Your future. Your legacy.

How can we help bring your vision to life?

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We make a real impact in the lives of our clients by guiding them through major life events and helping them preserve and pass on their wealth. Our customized approach focuses on thoughtful financial planning and wealth management that looks beyond your investments and encompasses all aspects of your financial life.

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2022 tax 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 team approach

A team approach

Your primary source for financial advice

We are here to provide quality strategies customized to your needs. We concentrate on developing long-term relationships through a commitment to quality client service. You can rely on our personalized advice, first-class solutions, and extensive wealth management experience.

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    D Chris Zocco

    Senior Vice President–Wealth Management

    Financial Advisor

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    • AK
    • AZ
    • CA
    • CO
    • FL
    • GA
    • HI
    • ID
    • IN
    • LA
    • MA
    • ME
    • MI
    • MN
    • MO
    • MT
    • NC
    • NV
    • NY
    • OK
    • OR
    • PA
    • TX
    • UT
    • VA
    • VT
    • WA
    • WI
    • WV
    • WY

    Chris has provided comprehensive financial planning and asset management for 25 years. He began his career as a financial advisor in 1995 with Piper Jaffray, which later evolved into UBS Financial Services Inc. Chris graduated from Seattle University, gaining a Bachelor's Degree in Business Administration. He went on to obtain his Certified Financial Planner™ (CFP®) certification in 2002 and Master of Science with an emphasis in financial planning in 2007. Chris has participated in the UBS Wealth Advisor training program for elite advisors.

    Chris is an avid mountain bike rider and enjoys spending time with his wife Sheri and two sons Jacob and Brady. He also regularly contributes to the YMCA of Pierce and Kitsap County and is a member of the organization's Endowment Investment Committee.

        • CERTIFIED FINANCIAL PLANNER™
        1145 Broadway Plaza
        14th Floor
        Tacoma, WA 98402
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        Warren Gerry Child

        Vice President–Wealth Management

        Financial Advisor

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        • AK
        • AZ
        • CA
        • CO
        • FL
        • GA
        • HI
        • ID
        • IN
        • LA
        • MA
        • ME
        • MI
        • MN
        • MO
        • MT
        • NC
        • NV
        • NY
        • OK
        • OR
        • PA
        • TX
        • UT
        • VA
        • VT
        • WA
        • WI
        • WV
        • WY

        Gerry Child grew up in Lakewood. He graduated from Charles Wright Academy in 1973 and Washington State University in 1977. After working for several years in the commercial banking industry in Seattle, in 1983 he became a financial advisor with Murphey Favre, also in Seattle.  In 1997 he joined Morgan Stanley in Olympia. During his career at Morgan Stanley he was a producing branch manager of both the Olympia office and the Federal Way office for a total of 10 years. In 2011 he was asked to join UBS in their Tacoma office and has the title of Vice President – Wealth Management, Financial Advisor. 

        He lives with his wife, Jeri in Olympia and they have two adult daughters.

              1145 Broadway Plaza
              14th Floor
              Tacoma, WA 98402
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              Dyan Buehring

              Senior Client Associate

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              • MO
              • WA
              • WI

              - Dyan has lived in the Pacific Northwest for the past 39 years where she and her husband have raised their three children and are enjoying their growing family.
              - She brings 34 years of financial service experience to The Soundview Group and finds immense satisfaction in assisting others achieve their financial goals.
              - Dyan previously held the position of the Complex Operations Manager for UBS Financial Services. She currently holds the Series 7, 66, 9 and 10 security licenses.

                    1145 Broadway Plaza
                    14th Floor
                    Tacoma, WA 98402
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                    Jacqueline Atherden

                    Senior Wealth Strategy Associate

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                    • WA

                    - Born and raised in MI, enjoys traveling, spending time with her two dogs and cycling

                    - Six years of industry experience

                    - Dedicated to exceptional client experience, with a focus on qualified plans

                    - Holds Series 6, 7, 63 and 65 securities licenses

                          1145 Broadway Plaza
                          14th Floor
                          Tacoma, WA 98402
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                          Shannon Kelly

                          Client Associate

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                          • WA

                          - Born and raised in NY, relocated to the Pacific Northwest in 2018
                          - Thirteen years of industry experience
                          - Enjoys cooking and trying new recipes with her family
                          - FINRA 6, 7, 63 and WA State Life Insurance Producer Licenses held

                                1145 Broadway Plaza
                                14th Floor
                                Tacoma, WA 98402

                              Backed by the strength of UBS

                              A global leader in wealth management

                              $2.8 trillion

                              In invested assets globally 
                              As of 06/30/2022

                              51 countries

                              Our global footprint

                              Global leader

                              UBS is a world-leading wealth manager