Experience

Brent has over 22 years of experience providing personal wealth management to corporate executives, entrepreneurs and affluent individuals and families. He began his career at Merrill Lynch in 1994 and joined UBS in 2008.

Brent joined William Stonhaus' team in 1994 and was instrumental in transitioning the business from institutional consulting to private wealth management. Experience and research taught him that many investors ignore their financial goals and let emotions influence important financial decisions. He has found that creating long term financial plans and coaching clients through behavioral challenges is the greatest value he can provide as a Financial Advisor.

Brent enjoys meeting clients and their families, helping them set and achieve financial goals and providing ongoing education. He holds his Series 7 and 63 securities licenses.

California Insurance License #0C00112

Jack, who began his financial career in 1983, has considerable experience serving the diverse financial and investment needs of investors and providing retirement plans for individuals and institutions. He has worked with Dean Witter and its successor, Morgan Stanley, for more than 15 years as a Senior Vice President - Investments before joining UBS in 2009. Jack has served the community for many years, conducting retirement and investment seminars for The California Public Employees' Retirement Systems (CalPERS), the California Highway Patrol, the I.R.S. and the California Teachers Association.

Jack is also a long time friend to the Valley Children's Hospital Foundation, Fresno Rescue Mission, Fresno Crimestoppers, Doctors Without Borders, and served on the Fresno State Foundations Investment Advisory Council. In 2015, Jack received an Outstanding Citizen Award from the Fresno Police Chief Jerry Dyer and the Fresno & Madera Counties Police Chiefs' Association.

Jack and his wife, Vicki, have been married for more than 41 years, and are proud parents of two children and reside in Fresno.

California Insurance License #0A78327

John has over five years of experience providing personal wealth management to individuals.  He began his career with Merrill Lynch in 2019, during his time with Merrill, he focused on cultivating new relationships and financial planning to build a wealth management practice of his own.

John Joined the Stonhaus Folland Group in March of 2023.  Prior to joining UBS, He spent four years as a Financial Advisor with Merrill Lynch and worked in sales for 12 years prior, his passion is to work with people, developing lasting relationships and being able to make a difference in his client’s lives.

John enjoys interacting with clients, meeting their families and being able to make a meaningful impact in their lives.  When he is not working, he enjoys spending time with my family, being outside in the garden, traveling, spending time in the mountains, as well as playing tennis and golf. 

Cathy has over 31 years of experience in the wealth management industry. She began her career working with institutional clients and eventually transitioned to private wealth clients. Cathy joined the Stonhaus Folland Wealth Management Group in 1995 and plays an essential role on the team. She focuses primarily on client service, operations and trade processing. Recognized by her managers for excellent service, she is often asked to train and coach others in her field.

Alondra joined the Stonhaus Folland Private Wealth Management Group in November 2025. She earned her degree in Business Administration with a concentration in Finance from California State University, Fullerton. Alondra gained valuable administrative and banking experience through an afterschool program and an internship at a commercial bank. Her background in administration and banking provides a strong foundation for supporting the team’s client service and operational needs.