Shaping your financial future

• AK
• AZ
• CA
• CO
• CT
• DC
• FL
• GA
• HI
• ID
• IL
• KS
• KY
• MA
• MD
• MI
• MN
• MS
• MT
• NC
• NE
• NH
• NJ
• NM
• NV
• NY
• OH
• OR
• PA
• SC
• SD
• TN
• TX
• VA
• WA
• WI
• WV
• WY

Focus: QG Team Management and Financial Planning

Gary started in the financial services industry with Smith Barney in 1992, and later joined UBS in 2009. Gary focuses on developing the practice to providing clients with customized comprehensive financial planning that includes cash flow, wealth management, risk management, estate and philanthropic strategies. A natural leader and motivator, Gary believes his team's high-touch, consultative approach, combined with having a group of seasoned professionals, sets it apart from most planning groups.

Gary earned a B.S. in Speech Communication from Pepperdine University. Active with several causes and organizations, he supports World Vision, University Presbyterian Church and Seattle Cancer Care Alliance. Gary enjoys swimming and raising funds for Fred Hutch and the Seattle Cancer Care Alliance each year in local swim competitions. He and his wife Amy have two teenage sons, Ethan and Adam. They enjoy traveling together and spending time in the outdoors with their dog Daisy.

• Forbes Best-in-State Wealth Management Teams, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.

• AK
• AZ
• CA
• CO
• CT
• DC
• FL
• GA
• HI
• ID
• IL
• KS
• KY
• MA
• MD
• MI
• MN
• MS
• MT
• NC
• NE
• NH
• NJ
• NM
• NV
• NY
• OH
• OR
• PA
• SC
• SD
• TN
• TX
• VA
• WA
• WI
• WV
• WY

Focus: Oversees QG Panel Review and Financial Planning

Steve joined the financial services industry in 1987 and UBS in 2009. He focuses on the continued development of the Quantum Group wealth management services platform. His role also includes heading out the Quantum Group Panel Review to collaborate and consult on client financial plan design.

Steve is passionate about understanding a client’s goals and aspirations, and recommending unique solutions that can help to maximize their resources. In particular he enjoys helping to coordinate other professionals including CPAs, estate and other specialty consultants to ensure seamless end-to-end planning and execution for high net-worth families with complex needs.

Steve graduated with a B.S. in business from the University of Washington with a finance concentration. Steve lives in Seattle with his wife Kristi and their Portuguese Water Dogs, Oscar and Olive. He enjoys skiing, hiking, fly-fishing, mountain biking and entertaining in his home.

• Forbes Best-in-State Wealth Management Teams, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.

• AK
• AZ
• CA
• CO
• CT
• FL
• GA
• HI
• ID
• IL
• IN
• KS
• LA
• MA
• MD
• ME
• MI
• MN
• MO
• MS
• MT
• NC
• NJ
• NM
• NV
• NY
• OH
• OR
• PA
• SC
• SD
• TN
• TX
• UT
• VA
• WA
• WI
• WV
• WY

• AK
• AZ
• CA
• CO
• FL
• HI
• ID
• IL
• MA
• MT
• NM
• OH
• OR
• TX
• WA

Focus: Financial Planning

Jason started in the financial services industry in 2005 and transitioned to UBS as part of the Quantum Group in 2009. Jason leads the Quantum Group Financial Planning team as well as coordinating overall client service with our Wealth Strategy Associates. A key component in continuing to develop and enhance the level of planning we provide comes from Jason’s extensive experience in drafting and designing financial plans.

Jason graduated from Central Washington University in 2005. Jason and his wife Aimee enjoy their family time and keep busy with their 3 young children twins Cole, Blake and Drew. In his free time Jason enjoys working out at the gym and staying active. Jason & Aimee are also active in their community where they are affiliated with the March of Dimes, Wounded Warriors and several missionary and relief organizations.

• Forbes Best-in-State Wealth Management Teams, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.

• AK
• AZ
• CA
• CO
• FL
• GA
• HI
• ID
• KS
• MA
• MN
• MT
• NH
• NM
• NY
• OH
• OR
• TX
• WA
• WI

Focus: Financial Plan Analysis and Portfolio Management

With over a decade of experience in the financial services industry, Rob is a skilled and trusted advisor to his clients. He began his career at Wells Fargo in 2006, and in 2016 joined the Quantum Group team at UBS as a Senior Wealth Strategy Associate. Rob is a CERTIFIED FINANCIAL PLANNER™ practitioner, Certified Exit Planning Advisor, and a member of the Financial Planning Association®. He holds a B.A. in Integrated Social Sciences from the University of Washington and is also an alumnus of Pierce College and College for Financial Planning. As a specialist in client interaction, Rob is dedicated to educating his clients and helping them achieve their financial goals. He has a passion for creating personalized financial plans and heads the Quantum Group’s planning and portfolio management. In addition to his professional responsibilities, Rob is an active member of his community, volunteering with organizations such as Bloodworks Northwest and Asian Counseling and Referral Services.

When he's not working, Rob enjoys staying active and exploring the outdoors, whether it be through activities like traveling, hiking, weight training, or running. He is also a fan of attending sporting events and cheering on his favorite teams. A native of the Puget Sound region, Rob is proud to call this area home.

• CERTIFIED FINANCIAL PLANNER™
• Certified Exit Planning Advisor

• AK
• AZ
• CA
• CO
• CT
• FL
• GA
• HI
• ID
• KY
• LA
• MI
• MT
• NM
• OH
• OR
• PA
• TN
• TX
• VA
• WA
• WI
• WV

Focus: Financial Planning

Emily started in the financial services industry upon graduation in 2017. Emily studied at Eastern Washington University, where she double majored in Economics and Finance. She joined the Quantum Group at UBS as a Wealth Strategy Associate in 2019. Within the Quantum Group, she assists both in planning and portfolio management. Emily also serves clients by assisting in the preparation of holistic financial plans - from goal setting, to implementation and subsequent oversight.

She grew up in Western Washington, and currently lives in Sumner with her husband, Siberian husky, and Siamese cat. Emily enjoys cooking and baking in her free time. Emily volunteers and invests in her local church, non-profit organizations that combat human trafficking, and local retirement communities.

• CERTIFIED FINANCIAL PLANNER™

• AK
• AZ
• CA
• CO
• CT
• DC
• FL
• GA
• HI
• ID
• IL
• MA
• MI
• MS
• MT
• NJ
• NM
• NV
• NY
• OH
• OR
• PA
• SD
• TN
• TX
• VA
• WA
• WI

Quang started as a Financial Advisor in 1997 with Morgan Stanley and then joined UBS Financial Services in 2006. With over 25 years of experience and a Mathematics degree from the University of Washington Seattle, he is able to help clients pursue their financial planning goals. Quang and his wife Trinity live in Lakewood with their daughters, Bella and Abby.

• AK
• AZ
• CA
• CO
• CT
• DC
• FL
• GA
• HI
• ID
• IL
• MA
• MS
• MT
• NJ
• NM
• NY
• OH
• OR
• PA
• SD
• TX
• VA
• WA
• WI

Mike began his career in 1986 with Shearson, Lehman, and Hutton. He joined UBS in 2007, after it acquired McDonald Investments, where he had worked for the previous 14 years. In total, Mike has more than 30 years of experience in Wealth Management. He is a FINRA-Registered General Securities Representative, holds life insurance and variable annuity licenses. Mike has achieved the Wealth Advisor designation offered only to elite advisors. He received a B.S. degree in business administration from the University of North Dakota.

• AK
• AZ
• CA
• CO
• CT
• DC
• FL
• GA
• HI
• ID
• IL
• KS
• MA
• MS
• MT
• NH
• NJ
• NM
• NV
• NY
• OH
• OR
• PA
• SD
• TX
• VA
• WA
• WI

Focus: Plan Strategy and Financial Planning

Bill started in the financial services industry with EF Hutton in 1985. He achieved the level of Certified Financial Planner Professional in 2008 and later joined UBS in 2009. Bill utilizes his CFP® knowledge and training to help clients understand the interdependent nature of their entire financial and personal situation.

Bill is an honors graduate from the University of Puget Sound with a B.A. in Economics and a minor in Philosophy. He lives in Olympia with his wife Carol.  They have two children and three grandchildren.  He enjoys mountain climbing and has summited Mt. St. Helens and Mt. Rainier.  When at sea level, he enjoys golf and competes nationally on the Golf Channel Amateur Tour. He and Carol are members of the Tacoma Country and Golf Club and both enjoy traveling.

• CERTIFIED FINANCIAL PLANNER™

• WA

Janis started in the financial services industry in 1999 while working for Smith Barney. She moved with the Quantum Group to UBS in 2009. Currently, she assists the team’s clients with their operational and administrative needs, particularly with requests involving insurance products. Janis and her husband, Robert, have two sons.

Katie graduated from University of Wisconsin-Platteville in May of 2015 and was also a member of the UW-Platteville Women's soccer team. She started her career in the financial services industry in 2017 with an internship at Bronfman Rothschild. She joined the Quantum Group in 2017 and currently assists the team's clients with operational and administrative needs. Katie moved to Washington in the summer of 2017 with her Husband, Gunnar. They have two young boys and enjoy spending their time with family and their dogs. You can find them exploring the mountains or doing anything involving the outdoors.

Kyra joined the Quantum Group in 2022. Her background is in customer service and management. Currently, she assists the team with scheduling and client needs. She grew up in Western Washington, and currently lives in Auburn with her boyfriend and their two cats. In their free time they enjoy camping and exploring in her jeep.

• Client Relationship Specialist

• OR
• WA