Your evolving business

Comprehensive wealth management for business owners

If you’re like most business owners and entrepreneurs, a substantial portion of your family wealth is invested in your company. This comes with its own unique challenges. We bring an experienced perspective and level of understanding of the complex opportunities and challenges that come at each stage of the business life cycle. Are you optimizing the value of your company—and potentially your next venture? Our involvement in the very early stages of your business planning can add important insight into helping you build, grow and exit strategically.

Start the planning conversation

'Our mission is to help you achieve yours'

We can facilitate and help get the capital you need to grow your business

We leverage the vast capabilities of UBS and our strategic partners to access the capital needed to unleash business growth.
Whether it is through capital raises, debt financing, commercial real estate lending, or personal loans, we know how to cut through the noise to find the funds you need for your business.

We offer an extensive suite of corporate services & employee benefits

Cash management services to earn competitive yields on cash reserves
Corporate retirement plans (e.g. 401(k), defined benefit, deferred comp)
Equity compensation plans
Employee Stock Ownership Plans (ESOP)
Buy-sell agreements
And other essential services

We are Certified Exit Planning Advisors

As Certified Exit Planning Advisors®, we have the resources to provide valuations, maximize enterprise value, and execute the transaction.
We leverage UBS' Investment Bank, along with our network of tax, legal, and boutique investment banking partners to learn what is most important for you in an exit.
We work with you personally and financially to prepare you for an exit on your terms and for life after the sale by performing extensive Liquidity Planning, so you keep as much of the proceeds as possible.

Our wealth management process is specifically designed for entrepreneurs

Using our Wealth Management Process, we work with you to clearly define your personal and financial goals, to build a comprehensive financial plan.
During plan implementation, we create a tailored investment portfolio for you – not a cookie-cutter model portfolio – to make sure you have the confidence your investments are aligned with your short, intermediate, and long-term legacy goals.

Advice for business owners & entrepreneurs

From success to succession

Empower your investments

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.

Luke Ervin, CIMA®, CEPA

Senior Vice President–Wealth Management

Financial Advisor
View bio
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- ID
- IL
- MA
- MI
- MO
- MT
- NC
- NJ
- NM
- NV
- NY
- OH
- OK
- OR
- PA
- SC
- TX
- WA
- WY
Luke oversees the financial affairs for a select group of business owners, entrepreneurs, corporate executives, professionals and their families around San Diego. For nearly 20 years, Luke has focused on helping clients achieve their financial goals through a comprehensive and holistic wealth management process.

Luke has an expansive range of experience in wealth management, beginning his career at Smith Barney, he has earned the Certified Investment Management Analyst (CIMA®) and Certified Exit Planning Advisor (CEPA®) designations. Luke is passionate about assisting others through life's numerous financial stages; helping his clients formalize a plan for their legacy and supporting them toward the realization of their goals, through a disciplined and tested approach. Outside of the office, Luke enjoys tennis, boxing, fitness and surfing. He lives in Mission Hills with his wife Greta, children Era & Mac, and their three French Bulldogs and cat.

Luke's specialties include:
- Financial & retirement planning
- Customized portfolio management
- Lending and insurance strategies
- Guiding business owners by leveraging UBS’ resources and collaborating with other business advisors to drive growth and plan for a successful exit, as well as offering employee benefits and cash management services
- Equity compensation planning for corporate executives, including hedging, monetization and lending strategies on concentrated stock positions
- Tailored wealth management solutions for medical & legal professionals
Luke's accomplishments and community leadership experience include:
- Five Star Wealth Managers - 2012
- American Corporate Partners - Mentor
- La Jolla Golden Triangle Rotary Club - Board Member
- La Jolla Golden Triangle Rotary Foundation - Treasurer
- Entrepreneurs Organization San Diego Sponsor
- Appalachian State University - Southern California Chapter President
- Mind Treasures - Board Member
- 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
12220 El Camino Real
Suite 400
San Diego, CA 92130

luke.ervin@ubs.com

Luke Ervin, CIMA®, CEPA

12220 El Camino Real,San Diego,CA,92130
Dani Slavcheva, CFA®

Senior Wealth Strategy Associate
View bio
- AZ
- CA
- CO
- CT
- DE
- FL
- GA
- ID
- IL
- MI
- NC
- NM
- NV
- NY
- TX
- WA
- WY
Dani has 10 years of experience in the financial services industry and is a CFA charterholder. Prior to joining UBS, Dani has worked in the areas of M&A and strategy partnerships at American Express in New York City, valuation and transaction advisory services at Ernst & Young and Deloitte in Dallas, Texas. She has an MBA degree with a Finance concentration and an MA degree in Applied Economics, both from Southern Methodist University. Dani completed her undergraduate studies at the American University in Bulgaria.

Dani lives in Carmel Valley with her husband and their three very energetic kids (2 boys and a girl). She enjoys domestic and international travel and various outdoor activities with her family. Outside of work and family, Dani likes to figure skate and volunteer at the local school and the Bulgarian Education and Cultural Foundation in San Diego.
- Chartered Financial Analyst®
12220 El Camino Real
Suite 400
San Diego, CA 92130

dani.slavcheva@ubs.com

Dani Slavcheva, CFA®

12220 El Camino Real,San Diego,CA,92130
Olivier Nazon

Client Associate
View bio
- CA
Olivier is originally from Haiti. Prior to joining UBS, Olivier worked for First Republic Bank of San Diego as a Client Service Associate. He has 11 years of experience in business operations and finance across banking, financial services, retail, and e-commerce.

He is a die-hard Boston Celtics and Patriots fan. Beyond work, he is an enthusiastic traveler to beaches around the world, enjoys gardening and loves hiking.
12220 El Camino Real
Suite 400
San Diego, CA 92130

olivier.nazon@ubs.com

Olivier Nazon

12220 El Camino Real,San Diego,CA,92130

Casey Verst

Executive Director

Senior Wealth Strategy Consultant

View bio

Introduction
Casey works with high net worth clients to help develop estate plans that achieve personal goals, while simultaneously leveraging their gift, estate and generation-skipping transfer (GST) tax exemptions to preserve and protect family wealth. Casey also helps review clients' current estate plans and coordinates with clients' advisors to ensure each client's estate planning goals are being achieved in a tax efficient manner.

Professional History
Prior to joining UBS, Casey practiced law with the law firm Katten Muchin Rosenman LLP in Los Angeles, CA, focusing on estate and tax planning for high-net worth individuals.

Education
Casey received his B.A. in Political Science from UCLA, and his J.D. from UC Hastings College of the Law.
Howard Shore

Director

Equity & ETF Specialist

View bio
Kevin Dallahan

NMLS #947868

Senior Wealth Management Banker, UBS Bank USA

View bio

Current role and areas of expertise

Kevin Dallahan joined UBS Bank USA in 2016 and he is currently a Senior Wealth Management Banker covering Los Angeles and San Diego, California

Kevin has an extensive background in relationship banking. He is focused on providing Financial Advisors and their clients a variety of cash management resources along with banking solutions that may complement their overall wealth management objectives.

Professional history

Kevin began his career in financial services in 2006. Prior to joining UBS, Kevin was a Regional Banking Manager for Charles Schwab in Los Angeles.

Education and personal information

In Kevin’s role as a Senior Wealth Management Banker his NMLS # is 740172. He holds his Series 7 and 66 securities licenses. He also holds a Marketing and Management degree from Saint Joseph’s University, Philadelphia PA.

Kevin lives in Los Angeles with his wife and two sons.

Senior Wealth Management Bankers are employees of UBS Bank USA. UBS Bank USA is a subsidiary of UBS Group AG. UBS Bank USA, Member FDIC, NMLS No. 947868. Equal Housing Lender.
James Jack

Executive Director

Business Owners Segment Lead

View bio

James is the Head of both the Business Owners and Multigenerational Wealth Client Segments within the Strategic Client Segments team.

James took on the Business Owners Client Segment upon its creation in 2018 to build an organization that supports business owners and the Financial Advisors that advise them. He has worked with clients on pre-business sale exit planning, such as succession planning, M&A transaction planning, Employee Stock Ownership Plans (ESOPs), and the emotional and self-identity ramifications of exiting a business. During the COVID-19 pandemic, James and his team supported business owners in navigating pandemic programs like the Paycheck Protection Program. In 2023, James’s remit expanded to include the Multigenerational Wealth Client Segment, which includes UBS’s support of wealth transfer and transition strategies between generations and the Rising Gen. James and his team work to bring the best of UBS’s resources to these important client segments.

James has been with UBS since 2006, previously working in the WMA Banking Group to build banking, cash and lending solutions that meet the needs of High Net Worth and Ultra High Net Worth individuals and the Financial Advisors that support them. James has driven and executed strategies to expand securities-based lending, develop a proprietary credit card tailored to UBS's unique client base and helped to manage UBS’s deposit program, including pricing, sales, and product development programs.

James holds a BS in Finance and Economics from New York University’s Stern School of Business.

Outside of UBS, James is a member of the board of directors and co-treasurer for the Bronx Academy of Letters Foundation, supporting a public middle and high school in the poorest congressional district in the US, and enjoys experiencing travel and cultures different from his own. He also holds FINRA Series 7 license and Certified Exit Planning Advisor (CEPA®) designation.

Luke Ervin, CIMA®, CEPA

Senior Vice President–Wealth Management

Financial Advisor
View bio
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- ID
- IL
- MA
- MI
- MO
- MT
- NC
- NJ
- NM
- NV
- NY
- OH
- OK
- OR
- PA
- SC
- TX
- WA
- WY
Luke oversees the financial affairs for a select group of business owners, entrepreneurs, corporate executives, professionals and their families around San Diego. For nearly 20 years, Luke has focused on helping clients achieve their financial goals through a comprehensive and holistic wealth management process.

Luke has an expansive range of experience in wealth management, beginning his career at Smith Barney, he has earned the Certified Investment Management Analyst (CIMA®) and Certified Exit Planning Advisor (CEPA®) designations. Luke is passionate about assisting others through life's numerous financial stages; helping his clients formalize a plan for their legacy and supporting them toward the realization of their goals, through a disciplined and tested approach. Outside of the office, Luke enjoys tennis, boxing, fitness and surfing. He lives in Mission Hills with his wife Greta, children Era & Mac, and their three French Bulldogs and cat.

Luke's specialties include:
- Financial & retirement planning
- Customized portfolio management
- Lending and insurance strategies
- Guiding business owners by leveraging UBS’ resources and collaborating with other business advisors to drive growth and plan for a successful exit, as well as offering employee benefits and cash management services
- Equity compensation planning for corporate executives, including hedging, monetization and lending strategies on concentrated stock positions
- Tailored wealth management solutions for medical & legal professionals
Luke's accomplishments and community leadership experience include:
- Five Star Wealth Managers - 2012
- American Corporate Partners - Mentor
- La Jolla Golden Triangle Rotary Club - Board Member
- La Jolla Golden Triangle Rotary Foundation - Treasurer
- Entrepreneurs Organization San Diego Sponsor
- Appalachian State University - Southern California Chapter President
- Mind Treasures - Board Member
- 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
12220 El Camino Real
Suite 400
San Diego, CA 92130

luke.ervin@ubs.com

Luke Ervin, CIMA®, CEPA

12220 El Camino Real,San Diego,CA,92130
Dani Slavcheva, CFA®

Senior Wealth Strategy Associate
View bio
- AZ
- CA
- CO
- CT
- DE
- FL
- GA
- ID
- IL
- MI
- NC
- NM
- NV
- NY
- TX
- WA
- WY
Dani has 10 years of experience in the financial services industry and is a CFA charterholder. Prior to joining UBS, Dani has worked in the areas of M&A and strategy partnerships at American Express in New York City, valuation and transaction advisory services at Ernst & Young and Deloitte in Dallas, Texas. She has an MBA degree with a Finance concentration and an MA degree in Applied Economics, both from Southern Methodist University. Dani completed her undergraduate studies at the American University in Bulgaria.

Dani lives in Carmel Valley with her husband and their three very energetic kids (2 boys and a girl). She enjoys domestic and international travel and various outdoor activities with her family. Outside of work and family, Dani likes to figure skate and volunteer at the local school and the Bulgarian Education and Cultural Foundation in San Diego.
- Chartered Financial Analyst®
12220 El Camino Real
Suite 400
San Diego, CA 92130

dani.slavcheva@ubs.com

Dani Slavcheva, CFA®

12220 El Camino Real,San Diego,CA,92130
Olivier Nazon

Client Associate
View bio
- CA
Olivier is originally from Haiti. Prior to joining UBS, Olivier worked for First Republic Bank of San Diego as a Client Service Associate. He has 11 years of experience in business operations and finance across banking, financial services, retail, and e-commerce.

He is a die-hard Boston Celtics and Patriots fan. Beyond work, he is an enthusiastic traveler to beaches around the world, enjoys gardening and loves hiking.
12220 El Camino Real
Suite 400
San Diego, CA 92130

olivier.nazon@ubs.com

Olivier Nazon

12220 El Camino Real,San Diego,CA,92130

Casey Verst

Executive Director

Senior Wealth Strategy Consultant

View bio

Introduction
Casey works with high net worth clients to help develop estate plans that achieve personal goals, while simultaneously leveraging their gift, estate and generation-skipping transfer (GST) tax exemptions to preserve and protect family wealth. Casey also helps review clients' current estate plans and coordinates with clients' advisors to ensure each client's estate planning goals are being achieved in a tax efficient manner.

Professional History
Prior to joining UBS, Casey practiced law with the law firm Katten Muchin Rosenman LLP in Los Angeles, CA, focusing on estate and tax planning for high-net worth individuals.

Education
Casey received his B.A. in Political Science from UCLA, and his J.D. from UC Hastings College of the Law.
Howard Shore

Director

Equity & ETF Specialist

View bio
Kevin Dallahan

NMLS #947868

Senior Wealth Management Banker, UBS Bank USA

View bio

Current role and areas of expertise

Kevin Dallahan joined UBS Bank USA in 2016 and he is currently a Senior Wealth Management Banker covering Los Angeles and San Diego, California

Kevin has an extensive background in relationship banking. He is focused on providing Financial Advisors and their clients a variety of cash management resources along with banking solutions that may complement their overall wealth management objectives.

Professional history

Kevin began his career in financial services in 2006. Prior to joining UBS, Kevin was a Regional Banking Manager for Charles Schwab in Los Angeles.

Education and personal information

In Kevin’s role as a Senior Wealth Management Banker his NMLS # is 740172. He holds his Series 7 and 66 securities licenses. He also holds a Marketing and Management degree from Saint Joseph’s University, Philadelphia PA.

Kevin lives in Los Angeles with his wife and two sons.

Senior Wealth Management Bankers are employees of UBS Bank USA. UBS Bank USA is a subsidiary of UBS Group AG. UBS Bank USA, Member FDIC, NMLS No. 947868. Equal Housing Lender.
James Jack

Executive Director

Business Owners Segment Lead

View bio

James is the Head of both the Business Owners and Multigenerational Wealth Client Segments within the Strategic Client Segments team.

James took on the Business Owners Client Segment upon its creation in 2018 to build an organization that supports business owners and the Financial Advisors that advise them. He has worked with clients on pre-business sale exit planning, such as succession planning, M&A transaction planning, Employee Stock Ownership Plans (ESOPs), and the emotional and self-identity ramifications of exiting a business. During the COVID-19 pandemic, James and his team supported business owners in navigating pandemic programs like the Paycheck Protection Program. In 2023, James’s remit expanded to include the Multigenerational Wealth Client Segment, which includes UBS’s support of wealth transfer and transition strategies between generations and the Rising Gen. James and his team work to bring the best of UBS’s resources to these important client segments.

James has been with UBS since 2006, previously working in the WMA Banking Group to build banking, cash and lending solutions that meet the needs of High Net Worth and Ultra High Net Worth individuals and the Financial Advisors that support them. James has driven and executed strategies to expand securities-based lending, develop a proprietary credit card tailored to UBS's unique client base and helped to manage UBS’s deposit program, including pricing, sales, and product development programs.

James holds a BS in Finance and Economics from New York University’s Stern School of Business.

Outside of UBS, James is a member of the board of directors and co-treasurer for the Bronx Academy of Letters Foundation, supporting a public middle and high school in the poorest congressional district in the US, and enjoys experiencing travel and cultures different from his own. He also holds FINRA Series 7 license and Certified Exit Planning Advisor (CEPA®) designation.

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Insights

48+

Collective years of experience

150

Client relationships

A leader in wealth management

Backed by the strength of our parent company, UBS AG

Global leader

UBS is a leading and truly global wealth manager

^$5.9+ trn

UBS Group invested assets
As of 06/30/2024

51 countries

Our global footprint

Your evolving business

'Our mission is to help you achieve yours'

Advice for business owners & entrepreneurs

From success to succession

Empower your investments

Request your report

Thank you! Your request has been submitted.

Pursuing your goals together

Luke Ervin, CIMA®, CEPA

Dani Slavcheva, CFA®

Olivier Nazon

Casey Verst

Howard Shore

Kevin Dallahan

James Jack

Luke Ervin, CIMA®, CEPA

Dani Slavcheva, CFA®

Olivier Nazon

Casey Verst

Howard Shore

Kevin Dallahan

James Jack

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Education

Credentials

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Education

Credentials

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A leader in wealth management

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