Wealth advice that helps inspire confidence

• AL
• AZ
• CA
• CO
• CT
• FL
• GA
• ID
• IL
• KS
• LA
• MA
• MI
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• NJ
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• NY
• OR
• PA
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• UT
• VA
• WA

John brings more than a decade of investing experience to his position with Retirement Plan Services.  He pays particular attention to the defined contribution retirement plan landscape and the heightened fiduciary responsibilities facing plan sponsors while keeping a focus on helping participants pursue their retirement goals.  John is a sought-after industry speaker, has been quoted in leading business and trade publications, including Investor’s Business Daily, and been a featured guest lecturer at The George Washington University in Washington, DC.  John is a trusted advisor to many plan sponsors and select individuals, institutions and high net worth families.  John has earned the Senior Retirement Plan Consultant designation and is a Chartered Retirement Plan Specialist (CRPS®).

• Senior Retirement Plan Consultant
• Certified Fund Specialist®
• Chartered Retirement Plans Specialist℠

• AL
• AZ
• CA
• CO
• CT
• FL
• GA
• HI
• IL
• KS
• MA
• MI
• MN
• NC
• NH
• NJ
• NV
• NY
• OR
• SC
• TN
• TX
• UT
• VA
• WA

With nearly 32 years of wealth management experience, Mike helping our institutional clients improve operating efficiency and overall strength of their retirement plans and works with affluent individuals on sophisticated legacy and financial planning.  He assisted both individual clients and nonprofit organizations in setting up charitable trusts and private foundations and consults with corporations and nonprofit organizations on their retirement plans.  He is a frequent speaker at client seminars and workshops.  Mike has earned the designation of Chartered Retirement Plan Specialist (CRPS®) and Certified Financial PlannerTM (CFP®) and Wealth Advisor.

• Senior Retirement Plan Consultant
• Chartered Retirement Plans Specialist℠
• CERTIFIED FINANCIAL PLANNER®

• AL
• AZ
• CA
• CO
• CT
• DC
• FL
• GA
• IL
• KS
• MA
• MI
• MN
• NC
• NJ
• NM
• NV
• NY
• OR
• TN
• TX
• UT
• VA
• WA

Victor draws on his 25 plus years of investment industry experience to develop and monitor the team’s investment consulting process.  He offers insightful advice, a formal investment discipline and a customized consulting process aimed at helping our clients strengthen their retirement plans and manage the increasing complexity associated with them.  He works on fiduciary/trustee liabilities for retirement plans, endowments, foundations, pension plans and their individual participants.  Victor has earned the Retirement Plan Consultant and Wealth Advisor designation and is a Certified Investment Management Analyst (CIMA®) and an Accredited Investment Fiduciary (AIF®).

• Senior Retirement Plan Consultant
• Certified Investment Management Analyst®
• Chartered Retirement Plans Specialist℠

• CA
• OR

Having spent more than 15 years in the industry, Elizabeth has extensive knowledge of financial services and how best to offer those services to the benefit of Retirement Plan Services clients.  As a Certified Financial Planner™ holding Series 3, 7, 63, and 65 licenses, as well as insurance licenses, Elizabeth oversees all the operational and administrative duties of the team and helps clients leverage the many benefits of their relationship with UBS.  She focuses her efforts on providing the highest in personalized service to individual and institutional clients.

• CERTIFIED FINANCIAL PLANNER®

• AK
• AL
• AR
• AZ
• CA
• CO
• CT
• DC
• DE
• FL
• GA
• HI
• IA
• ID
• IL
• IN
• KS
• KY
• LA
• MA
• MD
• ME
• MI
• MN
• MO
• MS
• MT
• NC
• ND
• NH
• NJ
• NM
• NV
• NY
• OH
• OK
• OR
• PA
• PR
• RI
• SC
• SD
• TN
• TX
• UT
• VA
• VI
• VT
• WA
• WI
• WV
• WY

Ryan, assists in the coordination and execution of operational, account maintenance and administrative activities related to the client service process.  Prior to joining the Alpha+ Group, Ryan served UBS as the Business Analyst for the Northwest Region where he earned his Series 7 and 66 licenses.  A San Franciscan native, Ryan earned his degree in Economics from the University of California, San Diego. Ryan is instrumental in fostering our strong client relationships and delivering the high level quality of service expected from our team of retirement plan consultants. 

• University of California at San Diego, Economics