Experience

For over three decades, I have enjoyed providing insight and advice to affluent individuals, families, corporations and diverse not-for-profit clients. I approach every client relationship with the mindset of understanding who and what is most important to them. I combine my years of experience in navigating multiple market environments and complex financial situations along with the vast global resources of UBS to serve our clients and help them to meet their goals. It gives me great pleasure to see our clients succeed, to share their life’s blessings and accomplishments, and to be there for them through the challenging times.

Outside of work, I enjoy spending time with family and friends and engaging in philanthropic endeavors. Most important to me is my work with the Fulfillment Fund, which helps underserved youth in Los Angeles get to and through college and onto successful careers. I am also an avid skier, cyclist, swimmer, and runner.

Education and Designations:

• B.S., Business Administration, Washington University in St. Louis, MO
• Certified Investment Management Analyst (CIMA®)
• Certified Retirement Plan Specialist (CRPS®)

I am proud to be recognized as a leader at UBS and within the industry:

Industry Recognition:

• Barron’s “Top 1200 Financial Advisors” (2019 – 2022)
  The Barron’s rating is awarded annually in March and based on information from the prior year Q3. 
• Forbes “Best-in-State Wealth Advisors” (2018 – 2022)
  The 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. 

Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice.

For more information on third-party rating methodologies, please visit ubs.com/us/en/designation-disclosures.

As a former electrical engineer and lifelong volunteer, I’ve developed strong problem-solving and goal-setting skills for organizations and affluent families. As a UBS Private Wealth Advisor, I integrate my passion for making a difference in the lives of others into the counsel I provide to women, families and mission-driven organizations. I assist my clients in pursuing their investment goals through a “doing well by doing good” approach that begins with understanding their values. Supported by industry-leading philanthropy and sustainable investment expertise at UBS, I can then help align their portfolios and giving strategies with those values. To me, this approach can help change the world for the better.

From advanced estate planning and impact investing, to endowment and foundation consulting, my advice is rooted in collaboration and critical thinking. As a lifelong volunteer, I bring the experience of having chaired boards and investment, governance and development committees for a variety of nonprofit organizations.

I am a strong supporter of educational equity and have dedicated much of my volunteer work to Fulfillment Fund, which makes college a reality for LA students growing up in educationally and economically under-resourced communities. I currently have the honor of serving as Board Chair of the organization, which has helped thousands of first-generation students pursue an education to help them be career ready. I have previously served on the Boards and committees of CHAMPS Charter High School, the Hugh O’Brien Youth Foundation, and Artists for Change in Los Angeles. I have also remained deeply involved with my alma mater UCLA, serving as a Gold Shield Alumnae, Past President of UCLA Anderson Alumni Network, and Founder of the UCLA Anderson Dean’s Society Women.

Education and Designations:

• B.S., Electrical Engineering, Washington University in St. Louis
• M.B.A, UCLA Anderson School
• Certified Investment Management Analyst (CIMA®)

I work with entrepreneurs, business owners and C-suite executives to provide solutions for their most complex financial questions around their wealth, family, and legacy. This typically includes an emphasis on tax efficient investment strategy, long-term financial and cash flow planning, lending solutions, and stock option planning. It is important for me to have a deep understanding of our client’s lives and what matters most to them. I am passionate and focused on providing the right solutions for our clients and strive to deliver the full capabilities and resources of our global firm.

I feel very fortunate to work with our intelligent and highly successful clients on a daily basis. Outside of work, I keep my mind and body engaged through hiking, biking, yoga and travelling around the world. I aspire to one day hike the John Muir Trail as well as be a part-time professor to educate college students about personal finance and investments.

Education and Designations:

• B.A., Economics, UC Santa Barbara
• Certified Private Wealth Advisor (CPWA®)
• Certified Exit Planning Advisor (CEPA®)

I started my career as a sales assistant with Kidder, Peabody where Harlan was the first Financial Advisor I supported. Since then, I have served in many roles, including branch operations manager with Kidder, Peabody and Lehman Brothers, and client service associate/team administrator with DLJ.  My desire to help people is what drives me. I bring 37 years of experience to every interaction and am driven by my desire to help people. Making sure a client’s experience is the best, is what is most important to me.

I am passionate about animal welfare and helping the homeless in my community. I consider the Spinner Group my family.

It is extremely rewarding for me to forge relationships with our clients and find the best solutions to fulfill their needs. I specialize in portfolio analysis, financial planning, manager research, implementation of client portfolios and custom reporting. I enjoy the process of translating our team’s insights into results for our clients. I feel at my best when I am working alongside clients as a team.

I joined The Spinner Group after graduating from UCLA where I studied Economics and played wide receiver for the university’s football team. I hold my FINRA series 7 and 66 licenses, as well as Certified Investment Management Analyst (CIMA®) designation. In my free time I enjoy playing golf, skiing and attending sporting events.

Education and Designations:

• B.A., Economics, UCLA
• Certified Investment Management Analyst (CIMA®)

I joined UBS in early 2022 as a client service associate with a focus on leading marketing initiatives for the team. I hold FINRA Series 7 and 66 licenses and provide support in various aspects of client service, operations, reporting and relationship building. I believe our team culture is what sets us apart – we are purposeful and passionate about understanding what is important to our clients and finding ways to help them achieve their goals. I enjoy getting to know our clients, learning new skills, and collaborating with colleagues to see how we can best serve our clients and community.

In my free time, I enjoy traveling, spending time with family, and going to the beach.

Education and Designations:

• B.A., Communication, USC