Your future. Your legacy.

How can we help bring your vision to life?

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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.

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Sam Sabaugh

Forbes Best-in-State Wealth Advisors, 2020, 2022, 2023

Jason M. Sabaugh, CFP, CEPA

Forbes America’s Top Next-Gen (Generation) Wealth Advisors Best-in-State, 2023

View all. Accolades.
Sam Sabaugh
sam pic from amy
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Sam joined UBS in 1982 and has the distinction of spending his entire career with UBS. He is the senior member of the team. Sam provides comprehensive estate and multigenerational financial planning. In addition to serving private clients, Sam also serves qualified retirement plans. He holds the series 7, 3, 5 63 and 65 securities licenses. Sam and his wife, Sue, reside in Leawood, Kansas.

  • Forbes Best-in-State Wealth Advisors, 2020, 2022, 2023
      Financial planning
      Long-term care planning
      Retirement planning
      Estate planning strategies
      Legacy planning
      Investing
      Custom portfolios
      Multi-generational families
      One Hallbrook Place, Suite 300
      11150 Overbrook Road
      Leawood, KS 66211

      • Jason pic

        Jason M. Sabaugh, CFP, CEPA

        First Vice President–Wealth Management

        Financial Advisor

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        • AL
        • AR
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        • CA
        • CO
        • DC
        • DE
        • FL
        • GA
        • IA
        • ID
        • IL
        • IN
        • KS
        • LA
        • MA
        • MI
        • MN
        • MO
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        • MT
        • NC
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        Jason leads the team's advisory and lending practices and focuses on serving the needs of business owners, aspiring investors, and high net worth individuals and their families.  He has proudly obtained the Certified Financial Planner (CFP) and Certified Exit Planning Advisor (CEPA) designations which he leverages to help maximize outcomes for The Sabaugh Group's clients.

        He earned a B.S. in Business Administration from The University of Southern California and currently holds his Series 6, 7, 63, & 66 securities licenses as well as his life, health & annuity insurance licenses. 

        Jason resides in Newport Beach, CA, with his wife, Jillian, and their three children, Malone, Franklin & Clementine.

        • Forbes America’s Top Next-Gen (Generation) Wealth Advisors Best-in-State, 2023The Forbes rating is compiled by Shook Research and awarded annually between June and September based on information from a 12 month period ending in March of the award year.

        • University of Southern California, B.S., Business Administration - Entrepreneurial Studies
        • University of California, Irvine, Certificate in Personal Financial Planning
        • Certified Exit Planning Advisor
        • CERTIFIED FINANCIAL PLANNER™
        Financial planning
        Retirement planning
        Exit planning
        Investing
        Lending services
        Multi-generational families
        Business owners
        Entrepreneurs
        888 San Clemente Drive
        Suite 300
        Newport Beach, CA 92660
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        Sam Sabaugh

        Senior Vice President–Wealth Management

        Financial Advisor

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        • AL
        • AR
        • AZ
        • CA
        • CO
        • DC
        • DE
        • FL
        • GA
        • IA
        • IL
        • IN
        • KS
        • MA
        • MI
        • MN
        • MO
        • MS
        • NC
        • ND
        • NE
        • NJ
        • NM
        • NV
        • NY
        • OH
        • OK
        • PA
        • SC
        • SD
        • TX
        • UT
        • VA
        • WA
        • WI
        • WV
        • WY

        Sam joined UBS in 1982 and has the distinction of spending his entire career with UBS. He is the senior member of the team. Sam provides comprehensive estate and multigenerational financial planning. In addition to serving private clients, Sam also serves qualified retirement plans. He holds the series 7, 3, 5 63 and 65 securities licenses. Sam and his wife, Sue, reside in Leawood, Kansas.

        • Forbes Best-in-State Wealth Advisors, 2020, 2022, 2023The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.

            Financial planning
            Long-term care planning
            Retirement planning
            Estate planning strategies
            Legacy planning
            Investing
            Custom portfolios
            Multi-generational families
            One Hallbrook Place, Suite 300
            11150 Overbrook Road
            Leawood, KS 66211
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            Michael Sabaugh

            Senior Vice President–Wealth Management

            Financial Advisor

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            • AL
            • AR
            • AZ
            • CA
            • CO
            • DC
            • DE
            • FL
            • GA
            • HI
            • IA
            • IL
            • IN
            • KS
            • MD
            • MI
            • MN
            • MO
            • MS
            • NC
            • NE
            • NJ
            • NM
            • NV
            • NY
            • OH
            • OK
            • PA
            • SC
            • SD
            • TN
            • TX
            • UT
            • VA
            • WA
            • WV
            • WY

            Mike joined UBS in 1987 and has the distinction of spending his entire career with UBS. Mike specializes in all phases of retirement planning including accumulation and distribution phases. Mike is a graduate of Western Michigan University and is a Michigan native. He holds the series 7, 31, 63 & 65 securities licenses. Mike and his wife, Rashell, reside in Leawood, Kansas.

                  Financial planning
                  Long-term care planning
                  Retirement planning
                  Estate planning strategies
                  Legacy planning
                  Investing
                  Custom portfolios
                  Asset allocation
                  One Hallbrook Place, Suite 300
                  11150 Overbrook Road
                  Leawood, KS 66211
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                  Kaitlyn Jones

                  Client Associate

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                    Kaitlyn joined UBS as a Client Associate in March 2022 eager to begin her career in the financial services industry. Prior to joining UBS, Kaitlyn served in the Missouri Army National Guard as an Intelligence Analyst and earned an Associate’s degree in Intelligence Operations as part of her training. Kaitlyn’s commitment to serve others has followed her as she strives to provide excellent client service with integrity and dependability.

                    Kaitlyn resides in Warrensburg, Missouri with her husband, Nathanael, and their daughter, Ellison. In her free time, she enjoys riding dirtbikes and spending time with her family.

                          One Hallbrook Place, Suite 300
                          11150 Overbrook Road
                          Leawood, KS 66211
                        • June

                          June Bahr

                          Senior Client Associate

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                          • CA
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                          June joined PaineWebber in 1988, the predecessor Firm to UBS Financial Services.  June is a Senior Registered Client Service Associate, and holds her Series 7, 63 and 65 Securities Licenses, in addition to her Insurance License.  June has extensive experience in the financial services industry. 

                          June understands the importance of providing exceptional client service, based on integrity, reliability and professionalism.  She is responsible for all client service requests and day-to-day operations.

                          June enjoys travelling, volunteering, needlepointing and spending time with friends.

                                888 San Clemente Drive
                                Suite 300
                                Newport Beach, CA 92660
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                                Derek Sabaugh

                                Client Associate

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                                  Derek is the newest member of the Sabaugh Group and aspires to start his career in advising at UBS. He attained his B.S. in Communications at the University of Kansas in 2019. His employment experience includes 3 years of customer service specializing in banking and insurance. He is currently in the process of obtaining his Series 7,63 & 65 licenses to become the next advisor on the team. 

                                        One Hallbrook Place, Suite 300
                                        11150 Overbrook Road
                                        Leawood, KS 66211
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                                        Sam Sabaugh, III

                                        Client Associate

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                                                One Hallbrook Place, Suite 300
                                                11150 Overbrook Road
                                                Leawood, KS 66211

                                              86

                                              Collective years of experience

                                              $500M

                                              Assets under management

                                              36

                                              Years in business as a team


                                              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.

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                                              UBS and Credit Suisse—stronger than ever

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                                              Wealth, from your point of view

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                                              Break the code

                                              The answer to planning your future

                                              Now that you’re in a good position to plan for your future, you probably have lots of questions. But asking family, friends or the internet for guidance usually leaves you with more questions than answers. That’s why we offer online financial guides that, before anything else, ask you a question: What are your goals?

                                              Visit the site or get in touch. The earlier you start planning your future, the more your money can do for you, your family and the world.

                                              Backed by the strength of UBS

                                              A global leader in wealth management

                                              $3.9 trillion

                                              In invested assets globally 
                                              As of 12/31/2022

                                              51 countries

                                              Our global footprint

                                              Global leader

                                              UBS is a world-leading wealth manager