An experienced and committed team

For over 30 years, Perry has provided customized professional guidance, investment management and financial services to individuals, families, endowments and foundations. Perry's disciplined investment philosophy and proprietary investment models are grounded in risk management. He serves as Wealth Management Advisor on the team and facilitates economic and market updates. While Perry will be the first to tell you: "Investments are an important part of one's overall financial plan", they are just a part. He believes sound comprehensive financial planning is the key to achieving your financial goals. Through bull and bear markets, Perry remains committed to providing consistent and reliable service to our clients.

Perry maintains the Certified Financial Planner (CFP®), Certified Investment Manager Analyst (CIMA®), Certified Private Wealth Advisor (CPWA®) and Certified Portfolio Manager (CPM®) designations, in addition to the Series 7 & 66 FINRA securities registrations and State of California Insurance license (#0B37538).

Perry graduated with a B.S. in Marketing and Logistics from the University of Wisconsin-Madison.

Drawing on her passion for personal financial planning, Karen serves clients with her innate care for their overall and financial well-being. In her role as a Sr. Wealth Strategy Associate and with 20 years of industry experience, she works closely with client families, their tax & estate planning counselors and financial advisors to address financial concerns and develop together a solutions-offering through engagement and shared expertise. Throughout the wealth planning process, she also follows up with a team of UBS specialists in the areas of investment advisory, alternative investments, lending and philanthropy to ensure we deliver the best navigation to help clients attain their goals.

Karen holds the Certified Financial Planner™ (CFP®) and Chartered Retirement Planning Counselor™ (CRPC®) designations. She also maintains the Series 7 & 66 FINRA Securities registrations and State of California Insurance license (#0D90393). Karen graduated with a Master’s degree in Civil Engineering from the University of Ghent in Belgium and is multi-lingual (English, Flemish, French and Italian).

Pamela oversees client services and responds directly to a full range of operational inquiries. Starting her career in the financial services industry in 1994, her expertise includes the areas of compliance, management and administration. Pamela's passion for providing exceptional client service sets our team apart from all others.

Pamela holds the following FINRA securities licenses: 7, 63, 66, 9, and 10. She earned her B.S. in Business Administration from California State University San Marcos.

Madeleine serves as a Registered Client Service Associate for the team. She has worked for over seven years in the financial services industry. She has a passion for working with families, delivering exceptional client service and understanding financial planning to ensure all expectations are exceeded on a daily basis. 

Madeleine graduated from the University of San Diego. Traveling has always been a big part of her life and being enrolled in the Semester-at-Sea program was one of her greatest life experiences. She travelled to 12 countries in Europe, Africa and South America with hundreds of students on the ship, while taking hands-on, experiential classes and taking advantage of learning opportunities in every port. Although her travels have brought new perspectives, California always has a special place in her heart. 

Madeleine holds the Series 7 & 66 FINRA securities registrations.