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Luke leads the Mission Family & Business Group, overseeing the financial affairs of a select group of business owners, entrepreneurs, corporate executives, professionals, and their families throughout San Diego. For over 20 years, Luke has been dedicated to helping clients achieve their financial goals through a comprehensive and holistic wealth management process.

Luke brings a broad range of experience in wealth management. He began his career at Smith Barney and has earned the Certified Investment Management Analyst® (CIMA®), Certified Exit Planning Advisor® (CEPA®), and Corporate Stock Benefit Consultant designations. He is passionate about guiding individuals and businesses through various financial stages, helping clients formalize legacy plans and supporting them in achieving their goals through a disciplined and rigorously tested approach.

Outside the office, Luke enjoys tennis, boxing, fitness, and fishing/skiing when the opportunity arises. He lives in Mission Hills with his children, Era and Mac, along with their French Bulldog (Clyde) and family cat (Mia).

California Insurance License #0E05310

Luke’s specialties include:

• Financial and retirement planning
• Customized portfolio management
• Lending and insurance strategies
• Advising business owners by leveraging UBS resources and collaborating with other business advisors to drive growth, plan successful exits, and offer employee benefits and cash management services
• Equity compensation planning for corporate executives, including hedging, monetization, and lending strategies for concentrated stock positions
• Tailored wealth management solutions for medical and legal professionals                                                                                                                                                   

Luke’s accomplishments and community leadership include:

• Forbes Best-in-State Wealth Advisor – Southern California (2025)
• La Jolla Golden Triangle Rotary Club – Past President, Current Director
• La Jolla Golden Triangle Rotary Foundation – Past Treasurer, Current Director
• Entrepreneurs Organization San Diego – Sponsor
• Young Presidents Organization – San Diego Coastal Chapter – Strategic Alliance
• YPO Gold – San Diego Chapter – Strategic Alliance
• Appalachian State University – Former Southern California Chapter President
• Mind Treasures – Board Member
• American Corporate Partners – Mentor

• Forbes Best-in-State Wealth Advisors, 2025, 2026The 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.
• UBS Wealth Management Director’s Council, 2024UBS Financial Services Inc. Councils are a distinction held by UBS Financial Advisors based on criteria including evaluation of compliance with firm rules, standards & policies and revenue. Council membership is not representative of any one client's experience and is not indicative of the advisor’s future performance.
• UBS Wealth Management President’s Council, 2026UBS Financial Services Inc. Councils are a distinction held by UBS Financial Advisors based on criteria including evaluation of compliance with firm rules, standards & policies and revenue. Council membership is not representative of any one client's experience and is not indicative of the advisor’s future performance.

• Appalachian Sate University, BS Business Administration : Marketing, Information Systems, International Finance

• Wealth Advisor
• Certified Investment Management Analyst
• Certified Exit Planning Advisor
• Corporate Stock Benefit Consultant
• Graduate 'Training to be an ESOP Professional' - UCSD -Beyster Institute

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Katie is a CERTIFIED FINANCIAL PLANNER™ professional and Senior Wealth Strategy Associate with UBS's Mission Family & Business Group in Carmel Valley. She works closely with business owners, families, and high net worth individuals to help them navigate complex financial decisions and develop customized wealth management strategies aligned with their long-term goals.

Since joining UBS in 2021, Katie has supported clients across a broad range of planning needs, including investment management, retirement planning, estate planning, insurance analysis, and wealth transfer strategies. As a relationship manager, she is dedicated to building lasting client relationships through proactive communication, thoughtful guidance, and personalized service. She partners with clients to understand what matters most to them and helps translate their goals into actionable financial strategies.

Katie further expanded her expertise through a rotation with UBS's Ultra High Net Worth Client Solutions Group in New York, where she gained valuable experience supporting family offices and ultra-high-net-worth families with sophisticated planning needs. Prior to UBS, she worked as a Trader at LPL Financial and as a Wealth Advisor Associate at Morgan Stanley.

Katie earned a Master of Professional Studies in Wealth Management from Columbia University, and a Bachelor of Science in Marketing from San Diego State University. In addition to her CFP® certification, Katie holds Series 7 and Series 66 licenses and has co-authored articles published in Wealth Management Magazine focused on financial planning education and CFP® programs.

Outside of work, Katie enjoys staying active, practicing yoga, trying new restaurants, and traveling. She has visited more than 30 countries across five continents and looks forward to continuing her global adventures.

• Columbia University, Master of Professional Studies, Wealth Management
• San Diego State University, Bachelor of Science, Marketing

• CERTIFIED FINANCIAL PLANNER

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Originally from Haiti, Olivier brings more than 11 years of experience in business operations, client service, and finance across the banking, financial services, retail, and e-commerce industries. Prior to joining UBS, he served as a Client Service Associate at First Republic Bank in San Diego, where he developed a strong foundation in client relationship management and operational support.

Throughout his career, Olivier has built a reputation for delivering an exceptional client experience through proactive service, attention to detail, and a commitment to excellence. He partners closely with each team member to support all aspects of client relationship management, including account administration, operational execution, and ongoing client servicing. Known for his professionalism, strong organizational skills, and ability to manage multiple priorities in a fast-paced environment, Olivier is dedicated to helping clients navigate complex financial needs with confidence and care.

Olivier takes pride in being a trusted resource for both clients and colleagues, ensuring requests are handled efficiently, accurately, and with the highest level of discretion. His collaborative approach and commitment to operational excellence contribute to the overall success and growth of the team.

Outside of the office, Olivier is a passionate Boston Celtics and New England Patriots fan. He enjoys traveling to beach destinations around the world, gardening, and exploring the outdoors through hiking.

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Sanchit is passionate about the personal side of wealth management and helping clients pursue their financial goals. In his role, he develops comprehensive financial plans, creates customized asset allocation strategies, and helps design investment solutions tailored to each client’s circumstances and priorities.

In addition, Sanchit also analyzes portfolios, evaluates investment performance, and identifies opportunities to strengthen positioning. His market, investment, and economic research informs portfolio recommendations and client discussions. By pairing quantitative insight with a personal approach, he helps clients navigate their financial journeys and make informed decisions.

Originally from India, Sanchit moved to San Diego to attend the University of California San Diego, where he earned a degree in Mathematics and Economics with a minor in Finance. During his time there, he worked as an Investment Analyst for the Student Foundation Investment Committee, helping manage a $1.3 million alumni endowment fund focused on value investing. He was also selected as an Undergraduate Research Assistant at the Rady Behavioral Economics Lab, where he supported research initiatives through data analysis, organization, and quality control.

Sanchit interned with The Mission Family and Business Group during his junior and senior years before joining the practice full-time.

Outside of work, Sanchit is an avid Manchester United fan and soccer enthusiast who enjoys traveling and exploring new places.