Let's move forward. Together.

• AZ
• CA
• CO
• DC
• DE
• FL
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• HI
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• IL
• IN
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• MN
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• MT
• NC
• NJ
• NV
• NY
• OH
• OR
• RI
• SC
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• UT
• VA
• VT
• WA
• WY

Professional History

Prior to joining UBS in 2009, Matt spent 13 years at Smith Barney in both the San Francisco and Honolulu offices. He has built a successful business largely focused on high-net-worth entrepreneurs, as well as executives in the technology sector.  Matt positions himself as your counsel and as your confidant surrounding the touchy subject of money and investments.  He meets you where you are, and supports you by organizing and managing the finance and investment related issues that demand attention - now and in the future. Every family is different, and Matt leverages UBS’s resources to meet his clients’ unique needs as their lives and families evolve.

Licenses and Education

Matt has been a Certified Financial Planner (CFP) since 2007 and earned the Certified Investment Management Analyst (CIMA) designation in 2003. Matt received his B.A. in English Literature at the University of California, Berkeley.

Personal Interests and Affiliations

Matt enjoys surfing, mountain biking, cooking, trying new restaurants and outdoor activities with his wife, Malia, and their Rhodesian Ridgebacks. Matt and Malia have a daughter, Kela, who lives and works in the San Francisco Bay Area and a son, Ryan, who is attending CU Boulder in Colorado

CA Insurance:  0A88810

• Barron's Top 1,200 Financial Advisors, 2020, 2021, 2022, 2023
  The Barron's rating is awarded annually in March and is based on information from the prior year Q3. 
• Forbes Best-in-State Wealth Advisors, 2023The 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, 2023The 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 California, Berkeley, B.A. English Literature

• Private Wealth Advisor
• CERTIFIED FINANCIAL PLANNER™
• Certified Investment Management Analyst®
• Senior Portfolio Manager

• CA
• CO
• DE
• FL
• GA
• HI
• ID
• IN
• MI
• MO
• OH
• OR
• SC
• TN
• TX
• VA
• VT
• WA

Professional History

Born a Floridian, travel has taken Mike around the country and landed him in Hawaii in the early 1980s. He joined UBS as an advisor in 1987 when it was then PaineWebber. Mike's practice has now come full circle and takes him once again across the country to work with small business owners, foundations and high net worth families.  Mike's financial planning process involves in-depth information gathering, development of a sound investment solution incorporated into a customized "life plan".  With Mike's approach to planning, clients obtain peace of mind knowing he will be with them to receive the result of his guidance. 

Licenses and Education

Mike earned the prestigious CIMA designation in 2010 after completing the final course work at the Wharton School of Business and Economics.  

Personal Interests and Affiliations

In the local community, Mike is active with USA Swimming, US Masters Swimming, and assists with Alumni Associations of Sigma Alpha Epsilon Fraternity, and the Princeton High School Alumni.

CA Insurance: 0H89180

• Forbes Best-in-State Wealth Management Teams, 2023The 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.

• Morehead State University, B.A.

• Wealth Advisor
• Retirement Plan Consultant

• AZ
• CA
• CO
• DC
• DE
• FL
• GA
• HI
• ID
• IL
• IN
• KS
• KY
• MA
• MD
• MI
• MO
• MT
• NC
• NH
• NJ
• NV
• NY
• OH
• OR
• RI
• SC
• TN
• TX
• VA
• VT
• WA
• WY

Professional History

Prior to joining UBS in 2019, Todd spent 6 years at Morgan Stanley in the Honolulu office. Since entering the industry in 2006, Todd has deepened his focus on collaborating with clients to provide meaningful solutions.  Some of his responsibilities include:

- Connecting families through wealth transfer
- Simplifying Estate Planning
- Translating complex financial opportunities into easily understood solutions
- Retirement income strategies
- Providing a Financial road map for every stage of life

Licenses and Education

Todd is FINRA-registered and holds the Series 7, 66 securities licenses as well as life, accident and health, variable annuity and long term care insurance in Hawaii.

He received a B.A. in Economics and Psychology from the University of Michigan, Ann Arbor.

Personal Interests and Affiliations

Todd enjoys coaching, running and serving Hawaii.

Since 2007, he has held various roles as coach of the Punahou Cross Country and Track Team.  Todd's mother Carole was a teacher at Punahou for 27 years.  Shortly after her retirement, he began coaching to continue her vision of positively collaborating with young people. 

The young people Todd coaches are often referred to as his "kids" and he is thankful to coach them.  His work with them is a tribute to his mom. Todd currently serves as the head Track and Field coach for JV and Varsity Boys and the assistant coach on the cross country team.

In addition to coaching, he also serves on various boards.

• Make-A-Wish Hawaii – Board of Directors
• Diamond Head Theatre – Board of Directors
• Montessori Community School – Board of Trustees
• Punahou Alumni Association of Hawaii- Board Member 

CA Insurance: 0N10732 

• Forbes Best-in-State Wealth Management Teams, 2023The 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 Michigan, Ann Arbor, B.A. Economics and Psychology

• AZ
• CA
• HI
• MI
• MT
• NC
• NV
• OH
• TN
• TX

Professional History

Joy began her career in Financial Services in 2000 and started at UBS in 2008.  Her focus is collaborating with family groups and complex financial planning.  From wealth transfer to tax-awareness, Joy focuses on the big picture and utilizes our resources at UBS to secure the family legacy.

Licenses and Education

Joy is FINRA registered and holds the Series 7, 63 and 65 securities licenses as well as life, accident and health, variable annuity and long term care insurance licenses for Hawaii.

Joy has a BA from the University of Hawaii and attended Graduate Studies at University of California, Berkeley

Personal Interests and Affiliations

Born and raised here in Hawaii, Joy is grateful to have a career here after living in the Bay Area. She enjoys spending time with her husband Aaron and daughter Grace.  In her free time she enjoys the outdoors and loves to be on the water. 

• University of Hawaii, B.A.
• University of California, Berkeley, Graduate Studies

• CERTIFIED FINANCIAL PLANNER™

• CA
• HI
• NY

Professional History

Prior to joining UBS in 2021, Miriam spent 11 years in financial services in Ontario, Canada, as an Associate with RBC Dominion Securities and later as a Financial Planner with the Royal Bank of Canada. Miriam's experience in holistic financial planning encompasses investment, retirement, risk management, estate, and wealth-transfer strategies.   

Licenses and Education

Miriam is FINRA registered and holds the Series 7 and 66 securities licenses. She became securities licensed in Canada in 2010 and has attained the PFP (Personal Financial Planner) and CFP (Certified Financial Planner) designations in Canada. 

She received a B.A. in English and Sociology from the University of New Brunswick.

Personal Interests and Affiliations

When not working Miriam loves reading, listening to podcasts, cooking, hosting visiting family, and enjoying outdoor activities with her husband Andrew. 

• CA
• CO
• GA
• HI
• IN
• MI

Professional History

Michelyn joined UBS in 2009 and has over 20 years of experience in our industry. In 2001, she began her career at Merrill Lynch as a Client Associate. She joined Matt at Smith Barney in 2005 and has been an essential member of the team ever since. Michelyn provides trading execution and unparalleled service and support to our clients.  She manages the initial client on-boarding process and ensures a smooth transition. Thereafter, Michelyn is the primary point of contact for administrative tasks such as banking related requests, fund disbursements and account updates.

Licenses and Education

Michelyn has held her series 7 and 66 licenses since 2007. She received her B.A. in Journalism from the University of Hawai'i at Manoa. 

Personal Interests and Affiliations

In her ‘spare’ time, Michelyn enjoys quiet evenings at home with a good book and cookies in the oven (don’t be fooled, it’s her husband who bakes).  She loves watching her daughter play soccer and enjoys listening to her son’s informative lectures on dinosaurs and Godzilla.

• University of Hawai'i at Manoa, B.A. Journalism

• HI

Matt joined The Megorden Group in 2019 and provides administrative support to our clients. He manages the account opening and maintenance processes. Matt is the primary point of contact for administrative inquiries such as banking related requests, fund disbursements and account updates. Matt is Series 7 and 66 Licensed. In his free time, he enjoys spending time with his wife Lindsey and their families. 

• HI

Trish has been in the financial services industry since 1998 and joined UBS in 2017. She provides administrative support to our clients and manages the account opening and maintenance processes. Trish is the primary point of contact for administrative inquiries such as banking related requests, fund disbursements and account updates. In her free-time, she enjoys traveling and going on outings with her family.