Experience

Since 1972, Tom has offered our clients a unique perspective that is difficult to duplicate.  As one of the leading financial advisors and longest tenured in the country, he deals with all aspects of wealth management while leading the team’s investment strategy.  Tom and Pacific Summit Group joined UBS Financial Services in April of 2015.

Jason joined UBS in 2015, but his wealth management career started at Merrill Lynch in 1996. A lot has changed during that time, but one thing that has remained the same is Jason's commitment to helping his clients grow and protect their wealth. He partners with them in many aspects of their financial lives and takes his role as an investment advisor very seriously. Jason takes great pride in navigating each client through the best and worst economic times.

At an early age, Jason was interested in investments and financial markets. At 7 years old he invested money he earned from recycling cans into a savings account. He loved the feeling he got when the bank teller would stamp his passbook savings account showing his accumulated interest. He purchased his first mutual fund at 14 years old and his first stock at age 18. 

As the son of two educators, it's in his blood to never stop learning. Looking for a challenge, Jason started his post-secondary education at The United States Air Force Academy. After two successful years he confirmed that finance, not flying, was the career for him so he transferred to The University of Washington and earned a Bachelor's Degree in Business. In addition, he's obtained the Chartered Retirement Planning Counselor (CRPC®) and Chartered Retirement Plans Specialist (CRPS®) designations from the College for Financial Planning. Most recently, he's continued his education at Yale University with a two-year executive program focusing on risk premia and efficient portfolio management. Jason understands the financial world is constantly changing so he must grow and change with it.

Jason and his wife, Kate, spend most of their days chasing around their two boys, Bear and Kingston. Board-games, puzzles, movies, and lots of kid’s sports are part of a typical weekend with the Therrell's. They are a family who loves their Northwest sports teams, but most of all, they simply appreciate spending time with family and friends.

Tom began his career at Merrill Lynch in 1996 after graduating from Western Washington University with a Bachelor's degree in finance and marketing. Tom and the Pacific Summit Group joined UBS Financial Services in April of 2015 and have been helping business owners, retirees, and individuals with all aspects of investment management and planning. Tom is active in the servicing and investment processes used by his team at UBS. He has obtained the Chartered Retirement Planning Counselor (CRPC) and Chartered Retirement Plans Specialist (CRPS) designations from the College of Financial Planning.

Tom resides in Woodinville with his wife Meridith and two boys, Chase (11) and Luke (5). When not helping the boys with Baseball, Golf, or other sports, Tom enjoys fishing, hiking and many other outdoor activities. Tom and his family spend much of their summer in and around the Puget Sound hills and waters, hiking, fishing, crabbing, and beachcombing.

Since 1988, Steve has been servicing the financial needs of families, business owners, and individuals throughout the Pacific Northwest and beyond. Steve specializes in working with clients to create long term, personalized financial plans in addition to overseeing investment portfolio management.

In his free time, Steve enjoys reading, traveling, and sharing time with family and friends. Steve is happily married to his wife Michelle, and has three children Jenna, Sam, and Aleah.

Scott started his career at Merrill Lynch in 2004 after earning a bachelor’s degree in Economics from the University of Washington. He focuses on planning and income solutions for those transitioning to the next stage of retirement. Scott and Pacific Summit Group joined UBS Financial Services in April of 2015.

Scott resides in Marysville, where he enjoys spending time with his wife Kristen and two boys Dylan (15) and Chase (11). Scott is an avid golfer and loves coaching and mentoring his boys in all sports. Together as a family, they enjoy outdoor activities including water sports, fishing, camping, as well as traveling.

Taylor is a seasoned Senior Wealth Strategy Associate Planning Specialist dedicated to empowering clients to achieve their financial aspirations through personalized and comprehensive planning strategies. With extensive expertise in a wide array of financial solutions, Taylor excels in crafting tailored approaches that align with each client's unique goals and retirement objectives. She embraces a holistic approach to client relationships and values each client connection she makes.

Taylor began her career in the financial services industry in 2013 and has been with the esteemed Pacific Summit Group and UBS since 2016. She holds a bachelor's degree in business administration and finance from Southern New Hampshire University. In addition, she's obtained the Chartered Retirement Planning Counselor (CRPC®) from the College for Financial Planning and most recently, the Certified Exit Planning Advisor (CEPA®) designation from the Exit Planning Institute.  

Residing in Lake Stevens with her husband Colton and their two sons, Taylor finds joy in balancing her professional endeavors with family life. Taylor and her family love exploring new destinations, staying active, and fostering connections with their extended network. As she embraces her role as a mother of two boys, Taylor takes immense pride in her evolving journey and cherishes the opportunity to make a meaningful impact in both her professional and personal spheres.

Hailey is a University of Washington honors graduate with a degree in finance. Her passion for the industry led her down a path towards financial law; however, exposure to the wealth management industry uncovered a new and more fitting career path for her. Hailey truly cares about the clients she partners with and appreciates the long-term nature of these relationships. As she has grown into her role as a Senior Wealth Strategy Associate on the team, she is confident in her career decision. In Hailey’s second year with the team, she graduated from Yale’s Investment Management Theory and Practice Executive Education course and passed the highly regarded CIMA® certification exam. As a Certified Investment Management Analyst®, Hailey partners with the senior team members to identify and implement portfolio adjustments driving client’s risk-adjusted-returns so they may successfully meet their financial goals.

Hailey is a local to Everett, WA where she lives with her rescue dog. She enjoys pairing the study of market history with the study of new, innovative investment opportunities to understand the evolving investment landscape. Outside of work, she finds the most satisfaction in spending quality time with her friends and family, travelling, and enjoying the outdoors.

Saranya joined UBS and the Pacific Summit Group in 2016. Prior to joining the team, Saranya was a teacher for 10 years in Chicago. She is an alumnus of the University of Illinois Urbana-Champaign with a Bachelor of Science degree in Early Childhood Education, as well as obtained her Masters degree from American College of Education. Saranya's primary role focuses on client relationships, as well as providing administrative and technological support for the team. Some of her main focuses are multi-generational family wealth and estate processing. She currently holds Series 7 and 66 licensing.

Saranya resides in Stanwood with her husband Jerred, son Mason, and daughter Mali. Together, they love traveling and spending time with family and friends. They enjoy gathering over a home cooked meal and recently have been working hard on remodeling their home.

Jean started her career at Merrill Lynch in 1983.  She is passionate about her career and loves what she does. Jean is married and has 4 children and 2 grandchildren. Jean is all about her family and enjoys cooking, reading, and entertaining. 

Heather graduated from Oklahoma State University in Business Services, with a double minor in Finance and Marketing. Prior to entering into financial services, she has a 15 year background in sales and management in the manufactured housing industry. She spent two years at Merrill Lynch as CA prior to her transition to UBS in 2015.

Heather has been married for 24 years to her husband Troy and has two children – Haley 22 & Logan 21.

Her hobbies include hiking, golfing and volunteering for school fundraisers/sporting events.

Meghan is a Senior Registered Client Service Associate. She joined UBS in 2009 and has over 17 years of experience in the finance and banking industries. Meghan enjoys the relationships she makes with clients and works hard to assist them in all their banking and financial needs. Meghan was born and raised in Anchorage, Alaska. She holds a Bachelor of Business Administration Finance from the University of Alaska, Anchorage.

Outside of work Meghan enjoys traveling and spending time with her Husband and young Son.

Rai, a key member since May 2022, leverages project management expertise from the corporate events realm. She is committed to ongoing financial education, and enjoys forging meaningful client connections with a personalized touch. Her unique name Raiatea comes from the French Polynesian Island in the South Pacific. Beyond work Rai is an avid reader and loves her time with a young son, 2 cats, and silver lab.

Lydia was born and raised in Washington state, and she is currently pursuing a bachelor's degree in Business Administration and Marketing.

Lydia has almost 10 years of customer/client service experience and prior to being hired on at UBS, she worked in the dental field. She has three rescue cats and in her spare time, Lydia loves playing sports, painting, making jewelry and spending time with her loved ones.