Experience

Jason has been in financial services for over 2 decades. In May of 2021, Jason and his team transitioned to UBS in Roseville. Along with serving as the Branch Office Manager, Jason holds several professional designations including the CPWA (Certified Private Wealth Advisor), CRPC (Chartered Retirement Plan Consultant). He lives in Granite Bay with his wife and 2 teenage daughters. He enjoys sports of all kinds both watching and participating but his favorite is whatever sport his kids are currently playing.

CA Insurance License # 0D87130

Jonathan (Jon) began his career in financial services in 1986 as a Financial Consultant for Shearson Lehman Hutton, where he focused on fee-based portfolio management. He also worked for Prudential Securities for four years as a Senior Vice President-Investments, Wachovia Securities for thirteen years and Morgan Stanley for over 6 years. While at Wachovia Securities he earned the designation as Senior Portfolio Manager. In 2014 Jon moved to UBS Financial Services to create an outstanding experience for his clients with UBS' extensive experience and proprietary research. Before working in financial services, Jon was a small-business owner with Budget Rent-A-Car.

Jon holds bachelor's degrees in psychology and criminology from the University of California at Berkeley, where he also completed postgraduate courses, and holds California insurance license 0A74067.

Jon is married and has two children and 5 grandchildren. In his spare time, he enjoys spending time with his growing family as well as golfing, travel ,and motorcycle riding.

CA Insurance License # 0512985

Thomas (Tom) has been in the financial services industry for over 27 years. Tom spent 24 of those years at Merrill Lynch in Roseville California ending as a Managing Director. In May of 2021 Tom and his team moved to UBS Wealth Management. As a designated Portfolio Manager Tom focuses on offering a comprehensive approach to managing wealth that begins with listening to a client’s needs and goals. He is married to his wife Cindy for over 24 years and has 3 children. Tom engages actively in sports including weight lifting, swimming, wakeboarding, skiing and surfing but most importantly is supporting his daughter in competitive volleyball. He also believes in charity work and giving back to his community by supporting local organizations such as Wellness Within, Boys to Men and was previously on the board of the American Heart Association.

CA Insurance License # 0B14448

George has worked in the financial industry since 2003 and joined UBS Financial Services Wealth Management in 2021. His experience prior to joining UBS Financial Services at a another firm includes family wealth management as a Premier Client Manager and Financial Center Manager. Our group provides our clients with family wealth management and agribusiness wealth management. George is very active in the Greek community in Sacramento. He currently serves on the Annunciation Greek Orthodox Endowment Board and Annunciation Greek Orthodox Church Board in Sacramento. He lives in Sacramento with his wife Christina. George has received commendations from the President of the United States of America in acknowledgement of his community volunteer work during 2016 and 2017 via the Points of Light Program.

CA Insurance License # 0L80425

Patricia (Tricia) Hawkins has been working in the financial services industry since 2000. As a Senior Wealth Strategy Associate, Tricia develops tailored wealth management plans as well as maintains client relationships and works with new client acquisition. Tricia helps to analyze risks and advantages of investment opportunities for clients' individual financial circumstances. She also develops customized asset allocation strategies and investments and analyzes and interprets portfolio performance reports for clients. Tricia holds her Series 7, Series 66 and California insurance licenses.

She has three children and in her spare time she enjoys outdoor activities and spending time with family and friends.

CA Insurance License # 4238063

Rachelle plays a key role with The GrayHawk Group, helping to create the financial and estate plans that serve as the cornerstone of their clients’ financial lives. She anchors planning in a deep understanding of what each client wants to accomplish over the near and long term. Rachelle works closely with clients to build a comprehensive financial plan and then carefully tracks progress—ensuring that the plan remains aligned with their overall goals and objectives over time.

Rachelle has been in the financial services industry since 2003 and holds Series 7 and 66 securities licenses.

Rachelle lives in Roseville with her children, Isabelle and Devon. She enjoys hiking and travelling. Rachelle loves to volunteer her time to the local community, Roseville schools and various non-profit organizations.

Shannon has been working in the financial services industry for 17 years. Prior to joining UBS, Shannon was a Wealth Management Associate at Merrill Lynch, and graduated from Chico State University, with a BA in communication. She is responsible for providing excellent client engagement and manages the daily operational and administrative functions of our business. She leverages various communication channels to keep in touch with clients and prides herself on facilitating the highest level of client satisfaction. When she’s not busy keeping things running smoothly for the team and for clients, Shannon enjoys running, cooking, her dogs, volunteering, and both watching and coaching her son in all his different sports.

Marleyna Rubin has been in the financial services industry since 2018. She is a graduate from the University of California at Merced and holds a BS in Mechanical Engineering. As a Client Service Associate, she addresses all client needs and delivers exemplary customer service. Marleyna manages account cash requirements, retirement plan distributions, cost-basis information, and appointment scheduling. She prides herself on the efficient office workflow and delightful administrative support that she provides.

Outside of the office, she enjoys gardening, cooking, hiking in the nearby foothills, as well as playing and coaching volleyball.