My Career in finance began 31 years ago with an opportunity to trade on the Chicago Board Options Exchange. After more than a decade of market-making in Chicago and San Francisco, began my UBS Wealth Management practice in 2007.

My experience and working knowledge of the markets have helped shape my views on investment selection and risk management.  As a Financial Advisor with UBS, I serve business owners, high net worth individuals and other professionals, in creating and implementing, prudent investment plans.  With a focus on long term investing and long term goals, I continue to engage the markets, and search for opportunities to manage risk and increase returns.  My role is to assist my clients in reaching their unique financial goals.

I hold a B.S. degree from Marshall School of Business at the University of Sothern  California, and am Series 7 and 66 licensed. Additional, I am insurance and variable annuity licensed in California.

My interest include, playing any sports with my three daughters, coaching their water polo teams, skiing, mountain biking or surfing.  My wife Julie and I live in Laguna Beach with our three girls.

For Jaime, going out of her way to serve people is second nature. Since 1997, she's earned an extraordinary reputation in the Financial Services Industry. Today, Jaime continues to bring a deep personal commitment to serving clients' needs. She retains her passion for understanding their values, aspirations and concerns. Jaime joined UBS Financials Services in 2008. She holds Series 7 and 66 licenses. Jaime grew up in Staten Island, NY and moved to California in 2002. In her spare time, she enjoys photography, volunteering at her church and spending time with her two daughters, Arianna and Gabriela.

Danny Koh is a seasoned financial professional with 9 years of experience in the industry. Holding both the Series 7 and Series 66 licenses, he brings a wealth of knowledge and expertise to his work. Outside of his professional life, Danny is a dedicated father to two daughters, ages 8 and 3, whom he coaches in soccer. He’s a passionate football fan, especially when it comes to cheering on the Chargers. Balancing family, sports, and his career, Danny strives for excellence in every aspect of his life.