100+
Collective years of experience
Peninsula Financial Group was formed in 2020 as a strategic combination of highly experienced financial advisors. Our team specializes in working with corporate executives, business owners, founders, and multigenerational families in the management of their personal wealth. We also have unique expertise in advising closely held businesses, corporations and non-profits. Many of our clients benefit from a coordinated approach between these two disciplines.
How you built your wealth, your challenges, concerns, and goals are unique and personal. Our team provides a highly personalized approach and customized solutions to each of the families, businesses, and organizations we serve. If one word symbolizes the relationships that Peninsula Financial Group has with our clients, it is “together.” The synergy, depth, perspective and capabilities of our team mean that, together, we can provide you with the highest level of advice and service for your business, as well as innovative advanced planning and comprehensive wealth management strategies for you and your family.
Together, as a team, we will work closely with you to find solutions that can help you pursue long-cherished goals and objectives, both on a personal and corporate level. Our goal is to have a thorough understanding of your unique objectives and to work together with you on an ongoing basis to achieve those goals.
100+
Collective years of experience
$2.2 Billion
Assets under management
Managing Director–Wealth Management
Senior Vice President–Wealth Management
Institutional Consultant, UBS Institutional Consulting Program
Financial Advisor
Senior Wealth Strategy Associate
Senior Wealth Strategy Associate
Registered Client Associate
Client Associate
Managing Director–Wealth Management
Senior Vice President–Wealth Management
Institutional Consultant, UBS Institutional Consulting Program
Financial Advisor
Senior Wealth Strategy Associate
Senior Wealth Strategy Associate
Registered 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.
$7 trn
UBS Group invested assets
As of 12/31/2025
More than 160 years
offering financial advice
#1
for High Net-Worth clients
Euromoney Private Banking and Wealth Management Survey (peer review), 2015-2022
How will their story unfold?
Inheritance is about more than money. It’s about navigating family, history and your future. See how two brothers decide what to hold onto, what to let go and how to move forward.
If you’re going through a wealth transfer event like an inheritance, death or divorce, our experienced guidance can help give you more confidence.
