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.

Young family at the beach

Sam Sabaugh

Forbes Best-in-State Wealth Advisors, 2020, 2022, 2023, 2024

Jason M. Sabaugh, CFP, CEPA

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

View all. Accolades.
Sam Sabaugh
sam pic from amy
  • 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, 2023, 2024
  • 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
        • AR
        • 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
        • 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.

        • 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.
        • Forbes 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
        jason.sabaugh@ubs.com
        Jason M. Sabaugh, CFP, CEPA
        888 San Clemente Drive,Newport Beach,CA,92660
      • sam pic from amy

        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, 2023, 2024The 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
            sam.sabaugh@ubs.com
            Sam Sabaugh
            One Hallbrook Place, Suite 300,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
                michael.sabaugh@ubs.com
                Michael Sabaugh
                One Hallbrook Place, Suite 300,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
                        kaitlyn.m.jones@ubs.com
                        Kaitlyn Jones
                        One Hallbrook Place, Suite 300,Leawood,KS,66211
                      • June

                        June Bahr

                        Senior Client Associate

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                        • 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
                              june.bahr@ubs.com
                              June Bahr
                              888 San Clemente Drive,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
                                      derek.sabaugh@ubs.com
                                      Derek Sabaugh
                                      One Hallbrook Place, Suite 300,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
                                              sam.h.sabaughiii@ubs.com
                                              Sam Sabaugh, III
                                              One Hallbrook Place, Suite 300,Leawood,KS,66211
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                                              Ryan Dansby

                                              Financial Advisor

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                                                      4622 Pennsylvania Ave
                                                      8th Floor
                                                      Kansas City, MO 64112
                                                      ryan.dansby@ubs.com
                                                      Ryan Dansby
                                                      4622 Pennsylvania Ave,Kansas City,MO,64112
                                                    • Roubina

                                                      Roubina Kurkjian

                                                      NMLS #947868

                                                      Senior Wealth Management Banker, UBS Bank USA

                                                      Roubina Kurkjian joined UBS Bank USA in 2016 and she is currently a Senior Wealth Management Banker covering the Orange County Market.

                                                      Roubina has an extensive background in relationship banking. She is focused on providing Financial Advisors and their clients a variety of cash management resources along with banking solutions that may complement their overall wealth management objectives.

                                                      Professional history

                                                      Roubina began her career in financial services in 1998. Prior to joining UBS, Roubina was most recently a Wealth Management Banker at Merrill Lynch.

                                                      Education and personal information

                                                      In Roubina’s role as a Senior Wealth Management Banker her NMLS # is 637447. She holds her Series 7 and 66 securities licenses, and California Insurance license . She also holds a B.S in Business Management and Operations Management from California State University Long Beach.

                                                      Outside of the office, Roubina currently lives in Cowan Heights, California with her husband and two children.

                                                      Senior Wealth Management Bankers are employees of UBS Bank USA. UBS Bank USA is a subsidiary of UBS Group AG. UBS Bank USA, Member FDIC, NMLS No. 947868. Equal Housing Lender

                                                    • Nicole Sebastian

                                                      Executive Director

                                                      Family Advisor/Family Office Solutions Group

                                                      In January 2019, Nicole joined the newly formed Family Office Solutions (FOS) team within UBS Private Wealth Management, serving as a Senior Strategist representing Family Advisory and Philanthropy Services Americas. Nicole works closely with Advisors in Private Wealth Management, where FOS delivers dedicated and comprehensive services to ultra-high net worth clients. 

                                                      Nicole joined UBS in 2014 to establish and lead the UBS Optimus Foundation presence in the U.S.; a global network that supports programs focused on the potential to be transformative, scalable and sustainable in the areas of health, education and child protection. Under her leadership, the Foundation platform became available to all clients and employees of UBS Financial Services, and this offering now serves as a true differentiator and is a core component in delivering the firm.

                                                      Nicole has over two decades of experience in the non-profit, philanthropic and corporate sectors, and brings a wealth of knowledge in non-profit management, corporate and nonprofit governance, fundraising, performance assessment, leadership advisory services and policy research. Previously, Nicole held roles with Heidrick & Struggles, Robin Hood Foundation, VCG Governance Matters, French-American Chamber of Commerce, Saint-Gobain Desjonquères, UNICEF and UNDP. She has served as an Adjunct Professor at Columbia University, teaching a graduate-level Strategic Management course, and currently serves as an Adjunct Professor and Advisor for NYU Stern's Board Fellows Program, a year-long experiential class offered to second-year MBA candidates.

                                                    • Adewale Ogunleye

                                                      Managing Director

                                                      Head of Sports and Entertainment

                                                      Wale Ogunleye leads the UBS Sports and Entertainment business for Wealth Management USA. As head of the division, Wale draws on his background as a college and professional football player to help Financial Advisors understand and address the needs of athletes and entertainers. The goal of the team is to facilitate holistic advice and planning for these high-profile individuals, and provide Financial Advisors who are focused on this segment with the resources they need to grow their business.

                                                      Making a difference—beyond the game Wale notes that, far too often, we see our favorite athletes or entertainers in the news because they have made poor financial choices or listened to unsound advice. As an NFL player, he had the common experience of being offered a wide variety of financial opportunities without any context for how to evaluate them. After his football career, Wale pursued his interest in business by earning his M.B.A. He joined UBS in order to help make a positive impact on the lives of athletes and entertainers.

                                                      Wale is a natural leader who was named Most Valuable Player by the Miami Dolphins in 2004. As the team captain for the Chicago Bears in 2006, he helped them win their conference title and reach Super Bowl XLI. He brings that leadership experience to UBS, working with Financial Advisors to harness the firm’s capabilities on behalf of their sports and entertainment clients.

                                                      Wale is singularly focused on creating a division that is thoughtful in its approach, rigorous in its planning, grounded in integrity and dedicated to putting clients first. Wale’s goal is simple: to advise every client as if they were the CEO of a multimillion- dollar business. The team will also help student athletes prepare for life after college by educating them about personal financial topics.

                                                       

                                                    • Daniel Scansaroli, Ph. D.

                                                      Head of Portfolio Strategy & UBS Wealth Way Solutions Americas, UBS Global Wealth Management

                                                      Daniel Scansaroli is a Managing Director and Head Americas Portfolio Strategy & UBS Wealth Way Solutions for the UBS Chief Investment Office. Dan advises individuals and institutions on asset allocation, goals-based investing, and portfolio/risk management. He also leads the intellectual capital offering for Wealth Way and the Ultra High Net Worth business.

                                                      Daniel joined UBS from BlueMountain Capital Management, where he was the Head of Portfolio Construction & Modeling and a Managing Portfolio Strategist responsible for leading the investment process, sizing frameworks, modeling, and risk management for all multi-strategy funds. As part of the CIO’s Fund Management Committee, he was responsible for strategy and execution of tailored asset allocations, and dynamic hedging programs to manage factor exposures in accordance with institutional client risk and return mandates.

                                                      Dan joined J.P. Morgan from Lehigh University’s $1B+ Endowment where he was responsible for portfolio construction, risk management, manager due diligence, and performance/investment analysis. Dan has also worked as a lead Process Management Consultant, and as an Analyst at Rothschild’s M&A and Restructuring division. Dan holds several degrees from Lehigh University, including a doctorate (Ph.D.) in Industrial/Financial Engineering, a M.S. in Applied Mathematics, a M.S. in Management Science, and a B.S. in Mechanical Engineering. He is also an Industry Advisory Council member for Lehigh University’s Master in Financial Engineering Program.

                                                    • Casey Verst

                                                      Executive Director

                                                      Senior Wealth Strategy Consultant

                                                      Introduction
                                                      Casey works with high net worth clients to help develop estate plans that achieve personal goals, while simultaneously leveraging their gift, estate and generation-skipping transfer (GST) tax exemptions to preserve and protect family wealth. Casey also helps review clients' current estate plans and coordinates with clients' advisors to ensure each client's estate planning goals are being achieved in a tax efficient manner.

                                                      Professional History
                                                      Prior to joining UBS, Casey practiced law with the law firm Katten Muchin Rosenman LLP in Los Angeles, CA, focusing on estate and tax planning for high-net worth individuals.

                                                      Education
                                                      Casey received his B.A. in Political Science from UCLA, and his J.D. from UC Hastings College of the Law.
                                                    • Solita Marcelli

                                                      Chief Investment Officer Americas, UBS Global Wealth Management

                                                      Deputy Head of CIO Americas

                                                      Solita Marcelli is Chief Investment Officer Americas for UBS Global Wealth Management. Solita is responsible for bringing together market and investment insights to optimize impact for UBS Americas clients, with over USD 1.3 trillion in total invested assets. She is a member of the global CIO and WM USA management committees, in addition to serving on the Global Investment Committee, which is responsible for formulating the UBS Global Wealth Management
                                                      Investment House View.

                                                      Prior to UBS, Solita was the Global Head of Fixed Income, Currencies, and Commodities (FICC) for Wealth Management at J.P. Morgan. Previously, she was a member of the equity research team at DLJ / Credit Suisse First Boston, and later held a similar role at Thomas Weisel Partners.

                                                      Solita holds an MBA from the Stern School of Business at New York University and a BA in Economics and History from Brandeis University. Solita currently serves on several committees of the UJA Federation of New York including the Wall Street Strategic Council and Finance Committee. Solita is a Fellow of the 2018 Class of the Finance Leaders Fellowship and a member of the Aspen Global Leadership Network, as well as a member of the Economic Club of New York. Solita is a frequent contributor to numerous financial media, including CNBC, Bloomberg, and the Wall Street Journal. Solita grew up in Istanbul, Turkey and now resides in New York City with her husband and daughter.

                                                    89

                                                    Collective years of experience

                                                    $600M

                                                    Assets under management

                                                    42

                                                    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.

                                                    Tree

                                                    UBS and Credit Suisse—stronger than ever

                                                    Outlook on interest rates

                                                    Wealth, from your point of view

                                                    Pumpkin patch

                                                    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.

                                                    A leader in wealth management

                                                    Backed by the strength of our parent company, UBS AG

                                                    $5.8+ trn

                                                    UBS Group invested assets
                                                    As of 03/31/2024

                                                    51 countries

                                                    Our global footprint

                                                    Global leader

                                                    UBS is a leading and truly global wealth manager

                                                    Insights