Experience

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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. 

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.

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.

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.