A plan for today, tomorrow and generations to come

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We believe that good financial planning advice is invaluable—it helps prepare you for whatever life brings. But it is especially important during times of major life change. Our process focuses on you and the priorities, goals, concerns and beliefs that will ultimately impact your financial well-being for years to come. We're here to help you tackle your concerns and embrace the opportunities that can enrich and empower you today and for years to come.

Subeer and Dan Photo

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.

  • Subeer Manhas

    Subeer Manhas

    Managing Director–Wealth Management

    Financial Advisor

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    • AK
    • AZ
    • CA
    • CO
    • DE
    • FL
    • GA
    • HI
    • IA
    • ID
    • IL
    • KY
    • MA
    • MD
    • ME
    • MI
    • MN
    • MO
    • MT
    • NC
    • NE
    • NJ
    • NM
    • NV
    • NY
    • OH
    • OR
    • PA
    • SC
    • TN
    • TX
    • VA
    • WA

    Subeer has been in the wealth management business since 1993. He is dedicated to creating long-term relationships with his clients. Subeer focuses on putting his clients' goals first. He listens carefully to concerns and needs, and works attentively to develop a financial plan that maximizes wealth. Subeer wants to ensure that client goals and objectives are being met.

    Subeer is a graduate of the University of California, San Diego with a B.A. in Economics and a graduate of DePaul University with a M.B.A. in Finance.

    A Washington native, Subeer and his wife Sonia reside on Mercer Island with their 4 kids. Away from the office, he spends time traveling, playing golf, tennis, and basketball. Subeer is a supporter of many non-profit organizations such as Asha for Education, Kiran-Anjali Project, and the Mercer Island School's Foundation.

    • Forbes Best-in-State Wealth Advisors, 2024, 2025The 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, 2024, 2025The 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.

        225 108th Avenue NE
        Suite 800
        Bellevue, WA 98004
        subeer.manhas@ubs.com
        Subeer Manhas
        225 108th Avenue NE,Bellevue,WA,98004
      • Daniel-Wilskie

        Daniel Jay Wilskie

        Senior Vice President

        Financial Advisor

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        • AK
        • AZ
        • CA
        • CO
        • DE
        • FL
        • GA
        • HI
        • IA
        • ID
        • IL
        • KY
        • MA
        • MD
        • ME
        • MI
        • MN
        • MO
        • MT
        • NC
        • NE
        • NJ
        • NM
        • NV
        • NY
        • OH
        • OR
        • PA
        • SC
        • TN
        • TX
        • VA
        • WA

        Dan has been in the wealth management business since 1992. He believes it's vital to take a holistic approach to wealth management to provide you with the insight and perspective that, over time, can make a valuable difference in your life.

        Dan is a Summa Cum Laude graduate of the Washington State University business school. He also studied at Obirin University in Tokyo, Japan and Kharkov University in the Ukraine. He joined Merrill Lynch in 1992 after having worked for a private money manager in Oregon. Early in his career he could be heard doing the morning stock market reports for KJR sports radio and hosted a radio talk show for an ABC affiliate out of Tacoma, WA.

        Dan holds the Certified Investment Management Analyst (CIMA®) designation and in 2009 was recognized as one of the top 1000 advisors in the United States by Barron's magazine. In 2018 he joined UBS Financial Services in Bellevue, WA as a Senior Vice President and formed the Manhas Wilskie Group.


        Dan was born and raised in Edmonds, WA and currently resides in Bothell.

        • Forbes Best-in-State Wealth Management Teams, 2024, 2025The 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.

            225 108th Avenue NE
            Suite 800
            Bellevue, WA 98004
            daniel.wilskie@ubs.com
            Daniel Jay Wilskie
            225 108th Avenue NE,Bellevue,WA,98004
          • Tyler DeBrock

            Tyler DeBrock

            Wealth Planning Associate

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            • WA

            Tyler brings an innovative, analytical approach to wealth management, leveraging his strong background in finance and technology to deliver fast, effective solutions for clients. He is committed to efficiency and precision, ensuring that each financial strategy is executed seamlessly while always putting his clients' wellbeing first. He strives to develop data-driven strategies that optimize wealth and financial security for all.

            Tyler graduated from the University of Washington in 2024 with a B.A. in Finance, a B.A. in Information Systems, and a B.S. in Computational Finance & Risk Management. He joined UBS in 2023 as an intern on the Manhas Wilskie group.

            Tyler was born and raised in Renton, and still resides there with his family. Outside of work, he can be found playing chess, bouldering, running, hiking, and working on his car.

              • University of Washington, Finance: 2020 - 2024
              • University of Washington, Information Systems: 2020 - 2024
              • University of Washington, Computational Finance & Risk Management: 2020 - 2024
                225 108th Avenue NE
                Suite 800
                Bellevue, WA 98004
                tyler.debrock@ubs.com
                Tyler DeBrock
                225 108th Avenue NE,Bellevue,WA,98004
              • Darby-Jones

                Darby Jones

                Team Administrator

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                • CA
                • FL
                • ID
                • KY
                • MT
                • NJ
                • NY
                • OR
                • SC
                • TX
                • VA
                • WA

                Darby has over 30 years of experience in the Financial Industry, with the last 16 years working at UBS. As Team Administrator, Darby oversees the team’s client servicing and administrative operations. Darby resides in Kirkland Washington.

                Darby does what it takes to find solutions and anticipate potential issues, allowing her colleagues to be more productive and focus on the needs of their clients. Darby is successfully able to navigate complex and ambiguous circumstances, and is passionate about helping clients pursue their goals.

                Darby graduated from Central Washington University with a Bachelor of Science in Business Administration with a minor in marketing.

                      225 108th Avenue NE
                      Suite 800
                      Bellevue, WA 98004
                      darby.jones@ubs.com
                      Darby Jones
                      225 108th Avenue NE,Bellevue,WA,98004
                    • Anya Krishnaswamy

                      Anya Krishnaswamy

                      Intern

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                        Anya is passionate about serving clients through financial strategies. She has a Master of Science in Finance from the McCombs School of Business at The University of Texas at Austin. There, she expanded her knowledge in data-driven financial strategy and theory. While completing her M.S., she interned at UBS and fell in love with the wealth management field. Before pivoting to finance, Anya worked in tech as a business associate and as an advisor for an educational nonprofit.

                        Anya is a native Texan - she has previously lived in Austin, Dallas, and Houston, along with Northern California. Outside of work, she enjoys painting, embroidering, traveling, and long walks with her dogs.

                          • University of Texas at Austin, B.A. Sociology & Liberal Arts Honors
                          • University of Texas at Austin, M.S. Finance
                            98 San Jacinto Boulevard
                            Suite 600
                            Austin, TX 78701
                            anya.krishnaswamy@ubs.com
                            Anya Krishnaswamy
                            98 San Jacinto Boulevard,Austin,TX,78701
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