Your future. Your legacy.

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John graduated from the University of California, Santa Barbara with a degree in Economics. He began his career with Security Pacific Bank, being promoted to Branch Manager in El Segundo California in 1984. John entered the brokerage business with E.F Hutton and transferred to UBS in 1990. His investment strategy lies in strong total return stocks with an anticipated growing and consistant dividend, which will equate to increasing income and total return. John has his Series 3,7,63, 65 and insurance licenses.

During the week, John splits his time between our Beverly Hills and Santa Barbara offices. John is an active member of his community, and gives back through education. He teaches young adults the foundation of investing through his UBS internship program and his financial course at UCSB. John currently lives in Santa Barbara with his family and enjoys biking, surfing, and horseback riding.

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• GA
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• NE
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• NV
• NY
• OK
• OR
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• TN
• TX
• VA
• WY

With over twenty-six years of industry experience at UBS, Emmee has helped clients pursue the goals that truly matter: our families, our values, and the impact we have on others. Whatever your pursuit, whether it be running a business, laying the foundation for your family’s legacy, or anything in between, Emmee can help create a unique and comprehensive financial plan to assist you in reaching your goals.

Emmee draws from extensive research and resources from across UBS to deliver unique investment solutions to help her clients grow and sustain growth as well as address their most important priorities.

As a highly experienced Financial Advisors and Senior Vice President in Wealth Management, Emmee specializes in financial planning, asset allocation and wealth planning strategies.

Emmee is a Certified Financial Planner™ (CFP®) practitioner and her professional licenses include the Series 7, Series 63, Series 65, and Series 9. She also holds her Life Insurance and Variable Annuities licenses. Emmee earned a B.S. in Finance from Cal State University Fullerton and has the expertise to help clients with a broad range of solutions including retirement planning, insurance planning, wealth transfer strategies, capital preservation, and risk management.

Emmee lives in Manhattan Beach with her husband, Ben, and their three children. She enjoys traveling, reading, hiking, skiing, the Bar Method®, and the peacefulness of home.

CA Insurance License  # 0C68375

Grace joined the SBBH Group in 2024 as an analyst intern during her final year at the University of California, Santa Barbara, where she studied Communication, Technology Management, and Professional Writing. Upon graduating, she transitioned into an associate role, where she is responsible for account operations and client services. Grace brings a personalized approach to her role through attentive service and an appreciation for the individual background of each client. She currently holds the Series 7 securities license.

In her free time, Grace enjoys traveling, visiting museums, shopping at estate sales, and baking her famous banana bread.

Prior to joining the SBBH Group, Gage was a four-year student athlete for the Men’s Basketball team at the University of California, Santa Barbara, where he graduated in 2024. During his time at UCSB, he interned at UBS, which overall sparked his interest in wealth management and the financial services industry. As a Client Associate, Gage holds his Series 7 license and delivers high quality service to clients.

In his free time, Gage enjoys the beach, listening to music, and playing any sport related activity.