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
  • Forbes Best-in-State Wealth Management Teams, 2024
      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
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        • AZ
        • CA
        • CO
        • DC
        • DE
        • FL
        • GA
        • IA
        • ID
        • IL
        • IN
        • KS
        • MI
        • MN
        • MO
        • MS
        • NC
        • NJ
        • NM
        • NV
        • NY
        • OH
        • OK
        • PA
        • SC
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        • 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.

        • 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.
        • Forbes Best-in-State Wealth Management Teams, 2024The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior 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.
        • Forbes Best-in-State Wealth Management Teams, 2024The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March 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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            • AL
            • AR
            • AZ
            • CA
            • CO
            • DC
            • DE
            • FL
            • GA
            • HI
            • IA
            • IL
            • IN
            • KS
            • MD
            • MI
            • MN
            • MO
            • MS
            • NC
            • NJ
            • NM
            • NV
            • NY
            • OH
            • OK
            • PA
            • SC
            • 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.

            • Forbes Best-in-State Wealth Management Teams, 2024The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.

                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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                        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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                                            Success to succession

                                            Enabling the transfer of all you hold valuable

                                            What defines family success? A business, property, or is it more elusive: traditions, values, ethics? And how will you pass it on to the next generation with forethought, clear goals and careful execution?

                                            Too often, before sharing assets, we neglect the actual communication of wishes, plans and expectations. Let’s change that.

                                            Backed by the strength of UBS

                                            A global leader in wealth management

                                            $5+ trillion

                                            In invested assets globally 
                                            As of 11/07/2023

                                            51 countries

                                            Our global footprint

                                            Global leader

                                            UBS is a world-leading wealth manager

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