Experience

Before switching over to the financial industry and joining UBS in October 2022, Sarah worked for nine years in data analytics. With her strong work ethic and attention to detail, she is committed to providing an excellent client experience.

Outside of work, Sarah enjoys lifting weights, practicing yoga & meditation, doing logic puzzles, walking her two Chihuahuas, and spending time with her family and friends.

Michael came to UBS in early 2020 after a successful career at Fidelity Investments as a Financial Consultant within their Private Client Group in Boston. In this position, Michael was in charge of financial planning and investment strategy for over 400 families and businesses representing over $1.1 billion in assets. Michael provides a comprehensive planning approach which combines investment and tax strategy to help find untapped opportunities for his clients.

Prior to joining UBS in September 2022, Kristen spent five years with Wells Fargo Advisors as a sales assistant and 17 years at Commonwealth Financial as an operations liaison specialist. Kristen lives in Quincy, MA. She enjoys yoga, running and cardio boxing.