. Grover holds a Bachelor of Arts in Economics and European History from the University of California Santa Cruz. He is an accredited Investment Fiduciary designee and a CERTIFIED FINANCIAL PLANNER™ professional. Daniel Grover is an active member of the Financial Planning Association (FPA) and serves on the Lafayette Board.

CA Insurance License # 0C24465

UBS Insurance Agency # #0512985
- 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.
- University of California, Santa Cruz, B.A. Economics: 1991 - 1995
- Private Wealth Advisor
- CERTIFIED FINANCIAL PLANNER
1255 Treat Blvd
Suite 1000
Walnut Creek, CA 94597

daniel.grover@ubs.com

Daniel Grover, CFP

1255 Treat Blvd,Walnut Creek,CA,94597
Jeff Hill, CFP®, AWMA®

Senior Vice President–Wealth Management

Private Wealth Advisor
View bio Industry recognition
- AK
- AL
- AZ
- CA
- CO
- CT
- FL
- GA
- HI
- IA
- ID
- IL
- IN
- KS
- KY
- MA
- MD
- ME
- MI
- MN
- MO
- MT
- NC
- NE
- NJ
- NM
- NV
- NY
- OH
- OK
- OR
- PA
- SC
- SD
- TN
- TX
- UT
- VA
- WA
- WV
- WY
Jeff advises high-net-worth families, entrepreneurs, and professional athletes on the full range of wealth management challenges: with particular depth in portfolio construction, tax-efficient planning, concentrated stock positions, estate structuring, and multi-generational wealth strategy. His approach is built on a straightforward premise: the advisor's job is to organize complexity, not sell products.

Jeff is a founding partner of Lakeshore Partners at UBS Private Wealth Management, where he has built his practice over more than eleven years. Prior to joining Lakeshore Partners, he was a partner at Encompass Wealth Management and the lead Wealth Planning Analyst for Northern California. He holds a Bachelor of Science in Business Administration from the University of Nevada, Reno, and has earned the CERTIFIED FINANCIAL PLANNER™ and Accredited Wealth Management Advisor℠ designations.

Jeff splits his time between Incline Village and San Francisco. He is a member of The Olympic Club and The Battery, has served on the board of The Guardsmen, and serves as a fourth-generation board member of Sunset View Cemetery. Outside of work, Jeff prioritizes fitness, training most days of the week. He is an avid golfer and skier, and makes a point of crossing as many items off his bucket list as possible each year.

CA Insurance License# 0K66463
- Forbes Best-in-State Wealth Advisors, 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.
- Forbes Top Next-Gen (Generation) Wealth Advisors Best-in-State, 2023, 2024The 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.
- UBS Wealth Management Director’s Council, 2024, 2025UBS Financial Services Inc. Councils are a distinction held by UBS Financial Advisors based on criteria including evaluation of compliance with firm rules, standards & policies and revenue. Council membership is not representative of any one client's experience and is not indicative of the advisor’s future performance.
- University of Nevada, Reno, B.S. Business Management
- Private Wealth Advisor
- Accredited Wealth Management Advisor
- CERTIFIED FINANCIAL PLANNER
- Retirement Plan Consultant
Lending services

Financial planning

Retirement planning

Alternative investments

Multi-generational families

1255 Treat Blvd
Suite 1000
Walnut Creek, CA 94597

jeffrey.j.hill@ubs.com

Jeff Hill, CFP®, AWMA®

1255 Treat Blvd,Walnut Creek,CA,94597
Ross Gaudoin, JD, CLU

Senior Vice President–Wealth Management

Chartered Life Underwriter
View bio Industry recognition
- AK
- AL
- AZ
- CA
- CO
- CT
- DE
- FL
- GA
- HI
- IA
- ID
- IL
- IN
- KY
- MA
- MD
- ME
- MI
- MO
- MT
- NC
- NE
- NJ
- NV
- NY
- OH
- OR
- PA
- SC
- SD
- TN
- TX
- UT
- VA
- WA
- WV
- WY
Ross advises multi-generational families and professional athletes on comprehensive financial planning, with particular depth in retirement, legacy, and estate strategies. His background as a former tax and estate planning attorney gives him a technical foundation that informs every client engagement, allowing him to address the legal and financial dimensions of wealth in a way few advisors can.

Ross began his career as a tax and estate planning attorney and partner at Herndon, Morton, Herndon & Yaeger before transitioning to wealth management in 2006 as a Senior Wealth Strategist at Wells Fargo Private Bank. In 2008, he co-founded Astera Financial Group in Carmel, CA alongside Brian Corley and Dan Grover, where he served as Director of Wealth Advisory Services and Chief Financial Officer. Immediately prior to joining UBS in 2021, he was Managing Director and Senior Financial Planner at First Republic Investment Management. Ross holds a Bachelor of Science in Accounting and a Juris Doctor from Duquesne University, and has earned the Chartered Life Underwriter® designation.

Ross lives in Alamo, CA with his golden retriever, Maisy. He is an avid runner, an enthusiastic exerciser, and a self-described less-avid golfer.

CA Insurance License: #0I29569
- 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.
- Duquesne University, B.S. Accounting: 1990 - 1994
- Thomas R Kline School of Law Duquesne University, JD: 1994 - 1997
- Chartered Life Underwriter
Financial planning

Legacy planning

Retirement planning

Estate planning strategies

Professional athletes

1255 Treat Blvd
Suite 1000
Walnut Creek, CA 94597

ross.gaudoin@ubs.com

Ross Gaudoin, JD, CLU

1255 Treat Blvd,Walnut Creek,CA,94597
Paula Best, CFP

Senior Wealth Strategy Associate

CERTIFIED FINANCIAL PLANNER
View bio
- AK
- AZ
- CA
- CT
- DE
- IA
- NC
- NV
- NY
- OR
- TX
- WA
Paula specializes in comprehensive financial planning and tailored wealth strategies, with particular depth in life insurance planning and complex planning scenarios. She is known for translating long-term goals into clear, actionable plans; helping families, business owners, and multi-generational clients navigate every stage of their financial lives.

Paula is a Senior Wealth Strategy Associate with Lakeshore Partners at UBS Private Wealth Management, where she has been a member of the team since 2014. She brings more than a decade of experience in private wealth management and holds the CERTIFIED FINANCIAL PLANNER™ designation and a Bachelor of Arts in Economics from San Diego State University.

Paula is based in Walnut Creek, where she lives with her husband, two children, and their Golden Retriever. Outside of work, she enjoys traveling with her family, exploring new cuisines, and prioritizing her personal well-being

CA Insurance License # 0I01031
- San Diego State University , B.A. Economics: 2002 - 2006
- CERTIFIED FINANCIAL PLANNER
1255 Treat Blvd
Suite 1000
Walnut Creek, CA 94597

paula.best@ubs.com

Paula Best, CFP

1255 Treat Blvd,Walnut Creek,CA,94597
Eliza Nuffer

Team Administrator

CERTIFIED FINANCIAL PLANNER
View bio
- AK
- AZ
- CA
- CO
- DE
- FL
- HI
- IA
- IL
- NC
- NV
- NY
- PA
- TX
- WA
Eliza oversees the operational execution of the team's wealth management strategies, with particular depth in alternative investments and structured products. She ensures seamless coordination across client service, investment implementation, and ongoing account management, bringing precision and continuity to every client relationship.

Eliza brings more than six years of industry experience and a strong foundation in complex investment solutions. She holds the CERTIFIED FINANCIAL PLANNER™ and Accredited Asset Management Specialist® designations, a Master of Science in Marketing from Golden Gate University in San Francisco, and a Bachelor of Science in Management with a concentration in Business Psychology from the WSB Schools of Banking in Poland.

Eliza is based in Pleasant Hill, where she lives with her husband Russ, two bunnies, and a chinchilla. Outside of work, she enjoys running, yoga, and biking the Iron Horse Trail.

Insurance Agency Inc. License UBS#0512985.

CA Insurance License #4355771
- WSB University, School of Banking, Poland, B.S. Business Management : 2013 - 2016
- Golden Gate University, Masters of Science in Marketing
- CERTIFIED FINANCIAL PLANNER
- Accredited Asset Management Specialist
1255 Treat Blvd
Suite 1000
Walnut Creek, CA 94597

eliza.nuffer@ubs.com

Eliza Nuffer

1255 Treat Blvd,Walnut Creek,CA,94597
Daniel Dennehy

Registered Client Associate

CERTIFIED FINANCIAL PLANNER
View bio
- AK
- AZ
- CA
- CO
- FL
- HI
- IA
- IL
- MO
- NC
- NV
- NY
- SC
- TX
- WA
- WV
- WY
Daniel works alongside the partners in the development and implementation of financial plans for individuals, multi-generational families, next generation clients, and professional athletes. He brings a client-focused approach that emphasizes clarity, education, and long-term strategy — translating complex concepts into practical, actionable guidance tailored to each client's goals.

Daniel holds the CERTIFIED FINANCIAL PLANNER™ designation and a Bachelor of Science in Financial Planning from San Diego State University.

Daniel is a Danville native and lives in San Francisco. In the winter he skis in Tahoe; in the summer he's on the golf course.
- San Diego State Univesity, B.S. Financial Services: 2019 - 2023
- CERTIFIED FINANCIAL PLANNER
1255 Treat Blvd
Suite 1000
Walnut Creek, CA 94597

daniel.dennehy@ubs.com

Daniel Dennehy

1255 Treat Blvd,Walnut Creek,CA,94597
Griffin Turner

Registered Client Associate
View bio
- AK
- AZ
- CA
- DE
- FL
- HI
- IN
- NC
- NV
- NY
- TX
- WA
Griffin supports high-net-worth individuals and families through the delivery and implementation of comprehensive wealth management strategies. He works closely with advisors and senior team members to coordinate investment solutions, advisory account management, ongoing financial planning, and client servicing, with a strong emphasis on operational execution, accuracy, and proactive client experience.

Griffin joined UBS in late 2025 and holds Series 7 and Series 66 licenses. He earned a Bachelor of Business Administration in Finance from Hofstra University and a Specialized Master of Science in Finance from The Ohio State University. At both institutions he competed on NCAA Division I men's lacrosse teams, and was a member of the 2025 Ohio State Big Ten Championship team.

Griffin lives in Danville, CA. Outside of work, he stays active, enjoys the outdoors, and spends his off-hours with his corgi.
- Ohio State University, Master of Science in Finance: 2024 - 2025
- Hofstra University, B.A. Business Administration: 2021 - 2024
1255 Treat Blvd
Suite 1000
Walnut Creek, CA 94597

griffin.turner@ubs.com

Griffin Turner

1255 Treat Blvd,Walnut Creek,CA,94597

Kevin Dommes

NMLS #555636

Senior Wealth Management Banker, UBS Bank USA, N.A.

View bio

Current role and areas of expertise

Kevin joined UBS Bank USA in 2016, and he is currently a Senior Wealth Management Banker covering Northern California, Nevada, Arizona, New Mexico, Idaho and Montana markets.

Kevin has an extensive background in relationship banking. He is focused on providing Financial Advisors and their clients a variety of cash management resources along with banking solutions that may complement their overall wealth management objectives.

Professional history

Kevin began his career in financial services in 1999. Prior to joining UBS, he was a Regional Manager with a top national broker/dealer, wholesaler, and direct lender. Throughout his career Kevin has advised Financial Advisors, Registered Investment Advisors, mortgage brokerage firms, and clients on liability management solutions throughout Northern California and the western U.S.

Education and personal information

In Kevin’s role as a Senior Wealth Management Banker his NMLS # is 555636. He holds permissive Series 7 and 66 securities licenses. He also holds a Communications and Business degree from The University of Arizona.

Outside of the office, Kevin enjoys mountain biking, skiing, golf, watching his son’s sports, and spending time with his family and friends.

Senior Wealth Management Bankers are employees of UBS Bank USA. UBS Bank USA is a subsidiary of UBS Group AG. UBS Bank USA, N.A., Member FDIC, NMLS No. 947868. Equal Housing Lender.

Private Wealth Management

As a team within the exclusive Private Wealth Management division at UBS, we connect you to the dynamic presence of one of the world‘s leading wealth managers. Private Wealth Advisors serve many of the firm‘s largest relationships, providing extensive reach and the distinct advantage of the firm‘s global perspective, insights and resources.

The unique needs of athletes and entertainers

Whether your career is on the playing field, the hardwood, the stage or screen, we focus on your financial world so that you can focus on giving your best. How do we do it? Through customized financial planning focused on your needs and coordinated with your agent and accountant.

You. Connected.

As a UBS Private Wealth Management team, we connect you to firmwide experts, thought leaders and premier resources to address your most important goals.

Advanced Planning

The Advanced Planning Group consists of former practicing estate planning and tax attorneys who provide comprehensive planning and sophisticated advice and education to UHNW UBS clients. The team also serves as a think tank for the firm, providing thought leadership insight and creating robust intellectual capital on estate planning, tax, and related topics of interest to UHNW families.

Your family

Younger generations are positioned to become more economically empowered than their parents, yet they face an increasingly fast-paced and volatile future. To help brave the unknown, UBS Private Wealth Management can support your family through all generations to plan for the next era.

Learn more

Tailored lending

Our experienced banking and credit teams offer potential solutions for a range of liquidity and capital funding needs. Expect bespoke strategies for concentrated and restricted stock loan strategies, unsecured loans, REIT operating units, hedge-fund backed loans and more.

Learn more

Learn more

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

Financial strength

Driving confidence.
A- Standard & Poor’s

UBS AG, long-term senior secured debt rating. As of 12/31/2025

Global Access. Boutique Solutions.

Pursuing your goals together

Brian Corley, CIMA

Daniel Grover, CFP

Jeff Hill, CFP®, AWMA®

Ross Gaudoin, JD, CLU

Paula Best, CFP

Eliza Nuffer

Daniel Dennehy

Griffin Turner

Kevin Dommes

Brian Corley, CIMA

Daniel Grover, CFP

Jeff Hill, CFP®, AWMA®

Ross Gaudoin, JD, CLU

Paula Best, CFP

Eliza Nuffer

Daniel Dennehy

Griffin Turner

Kevin Dommes

*

*

Education

Credentials

*

*

Education

Credentials

*

*

Private Wealth Management

The unique needs of athletes and entertainers

You. Connected.

You. Connected.

Advanced Planning

Advanced Planning

Your family

Your family

Tailored lending

Tailored lending

A leader in wealth management

Backed by the strength of our parent company, UBS AG

Insights

*

Start the conversation

Thank you! Your request has been submitted.