Your future. Your legacy.

How can we help bring your vision to life?

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.

Start the planning conversation

Sam Sabaugh

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

View all

Jason M. Sabaugh, CFP, CEPA

First Vice President–Wealth Management

Financial Advisor
View bio
- AL
- AR
- AZ
- CA
- CO
- DC
- FL
- GA
- IA
- ID
- IL
- IN
- KS
- LA
- MA
- MI
- MN
- MO
- MS
- MT
- NC
- NE
- NJ
- NM
- NV
- NY
- OH
- OK
- PA
- SC
- SD
- TX
- UT
- VA
- WA
- WV
- WY
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 Sabaugh

Senior Vice President–Wealth Management

Financial Advisor
View bio Industry recognition
- AL
- AR
- AZ
- CA
- CO
- DC
- FL
- GA
- IA
- IL
- IN
- KS
- MA
- MI
- MN
- MO
- MS
- NC
- ND
- 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
Michael Sabaugh

Senior Vice President–Wealth Management

Financial Advisor
View bio
- AL
- AR
- AZ
- CA
- CO
- DC
- FL
- GA
- HI
- IA
- IL
- IN
- KS
- 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
Carolyn Vertovec, CFP

Senior Wealth Strategy Associate

CERTIFIED FINANCIAL PLANNER™
View bio
- AZ
- CA
- CO
- FL
- IL
- KS
- MI
- MO
- NY
- OH
- OK
- PA
- SC
- TX
- VA
- WY
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
Kaitlyn Jones

Client Associate
View bio
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 Bahr

Client Associate Senior
View bio
- CA
- CO
- CT
- ID
- IL
- MI
- MT
- NC
- NV
- NY
- TN
- TX
- WA
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

Derek Sabaugh

Client Associate
View bio
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

Jason M. Sabaugh, CFP, CEPA

First Vice President–Wealth Management

Financial Advisor
View bio
- AL
- AR
- AZ
- CA
- CO
- DC
- FL
- GA
- IA
- ID
- IL
- IN
- KS
- LA
- MA
- MI
- MN
- MO
- MS
- MT
- NC
- NE
- NJ
- NM
- NV
- NY
- OH
- OK
- PA
- SC
- SD
- TX
- UT
- VA
- WA
- WV
- WY
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 Sabaugh

Senior Vice President–Wealth Management

Financial Advisor
View bio Industry recognition
- AL
- AR
- AZ
- CA
- CO
- DC
- FL
- GA
- IA
- IL
- IN
- KS
- MA
- MI
- MN
- MO
- MS
- NC
- ND
- 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
Michael Sabaugh

Senior Vice President–Wealth Management

Financial Advisor
View bio
- AL
- AR
- AZ
- CA
- CO
- DC
- FL
- GA
- HI
- IA
- IL
- IN
- KS
- 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
Carolyn Vertovec, CFP

Senior Wealth Strategy Associate

CERTIFIED FINANCIAL PLANNER™
View bio
- AZ
- CA
- CO
- FL
- IL
- KS
- MI
- MO
- NY
- OH
- OK
- PA
- SC
- TX
- VA
- WY
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
Kaitlyn Jones

Client Associate
View bio
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 Bahr

Client Associate Senior
View bio
- CA
- CO
- CT
- ID
- IL
- MI
- MT
- NC
- NV
- NY
- TN
- TX
- WA
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
Derek Sabaugh

Client Associate
View bio
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

Collective years of experience

$500M

Assets under management

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.

Exceptional financial strength and stability

Right now, we know a strong foundation is more important to you than ever. For more than 160 years, UBS has been tested and proven resilient—serving our clients through a wide range of financial challenges and market conditions. We continue to be recognized for, and demonstrate, our strength as a leader among the biggest, and strongest, globally systemic banks.

Learn more about our Stability & Strength

Debt ceiling and inflation

Wealth, from your point of view

What’s really important to you—today and for the long term? Our approach starts with questions and discussions that can help you organize your financial life into three key dimensions: Liquidity—to help provide cash flow for short-term expenses, Longevity—for longer-term needs and Legacy—for needs that go beyond your own.

_{Time frames may vary. Strategies are subject to individual client goals, objectives and suitability. This approach is not a promise or guarantee that wealth, or any financial results, can or will be achieved. All investments involve the risk of loss, including the risk of loss of the entire investment.}

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.

Let's talk

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

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Your future. Your legacy.

Sam Sabaugh

Jason M. Sabaugh, CFP, CEPA

Sam Sabaugh

Michael Sabaugh

Carolyn Vertovec, CFP

Kaitlyn Jones

June Bahr

Derek Sabaugh

Jason M. Sabaugh, CFP, CEPA

Sam Sabaugh

Michael Sabaugh

Carolyn Vertovec, CFP

Kaitlyn Jones

June Bahr

Derek Sabaugh

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A focus on personalized access and service

Exceptional financial strength and stability

Debt ceiling and inflation

Wealth, from your point of view

Break the code

Backed by the strength of UBS

A global leader in wealth management

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