Let's move forward. Together.

UBS reflection

Where are you today and where do you want to be tomorrow? We recognize that a lasting relationship starts by listening and understanding your priorities and concerns. We'll work together to look at the big picture, discuss your vision for the future and help you confidently pursue your life goals.

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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.

  • Steve Nassau

    Steven Nassau

    Senior Vice President–Wealth Management

    Financial Advisor

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    • AL
    • AZ
    • CA
    • CO
    • CT
    • DE
    • FL
    • GA
    • ID
    • MD
    • MN
    • NJ
    • NV
    • NY
    • OR
    • PA
    • TX
    • VA
    • VT
    • WA
    • WI

    Steve takes pride in being able to help individuals and families manage their investments with a view to their long-term objectives. He works with clients to design an investment plan for important life goals, balancing growth and preservation over time.

    Steve anchors investment ideas and strategies in a deep understanding of what clients want to accomplish, as well as provide timely research insights and trends from across the firm. He helps clients determine the combination of solutions, managers and strategies suited to particular preferences, and ensures client portfolios stay aligned with their future vision.

    Steve is a long-time board member of the Association of Corporate Growth of Orange County.  Prior to moving to California, Steve spent 12 years on Wall street gaining valuable industry knowledge and insights.

    CA Insurance Lic #0E59035

          200 Spectrum Center Drive
          Suite 1800
          Irvine, CA 92618
          steve.nassau@ubs.com
          Steven Nassau
          200 Spectrum Center Drive,Irvine,CA,92618
        • Kristin Landis Headshot

          Kristin Landis

          Senior Registered Client Associate

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          • AL
          • AZ
          • CA
          • CO
          • CT
          • FL
          • GA
          • IN
          • MD
          • MI
          • MN
          • MS
          • NJ
          • NV
          • NY
          • OR
          • PA
          • TN
          • TX
          • VT
          • WI

          Kristin is an integral part of the team, responsible for managing all team operations, client requests and account administration. She is committed to building lasting relationships with each client and takes pride in responding to client requests and working with the team to address their needs, no matter how small or complex. Kristin also assists in delivering customized service and solutions, always striving to exceed clients’ expectations.

          Past experience

          – Senior Registered Client Associate, Morgan Stanley

           Education and credentials

          – B.S. in Business Management, University of Phoenix

          – Series 7, 66 and 31 securities licenses

                200 Spectrum Center Drive
                Suite 1800
                Irvine, CA 92618
                kristin.landis@ubs.com
                Kristin Landis
                200 Spectrum Center Drive,Irvine,CA,92618
              • Timothy Thatcher

                Senior Vice President–Wealth Management

                Financial Advisor

                Tim Thatcher is Senior Vice President–Wealth Management at UBS and a partner on the Spyglass Advisors Team.

                Tim specializes in Financial Planning – working with corporations, C-suite executives and their families, coordinating decisions across relationships, and acting as a Financial Quarterback to be an extension of all service providers.  Tim’s comprehensive approach throughout his career integrates company benefits, retirement planning, asset management and estate planning to assist clients with their complex needs.

                After obtaining his business degree in Finance, Tim has enjoyed developing trusted relationships with clients and their families and the rewards of helping them protect and grow their wealth.  Tim is known for his ability to look at a problem from many angles, communicate a range of options and make clients feel heard and comfortable.  The personal relationships are everlasting and his clients become an extension of his own family. 

                Prior to joining UBS in 2012, Tim worked in the Financial Planning Division of Goldman Sachs for six years in both Orange County and the Greater Detroit area.  Tim was born and raised in the Midwest, where he graduated from the College of Business at Michigan State University, with a degree in Finance.  An active and avid sports fan, Tim currently resides in Orange County with his son London and is forever loyal to Detroit sports.  He has been named a Forbes Best-in-State Next-Gen Wealth Advisor twice, a designation for up-and-coming top advisors under age 40.

              • Roubina

                Roubina Kurkjian

                NMLS #637447

                Senior Wealth Management Banker, UBS Bank USA, N.A.

                Roubina Kurkjian joined UBS Bank USA in 2016, and she is currently a Senior Wealth Management Banker covering the Orange County Market.

                Roubina has an extensive background in relationship banking. She 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

                Roubina began her career in financial services in 1998. Prior to joining UBS, Roubina was most recently a Wealth Management Banker at Merrill Lynch.

                Education and personal information

                In Roubina’s role as a Senior Wealth Management Banker her NMLS # is 637447. She holds permissive Series 7 and 66 securities licenses. She also holds a B.S in Business Management and Operations Management from California State University Long Beach.

                Outside of the office, Roubina currently lives in Cowan Heights, California with her husband and two children.

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

              A focus on personalized access and service

              Working with diverse clients with specific needs, our team sees it as our top responsibility to understand each aspect of your unique and often complicated financial life.

              Three generations in apple orchard

              Turn possibilities into a plan

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              A leading global wealth manager

              A new era of wealth is underway

              And this is your time to define success on your terms.

              Money isn’t just changing hands, it’s changing meaning. This is your new era of wealth, with real opportunities to pursue your ambitions based on your values.

              When it comes to building your legacy, we don’t prescribe a single path. We seek to understand yours. Because the best wealth strategy starts with you.

              A leader in wealth management

              Backed by the strength of our parent company, UBS AG

              $7 trn

              UBS Group invested assets
              As of 12/31/2025

              51 countries

              Our global footprint

              Global leader

              UBS is a leading and truly global wealth manager

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