How can you pursue what matters most?

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Jeff is one of a small number of UBS Financial Advisors who have earned the designation of Wealth Advisor. As a Wealth Advisor, Jeff provides comprehensive planning and asset management solutions for a select group of corporate executives, entrepreneurs and successful professionals. As a distinguished member of UBS' Directors Council he attributes his team's success to their dedication to cultivating strong personal relationships with their clients. Primarily responsible for investment strategy and risk management, he has guided the team's affluent clients since 1996. Jeff holds the Certified Exit Planning Advisor designation and earned his B.S. in Business Administration - Marketing at Arizona State University. In his community, he is active in coaching youth athletics and serves on several boards of directors.

• Forbes Best-in-State Wealth Advisors, 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, 2023, 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.

• Arizona State University, B.S. Business Administration - Marketing

• Certified Exit Planning Advisor
• Wealth Advisor

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Brian started in the financial services industry in 1999 and has extensive experience in helping his affluent clients make smart financial decisions. He is primarily responsible for leading the group's planning and wealth management initiatives where he manages and protects the continued prosperity of a select group of business owners, successful professionals and their families. A member of UBS' Director's Council, he holds the CERTIFIED FINANCIAL PLANNER™, Certified Exit Planning Advisor and Chartered Retirement Plans Specialist™ designations. In addition, he earned his B.S. in Business Administration – Financial Services from San Diego State University.

Brian and his wife, Nicole, have two sons, Carter and Hayden. In his free time, Brian enjoys golfing, skiing and the occasional round of tennis. 

• Forbes Best-in-State Wealth Management Teams, 2023, 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, 2019The 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.

• San Diego State University, B.S. Business Administration - Financial Services

• CERTIFIED FINANCIAL PLANNER™
• Certified Exit Planning Advisor
• Chartered Retirement Plans Specialist℠

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Judi is a UBS Financial Advisor who has worked closely with clients, their families and small business owners in the San Diego area for over thirty years. She works tirelessly to keep her clients abreast of current market conditions so that in turbulent times, they remain confident and focused on their long term objectives. She seeks to help clients address their most important priorities with a clear financial plan coupled with comprehensive investment strategies that puts their goals within reach. Outside of the office Judi enjoys spending time with her family, friends and staying active. She is passionate about her community at large and supports charities such as the San Diego Humane Society and The Susan G Komen Foundation.

• Forbes Best-in-State Wealth Management Teams, 2023The 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.

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Shelsey began her career in financial services in 2008 and after working in several facets of the industry, she joined San Diego Wealth Management Group in 2016.  With a passion for helping clients in all aspects of the financial planning process, she collaborates with clients’ executive teams (Attorneys, CPAs, Agents, etc.) to ensure holistic execution of their overall financial plan.  She enjoys providing guidance and education relating to financial strategies with the ultimate goal of helping clients attain comfort and security in their long-term financial outlook. Shelsey earned her B.S. in Finance and Economics from Eastern Washington University. She and her husband, Taylor, have two children, Bode and Lola. In her free time, Shelsey enjoys practicing yoga, exploring the local parks and traveling whenever she can find the time. 

• Eastern Washington University, B.S. Finance

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Becky Hamilton is the newest member to the San Diego Wealth Management Group, playing a critical role in providing client service support and handling the team’s administrative operations. She enjoys assisting clients with their daily account needs and providing a dedicated customer experience. Becky has more than 20 years in the Financial Services industry, starting with branch operations and growing into various leadership roles within UBS, most recently Lead Market Operations Manager of the Private Wealth Division. Becky’s experience allows her to better understand the rewards and challenges that our clients face on a daily basis. She is happy to join the team to dedicate her knowledge and talent on serving our clientele with a white glove approach. Becky resides in Peoria, AZ with her husband of 16 years, Jeff Hamilton, and their 3 kids, daughter Hunter (14) and sons Brody (12) & Brock (7). In her free time, Becky serves on the board of directors for her son's Little League and loves to spend time at the baseball fields with her family.