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 more than twenty years ago with 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. Read full biography.

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.

As a Senior Wealth Strategy Associate Planning Specialist, Taylor works closely with clients to help pursue their goals through comprehensive planning. Taylor has high in-depth knowledge of the many financial planning solutions that can be tailored to address your individual priorities and retirement needs.

Taylor started her career in the financial services industry in 2013 and joined the Pacific Summit Group and UBS in 2016. She holds a Bachelor of Science degree in Business Administration and Finance from Southern New Hampshire University. Prior to joining UBS, Taylor was a Personal Banker, focusing on customer service and specializing in taking a holistic approach with clients. She currently holds Series 7 and 66 licensing.

Taylor lives in Lake Stevens with her husband Colton and one year old son Brooks. Outside of the office Taylor and her family enjoy traveling, being active, spending time with family and friends and maintaining a healthy lifestyle. Taylor also loves a good themed party and enjoys decorating. Recently she has enjoyed adapting to her new role as a mother and takes pride in her new title.

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.

Renee joined UBS in September 2021. Prior to UBS, Renee worked in the events industry for eight years, developing her client service skills and maintaining client relationships. Renee’s primary focus is on client relationships, logistics, service, and communications. 

She lives in Marysville with her husband Tim, cat Cheeto and dog Makona. In her spare time, Renee loves to travel, cook/bake, be outdoors and spend time with friends and family.

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 is the newest team member to the Pacific Summit group, joining in May of 2022. Prior to UBS, Rai worked in the corporate events industry, travelling and producing conferences and expositions. The organizational and client relationship skills she developed in that industry will transfer well into the UBS high level of service that clients are accustomed.

Rai’s name is short for Raiatea which is a Polynesian island in the South Pacific she was named after. Rai is an avid reader and enjoys spending time with her husband, 4 year old son and 2 dogs.