Experience

Scott has over 30 years of experience as a Financial Advisor and his tenure at UBS spans over two decades. He began his finance career with the Corporate Services Group at Shearson Lehman Hutton and has been enriching clients’ lives ever since. Scott’s areas of focus are wealth management, portfolio management, financial planning and asset allocation. Scott graduated from Syracuse University with his undergraduate degree, and attended the McGeorge School of Law at the University of the Pacific. He received an Academic Certificate in Financial Planning from San Diego State University. He holds his Series 3, 7, 31, 63 and 65 securities licenses, is a licensed California insurance agent (License #0A05601) and a Certified Exit Planning Advisor. 

Outside of the office, Scott is active in his community and serves on the endowment and investment committee for the San Diego Museum of Art. Additionally, he has served as treasurer and on the board for the International Baccalaureate program at San Diego City High School as well as the school’s National Academy of Finance Board. He has also volunteered at the Florence Riford Senior Center in La Jolla, CA, where he taught financial literacy. He is involved with the Ronald McDonald House and is an occasional economics guest lecturer at the University of California, San Diego. Scott resides in La Jolla with his daughter, Sophia, and yellow Lab. In his spare time, he enjoys golf, swimming, triathlon training, tennis and other outdoor activities.

Glenn has committed himself to providing the highest level of service and financial advice to clients since 1986. Employing a disciplined investment process, Glenn helps his clients develop wealth management strategies that are tailored to their specific needs and objectives. He focuses on financial planning, wealth management and asset allocation for professionals, affluent retirees and business owners. Glenn earned dual degrees in real estate and finance at California State University–Northridge. He holds his Series 3, 7 and 63 securities licenses and is a licensed California insurance agent (License #0700169).

He is active with charities including the Boys and Girls Club and AMVETS. AMVETS focuses on enhancing the quality of life for all veterans and their families by providing assistance in jobs and services. He also supports the Ronald McDonald House. As a volunteer with Second Chance, Glenn helps individuals who have struggled with addiction or homelessness to achieve self-sufficiency. Glenn is an active member of his community in Del Mar and frequently attends the community council meetings. Glenn has two children and doodle named Maverick. He enjoys reading, surfing, yoga, golf and spending time with his family. 

Michael has over 23 years of experience as a Financial Advisor and serves the needs of affluent families and individuals that are retired or planning for retirement. His focus includes asset allocation, retirement planning and strategic lending strategies that are implemented using a thoughtful investment process. Michael graduated from the University of Arizona, where he earned a B.S. in finance. He currently holds his Series 7, 31, 63 and 65 securities licenses and is a licensed California insurance agent (License #0C62031). Michael resides in Encinitas, CA with his son and daughter.

He is an active member and former President of TREX, a charitable organization that focuses on granting college scholarships to deserving young adults of Armenian descent.  He has enjoyed coaching his daughter’s basketball team and sons baseball teams for the Encinitas National Little League. In his free time, he enjoys sand volleyball, tennis, pickleball, golf, coaching kids’ sports and going to the beach with his dog and kids.

Trevor has dedicated himself to helping families achieve their financial goals since 2019. As an advisor with SGM Wealth Management, Trevor assists in providing comprehensive wealth planning and strategic asset allocation solutions to the team’s select group of high net-worth clients. He supports the team by drawing upon the global resources of UBS—from the latest investment policy, philanthropic and estate planning strategies—to deliver an unwavering level of holistic wealth management. Trevor is driven by a passion for complex problem solving and a desire to present unparalleled solutions to each client relationship.

Outside of the office, you can find Trevor spending time on the water, reading, cooking, exercising, or giving back to his community through the Surfrider Foundation. He is a native of San Diego and a graduate of San Diego State University, and he holds a Series 7, Series 66 and California Insurance License (License #4032615).

Karina started her financial services career at Merrill Lynch, where she assisted clients and an advisor team in a variety of administrative and support functions. As a client service associate at UBS, Karina oversees logistics for team events and marketing materials.  She is responsible for leveraging the various communication channels to enhance relationship with clients. Karina enjoys getting to know the team's clients well and is committed to ensuring they are comfortable by providing the information and support they need. Karina graduated from San Diego State University and earned a B.S. in Business Administration with an emphasis in Finance. In her free time, Karina enjoys spending time with her family and being involved in her community; she currently volunteers at her local YMCA as a swim instructor.  

Robert's mission is centered on helping others achieve financial stability and reach their personal financial goals. Driven by a genuine passion for his work, he prioritizes delivering exceptional service while cultivating meaningful relationships, ensuring that clients feel empowered and supported throughout their financial journeys. Robert earned a double major in Economics and Psychology with a minor in Finance from Claremont McKenna College, where he was an NCAA All-American tennis player. He holds Series 7 and 66 securities licenses and is a licensed California insurance agent (License #4032615). He also passed the CFP exam after completing the CERTIFIED FINANCIAL PLANNER™ Education Program at UC Berkeley and is a CFA Level II candidate.

Outside of the office, Robert remains actively involved in competitive tennis and continues to contribute to his alma mater as a part-time Assistant Coach for CMS Men’s Tennis. He enjoys a variety of sports, including golf, pickleball, surfing, skiing, and snowboarding. In his spare time, Robert enjoys traveling, exploring new music, and spending quality time with loved ones.