Organize. Prioritize. Realize.

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Bryan’s career in financial services spans 30 years, but his unique approach to helping clients achieve their financial goals is as much about understanding their emotions as it is about understanding their finances. Because Bryan’s practice is planning-based, he is committed to delivering a holistic approach and customized investment strategies.

Doing the best job possible for his clients and helping them understand investing are Bryan's passions.  He learned the importance of consistently putting client needs front and center from his father, Bill, the founder of McCollam, McCollam & Fischer, and they've built a practice anchored around three core values: hard work, honesty and integrity.

Prior to joining UBS in 2008, Bryan was a Financial Advisor at Morgan Stanley. He earned his B.A. in economics from the University of Colorado and holds the Series 7 and 66 securities licenses as well as insurance licenses.

Helping his community is an important part of Bryan’s life. For 15 years, he served as a board member for the Los Gatos Little League. Bryan and the team support education in the community by sponsoring an investment course at Los Gatos High School and contributing to the Los Gatos Education Fund. In addition, he is a member of the Board of Trustees for the University of Colorado.

Bryan and his wife, Katey, have lived in Los Gatos for over 50 years and have two sons, Ian and Will. In his free time, he enjoys skiing, hiking, exercising and spending time with his family.

Bryan holds FINRA Series 7 and 63 & 65 securities licenses and is a licensed California insurance agent CA License #:0A65696

• Forbes Best-in-State Wealth Advisors, 2019, 2020, 2021, 2022, 2023, 2024The 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, 2023, 2024The 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.

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With more than 14 years of experience in the financial service industry, Adam offers a comprehensive planning-based approach that is designed to help each of his clients achieve personal financial freedom. He has a unique perspective on the importance of saving and investing, a perspective learned at an early age from his family’s small business, where he had the opportunity to connect with clients both from a financial and personal perspective. Adam is passionate about helping clients understand the markets and their options for investing, so they can feel more empowered to take control of their finances.

Through a rigorous financial planning process, Adam learns as much as he can about each client's entire financial life.  He then quantifies what's most important, organizes and prioritizes each goal and identifies any potential challenges.  Adam ensures his clients stay on track toward their goals by offering thoughtful advice and personlized solutions.

Prior to joining UBS in 2008, Adam was a Financial Advisor at Morgan Stanley. He earned his B.S. from California Polytechnic State University and holds the Series 7 and 66 securities licenses as well as state life and health insurance licenses. Adam has also earned the Certified Financial PlannerTM (CFP®) designation.

Adam and his wife live in Los Gatos with their three children. When it comes to giving back to the community, he supports the Los Gatos Home and School Club and the Los Gatos Education Fund. In his free time, Adam enjoys sports, reading and the great outdoors.

Adam holds FINRA Series 7 and 63 & 65 securities licenses and is a licensed California insurance agent CA License #0E73418

• Forbes America’s Top Next-Gen (Generation) Wealth Advisors, 2018The Forbes rating is compiled by Shook Research and awarded annually in August based on information from a 12 month period ending in March of the award year.
• Forbes Best-in-State Wealth Advisors, 2022, 2023, 2024The 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, 2023, 2024The 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.
• Forbes Top Next-Gen (Generation) Wealth Advisors Best-in-State, 2018, 2019The Forbes rating is compiled by Shook Research and awarded annually in August based on information from a 12 month period ending in March of the award year.
• Forbes Top Next-Gen (Generation) Wealth Advisors Best-in-State, 2019The Forbes rating is compiled by Shook Research and awarded annually in August based on information from a 12 month period ending in March of the award year.

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Ian's interest in helping people have a better life started at a young age after
observing both his grandfather, Bill and his father, Bryan in the business and the
impact they have made on people's lives throughout their career's. Seeing how the
two of them carried themselves with people entrusting their lives into them has
motivated Ian to follow this same path of life.

Ian began his career with UBS back in July of 2020 after graduating from the
University of Colorado. Ian was hired into a UBS training program where he spent
two years as a Financial Advisor at the Wealth Advice Center located at UBS'
headquarters in Weehawken, NJ

Turning possibilities into a plan
Through Ian's experiences learning from the likes of his grandfather, his father and
with his time in Weehawken, Ian understands the importance of putting the needs
of his clients first. With the use of meticulous financial planning and proactive
communication, Ian focuses on helping individuals and families manage the many
facets of their financial lives. Ian wants to understand what you are looking to
accomplish, and to create a flexible plan you feel comfortable and align with while
developing a cooperative and healthy relationship that will grow with time. Ian
draws on his time from Wealth Advice Center and family experiences to provide
advice, insights and customized solutions you need to pursue what's important.

Past experience
Prior to joining UBS in 2020, Ian earned his B.S. from the University of Colorado
and holds the Series 7, and 66 securities licenses as well as state life and health
insurance licenses.

Life
Ian currently resides in Los Gatos where he was originally born and raised. In his
free time Ian enjoys sports, the outdoors, and traveling having been to 18 different
countries in 5 continents.

Ian holds FINRA Series 7 and 63 & 65 securities licenses and is a licensed California insurance agent CA License #4239919

• Forbes Best-in-State Wealth Management Teams, 2024The 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.

• CERTIFIED FINANCIAL PLANNER®

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