Managing Director–Wealth Management
Financial Advisor
Josh has extensive experience analyzing the financial needs and goals of individuals and small business owners. With more than 30 years in the financial services industry, Josh has worked with a wide range of individual clients and large corporations. Prior to working in the investment industry, Josh was a Certified Public Accountant with Ernst & Young LLP in San Francisco and Palo Alto. Josh earned a B.A. in business economics from the University of California, Santa Barbara.
Recognized as an industry leader:
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.
Education
Credentials
Managing Director–Wealth Management
Financial Advisor
Josh has extensive experience analyzing the financial needs and goals of individuals and small business owners. With more than 30 years in the financial services industry, Josh has worked with a wide range of individual clients and large corporations. Prior to working in the investment industry, Josh was a Certified Public Accountant with Ernst & Young LLP in San Francisco and Palo Alto. Josh earned a B.A. in business economics from the University of California, Santa Barbara.
Recognized as an industry leader:
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.
Education
Credentials
Authorized Officer
Wealth Strategy Associate
Madeline began her journey with UBS as an intern during her senior year of college. After graduating, she initially pursued a career in banking but returned to UBS in 2019 to take advantage of the opportunities the firm offers in financial services. She holds a Bachelor of Science in Agricultural Business with a minor in Finance from the University of Wyoming. Additionally, she is licensed with Series 7 and 66. Currently residing in West Sacramento, Madeline enjoys staying active and spending time with her husband and their two cats.
Authorized Officer
Wealth Strategy Associate
Madeline began her journey with UBS as an intern during her senior year of college. After graduating, she initially pursued a career in banking but returned to UBS in 2019 to take advantage of the opportunities the firm offers in financial services. She holds a Bachelor of Science in Agricultural Business with a minor in Finance from the University of Wyoming. Additionally, she is licensed with Series 7 and 66. Currently residing in West Sacramento, Madeline enjoys staying active and spending time with her husband and their two cats.
Director
Team Administrator
Lisa started in the financial services industry in 1982, and has held many titles throughout her career. Most recently she served as Administrative Manager for UBS Financial in the Sacramento branch before joining Generations Wealth Management as Team Administrator.
Lisa is FINRA registered and hold Series 7, 8, and 63 securities licenses. She looks forward to utilizing her unique skill-set to enhance client experience. In her free time, Lisa enjoys spending time with her children and grandchildren.
Director
Team Administrator
Lisa started in the financial services industry in 1982, and has held many titles throughout her career. Most recently she served as Administrative Manager for UBS Financial in the Sacramento branch before joining Generations Wealth Management as Team Administrator.
Lisa is FINRA registered and hold Series 7, 8, and 63 securities licenses. She looks forward to utilizing her unique skill-set to enhance client experience. In her free time, Lisa enjoys spending time with her children and grandchildren.
Client Associate
Gloria brings more than 25 years of experience in the financial services industry. She has an extensive background in daily operations. Her role on the team is to serve clients and provide administrative support. Gloria resides in Antelope with her two adult children and can be found in her free time exploring the outdoors with her dog Louie.
Client Associate
Gloria brings more than 25 years of experience in the financial services industry. She has an extensive background in daily operations. Her role on the team is to serve clients and provide administrative support. Gloria resides in Antelope with her two adult children and can be found in her free time exploring the outdoors with her dog Louie.
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.
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.
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