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Sheffield & Sutton Wealth Management

With the complexity of today's markets and uncertainty about tomorrow's economy, good financial advice is more important than ever. As a team of dedicated Financial Advisors, we're committed to helping you organize your finances around your short term needs, your longer-term goals and what you envision for generations to come. Our knowledgeable perspective, good judgement and broad experience can help you meet your challenges and seize opportunities.

  • Wesley James Sutton Profile Picture

    Wesley Sutton, CFP

    Senior Vice President–Wealth Management

    Senior Portfolio Manager

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    • AR
    • AZ
    • CA
    • CO
    • FL
    • GA
    • HI
    • ID
    • IN
    • KY
    • LA
    • MA
    • MD
    • MI
    • MN
    • MT
    • NC
    • NJ
    • NV
    • NY
    • OR
    • TX
    • UT
    • VA

    As a Portfolio Manager and Certified Financial Planner professional, Wes Sutton has served the comprehensive wealth management needs of families, business owners, corporate executives and charitable foundations since 2003.

    Wes holds a Bachelor’s degree in economics, with an emphasis on finance and accounting, from the University of California at Irvine (UCI) and was awarded the Certified Financial Planner designation from the CFP Board of Standards, Washington D.C. He and his wife, Jamie, live in Laguna Niguel with their two daughters, Olivia and Piper. Aside from family and business, Wes’s interests include classic cars, baseball and golf as a board member at El Niguel Country Club.

      • University of California at Irvine (UCI), Bachelor’s degree in economics, with an emphasis on finance and accounting
      • Senior Portfolio Manager
      • CERTIFIED FINANCIAL PLANNER®
      Family Offices
      Retirement planning
      Business owners
      Financial planning
      Corporate executives
      Estate planning strategies
      Multi-generational families
      Business succession
      888 San Clemente Drive
      Suite 300
      Newport Beach, CA 92660
      wesley.sutton@ubs.com
      Wesley Sutton, CFP
      888 San Clemente Drive,Newport Beach,CA,92660
    • Byron Thomas Sheffield Profile Picture

      Byron Sheffield

      Executive Director

      Senior Wealth Strategy Associate

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      • AR
      • AZ
      • CA
      • CO
      • FL
      • GA
      • HI
      • KY
      • LA
      • MA
      • MD
      • MT
      • NC
      • NJ
      • NV
      • NY
      • OR
      • TX
      • UT
      • VA

      Since beginning his career in 1983, Tom Sheffield has been singularly focused on helping his clients reach their financial goals. 

      Tom earned a Bachelor's degree in economics from the University of California at Los Angeles (UCLA) where he played on the Bruins football team. Tom is an avid golfer and member of El Niguel Country Club. He lives in Laguna Niguel with his wife, Ruthie, and has two sons, Brendon and Jack.

        • University of California at Los Angeles (UCLA), Bachelor's degree in economics
          888 San Clemente Drive
          Suite 300
          Newport Beach, CA 92660
          tom.sheffield@ubs.com
          Byron Sheffield
          888 San Clemente Drive,Newport Beach,CA,92660
        • Jamee Felicia Rush Profile Picture

          Jamee Rush

          Senior Client Associate

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          • AR
          • AZ
          • CA
          • CO
          • FL
          • GA
          • KY
          • MD
          • MT
          • NC
          • NJ
          • NV
          • OR
          • TX
          • UT
          • VA

          As a Senior Registered Client Service Associate and integral part of the team, Jamee Rush leverages her nearly 20 years of financial services experience to expertly deliver Sheffield & Sutton Wealth Management's signature client experience.

          Jamee earned a Bachelor’s degree in business economics from the University of California at Santa Barbara (UCSB). She lives in Dana Point with her husband, Shawn, and son, Charlie. Jamee’s interests include water skiing, hiking and participating in 10k runs.

            • University of California at Santa Barbara, Bachelor’s degree in business economics
              888 San Clemente Drive
              Suite 300
              Newport Beach, CA 92660
              jamee.rush@ubs.com
              Jamee Rush
              888 San Clemente Drive,Newport Beach,CA,92660
            • Roubina

              Roubina Kurkjian

              NMLS #947868

              Senior Wealth Management Banker, UBS Bank USA

              Roubina Kurkjian joined UBS Bank USA in 2016 and she is currently a Senior Wealth Management Banker covering the Orange County Market.

              Roubina has an extensive background in relationship banking. She is focused on providing Financial Advisors and their clients a variety of cash management resources along with banking solutions that may complement their overall wealth management objectives.

              Professional history

              Roubina began her career in financial services in 1998. Prior to joining UBS, Roubina was most recently a Wealth Management Banker at Merrill Lynch.

              Education and personal information

              In Roubina’s role as a Senior Wealth Management Banker her NMLS # is 637447. She holds her Series 7 and 66 securities licenses, and California Insurance license . She also holds a B.S in Business Management and Operations Management from California State University Long Beach.

              Outside of the office, Roubina currently lives in Cowan Heights, California with her husband and two children.

              Senior Wealth Management Bankers are employees of UBS Bank USA. UBS Bank USA is a subsidiary of UBS Group AG. UBS Bank USA, Member FDIC, NMLS No. 947868. Equal Housing Lender

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            2024 planning guide

            For your financial well-being

            Every decision you make with regard to financial planning—whether it pertains to investments, insurance, education, housing, retirement and/or estate planning—can have some impact on your tax situation.

            We are committed to helping you confirm that your current and future tax strategy supports your larger financial goals. Learn more.

            A leader in wealth management

            Backed by the strength of our parent company, UBS AG

            $5.9+ trn

            UBS Group invested assets
            As of 06/30/2024

            51 countries

            Our global footprint

            Global leader

            UBS is a leading and truly global wealth manager