A plan for today, tomorrow and generations to come

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Over the past 20+ years, Mark has coordinated all aspects of wealth management including investment management, financial planning, estate planning and charitable gift planning. Mark is involved in his church and many charitable organizations including Dwankhozi Hope which supports a school in rural Zambia. Mark and his wife, Becky, live on Queen Anne and have three daughters.

CA Lic. #4125230

• Barron's Top 1,200 Financial Advisors, 2025
  The Barron's rating is awarded annually in March and is based on information from the prior year Q3. 
• Forbes Best-in-State Wealth Advisors, 2024, 2025The 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, 2024, 2025The 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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Shawn is a founding partner and a Senior Portfolio Manager with the Sound Wealth Management Group at UBS, a team dedicated to serving the complex financial needs of successful business owners and executives. Shawn leads the teams’ corporate executive practice, and works extensively with his clients in the areas of: planning around concentrated company stock/options, major liquidity events, corporate benefits, retirement planning, charitable gifting strategies, and estate planning.   

Shawn has also served in several leadership roles for UBS over the last 16 years in both San Francisco and the Pacific Northwest, and was previously a Director and Assistant Market Head for UBS in Seattle and Oregon.  This leadership experience has enabled Shawn to bring a unique and truly global perspective to his clients.  Shawn maintains both his CFP and CIMA designations, and is dedicated to delivering a world class wealth management experience to his clients, a topic he frequently speaks about at firm conferences.

Shawn lives in Bellevue with his wife Kate, and his 3 daughters, twins Natalie and Bryn, and Haven.  Shawn and Kate participate in various philanthropic causes, including the Innovators Network for Fred Hutch, Food Lifeline, and JDRF.  Shawn is a youth soccer coach and an obstacle course race enthusiast in his spare time.

• Forbes Best-in-State Wealth Advisors, 2024, 2025The 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, 2024, 2025The 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.
• UBS Wealth Management President’s Council, 2024UBS Financial Services Inc. Councils are a distinction held by UBS Financial Advisors based on criteria including evaluation of compliance with firm rules, standards & policies and revenue. Council membership is not representative of any one client's experience and is not indicative of the advisor’s future performance.

• CERTIFIED FINANCIAL PLANNER®
• Certified Investment Management Analyst®

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Sarah is a Certified Financial Planner and a Financial Advisor with the Sound Wealth Management Group, who began her career at UBS Financial Services in 1999. Her focus is on providing detailed financial plans and investment advice along with a high level of personal client service. Sarah graduated from the University of Washington in 1998. She also holds her Series 7, Series 66 and Insurance licenses and is a graduate of the College of Financial Planning in Denver, CO. Sarah lives on Bainbridge Island with her daughter.

• Forbes Best-in-State Wealth Advisors, 2022, 2023, 2024, 2025The 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, 2024, 2025The 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 Women Wealth Advisors Best-in-State, 2022, 2023, 2024, 2025The Forbes rating is compiled by Shook Research and awarded annually in February based on information from a 12 month period ending September of the prior year.

• University of Washington

• CERTIFIED FINANCIAL PLANNER®

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Brad uses his unique background to help clients pursue their financial goals. A graduate of the United States Naval Academy at Annapolis, Brad honed his skills in analysis, planning, and personal leadership as a 20-year Navy nuclear submarine officer. As a midshipman at the Naval Academy, Brad was selected to design the curriculum for the first personal financial planning course used at Annapolis. After completing his two-decade Navy career as a Commander, Brad joined the firm as a Financial Advisor, combining his affinity for personal leadership with his passion for planning and investing.

• Forbes Best-in-State Wealth Management Teams, 2024, 2025The 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.

• United States Naval Academy at Annapolis, B.S. Resources Management
• U.S. Naval War College, M.A. Strategic Planning/National Security Affairs
• City University of Seattle, M.B.A. Finance

• CERTIFIED FINANCIAL PLANNER®
• Senior Portfolio Manager
• Retirement Plan Consultant

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In 1994, John accepted a position with Merrill Lynch in Seattle where he immediately focused his practice on the unique needs and challenges of high net-worth clients. John's belief is to deliver an unparalleled level of service to his select group of clients. In 2000, John accepted the position of Sales Manager at Merrill Lynch wherein he managed over 100 advisors. In 2006, John earned the CERTIFIED FINANCIAL PLANNER™ designation. In 2009, John and his team transitioned their practice to UBS Financial Services Inc. and in 2021 joined the Sound Wealth Management Group.

John lives in Seattle with his wife Lisa, a former financial advisor, along with their 2 boys Andrew and Nate. Not to be forgotten, their French bulldog, Stella. John enjoys golfing, exercising and college football.

• Forbes Best-in-State Wealth Management Teams, 2024, 2025The 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.

• University of Oregon, B.S.

• CERTIFIED FINANCIAL PLANNER®

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Amanda is a Financial Advisor with the Sound Wealth Management Group. Her focus is on providing detailed financial plans and investment analysis; specifically planning around concentrated company stock and/or options, major liquidity events, corporate benefits, retirement planning, charitable gifting strategies, and estate planning. She holds her CFP® designation since 2019.

Prior to moving to Seattle, Amanda lived in NYC where she worked at BNP Paribas as a Vice President in Institutional Foreign Exchange Sales. Her prior experience provides a unique perspective on macroeconomics, monetary policy and market structure. She graduated from Hamilton College in 2013 where she captained the Women's Varsity Squash Team and was recognized as a Scholar Athlete by NESCAC. 

Outside of the office, Amanda enjoys hiking, skiing and fishing in the Pacific Northwest with family and friends and scoping out new places to eat in the Seattle area with her husband.

• Hamilton College

• CERTIFIED FINANCIAL PLANNER®

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Sonia Alexis is our Team Administrator and is originally from Trinidad and Tobago in the Caribbean. She has always been a very detail oriented person who enjoys creating efficient solutions to streamline processes. Her love of interacting with people and solving puzzles makes her uniquely suited to her role at UBS.  Sonia has worked in various capacities in the banking and financial services industry for over 25 years, and holds the Series 6, 7, 63 and 65 securities licenses, as well as Life and Health Insurance Licenses.

Sonia has been with UBS since 2008 and also serves as a regional and firm-wide training resource for administrative staff in her capacity as a Team Associate Coach.

Outside the office, she enjoys working out, dancing and spending time with her husband, sisters and family.  Sonia is an avid performer and regularly participates in local theatre productions as well as various musical performances.

Anya is our Senior Client Service Associate.  She has always gravitated toward the customer service industry.  She enjoys working with people and being a part of a collaborative team.  Working with the Sound Wealth Management team she gets to do just that while bringing meticulousness and structure to everything she does. This includes delivering extraordinary service to clients and managing team operations effortlessly.  She and her team assist multigenerational families in planning for long-term wealth and stability, building deep and lasting relationships with their clients. Anya has been with UBS and working with Mark since 2007.  She leads client reporting, communication, and disbursement processing. Anya prides herself on identifying and fulfilling client requests in an accurate and timely manner and diligently following up to ensure expectations are exceeded.

Anya and her husband have a young daughter who is active in various sports which keeps them busy.  They enjoy experiencing different cultures through travel and food.  They love road trips and exploring the beautiful PNW.  Anya is fluent in Polish and maintains a deep connection with her family heritage.

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Amy has always been adept with numbers and administration, and enjoys her role bringing a holistic approach to helping individuals and families manage their wealth. She takes pride in the trusted relationships she has cultivated with clients, bringing them the knowledge and insights they need to make informed financial and investment decisions. Her experience and knowledge have earned her not only the trust of her clients, but also firm recognition: She was appointed to the Team Associate Advisory Council in 2018 and served a two year term. The Team Associate Advisory Council works as a liaison with key home office partners and members of senior management to provide input about the processing and service impact of key initiatives across UBS Wealth Management Americas. Amy holds her Series 7, 66 and 9/10 licenses.

A veteran of UBS, she has been with the firm since 2007 and is passionate about client service. “I am always looking at what is in the best interest of the client and at how I can make what they need done the easiest for them to do.” 

Amy lives with her husband and three sons. They enjoy afterschool sports and activities and doing Crossfit together.

• Financial Paraplanner Qualified Professional™

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Jenaige entered the financial services industry in 2001 and joined UBS in 2008. She holds the Series 6,7 and 66 securities licenses, as well as life and health insurance licenses. Outside the office, she enjoys singing with the West Seattle Big Band, playing guitar and most of all playing with her two children and their two Havanese puppies. She has recorded an original song demo in Nashville, Tennessee. Jenaige earned a B.A. degree in communications and marketing from Western Washington University in Bellingham.

• Western Washington University in Bellingham, B.A. degree in Communications and Marketing