Managing Director–Wealth Management
Financial Advisor
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:
Luke’s accomplishments and community leadership include:
Recognized as an industry leader:
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
Education
Credentials
Managing Director–Wealth Management
Financial Advisor
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:
Luke’s accomplishments and community leadership include:
Recognized as an industry leader:
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
Education
Credentials
Senior Wealth Strategy Associate
Senior Wealth Strategy Associate
Registered Client Associate
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.
Registered Client Associate
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.
Registered Client Associate
Sanchit grew up in India and moved to San Diego to pursue his undergraduate studies at UC San Diego, where he graduated with a degree in Mathematics and Economics, along with a minor in Finance.
He interned with the team during both his junior and senior years and is passionate about the personal side of wealth management—building relationships and helping clients achieve their financial goals. In his current role, he supports the team by developing and maintaining financial plans, investment models, and research initiatives.
Outside of work, Sanchit is an avid Manchester United fan and a soccer enthusiast. He enjoys traveling and exploring new places.
Registered Client Associate
Sanchit grew up in India and moved to San Diego to pursue his undergraduate studies at UC San Diego, where he graduated with a degree in Mathematics and Economics, along with a minor in Finance.
He interned with the team during both his junior and senior years and is passionate about the personal side of wealth management—building relationships and helping clients achieve their financial goals. In his current role, he supports the team by developing and maintaining financial plans, investment models, and research initiatives.
Outside of work, Sanchit is an avid Manchester United fan and a soccer enthusiast. He enjoys traveling and exploring new places.
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
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