A legacy for generations

• AK
• AL
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• IN
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• NH
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• OH
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• PA
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• WY

Paul began his financial services career with Merrill Lynch in 1997, and now works to help develop individualized wealth management and liability management strategies with a select group of families. Paul creates customized wealth management strategies with a personal touch, and has the ability to review complex situations and help clients develop clear, concise, and relevant strategies. He coordinates the team's Financial Planning services, concentrated stock hedging and option strategies. Paul holds the Certified Financial Planner™ designation and is a Charted Retirement Planning Counselor™.

Paul grew up in Wenatchee Washington and earned a bachelor of science degree from Central Washington University in both Economics and Finance. Paul and his wife, Kristine have three children, Caden, Alexandra and Charlie.

• Forbes Best-in-State Wealth Advisors, 2022, 2023The 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, 2023The 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.

• Central Washington University, Bachelor of Science - Economics and Finance

• CERTIFIED FINANCIAL PLANNER™
• Chartered Retirement Planning Counselor℠
• Senior Portfolio Manager

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• AZ
• CA
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• FL
• GA
• HI
• IA
• ID
• IL
• IN
• MA
• MD
• MI
• MO
• MT
• NH
• NJ
• NV
• NY
• OH
• OR
• PA
• SC
• TN
• TX
• UT
• VA
• WA
• WY

Brett began his career in one of the equity market’s most tumultuous time periods on record—and over the past 17 and has helped clients manage their wealth throughout good times and bad. He joined UBS in 2009 after 10 years at Merrill Lynch and prior tenures at Bank of America going all the way back to the days of Rainier Bank.

Within our team, Brett oversees the portfolio strategies and liability management needs of our clients. Brett holds the Certified Financial Planner™ designation and is a Chartered Retirement Planning Counselor™.

Brett and his wife, Stephanie live in Woodinville and have raised two kids, the youngest of whom is attending Washington State University.

• Forbes Best-in-State Wealth Management Teams, 2023The 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.

• CERTIFIED FINANCIAL PLANNER™
• Chartered Retirement Planning Counselor℠

• AZ
• CA
• CO
• DE
• FL
• GA
• HI
• ID
• MA
• MI
• MO
• MT
• NC
• NJ
• NV
• NY
• OR
• SC
• TX
• UT
• VA
• WA
• WY

For over a decade, Tyler has assisted corporate executives, business owners and successful families with comprehensive financial planning and investment management.  Prior to starting a professional career in wealth management, Tyler worked as an executive for the May and Federated Department Store Companies.  He holds the CERTIFIED FINANCIAL PLANNER™ accreditation.

• Forbes Best-in-State Wealth Advisors, 2023The 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, 2023The 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.

• CERTIFIED FINANCIAL PLANNER™

• AK
• AZ
• CA
• CO
• DE
• FL
• GA
• HI
• ID
• MA
• MI
• MN
• MO
• MT
• NC
• NJ
• NV
• NY
• OR
• PA
• SC
• TN
• TX
• UT
• VA
• WA
• WY

Kyle enjoys snowboarding, golfing, camping and traveling with his wife Kari in his spare time. His role within our team is to provide advice for clients and their investments that will help them achieve the goals in their financial plan. In 2008, he graduated from Washington State University with a degree in Business Administration with an emphasis on finance. Shortly after Kyle graduated from college he obtained his Series 7, Series 66, Washington State Life and Disability Insurance Licenses. He received the Certified Financial Planner™ designation in 2015 to help clients with their complex financial planning needs.

• Forbes America’s Top Next-Gen (Generation) Wealth Advisors, 2021The Forbes rating is compiled by Shook Research and awarded annually between June and September based on information from a 12 month period ending in March of the award year.
• Forbes America’s Top Next-Gen (Generation) Wealth Advisors Best-in-State, 2022, 2023The Forbes rating is compiled by Shook Research and awarded annually between June and September based on information from a 12 month period ending in March of the award year.
• Forbes Best-in-State Wealth Advisors, 2021, 2022, 2023The 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, 2023The 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.

• Washington State University, Business Administration
• Washington State University, Business Administration

• CERTIFIED FINANCIAL PLANNER™
• Portfolio Manager

• AK
• AZ
• CA
• CO
• FL
• GA
• HI
• ID
• IL
• MA
• MD
• MI
• MO
• MT
• NJ
• NV
• NY
• OR
• SC
• TX
• UT
• VA
• WA
• WY

Andrew joined UBS in 2016 after graduating from the University of Washington with a degree in Business Administration with a focus in finance. He is FINRA registered and holds Series 7 and 66 securities licenses as well as Washington State Life and Disability Insurance Licenses. Andrew lives in Seattle with his wife, Keely. Outside of the office, they spend their spare time skiing, rooting on the Huskies, and relaxing with family and friends.

• Forbes Best-in-State Wealth Management Teams, 2023The 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 Washington, Business Administration - Finance

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Patt is a 36 year veteran of the financial services industry and joined UBS in 2006. She is a CERTIFIED FINANCIAL PLANNER™ and a CHARTERED RETIREMENT PLANNING COUNSELOR – helping her clients juggle their current needs and long-term security.

Patt and her husband, Dick, live in Bellevue and spend their free time boating in Puget Sound and the San Juans.

• CERTIFIED FINANCIAL PLANNER™
• Chartered Retirement Planning Counselor℠

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• FL
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• HI
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• MA
• MI
• MO
• MT
• NJ
• NV
• NY
• OR
• SC
• TX
• UT
• VA
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• WY

Since 1988 John has supported affluent families with knowledgeable guidance and straight forward strategies.  He recognizes that wealth management can feel daunting even in the calmest market environments, so he strives to lift the burden and free clients to focus on enjoying their busy lives.  From retirement and estate planning services to trust creation and cash flow management, John's goal is to help clients look beyond simple investment management to align every aspect of their wealth.

Because the financial world is constantly evolving, John believes ongoing education is just as important as decades of industry experience.  He focuses on staying abreast of economic, geopolitical and societal developments that may impact client's financial circumstances.  In addition, he spends significant time every year maintaining Certified Trust and Financial Advisor (CTFA) and Certified Investment Management Consultant (CIMC) designations, which he first earned over a decade ago. John holds a Finance degree from Metropolitan State University of Denver and has spent his entire after college career working in the financial industry.  In his free time, John is a dedicated community supporter through previously working on the board of the American Jewish Committee and currently with children's Hospital Advisor program.  He has two grown children Rachel and Josh and enjoys golf, hiking and biking.

• Metropolitan State University, Finance

• Certified Investment Management Consultant
• Certified Trust and Financial Advisor

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Ann has over 20 years of experience in the Finance Industry. She specializes in client service, alternative investments, compliance and operations in the private wealth management sector.  Currently, Ann leads the team’s client servicing and administrative operations. Originally from the Bay Area, Ann graduated from San Francisco State University with a degree in Finance.  After graduating, she began her career at Goldman Sachs and has also worked at Bodri Capital Management LLC and FutureSelect Portfolio Management. Before moving to Washington she was lucky to be a participant on Make Me a Millionaire, a TV game show that replaced the Big Spin in California. Ann now lives in Kirkland with her husband and daughter. Outside of the office, she enjoys skiing, traveling and entertaining friends and family.

• San Francisco State University, Finance

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Justin Lewis began his career in the financial services industry in 2012. He holds a Bachelor of Science in Business Administration with a minor in American History from the University of Southern California.  While attending college, Justin served as a teaching assistant for an investment class which studied behavioral finance and market efficiency. Justin works on portfolio development and implementation as well as cash management needs. He was raised in Sammamish, WA and moved back to the Pacific Northwest after his graduation from USC.  When not working, Justin enjoys spending time playing soccer, attending sporting events, and playing with his dogs Odin and Finn.

• University of Southern California, Bachelor of Science - Business Administration
• Seattle University, Master of Business Administration

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Madison joined the team in 2020 after graduating from Washington State University with a degree in Finance and minor in Strategic Communication. Working as an intern through college, she found her interest in the industry and working with clients. Madison specializes in developing client relationships, account onboarding, and assisting with insurance policies. She is fully registered with the Series 7 and Series 66 securities licenses. Outside of the office, Madison enjoys snowboarding, traveling, and cheering on the WSU Cougars.  

• Washington State University, Business Administration

Kevin joined the team towards the end of 2021; after graduating from the University of Washington with a degree in Business Administration and focus on finance and management. During his time in college, he learned that his passion for wealth management stems from the ability to help others. Kevin is currently studying for his securities licenses and supports our team's operational and administrative needs. In his free time, Kevin enjoys watching sports and being around his friends and family.