Experience

Brian Corley serves as a Managing Director and Private Wealth Advisor at UBS Financial Services, Inc.

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

Mr. Corley holds a Bachelor of Arts in Economics from California State University, Chico, as well as a Masters of Science in Finance and a Graduate Certificate in Financial Planning from Golden Gate University. He is a Certified Investment Management Analyst® and an Accredited Investment Fiduciary®. Brian Corley is an active member of the Financial Planning Association (FPA) and Investment Management Consultants Association (IMCA®), and serves on the Investment Policy Committee for CSU, Monterey Bay, and the Diocese of Monterey.

Only permitted for Retirement Plan Consultants (RPCs) where the following disclosure must be predominately displayed each time designation appears. Designation does not imply assumption of fiduciary responsibility'

California Insurance #OB84331

Jeff Hill serves as a Senior Vice President–Wealth Management and Private Wealth Advisor at UBS Financial Services, Inc.

Prior to joining Lakeshore Partners, he was a partner at Encompass Wealth Management and the lead Wealth Planning Analyst for Northern California.

Mr. Hill holds a Bachelor of Science in Business Administration from the University of Nevada, Reno.  He is a CERTIFIED FINANCIAL PLANNER™ and an Accredited Wealth Management Advisor® (AWMA®).  Jeff is acitively engaged in local charities such as The Guardsmen and Keep Tahoe Blue.  He also serves on the Board of Sunset View Cemetery and is a member of the San Francisco Bond Club and Financial Planning Association. 

CA Insurance License# 0K66463

Daniel Grover serves as a Managing Director and Wealth Manager 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

Ross Gaudoin serves as a Senior Vice President–Wealth Management at UBS Financial Services, Inc.

Prior to joining UBS in 2021, he held the position of Managing Director and Senior Financial Planner at First Republic Investment Management. In 2008 Mr. Gaudoin founded Astera Financial Group LLC where he also served as Director of Wealth Advisory Services and Chief Financial Officer.  Before establishing Astera he worked as a Senior Financial Planner with Wells Fargo Private Bank and Estate Planning Partner with Herndon, Morton, Herndon, & Yaeger.

Mr. Gaudoin holds a Bachelor of Science in Accounting from Duquesne University and a Juris Doctor from Duquesne University School of Law.  He is a Chartered Life Underwriter (CLU).

CA Insurance License: #0I29569

Drew Bennett serves as a Senior Wealth Strategy Associate, at UBS Financial Services, Inc.

Prior to joining UBS in 2021, he held the position of Financial Advisor at First Republic Investment Management. In 2007 he founded Cal-Tenn Financial, LLC, where he also served as President. Before establishing Caltenn he worked as a professional NFL Wide Receiver with the Tennessee Titans and the St. Louis Rams.

Mr. Bennett holds a Bachelor of Arts in Political Science from the University of California Los Angeles.  He is a CERTIFIED FINANCIAL PLANNER™ and a Chartered Alternative Investment Analyst (CAIA®).

CA Insurance License# 0J06022

Paula Best serves as an Authorized Officer and Team Administrator at UBS Financial Services, Inc.

Prior to joining UBS in 2021, she held the position of Associate Director at First Republic Investment Management.  Before First Republic, she spent nearly a decade with various insurance firms.

Ms. Best holds a Bachelor of Arts in Economics from California State University, San Diego.  She is a CERTIFIED FINANCIAL PLANNER™ and hold various life insurance designations.

CA Insurance License # 0I01031

Eliza Nuffer is a Client Associate at UBS Financial Services, Inc. Mrs. Nuffer brings a unique blend of backgrounds in client relations, account onboarding, and financial services to our team. Prior to joining UBS, Mrs. Nuffer worked at Infinity Financial Services where she was responsible for managing multiple accounts, onboarding new clients, and providing ongoing support throughout their journey in a fast-paced business environment.

Eliza's experience is supported by Financial Industry Regulatory Authority (FINRA) registrations, including the Series 7, Series 24, and Series 66 licenses. She holds a Masters of Science in Marketing from Golden Gate University, San Francisco, and a Bachelor of Science in Management with a major in Business Psychology from the WSB Schools of Banking in Poland.

CA Insurance License # 4355771

Daniel Dennehy serves as a client service associate at UBS Financial Services, Inc.

His financial experience includes administrative procedures, client onboarding and retirement planning. Daniel earned his Bachelor of Science degree from San Diego State University in Financial Services, which provided him a strong foundation in financial planning and client management. Daniel is supported by Financial Industry Regulatory Authority (FINRA) registration and holds the Series 7 license. His commitment to client satisfaction is complimented by his strong understanding of financial products and services.

Megan Do is a client service associate for Lakeshore Partners at UBS.

As a Client Service Associate at UBS, Megan is committed to making business operations more efficient by providing support in daily administrative tasks and delivering excellent customer service. She is a recent graduate of San Diego State University, where she earned a degree in Business Administration with an emphasis in Finance. During her time at San Diego State, Megan was an active member of Women in Business and gained valuable experience working at the Student Financial Center.