Let's move forward. Together.

JO KP Team Pic

Keep moving forward with confidence. You don't have to go it alone. We can help you with clear advice, wherever you are in life. We start by listening and understanding what drives your passions and what impact you want to make in the world. Then we'll make a plan together, get you on the right path and help you make the smart moves every step of the way.

Co-workers

Pursuing your goals together

Our mission is to provide quality strategies customized to your needs. Our goal is to be your primary source of financial advice. To this end, we concentrate our efforts on developing long-term relationships through a commitment to quality client service.

  • Kevin T. Phillipp Profile Picture

    Kevin T. Phillipp

    Senior Vice President–Wealth Management

    Senior Portfolio Manager

    • image
    • image
    • image
    • AL
    • AZ
    • CA
    • CO
    • FL
    • HI
    • ID
    • IL
    • IN
    • KY
    • MA
    • ME
    • MI
    • MN
    • MO
    • MT
    • NC
    • ND
    • NE
    • NJ
    • NM
    • NV
    • OH
    • OR
    • PA
    • SC
    • TN
    • TX
    • UT
    • VA
    • WA
    • WI

    Kevin began his financial services career with UBS in 1995 and concentrates on small business retirement plans as well as assisting small business owners, professionals, and individuals with their own retirement planning needs. He is Series 3, 7, 63 and 65 securities and commodities licensed. He also holds life agent insurance, long-term care, and annuity licenses. Kevin received a B.A. in economics from the University of Minnesota and enjoys traveling the world in his spare time. He lives with his wife, Dawn, in San Pedro.

      • University of Minnesota, B.A. in economics
      • Senior Portfolio Manager
      3030 Old Ranch Parkway
      Suite 300
      Seal Beach, CA 90740
    • John W. Orr Profile Picture

      John W. Orr

      Executive Director

      Senior Portfolio Manager

      • image
      • image
      • AL
      • AR
      • AZ
      • CA
      • CO
      • FL
      • HI
      • ID
      • IL
      • IN
      • KY
      • MA
      • ME
      • MI
      • MN
      • MO
      • MT
      • ND
      • NE
      • NM
      • NV
      • OH
      • OK
      • OR
      • PA
      • SC
      • TN
      • TX
      • UT
      • VA
      • WA
      • WI

      John entered the financial services industry in 1994. He managed the Long Beach branch from 2003 to 2015. He is a five-time member of the On Wall Street’s Top 100 Branch Manager honoree list. He is also a member of the UBS Directors Council and serves as an arbitrator for the National Futures Association. He holds Series 3, 7, 8, 63 and 65 securities licenses, as well as the Chartered Retirement Planning CounselorSM designation from the College for Financial Planning. John graduated from the University of Illinois with a B.A. in economics and received his M.B.A. from the Ohio State University. John is a Harley-Davidson and classic car enthusiast, as well as an internationally ranked, world-class Brazilian jiujitsu black belt competitor. He lives with his wife, Kelly, in Long Beach and has three children.

        • University of Illinois , B.A. in Economics
        • Ohio State University, M.B.A.
        • Senior Portfolio Manager
        • Chartered Retirement Planning Counselor℠
        3030 Old Ranch Parkway
        Suite 300
        Seal Beach, CA 90740
      • AO Headshot

        Austin G. Orkin

        Wealth Strategy Associate

        • image
        • image
        • image
        • AK
        • AL
        • AR
        • AZ
        • CA
        • CO
        • CT
        • DC
        • FL
        • GA
        • HI
        • ID
        • IL
        • IN
        • MA
        • MD
        • ME
        • MI
        • MN
        • MO
        • MT
        • NC
        • ND
        • NE
        • NJ
        • NM
        • NV
        • NY
        • OH
        • OK
        • OR
        • PA
        • SC
        • SD
        • TN
        • TX
        • UT
        • VA
        • WA
        • WI

        Austin began working for UBS in 2017 and recently joined the Phillipp / Orr Group. His responsibilities on the team include collaboration on financial plans, portfolio analysis, market research, client service matrix and administrative duties. Austin graduated from California State University, Long Beach with a B.S. in business administration, concentration in finance and economics. Austin is an avid golfer and while attending California State University, Long Beach he played for the men’s golf team. He enjoys traveling and spending time with family and friends.

          • California State University of Long Beach, B. A. in Business Adminstration, concentration in Finance and Economics
            3030 Old Ranch Parkway
            Suite 300
            Seal Beach, CA 90740
          • Ruby

            Ruby Selig

            Client Associate

            • image
            • image

              Ruby graduated from California State University of Los Angeles with a B.S. in business administration and a concentration in marketing management. She has been in the financial industry for over 20 years. She began her career at UBS as an executive assistant in 2007 and became a client service associate in 2018. Ruby is client focused and responsible for enhancing the ongoing client experience by providing full administrative and operational support to the team and our clients. She lives in Lakewood with her husband and their son. In her time spare time, Ruby enjoys reading and spending quality time with family and friends.

                • California State University, Los Angeles, B.S. in Business Administration, concentration in Marketing Management
                  3030 Old Ranch Parkway
                  Suite 300
                  Seal Beach, CA 90740

                A focus on personalized access and service

                Working with diverse clients with specific needs, our team sees it as our top responsibility to understand each aspect of your unique and often complicated financial life.

                The Year Ahead - Sustainable Investing

                Retirement planning

                Retirement planning

                Multigenerational planning

                Multigenerational planning

                Legacy—Wealth for others

                For needs that go beyond your own—to help you improve the lives of others

                What will your legacy be?
                It’s never too early to plan ahead. A Legacy strategy can help you gain more control over your financial future and what you leave behind, so you can move forward with confidence.

                Learn more at ubs.com/wealthway.

                Backed by the strength of UBS

                A global leader in wealth management

                $2.8 trillion

                In invested assets globally 
                As of 06/30/2022

                Global leader

                UBS is a world-leading wealth manager

                More than 150 years

                offering financial advice

                Insights