Let's move forward. Together.

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We make a real impact in the lives of our clients by guiding them through major life events and helping them preserve and pass on their wealth. Our customized approach focuses on thoughtful financial planning and wealth management that looks beyond your investments and encompasses all aspects of your financial life.

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Your primary source for financial advice

We are here to provide quality strategies customized to your needs. We concentrate on developing long-term relationships through a commitment to quality client service. You can rely on our personalized advice, first-class solutions, and extensive wealth management experience.

  • Kenneth M. Callan  Profile Picture

    Kenneth Callan

    Senior Vice President–Wealth Management

    Financial Advisor

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    • AZ
    • CA
    • CO
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    • ID
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    • NC
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    • Roger Williams University with degrees in Business Administration and minors in Finance and Computer Science
    • New York University of Business for executive training
    • Certified Financial Manager Designation
    • One of the first Wealth Advisors at Morgan Stanley
    • Chairman’s Club Member – 20 years of industry experience
    • UBS Financial Services, First Vice President, Investments

      • Roger Williams University, Business Administration and minor in Finance
        20 Pacifica
        Suite 1500
        Irvine, CA 92618
        kenneth.callan@ubs.com
        Kenneth Callan
        20 Pacifica,Irvine,CA,92618
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        Carrie Renee Helmick

        Client Associate

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                Financial planning
                301 Commerce Street
                Suite 2800
                Fort Worth, TX 76102
                carrie.helmick@ubs.com
                Carrie Renee Helmick
                301 Commerce Street,Fort Worth,TX,76102
              • Danny Koh Photo

                Danny Koh

                Client Associate

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                • AL
                • AL
                • AZ
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                • CA
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                • CO
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                • CT
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                • FL
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                • HI
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                • IL
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                Danny is an integral part of The Callan Group, responsible for managing all team operations, client requests and account administration. He holds active Series 7 and Series 66 licenses with over 7 years of industry experience. He is committed to building lasting relationships with each client and takes pride in responding to client requests and working with the team to address their needs, no matter how small or complex. Danny also assists in delivering customized service and solutions, always striving to exceed clients’ expectations.

                      20 Pacifica
                      Suite 1500
                      Irvine, CA 92618
                      danny.koh@ubs.com,danny.koh@ubs.com
                      Danny Koh
                      20 Pacifica,Irvine,CA,92618,20 Pacifica,Irvine,CA,92618
                    • jaime

                      Jaime Lowry

                      Senior Client Associate

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                      • AK
                      • AZ
                      • CA
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                      • DC
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                      • FL
                      • GA
                      • HI
                      • ID
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                      • SC
                      • TN
                      • TX
                      • UT
                      • VA
                      • WA
                      • WI
                      • WY

                      For Jaime, going out of her way to serve people is second nature. Since 1997, she's earned an extraordinary reputation in the Financial Services Industry. Today, Jaime continues to bring a deep personal commitment to serving clients' needs. She retains her passion for understanding their values, aspirations and concerns. Jaime joined UBS Financials Services in 2008. She holds Series 7 and 66 licenses. Jaime grew up in Staten Island, NY and moved to California in 2002. In her spare time, she enjoys photography, volunteering at her church and spending time with her two daughters, Arianna and Gabriela.

                            20 Pacifica
                            Suite 1500
                            Irvine, CA 92618
                            jaime.lowry@ubs.com
                            Jaime Lowry
                            20 Pacifica,Irvine,CA,92618
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                            Rylee Callan

                            Authorized Officer

                            Digital Specialist

                          Connecting you to the deep resources of UBS

                          By seeing the big picture, we provide access to the global platforms and the financial and intellectual strengths of UBS’s experts in Wealth Management, Asset Management and our Private and Investment Banks.

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                          A leading global wealth manager

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                          Navigating opportunities across your enterprise

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                          The good news is, you’re succeeding

                          UBS Year Ahead 2025

                          Roaring 20s: The next stage

                          Our Chief Investment Office (CIO) looks to what awaits investors in the next half of the decade with the 2025 edition of Year Ahead.

                          A dramatic change in US politics, Chinese economic stimulus, ongoing geopolitical developments and falling interest rates are all at play. How should you prepare your portfolio? Let’s talk about how you can move confidently forward in the new year and beyond.

                          Read the report

                          A leader in wealth management

                          Backed by the strength of our parent company, UBS AG

                          $5.9+ trn

                          UBS Group invested assets
                          As of 06/30/2024

                          51 countries

                          Our global footprint

                          Global leader

                          UBS is a leading and truly global wealth manager

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