Senior Vice President–Wealth Management
Financial Advisor
Kurt has been serving investors since 1983. His disciplined approach to managing the investments of individuals, families and businesses is enhanced by his comprehensive knowledge of asset allocation, Modern Portfolio Theory, technical analysis, and portfolio management. Kurt has experience with fixed income instruments, trust services, large cap value equities, money manager due diligence and alternative investment strategies.
A Washington state native, Kurt is a professional ski instructor and avid photographer. He resides in Seattle’s Magnolia neighborhood with his wife, Mona, and their two children, Zaidee and Finley.
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.
Senior Vice President–Wealth Management
Financial Advisor
Kurt has been serving investors since 1983. His disciplined approach to managing the investments of individuals, families and businesses is enhanced by his comprehensive knowledge of asset allocation, Modern Portfolio Theory, technical analysis, and portfolio management. Kurt has experience with fixed income instruments, trust services, large cap value equities, money manager due diligence and alternative investment strategies.
A Washington state native, Kurt is a professional ski instructor and avid photographer. He resides in Seattle’s Magnolia neighborhood with his wife, Mona, and their two children, Zaidee and Finley.
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.
Investment Associate
Devin began his career as a financial advisor with PaineWebber in 1998 after graduating from the University of Washington. His many years of diverse experience help bring a unique perspective to the team's holistic wealth management approach. Devin is responsible for consulting private clients in the areas of goals-based planning and investment strategy.
A Seattle native, Devin's passions include classic cars and all things outdoors. He resides in Mukilteo with his wife Jackie and 3 children Kendall, Gianna and Nolan.
Investment Associate
Devin began his career as a financial advisor with PaineWebber in 1998 after graduating from the University of Washington. His many years of diverse experience help bring a unique perspective to the team's holistic wealth management approach. Devin is responsible for consulting private clients in the areas of goals-based planning and investment strategy.
A Seattle native, Devin's passions include classic cars and all things outdoors. He resides in Mukilteo with his wife Jackie and 3 children Kendall, Gianna and Nolan.
Client Associate
Client Associate
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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