Senior Vice President–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 two French Bulldogs and family cat.
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 Vice President–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 two French Bulldogs and family cat.
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
Financial Advisor
Dani joined UBS in early 2023, bringing in a decade of prior experience in the financial services industry. Prior to UBS, Dani has worked in the areas of M&A and strategic partnerships at American Express in New York City, valuation and transaction advisory services in New York and 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. She is a CFA charterholder and holds Series 7 and 63 licenses.
Dani lives in Carmel Valley with her husband and their three kids. 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.
Credentials
Financial Advisor
Dani joined UBS in early 2023, bringing in a decade of prior experience in the financial services industry. Prior to UBS, Dani has worked in the areas of M&A and strategic partnerships at American Express in New York City, valuation and transaction advisory services in New York and 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. She is a CFA charterholder and holds Series 7 and 63 licenses.
Dani lives in Carmel Valley with her husband and their three kids. 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.
Credentials
Registered Client Associate
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.
Registered Client Associate
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.
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.
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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