Let's move forward. Together.

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Marc has spent his entire career in wealth management with UBS, dating back to 1979. During his 45 years with the firm, he has found success by providing best in class service and strategic expertise to the families and institutions he works with. Marc structures and implements the high-level estate, tax, and investment planning and oversees the portfolio construction and management for the group's client base. 

Marc earned a Bachelor's Degree in Chemistry from California State University, Fullerton. Marc and his wife, Rhenda, live in Whitefish Montana and Newport Beach California.

 CA Insurance License # 0A47151

• Barron's Top 1,000 Financial Advisors, 2010, 2011, 2012, 2013The Barron's rating is awarded annually in March and is based on information from the prior year Q3. 
• Barron's Top 1,200 Financial Advisors, 2014
  The Barron's rating is awarded annually in March and is based on information from the prior year Q3. 
• Forbes Best-in-State Wealth Advisors, 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, 2024, 2025The 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.
• UBS Wealth Management Chairman’s Council, 2024UBS Financial Services Inc. Councils are a distinction held by UBS Financial Advisors based on criteria including evaluation of compliance with firm rules, standards & policies and revenue. Council membership is not representative of any one client's experience and is not indicative of the advisor’s future performance.

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Blake joined his father at Foster Wealth Management in 2009 after graduating from Loyola Marymount University with a B.B.A degree with concentrations in both finance and entrepreneurship. He specializes in alternative investments, financial planning, and educating our client's next generation on investing. Blake understands the discipline and commitment required to train and compete at a high level in Ironman Triathlon races.

Blake lives in Newport Beach with his wife Sarah and their two children, Emma and Bennett. He is an active member of the Newport Harbor Yacht Club and Big Canyon Country Club.  His hobbies include golf, boating, fishing, mountain sports, and wine.

CA Insurance License # 0M68482

• Forbes America’s Top Next-Gen (Generation) Wealth Advisors, 2017, 2018, 2020, 2021, 2022The 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, 2024, 2025The 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, 2019, 2022, 2023, 2024The 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.

• Senior Portfolio Manager

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Brian oversees the ongoing management of Newport Legacy’s equity, derivative, and fixed income portfolios, develops and implements estate and insurance planning and structure, and advises on real estate and debt financing.  Brian works extensively with clients on multigenerational wealth transfer, with a particular focus on business owners and real estate investors.  Brian sits on the Board of Trustees at Harbor Day School in Newport Beach and serves as Chair of the Endowment Committee. 

Brian graduated from USC with a Bachelor's Degree in Finance in 2005 and completed his Master’s Degree in International Finance at Loyola Marymount University in 2010.  Prior to joining UBS in 2010, Brian worked in real estate private equity and structured finance.  Brian, his wife Kristen, and their two sons Will and Bradley reside in Newport Beach.

CA Insurance License # 0I33191

• Forbes America’s Top Next-Gen (Generation) Wealth Advisors, 2017, 2018, 2020, 2021The 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, 2024, 2025The 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.
• UBS Wealth Management President’s Council, 2024UBS Financial Services Inc. Councils are a distinction held by UBS Financial Advisors based on criteria including evaluation of compliance with firm rules, standards & policies and revenue. Council membership is not representative of any one client's experience and is not indicative of the advisor’s future performance.

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Ryan has 30 years of experience in financial services, all with UBS, and has been with the Newport Legacy Wealth Management since 1999. Ryan oversees the fixed income trading operations and execution, cash management, and new issue syndicate trading.  Ryan graduated from California State University, Long Beach with a Bachelor's Degree in Finance.  Ryan resides in Orange with his wife Cathy, and two children, Mia and Rayne.

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Mercede first joined UBS in 2001 working in an administrative position. She later joined Raymond James and worked there as a registered sales assistant for seven years. Mercede was recruited back to UBS in 2013 by the Newport Legacy Wealth Management to run the operational side of the group's business. Mercede is integral to clients, serving as their point person during the onboarding process, orchestrating all internal and external money and investment account transfers, and dealing with all other operational items. She attended Fullerton College prior to joining UBS.

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Trent joined UBS in 2017 as a college intern and joined the Newport Legacy Wealth Management team in 2020. As a Wealth Strategy Associate, he assists the team with trading, market research, financial planning, and administrative duties. He earned his B.S. in Business Administration from California State University, Long Beach and holds the Chartered Financial Analyst (CFA) designation.

CA Insurance License # 0N00908

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Doug began his career in the financial industry over 30 years ago as an analyst for City National Bank. Since 1994, he has worked as a Financial Advisor with UBS Financial Services (formerly PaineWebber). In 2000 he earned the designation of CERTIFIED FINANCIAL PLANNER™ (CFP®). Doug received his undergraduate degree in Business-Finance from San Diego State University He enjoys skiing, biking and swimming and is active in the community.

• UBS Wealth Management Director’s Council, 2024UBS Financial Services Inc. Councils are a distinction held by UBS Financial Advisors based on criteria including evaluation of compliance with firm rules, standards & policies and revenue. Council membership is not representative of any one client's experience and is not indicative of the advisor’s future performance.

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Jon has 26 years experience in the financial industry with the last 24 at UBS Financial Services, Inc. He earned his B.A. from the University of California, Irvine. Jon is Series 7 and 66 securities licensed as well as licensed for life and variable annuities. His primary focus is providing personalized assistance and satisfaction to clients.

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