Experience

Kieran began his investment consulting career in 1987 with Lehman Brothers and later worked for Merrill Lynch in San Francisco. In 2002, he joined Wells Fargo Advisors through its predecessor firm, Prudential Securities. While there, he was named to the firm's Directors Council for Premier Advisors based on production and his excellent compliance record. He joined UBS in 2014.

Kieran received his B.S. degree from Long Island University, C.W. Post Campus and also holds a Financial Planning Degree from the College for Financial Planning. Originally from Long Island, New York, Kieran now live in Santa Barbara with his wife, Amy, and their two daughters, Morgan and McKenna.

Brian began his career in the financial services industry with Wells Fargo Bank in 2006.  He completed his services as a Business Banker before transitioning to the Wealth Management division then joined UBS in 2014.  While working full-time, he graduated from UC Santa Barbara with a major in business economics with an accounting emphasis and a minor in sport management.  He also earned the Certified Financial Planner professional designation from the CFP board through the Northwestern University continuing studies program.  Brian has been ac active member of the Santa Barbara community since 2005 and is a current member of the Santa Barbara Rotaract Club and Santa Barbara Young Professionals.  Away from the office, Brian enjoys cycling, golfing and playing baseball.