A legacy for generations

• AZ
• CA
• CO
• FL
• HI
• ID
• MI
• NC
• NV
• OK
• OR
• TN
• TX
• VA
• VT
• WA

Mark has had a long standing career in the financial services industry spanning over 30 years. He became a Financial Advisor in 1991 following a career as a Certified Public Accountant (CPA) with KPMG. His extensive tax and financial background have provided his clients with an invaluable resource. Mark is one of a select group of UBS Advisors recognized as a Wealth Advisor and has completed advanced training through the Certified Private Wealth Advisor program in conjunction with the University of Chicago Booth School of Business. He also holds his Certified Exit Planning Advisor (CEPA) and Chartered Retirement Planning Counselor (CRPC) designations. Mark earned a B.S. degree from California Polytechnic State University, San Luis Obispo with a dual major in Accounting & Finance, has been married 30 years and currently resides in San Clemente, CA with his wife, Teri.

California Insurance License #: 0A89187

• University of Chicago Booth School of Business
• California Polytechnic State University, San Luis Obispo, B.S. degree with dual major in Accounting & Finance

• Certified Exit Planning Advisor
• Chartered Retirement Planning Counselor
• Private Wealth Advisor

• AZ
• CA
• CO
• FL
• HI
• MI
• NV
• OK
• OR
• TN
• TX
• WA

Trevor, who joined UBS in 2013, has first-hand knowledge of the many resources UBS offers its clients. Trevor has experience working directly with estate planners and portfolio managers across the firm as a financial planning resource to elite teams within UBS. Additionally, he's partnered with UBS management to lead operations and technology obligations for the San Diego complex, while concurrently leading responsibilities for the firm's West Processing Center. Today, as a Financial Advisor, Trevor utilizes his wide array of experience and his passion for people to help his clients establish and succeed in fulfilling their financial goals. He is a Certified Exit Planning Advisor (CEPA), holds his Series 7 and 66 Securities and Investment Advisor licenses, and is a Registered CA Life, Accident, and Health Insurance Agent. Trevor earned his B.S. Degree with an emphasis in Finance from the Eller College of Management at the University of Arizona, and currently lives in Mission Viejo, CA with his wife, Taryn, and their son, Riley. Outside of the office, Trevor enjoys traveling, skiing, and being an active member in his local church.

California Insurance License #: 4008390

• Eller College of Management at the University of Arizona, B.S. Degree with an emphasis in Finance

• Certified Exit Planning Advisor