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Jason M. Sabaugh, CFP, CEPA

First Vice President–Wealth Management

Financial Advisor

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.

Registered States:
  • 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

Recognized as an industry leader:

  • 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.

Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures

Education

  • University of Southern California, B.S., Business Administration - Entrepreneurial Studies
  • University of California, Irvine, Certificate in Personal Financial Planning

Credentials

  • Certified Exit Planning Advisor
  • CERTIFIED FINANCIAL PLANNER™

Our advice is comprehensive. We help diverse clients in a broad range of areas, including:

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

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.

Registered States:
  • 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

Recognized as an industry leader:

  • 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.

Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures

Our advice is comprehensive. We help diverse clients in a broad range of areas, including:

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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Michael Sabaugh

Senior Vice President–Wealth Management

Financial Advisor

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.

Registered States:
  • 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

Recognized as an industry leader:

  • 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.

Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures

Our advice is comprehensive. We help diverse clients in a broad range of areas, including:

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

Email Me

Kaitlyn Jones

Client Associate

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

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June Bahr

Senior Client Associate

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.

Registered States:
  • CA
  • CO
  • CT
  • ID
  • IL
  • MI
  • MT
  • NC
  • NV
  • NY
  • TN
  • TX
  • WA
888 San Clemente Drive
Suite 300
Newport Beach, CA 92660

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Derek Sabaugh

Client Associate

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

Email Me

Sam Sabaugh, III

Client Associate

One Hallbrook Place, Suite 300
11150 Overbrook Road
Leawood, KS 66211

Email Me