Experience

Andrew discovered a love for finance while growing up in the industry under the wing of his father (Jim) who has been with what is now UBS for over 38 years. As a youth Andrew was an accomplished athlete, Eagle Scout & Vice President of National DECA.  After completing an undergraduate degree in communication & business from the University of Arizona, he joined his father at UBS as a financial advisor.  Andrew has gone on to complete the Wealth Advisor designation at UBS. ​
Andrew is married to Alexia who he met at church at an early age.  Together they love to run, cook & spend time with their three children.

Jason is a Wealth Advisor, Chartered Retirement Planning Counselor™ and Certified Investment Management Analyst™. Jason earned his CIMA designation from the Wharton Business School as part of the Investment Management Consultants Association. He has been with UBS for 16 years.

Jason has served on several non-profit boards, including the Woodland Park Zoo, Matanuska Telephone Association and Community Health Center of Snohomish County. He was President of the Greater Wasilla Chamber of Commerce where he earned awards for Business Person of the Year and Top 40 Under 40.

Jason and his wife of 25 years have three active boys. He likes to coach youth sports, hike, and cheer for Seattle sports teams with his family.

Robert has been in the financial services industry since 1996. After 16 years at Merrill Lynch, he joined UBS in 2012. Robert received his Bachelor of Science Business Administration-Accounting from Northern Arizona University. ​
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He is married to his wife Lisa, and has a son, daughter-in-law, 2 grandchildren and a daughter and son-in-law. He and his family enjoy exploring the Southwest, including hiking, biking, and skiing. They are active in their church community.​

Owen is a Chartered Private Wealth Advisor™ and Certified Investment Management Analyst™. He has been with UBS for over 28 years.

Owen has served on the board for Ronald McDonald House Charities and actively supports the Boys and Girls Club, as well as other organizations that strive to improve the lives of young people.

Owen splits time between Alaska, Arizona, and Oregon so he can enjoy his passion for the outdoors and share it with his wife and son.

Marnie started in the financial industry in 1997 in Denver, Colorado. In 2005 she moved back to her hometown of Tucson, Arizona where she has gained vast experience in multiple different roles within the industry from various firms as a New Accounts Clerk,  Senior Registered Client Service Associate, Administrative Manager, & Senior Wealth Strategy Associate. She is Series 7 and 66 licensed.​
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Marnie has a son named Ryan. She has loved watching him play football since he was 8 years old. She is very active with his high school team Booster Club. In addition, she enjoys volunteering in her local community for the Boys & Girls Club of Southern Arizona & Cards for Kids.​

Hannah joined the UBS team as a Client Service Associate in July of 2021. She provides administrative and client support to our team's clients and financial advisors. She earned her Bachelor of Business Administration from the University of Arkansas. In her free time, Hannah enjoys trying new hiking, biking, camping and spending time with her husband and their two dogs, Chester & Arthur.​

Susie earned her Bachelor of Science degree in Finance magna cum laude from Arizona State University in 1997. She began her career as an analyst with Smith Barney researching investment managers, creating asset allocation proposals and performance reporting. She then spent seven years overseas in Hong Kong with Citigroup Asset Management servicing Asia's ultra-high net worth business owners and families and later joined HSBC Private Bank working in marketing & communications for the region.

In 2011, she returned to her native Scottsdale, AZ with her husband and continues her financial services career by providing outstanding client service and support. She enjoys volunteering at pet shelters and long walks with her rescue dog Luke.

Sara joined the UBS team as a Registered Client Service Associate in June of 2021. She has been in the financial industry since 2019. She provides administrative and client support to our team's clients and financial advisors. She earned her Master of Business Administration from Grand Canyon University. In her free time, Sara enjoys trying new restaurants, hiking, and spending time with her husband and their two cats, Nigel & Walter.​