Your life. Your wealth. Your future.

Pursue what matters most

Team

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.

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.

  • forrest

    Forrest Fielder

    Senior Vice President–Wealth Management

    Financial Advisor

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    • AK
    • AL
    • AZ
    • CA
    • CO
    • CT
    • DC
    • FL
    • GA
    • HI
    • IA
    • ID
    • IL
    • IN
    • KY
    • MA
    • MD
    • ME
    • MI
    • MN
    • MO
    • MT
    • NC
    • NE
    • NJ
    • NV
    • NY
    • OR
    • PA
    • SC
    • TN
    • TX
    • UT
    • VA
    • WA
    • WI
    • WV
    • WY

    Over the past 24 years, Forrest has helped clients manage their wealth in the ever-changing financial markets with critical insight and thorough investment advice. He joined UBS in 2000 after 3 years as a Tax Senior at moss Adams LLP.

    With Forrest's clients, he emphasizes total portfolio management with a focus on retirement income planning. He also assists clients with education funding, retirement plans, structures for charitable giving and estate planning. He is FINRA-registered and holds Series 7 and 66 securities licenses as well as licenses for life, accident and health insurance and variable annuities.

    Forrest earned his B.S. in Business Administration from Western Washington University and his Law Degree is from Seattle University School of Law.

    Forrest is an active member of his community, serving on the board of directors of the Falls Little League, and is a former Cubmaster with the Boy Scouts of America.

    He resides in Fall City, WA with his wife and four children.

      • Western Washington University, B.S. in Business Administration
      • Seattle University School of Law, Law Degree
        Financial planning
        Estate planning strategies
        Custom portfolios
        Multi-generational families
        225 108th Avenue NE
        Suite 800
        Bellevue, WA 98004
        forrest.fielder@ubs.com
        Forrest Fielder
        225 108th Avenue NE,Bellevue,WA,98004
      • Paul-Adams

        Paul Adams, CFP, CRPC

        Senior Vice President–Wealth Management

        Financial Advisor

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        • AK
        • AL
        • AZ
        • CA
        • CO
        • CT
        • DC
        • FL
        • GA
        • HI
        • IA
        • ID
        • IL
        • IN
        • KY
        • MA
        • MD
        • ME
        • MI
        • MN
        • MO
        • MT
        • NC
        • NE
        • NH
        • NJ
        • NV
        • NY
        • OH
        • OR
        • PA
        • SC
        • TN
        • TX
        • UT
        • VA
        • WA
        • WI
        • WV
        • 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, 2023, 2024The 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, 2023, 2024The 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
        Retirement planning
        Estate planning strategies
        Business succession
        Investing
        225 108th Avenue NE
        Suite 800
        Bellevue, WA 98004
        paul.r.adams@ubs.com
        Paul Adams, CFP, CRPC
        225 108th Avenue NE,Bellevue,WA,98004
      • Brett-Williams

        Brett Williams, CFP, CRPC

        Senior Vice President–Wealth Management

        Financial Advisor

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        • AK
        • AL
        • AZ
        • CA
        • CO
        • CT
        • DC
        • FL
        • GA
        • HI
        • IA
        • ID
        • IL
        • IN
        • KY
        • MA
        • MD
        • ME
        • MI
        • MN
        • MO
        • MT
        • NC
        • NE
        • NH
        • NJ
        • NV
        • NY
        • OH
        • OR
        • PA
        • SC
        • TN
        • TX
        • UT
        • VA
        • WA
        • WI
        • WV
        • 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, 2023, 2024The 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
          Legacy planning
          Business succession
          Business owners
          Cash management
          225 108th Avenue NE
          Suite 800
          Bellevue, WA 98004
          brett.t.williams@ubs.com
          Brett Williams, CFP, CRPC
          225 108th Avenue NE,Bellevue,WA,98004
        • Tyler-Neal

          Tyler Neal, CFP

          Senior Vice President–Wealth Management

          Financial Advisor

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          • AK
          • AL
          • AZ
          • CA
          • CO
          • CT
          • DC
          • FL
          • GA
          • HI
          • IA
          • ID
          • IL
          • IN
          • KY
          • MA
          • MD
          • ME
          • MI
          • MN
          • MO
          • MT
          • NC
          • NE
          • NJ
          • NV
          • NY
          • OR
          • PA
          • SC
          • TN
          • TX
          • UT
          • VA
          • WA
          • WI
          • WV
          • WY

          Tyler joined UBS and a career in wealth management back in 2007.  He holds the Series 7 and 66 securities licenses as well as the Washington State life and disability insurance license.  He also holds the CERTIFIED FINANCIAL PLANNER™ accreditation.  His practice focuses on assisting corporate executives, business owners and successful families with comprehensive financial planning and investment management.  He customizes each client’s strategy to reflect their unique objectives and priorities. 

          Tyler grew up in Bellevue, Washington and earned a Business Administration degree with a finance concentration at Seattle University.  He has been married to Angela for over 25 years, has two daughters and resides in Sammamish, WA.  Outside of the office, Tyler enjoys traveling, sporting events and spending time with friends and family.

          • Forbes Best-in-State Wealth Advisors, 2023, 2024The 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, 2023, 2024The 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®
            Retirement planning
            Estate planning strategies
            Custom portfolios
            Business owners
            225 108th Avenue NE
            Suite 800
            Bellevue, WA 98004
            tyler.neal@ubs.com
            Tyler Neal, CFP
            225 108th Avenue NE,Bellevue,WA,98004
          • Kyle-Kuykendall

            Kyle Kuykendall, CFP

            Senior Vice President–Wealth Management

            Financial Advisor

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            • AK
            • AL
            • AZ
            • CA
            • CO
            • CT
            • DC
            • FL
            • GA
            • HI
            • IA
            • ID
            • IL
            • IN
            • KY
            • MA
            • MD
            • ME
            • MI
            • MN
            • MO
            • MT
            • NC
            • NE
            • NJ
            • NV
            • NY
            • OR
            • PA
            • SC
            • TN
            • TX
            • UT
            • VA
            • WA
            • WI
            • WV
            • 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 in August based on information from a 12 month period ending in March of the award year.
            • Forbes Best-in-State Wealth Advisors, 2021, 2022, 2023, 2024The 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, 2023, 2024The 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, 2022, 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.

            • Washington State University, Business Administration - Finance
            • Washington State University, Business Administration - Finance
            • CERTIFIED FINANCIAL PLANNER®
            • Portfolio Manager
            Banking
            Legacy planning
            Multi-generational families
            Women investors
            225 108th Avenue NE
            Suite 800
            Bellevue, WA 98004
            kyle.kuykendall@ubs.com
            Kyle Kuykendall, CFP
            225 108th Avenue NE,Bellevue,WA,98004
          • Andrew-Dickson

            Andrew Dickson

            Financial Advisor

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            • AK
            • AL
            • AZ
            • CA
            • CO
            • CT
            • DC
            • FL
            • GA
            • HI
            • IA
            • ID
            • IL
            • IN
            • KY
            • MA
            • MD
            • ME
            • MI
            • MN
            • MO
            • MT
            • NC
            • NE
            • NJ
            • NV
            • NY
            • OR
            • PA
            • SC
            • TN
            • TX
            • UT
            • VA
            • WA
            • WI
            • WV
            • 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, 2023, 2024The 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
              Financial planning
              Custom portfolios
              Executive compensation
              Lending services
              225 108th Avenue NE
              Suite 800
              Bellevue, WA 98004
              andrew-j.dickson@ubs.com
              Andrew Dickson
              225 108th Avenue NE,Bellevue,WA,98004
            • Patricia-Gerken

              Patricia Gerken, CFP, CRPC

              Senior Vice President–Wealth Management

              Financial Advisor

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              • AZ
              • CA
              • CO
              • FL
              • GA
              • HI
              • ID
              • MA
              • MI
              • MO
              • MT
              • NJ
              • NV
              • NY
              • OR
              • SC
              • TX
              • 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
                  Financial planning
                  Long-term care planning
                  Multi-generational families
                  Women investors
                  225 108th Avenue NE
                  Suite 800
                  Bellevue, WA 98004
                  patricia.a.gerken@ubs.com
                  Patricia Gerken, CFP, CRPC
                  225 108th Avenue NE,Bellevue,WA,98004
                • John-Greene

                  John Greene, CTFA, CIMC

                  Vice President–Wealth Management

                  Financial Advisor

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                  • AK
                  • AL
                  • AZ
                  • CA
                  • CO
                  • CT
                  • DC
                  • FL
                  • GA
                  • HI
                  • IA
                  • ID
                  • IL
                  • IN
                  • KY
                  • MA
                  • MD
                  • ME
                  • MI
                  • MN
                  • MO
                  • MT
                  • NC
                  • NJ
                  • NV
                  • NY
                  • OR
                  • PA
                  • SC
                  • TN
                  • TX
                  • UT
                  • VA
                  • WA
                  • WI
                  • WV
                  • 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
                    Cash management
                    Retirement planning
                    Investing
                    Custom portfolios
                    225 108th Avenue NE
                    Suite 800
                    Bellevue, WA 98004
                    john.l.greene@ubs.com
                    John Greene, CTFA, CIMC
                    225 108th Avenue NE,Bellevue,WA,98004
                  • scott

                    Scott Campbell

                    Senior Wealth Strategy Associate

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                    • CA
                    • WA

                    Scott began his career at UBS in 2001. He specializes in portfolio management and providing financial/estate planning solutions. Additionally, Scott utilizes his 23 years of experience in the financial services industry to bring impeccable industry knowledge and extensive problem solving skills to the team.

                    Scott is FINRA-registered and holds both Series 7 and Series 66 securities licenses.

                    In addition to being a member of the team, Scott is an avid UW football fan and currently resides in Mill Creek with his wife and two children.

                      • University of Washington, B.S. in Economics
                        Cash management
                        Legacy planning
                        Custom portfolios
                        Asset allocation
                        225 108th Avenue NE
                        Suite 800
                        Bellevue, WA 98004
                        scott.campbell@ubs.com
                        Scott Campbell
                        225 108th Avenue NE,Bellevue,WA,98004
                      • Justin-Lewis

                        Justin Lewis

                        Senior Wealth Strategy Associate

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                        • AZ
                        • CA
                        • ID
                        • MT
                        • OR
                        • TX
                        • WA

                        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
                            225 108th Avenue NE
                            Suite 800
                            Bellevue, WA 98004
                            justin.lewis@ubs.com
                            Justin Lewis
                            225 108th Avenue NE,Bellevue,WA,98004
                          • Dillon

                            Dillon Stuart

                            Senior Wealth Strategy Associate

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                            • CA
                            • OR
                            • WA

                            Dillon joined the team in 2023 after his prior role as a Client Consultant at Vanguard. A Florida native, he attended Florida Atlantic University, receiving his Bachelor of Business Administration in Finance. He became interested in the wealth management industry in high school after suffering a major family loss. Dillon watched as his family’s Financial Advisor navigated them through a difficult time in their lives. He now strives to bring the same level of service to our clients here at UBS. Outside of work, Dillon enjoys spending his time exploring new areas of the PNW, camping, traveling, golfing and his new hobby of riding dirt bikes.

                              • Florida Atlantic University, Bachelor of Business Administration, Finance
                                225 108th Avenue NE
                                Suite 800
                                Bellevue, WA 98004
                                dillon.stuart@ubs.com
                                Dillon Stuart
                                225 108th Avenue NE,Bellevue,WA,98004
                              • Ann-Seidel

                                Ann Seidel

                                Team Administrator

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                                • CA
                                • OR
                                • WA

                                Ann has over 25 years of financial industry experience with sales, trading, compliance and middle operations roles at S&P 500 companies and smaller startup companies. She leads the team’s client servicing, providing support for client relationship building, developing and training support team associates. Originally from the Bay Area, Ann graduated from San Francisco State University with a degree in Finance. She has worked at Goldman Sachs, NPCI Companies,  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 weekend exploring in Canada and nearby states, and baking. Over the past 20 years, her family has hosted exchanges students from Austria, Italy, Germany, Moldava, France and for the upcoming school year, Japan. 

                                  • San Francisco State University, Finance
                                    225 108th Avenue NE
                                    Suite 800
                                    Bellevue, WA 98004
                                    ann.seidel@ubs.com
                                    Ann Seidel
                                    225 108th Avenue NE,Bellevue,WA,98004
                                  • todd

                                    Todd Campbell

                                    Client Associate

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                                      Todd joins us with an impressive background in corporate finance and the residential mortgage industry. His extensive experience has honed his financial acumen and unwavering commitment to delivering exceptional customer experiences. Outside of his professional endeavors, Todd enjoys spending time with his wife, son, and golden retriever Marvin. He is excited to bring his passion for client service to his new role at UBS, and we are confident that his expertise and dedication will be invaluable to our team and clients alike.

                                            225 108th Avenue NE
                                            Suite 800
                                            Bellevue, WA 98004
                                            todd.campbell@ubs.com
                                            Todd Campbell
                                            225 108th Avenue NE,Bellevue,WA,98004
                                          • tammy

                                            Tammy Lester

                                            Client Associate

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                                            • WA

                                            Tammy comes to UBS in 2022 with over 26 years of wealth management experience.  She is passionate about service our clients.

                                            In her time away from the office, she enjoys crafting, quilting, family time and camping with her husband.

                                                  225 108th Avenue NE
                                                  Suite 800
                                                  Bellevue, WA 98004
                                                  tammy.l.lester@ubs.com
                                                  Tammy Lester
                                                  225 108th Avenue NE,Bellevue,WA,98004
                                                • MB

                                                  Madison Buchea

                                                  Client Associate

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                                                  • AZ
                                                  • CA
                                                  • WA

                                                  The wealth management industry sparked Madison’s interest while interning at UBS in college. Upon graduating from Washington State University in 2020, she joined the team with her Finance degree and Strategic Communication minor. 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 you will find her snowboarding, paddleboarding around Lake Union, and cheering on the WSU Cougars. 

                                                    • Washington State University, Business Administration - Finance
                                                      225 108th Avenue NE
                                                      Suite 800
                                                      Bellevue, WA 98004
                                                      madison.buchea@ubs.com
                                                      Madison Buchea
                                                      225 108th Avenue NE,Bellevue,WA,98004
                                                    • Kevin Tiv

                                                      Kevin Tiv

                                                      Client Associate

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                                                        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. 

                                                          • University of Washington, Business Administration - Finance
                                                            225 108th Avenue NE
                                                            Suite 800
                                                            Bellevue, WA 98004
                                                            kevin.tiv@ubs.com
                                                            Kevin Tiv
                                                            225 108th Avenue NE,Bellevue,WA,98004

                                                          A focus on personalized access and service

                                                          Working with diverse clients with specific needs, our team sees it as our top responsibility to understand each aspect of your unique and often complicated financial life.

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                                                          A leading global wealth manager

                                                          Family on back porch

                                                          Wealth transfer across generations

                                                          A way forward

                                                          Understanding your life, your wealth and what you want to accomplish.

                                                          We ask the questions and find the answers that can help you explore and pursue your financial goals in the short term, long term or whatever your terms may be.

                                                          Let's talk about how we can help you plan for the life you want

                                                          Our approach incorporates Liquidity. Longevity. Legacy. strategies to assist clients in exploring and pursuing their wealth management needs and goals over different time frames. This approach is not a promise or guarantee that wealth, or any financial results, can or will be achieved. All investments involve the risk of loss, including the risk of loss of the entire investment.

                                                          A leader in wealth management

                                                          Backed by the strength of our parent company, UBS AG

                                                          #1

                                                          for High Net-Worth clients

                                                          Euromoney Private Banking and Wealth Management Survey (peer review), 2015-2022

                                                          $5.9+ trn

                                                          UBS Group invested assets
                                                          As of 06/30/2024

                                                          Global leader

                                                          UBS is a leading and truly global wealth manager

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