Your future. Your legacy.

How can we help bring your vision to life?

team standing cropped

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

Pursuing your goals together

Our mission is to provide quality strategies customized to your needs. Our goal is to be your primary source of financial advice. To this end, we concentrate our efforts on developing long-term relationships through a commitment to quality client service.

  • Jason pic

    Jason M. Sabaugh, CFP, CEPA

    First Vice President–Wealth Management

    Financial Advisor

    • image
    • image
    • image
    • AL
    • AR
    • AZ
    • CA
    • CO
    • DC
    • DE
    • FL
    • GA
    • HI
    • 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 in August 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

    • image
    • image
    • image
    • AL
    • AR
    • AZ
    • CA
    • CO
    • DC
    • DE
    • FL
    • GA
    • HI
    • 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

        • image
        • image
        • image
        • 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
          • kj photo

            Kaitlyn Jones

            Client Associate

            • image
            • image

              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

                    • image
                    • image
                    • 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
                        • ds

                          Derek Sabaugh

                          Client Associate

                          • image
                          • image

                            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
                                • image

                                  Sam Sabaugh, III

                                  Client Associate

                                  • image
                                  • image

                                          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
                                        • image

                                          Ryan Dansby

                                          Financial Advisor

                                          • image
                                          • image
                                          • image
                                          • AK
                                          • AL
                                          • AR
                                          • AZ
                                          • CA
                                          • CO
                                          • CT
                                          • DC
                                          • DE
                                          • FL
                                          • GA
                                          • HI
                                          • IA
                                          • ID
                                          • IL
                                          • IN
                                          • KS
                                          • KY
                                          • LA
                                          • MA
                                          • MD
                                          • ME
                                          • MI
                                          • MN
                                          • MO
                                          • MS
                                          • MT
                                          • NC
                                          • ND
                                          • NE
                                          • NH
                                          • NJ
                                          • NM
                                          • NV
                                          • NY
                                          • OH
                                          • OK
                                          • OR
                                          • PA
                                          • PR
                                          • RI
                                          • SC
                                          • SD
                                          • TN
                                          • TX
                                          • UT
                                          • VA
                                          • VI
                                          • VT
                                          • WA
                                          • WI
                                          • WV
                                          • WY

                                                One Hallbrook Place, Suite 300
                                                11150 Overbrook Road
                                                Leawood, KS 66211
                                                ryan.dansby@ubs.com
                                                Ryan Dansby
                                                One Hallbrook Place, Suite 300,Leawood,KS,66211

                                              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.

                                              Mountain climbers on peak at sunrise

                                              A leading global wealth manager

                                              US equity market outlook

                                              Three generations in apple orchard

                                              Turn possibilities into a plan

                                              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