How can you pursue what matters most?

• AZ
• CA
• CO
• CT
• FL
• GA
• HI
• ID
• IL
• IN
• MA
• MD
• MI
• MO
• NC
• NJ
• NV
• NY
• OH
• OK
• OR
• PA
• SC
• TN
• TX
• UT
• VA
• WA

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

• AZ
• CA
• CO
• CT
• FL
• GA
• HI
• ID
• IL
• IN
• MA
• MD
• MI
• MN
• NC
• NJ
• NV
• NY
• OH
• OK
• OR
• PA
• SC
• TN
• TX
• UT
• VA
• WA

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. In his community, Brian is active with the Financial Planning Association and Junior Achievement.

• Forbes America’s Top Next-Gen (Generation) Wealth Advisors Best-in-State, 2019The 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, 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.

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

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

• AZ
• CA
• CO
• CT
• FL
• GA
• HI
• ID
• IN
• MI
• NC
• NV
• OH
• OK
• OR
• PA
• TX
• UT
• VA
• WA

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.

• AZ
• CA
• NV
• WA

Shelsey, who began her career in the financial services industry in 2009, joined San Diego Wealth Management Group in 2016.  She enjoys working with clients in all aspects of the financial planning process providing guidance and attention to detail, ultimately striving to ensure attainment of their financial goals.  Prior to accepting a position at UBS, Shelsey worked as a Relationship Manager for an alternative investment closed-end fund. She was also the lead support role for the executive team at an independent broker-dealer where she worked closely with a client base of business owners and affluent families. Shelsey earned her B.S. in Finance with a minor in Economics from Eastern Washington University. In her community, Shelsey is passionate about supporting local businesses and eager to join forces in support of the Humane Society and Susan G. Komen Foundation.

• Eastern Washington University, B.S. Finance