A legacy for generations

Your legacy is about more than finances. It's about the values, people and causes you care about. So when it comes to legacy planning, we strive to understand what matters to you and how you hope to be remembered. With these insights, we can then work with you and your other professional advisors to structure a plan for leaving behind a legacy that lasts for generations.

Start the 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.

Paul Adams, CFP, CRPC

Senior Vice President–Wealth Management

Financial Advisor
View bio Industry recognition
- AK
- AZ
- CA
- CO
- DE
- FL
- GA
- HI
- ID
- IL
- IN
- MA
- MD
- MI
- MN
- MT
- NH
- NJ
- NV
- NY
- OH
- OR
- PA
- SC
- TX
- UT
- VA
- WA
- 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, 2022The 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 awarded annually in November and is based on information from March of the prior year to March of the award year.
- Central Washington University, Bachelor of Science - Economics and Finance
- CERTIFIED FINANCIAL PLANNER™
- Chartered Retirement Planning Counselor℠
- Senior Portfolio Manager
225 108th Avenue NE
Suite 800
Bellevue, WA 98004
Brett Williams, CFP, CRPC

Senior Vice President–Wealth Management

Financial Advisor
View bio Industry recognition
- AK
- AZ
- CA
- CO
- DE
- FL
- GA
- HI
- ID
- IL
- IN
- MA
- MD
- MI
- MN
- MT
- NH
- NJ
- NV
- NY
- OH
- OR
- PA
- SC
- 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 awarded annually in November and is based on information from March of the prior year to March of the award year.
- CERTIFIED FINANCIAL PLANNER™
- Chartered Retirement Planning Counselor℠
225 108th Avenue NE
Suite 800
Bellevue, WA 98004
Tyler Neal, CFP

Senior Vice President–Wealth Management

Financial Advisor
View bio Industry recognition
- AZ
- CA
- CO
- DE
- FL
- GA
- HI
- ID
- MA
- MI
- 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 Management Teams, 2023The Forbes rating is awarded annually in November and is based on information from March of the prior year to March of the award year.
- CERTIFIED FINANCIAL PLANNER™
225 108th Avenue NE
Suite 800
Bellevue, WA 98004
Kyle Kuykendall, CFP

Senior Vice President–Wealth Management

Financial Advisor
View bio Industry recognition
- AK
- AZ
- CA
- CO
- DE
- FL
- GA
- HI
- ID
- IL
- MA
- MI
- MN
- MT
- NC
- NJ
- NM
- 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, 2022The 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, 2022The 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 awarded annually in November and is based on information from March of the prior year to March of the award year.
- Washington State University, Business Administration
- Washington State University, Business Administration
- CERTIFIED FINANCIAL PLANNER™
- Portfolio Manager
225 108th Avenue NE
Suite 800
Bellevue, WA 98004
Andrew Dickson

Financial Advisor
View bio Industry recognition
- AK
- AZ
- CA
- CO
- FL
- GA
- HI
- ID
- IL
- MA
- MD
- MI
- MN
- MT
- NJ
- NV
- NY
- OH
- 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 awarded annually in November and is based on information from March of the prior year to March of the award year.
- University of Washington, Business Administration - Finance
Financial planning

Custom portfolios

Executive compensation

Lending services

225 108th Avenue NE
Suite 800
Bellevue, WA 98004
Patricia Gerken, CFP, CRPC

Senior Vice President–Wealth Management

Financial Advisor
View bio
- AZ
- CA
- CO
- DE
- FL
- GA
- HI
- ID
- MA
- MI
- MN
- MT
- NJ
- NV
- NY
- OR
- SC
- TX
- UT
- VA
- WA
- WY
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℠
225 108th Avenue NE
Suite 800
Bellevue, WA 98004

Paul Adams, CFP, CRPC

Senior Vice President–Wealth Management

Financial Advisor
View bio Industry recognition
- AK
- AZ
- CA
- CO
- DE
- FL
- GA
- HI
- ID
- IL
- IN
- MA
- MD
- MI
- MN
- MT
- NH
- NJ
- NV
- NY
- OH
- OR
- PA
- SC
- TX
- UT
- VA
- WA
- 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, 2022The 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 awarded annually in November and is based on information from March of the prior year to March of the award year.
- Central Washington University, Bachelor of Science - Economics and Finance
- CERTIFIED FINANCIAL PLANNER™
- Chartered Retirement Planning Counselor℠
- Senior Portfolio Manager
225 108th Avenue NE
Suite 800
Bellevue, WA 98004
Brett Williams, CFP, CRPC

Senior Vice President–Wealth Management

Financial Advisor
View bio Industry recognition
- AK
- AZ
- CA
- CO
- DE
- FL
- GA
- HI
- ID
- IL
- IN
- MA
- MD
- MI
- MN
- MT
- NH
- NJ
- NV
- NY
- OH
- OR
- PA
- SC
- 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 awarded annually in November and is based on information from March of the prior year to March of the award year.
- CERTIFIED FINANCIAL PLANNER™
- Chartered Retirement Planning Counselor℠
225 108th Avenue NE
Suite 800
Bellevue, WA 98004
Tyler Neal, CFP

Senior Vice President–Wealth Management

Financial Advisor
View bio Industry recognition
- AZ
- CA
- CO
- DE
- FL
- GA
- HI
- ID
- MA
- MI
- 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 Management Teams, 2023The Forbes rating is awarded annually in November and is based on information from March of the prior year to March of the award year.
- CERTIFIED FINANCIAL PLANNER™
225 108th Avenue NE
Suite 800
Bellevue, WA 98004
Kyle Kuykendall, CFP

Senior Vice President–Wealth Management

Financial Advisor
View bio Industry recognition
- AK
- AZ
- CA
- CO
- DE
- FL
- GA
- HI
- ID
- IL
- MA
- MI
- MN
- MT
- NC
- NJ
- NM
- 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, 2022The 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, 2022The 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 awarded annually in November and is based on information from March of the prior year to March of the award year.
- Washington State University, Business Administration
- Washington State University, Business Administration
- CERTIFIED FINANCIAL PLANNER™
- Portfolio Manager
225 108th Avenue NE
Suite 800
Bellevue, WA 98004
Andrew Dickson

Financial Advisor
View bio Industry recognition
- AK
- AZ
- CA
- CO
- FL
- GA
- HI
- ID
- IL
- MA
- MD
- MI
- MN
- MT
- NJ
- NV
- NY
- OH
- 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 awarded annually in November and is based on information from March of the prior year to March of the award year.
- University of Washington, Business Administration - Finance
Financial planning

Custom portfolios

Executive compensation

Lending services

225 108th Avenue NE
Suite 800
Bellevue, WA 98004
Patricia Gerken, CFP, CRPC

Senior Vice President–Wealth Management

Financial Advisor
View bio
- AZ
- CA
- CO
- DE
- FL
- GA
- HI
- ID
- MA
- MI
- MN
- MT
- NJ
- NV
- NY
- OR
- SC
- TX
- UT
- VA
- WA
- WY
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℠
225 108th Avenue NE
Suite 800
Bellevue, WA 98004

Retirement planning

Multigenerational planning

Who we work with

With the attention of a boutique family office and access to resources across the firm, we offer select clients comprehensive services that look well beyond their investment needs.

Multigenerational families. Managing wealth spanning many generations requires a careful approach. As your Private Wealth Advisors, we have the experience and strategies to help address these challenges.
Corporate executives. Our team brings discipline and strategic planning during your wealth-building years as well as when the time comes to transition out of corporate life.
Entrepreneurs. We will introduce you to an extensive network of professionals and the right investment relationships to provide innovative yet pragmatic solutions.

Life is unpredictable. Could we be better prepared?

For some of life's questions you're not alone. Together we can find the answer.

With so much changing every day, it's hard to know how our lives will be affected. What will the changes mean for your family? Your business? Your future? We can help you get your plan in place.

Backed by the strength of UBS

A global leader in wealth management

^$2.8 trillion

In invested assets globally
As of 06/30/2022

51 countries

Our global footprint

Global leader

UBS is a world-leading wealth manager

A legacy for generations

Pursuing your goals together

Paul Adams, CFP, CRPC

Brett Williams, CFP, CRPC

Tyler Neal, CFP

Kyle Kuykendall, CFP

Andrew Dickson

Patricia Gerken, CFP, CRPC