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

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
      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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        Jason M. Sabaugh, CFP, CEPA

        First Vice President–Wealth Management

        Financial Advisor

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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.

          • University of Southern California, B.S., Business Administration - Entrepreneurial Studies
          • 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
        • sam pic from amy

          Sam Sabaugh

          Senior Vice President–Wealth Management

          Financial Advisor

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          • AL
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          • DC
          • FL
          • GA
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          • NC
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          • OH
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          • 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, 2022The 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
            • mike pic from amy

              Michael Sabaugh

              Senior Vice President–Wealth Management

              Financial Advisor

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              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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                    Carolyn Vertovec, CFP

                    Senior Wealth Strategy Associate

                    CERTIFIED FINANCIAL PLANNER™

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                    Carolyn Vertovec, CFP® joined The Sabaugh Group at UBS in 2021 with over 15 years of experience serving  the financial needs of individuals, families, and business owners.  Over the course of her career she has gained specialized skills in financial education, trust and estate services, and retirement planning. 

                    Carolyn obtained her CERTIFIED FINANCIAL PLANNER™ designation in 2015, and has held FINRA licenses since 2006.  She currently serves on the Board of Directors for Goodwill of Eastern Missouri and Western Kansas, and is a regular community volunteer.

                    Carolyn grew up in a military family and lived all over the United States.  In 1998 she received her bachelor’s degree from the University of Missouri – Columbia, followed by 10 years living and working in Washington DC, before settling in Kansas City in 2009.  Carolyn is married to her best friend and KC native Ron Martin.  They reside north of the river and enjoy spending time with their large extended family exploring all that Kansas City has to offer.

                      • University of Missouri - Columbia, B.A. History: 1998
                      • CERTIFIED FINANCIAL PLANNER™
                      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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                              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

                                  83

                                  Collective years of experience

                                  $500M

                                  Assets under management

                                  35

                                  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.

                                  Multigenerational planning

                                  Multigenerational planning

                                  Retirement planning

                                  Retirement planning

                                  Wealth, from your point of view

                                  Yoga class

                                  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

                                  $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