Insight-based advice

Telescope in window

Where are you today and where do you want to be tomorrow? We recognize that a lasting relationship starts by listening and understanding your priorities and concerns. We'll work together to look at the big picture, discuss your vision for the future and help you confidently pursue your life goals.

Retired couple

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.

  • Kirk-Johnson

    Kirk Johnson

    Senior Vice President–Wealth Management

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        • Senior Portfolio Manager
        4800 N Scottsdale Road
        Suite 4500
        Scottsdale, AZ 85251
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        Katrina Hanks

        Vice President–Wealth Management

        Financial Advisor

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              4800 N Scottsdale Road
              Suite 4500
              Scottsdale, AZ 85251
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              Christine Chesney

              Wealth Management Associate

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                    4800 N Scottsdale Road
                    Suite 4500
                    Scottsdale, AZ 85251

                  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

                  51 countries

                  Our global footprint

                  Global leader

                  UBS is a world-leading wealth manager

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