A legacy for generations

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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.

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

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

• AK
• AZ
• CA
• CO
• DE
• FL
• GA
• HI
• ID
• IL
• IN
• MA
• MD
• MI
• MT
• NC
• 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.

• CERTIFIED FINANCIAL PLANNER™
• Chartered Retirement Planning Counselor℠

• AZ
• CA
• CO
• DE
• FL
• GA
• 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.

• CERTIFIED FINANCIAL PLANNER™

• AK
• AZ
• CA
• CO
• DE
• FL
• GA
• HI
• ID
• IL
• IN
• 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/SHOOK Best-in-State Wealth Advisors, 2021
• UBS Rising Advisors, 2021

• Washington State University, Business Administration

• CERTIFIED FINANCIAL PLANNER™
• Portfolio Manager

• AK
• AZ
• CA
• CO
• FL
• GA
• ID
• MA
• MI
• MN
• MT
• NJ
• NV
• NY
• OH
• OR
• SC
• TX
• UT
• 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. Outside of the office Andrew spends his spare time skiing, rooting on the Huskies, and relaxing with family and friends.

• University of Washington, Business Administration

• AZ
• CA
• CO
• DE
• FL
• GA
• ID
• IL
• IN
• MA
• MI
• MT
• NC
• NJ
• NV
• NY
• OR
• SC
• TX
• UT
• 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℠