Family. Wealth. For generations

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As a Wealth Management Advisor and CFP® certificant, a designation awarded by the Certified Financial Planner Board of Standards, Gary has helped clients determine long-term financial goals and implement customized investment strategies for nearly two decades.

Gary also holds a CRPS® (Chartered Retirement Plans SpecialistSM) certification, helping corporate clients establish and administer 401(k), profit sharing, defined benefit and nonqualified deferred compensation plans. Before joining UBS, Gary was a Producing Sales Manager for Merrill Lynch.

Gary lives in Seattle with his wife Mary Kay, and their Great Pyrenees dog, Babs. He has three adult children, Hannah, Haley and Maddy, who live nearby.  
Gary has served on the Seattle Aquarium Board of Directors, and is currently on Advisory Committees for Bellevue College and Seattle’s Fifth Avenue Theatre.
Prior to his career in financial services, Gary worked in the department store business for 18 years, most recently as a Senior Vice President, General Merchandise Manager for the Macy's Northwest Division.
Gary is a proud San Diego State University alumni with a BA in Political Science.

• San Diego State University, BA in Political Science

• CERTIFIED FINANCIAL PLANNER™

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As a young engineer, Alex found himself responsible for managing his family’s finances, including inherited investments and real estate. His experience working with financial professionals who failed to meet his family’s needs became a turning point for Alex. He decided to formalize his wealth management knowledge and provide better solutions for multigenerational families.

Today, as a founder of The Legacy Group, he works directly with clients to identify their needs, which often involve the transfer of wealth accumulated over a lifetime. Taking into account their comfort with risk, he develops and implements strategies that give clients confidence in achieving their goals.

Alex and his team take extreme care to listen closely. “Only by asking the right questions—even the uncomfortable ones—can we clearly understand each client’s principles, values, concerns and desires, which guide our recommendations and observations,” says Alex. “By knowing what they want, need and expect, we make their well-being, as they see it, our priority.”

Alex lives in Anchorage with his wife, Karla. They have two grown children, Erik and Katja.
He enjoys skiing, hiking, biking and mountaineering—often on the trails in Alaska, though he has climbed mountains on four continents.
Alex is a supporter of associations involved in Nordic skiing and the building and maintenance of trails. He’s even sponsored Nordic athletes competing on national and international stages—including the Olympics.

• Forbes Best-in-State Wealth Management Teams, 2023The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.

• University of Alaska Anchorage, BS in Civil Engineering

• Certified Investment Management Analyst®

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Levi often tells his clients, “If it’s important to you, then it’s important to us.” He enjoys learning about how each of his clients achieve success—as they define it—and gaining a clear understanding of their principles and values. With this deep understanding, he’s able to offer guidance from the perspective of their individual situation.

As a founder of The Legacy Group, Levi takes a long-term view of his client relationships. He has more than 16 years of experience serving the wealth management needs of multigenerational families.

Realizing its importance, Levi started focusing on financial planning early in his career. He became a Certified Financial PlannerTM professional in 2007 and developed a family office planning approach to best serve families through multiple generations. He considers himself an extension of the families he serves and the ability to do so a privilege.

Levi lives in Anchorage with his wife, Blair; their three children, Brance, Adaire and Twyla; and their dog, Finn.
They spend many winter days on skis and many summer days on the lake or taking trips to the remote cabins of Alaska via their float plane.
Levi enjoys coaching his children in competitive alpine racing and his son’s little league baseball team.
He played collegiate baseball at TCU and in 2002 was drafted by the Baltimore Orioles, where he played professionally for three seasons.

• Barron's Top 1,200 Financial Advisors, 2023
  The Barron's rating is awarded annually in March and is based on information from the prior year Q3. 
• Forbes Best-in-State Wealth Advisors, 2019, 2021, 2022, 2023The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.
• Forbes Best-in-State Wealth Management Teams, 2023The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.

• Texas Christian University (TCU), B.B.A. finance

• CERTIFIED FINANCIAL PLANNER™
• Chartered Financial Consultant

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Hannah appreciates that each client has individual and specific needs, and in doing so dedicates herself to understanding a client’s unique situation as she supports their journey to meet financial and non-financial goals. Hannah recognizes the importance of education, and is passionate about providing holistic guidance that empowers her clients.

She is a CERTIFIED FINANCIAL PLANNER™ professional and a Certified Exit Planning Advisor (CEPA), serving multigenerational families and business owners as they identify and address important priorities and plan for next steps in life. Hannah also serves in management, as the Associate Market Executive for the Pacific Northwest Market, supporting advisors and clients across 14 offices in Washington, Alaska, Oregon and Montana.

Hannah lives in Seattle with her husband Mike and their two cats, Sleipnir and Baldur.
In in the winter Hannah enjoys cross-country skiing on the eastern Cascade slopes, and in the warmer months you can find her on a trail running or hiking.
Hannah taught political science courses at the University of Washington, lived in Tuebingen, Germany, Baku, Azerbaijan and Istanbul, Turkey, and is conversational in Turkish and German. She was the recipient of both Department of State and Education overseas research grants.

Hannah attended the University of Washington obtaining a BA in Political Science and and a MA in International Studies.

• University of Washington, BA in Political Science
• University of Washington, MA in International Studies

• Certified Exit Planning Advisor
• CERTIFIED FINANCIAL PLANNER™

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• Forbes Best-in-State Wealth Management Teams, 2023The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.

• Alaska Pacific University, Graduate Certificate in Investments

• CERTIFIED FINANCIAL PLANNER™
• Certified Exit Planning Advisor

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Brigitte joined the Grossblatt practice in 2019, as a licensed Client Service Associate, managing all administration for the practice. Now, as a Senior Wealth Strategy Associate, she provides personalized advice to clients to help meet their goals. She is passionate and committed to developing deep relationships that inform her approach to wealth management.

Brigitte lives in Seattle but grew up in Italy where she obtained her BA in Business Administration at John Cabot University in Rome.  
After university, she lived in Ecuador for three years working with local fashion designers and artisans building relationships and merging old and new traditions in the niche fashion market of Quito.
Brigitte learned her love of cooking from her nonna Marianna (grandmother); her favorite recipe is nonna’s melanzane alla parmigiana (eggplant parmigiana).
Brigitte speaks Italian and is conversational in Spanish.

• John Cabot University, BA in Business Administration

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Rebecca began her financial career with UBS in July 2021 where she works with clients on a daily basis assuring all administrative and operational services are delivered appropriately. Originally from Austria, Rebecca moved to the United States in the summer of 2017 and completed her bachelor’s degree in Business Administration from the University of New Mexico in 2019. In 2021 she moved to Alaska and obtained her MBA from UAA in the spring of 2021. She also managed to compete as a NCAA D1 Alpine Ski Racer at both UNM and UAA where she earned two All-American titles. In her free time she loves backcountry skiing, mountain biking, hiking, traveling, and playing with her cat Lulu.

• University of New Mexico, BA in Business Administration, Management
• University of Alaska Anchorage, MBA with an emphasis in Project Management

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Debra began her financial services career in 1985 in Florida with a small independent broker. Since then she has gained extensive knowledge and experience in financial operations. She assisted in the transition of a small independent firm to a larger Wall Street firm and then became an operations manager at a regional firm.  

When her daughter, Lauren, was born, she relocated to Alaska in 1993 and joined the Planning Group of Anchorage in 1996. Debbie acted as a "Client Experience Director" for The Planning Group. 

Debbie joined UBS in 2015 and handles all incoming correspondence and phone calls. She is instrumental in day to day operations and specializes in managed products, trading and client relationships.

In 2009, Debbie obtained a bachelor's degree in Business Administration Management from Alaska Pacific University. She is series 7, 63 and 65 registered. Debbie’s interests are eclectic and range from gardening and painting to snow machining, ATVs, fishing and hunting. She currently resides in Wasilla with her husband, Jeff.

• Alaska Pacific University, BA in Business Administration Management

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Insights grounded in experience

With nearly 10 years of experience in the financial services industry, As’ad is committed to making a difference in the financial lives of clients. He has a unique perspective on the importance of knowing clients and serving their needs, a perspective learned at an early age from his father, Bishara. As’ad’s consultative relationships run deep, with many clients thinking of the team as part of their extended family. He helps clients achieve the goals that matter the most to them, their family and the future they’re shaping.

As a Portfolio Manager in the UBS Portfolio Management Program, As’ad provides discretionary management of investment portfolios and tailors solutions to unique client needs. He has extensive experience in financial planning and investment management, with in-depth knowledge in all aspects of insurance strategies. Prior to joining UBS in 2012, As’ad was a financial advisor at Morgan Stanley.

Outside of work

Helping his community is an important part of As’ad’s life. He currently serves as Board Secretary for Joyride Society in Phoenix and is on the leadership committee for the Leukemia & Lymphoma Society’s Greater Arizona Man and Woman of the Year campaign. As’ad previously served on the Board of Directors for ResilientMe, a nonprofit organization. In his free time, he enjoys watching football, especially the Washington Redskins, and keeping active with his German shepherd and Pomeranian Chihuahua. As’ad and his fiancée, Natalie, are planning an October 2020 wedding.

• Forbes America’s Top Next-Gen (Generation) Wealth Advisors Best-in-State, 2023The Forbes rating is compiled by Shook Research and awarded annually between June and September based on information from a 12 month period ending in March of the award year.

• University of Arizona, B.S. Marketing

• Portfolio Manager

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Insights grounded in experience

Bill has spent his career serving as an advocate for business owners, institutions and healthcare professionals. He specializes in the complexities of qualified and nonqualified retirement plans, cash management, foundation and endowment management, and investment banking services. As an accredited institutional retirement advisor, Bill focuses on designing and implementing corporate retirement plans that improve the financial lives of employees and enhance an organization’s value.

With a deep understanding for the mechanics behind the development and management of corporate retirement plans, Bill works closely with his institutional clients to design a disciplined approach and then implement and monitor their plans. He takes great pride in helping retirement plan participants relieve some of their work-related stress, offering one-on-one financial coaching sessions on a regular basis. Prior to joining UBS in 2006, Bill served as a financial advisor at Merrill Lynch and as a manager for a nonprofit corporation.

Outside of work

In his free time, Bill enjoys the great outdoors, including hiking, biking and kayaking. He enriches his life with travel, where he explores new places and seeks adventures especially in Alaska and Montana. Bill is passionate about country western dancing, where he’s established a strong community of friends and developed a new skill he can use for life. He’s most proud of his two children and enjoys spending time with them and his extended family.

• Alaska Pacific University, M.B.A., Global Finance
• Montana State University, B.S., Wildlife Biology

• Chartered Retirement Plans Specialist℠
• Senior Retirement Plan Consultant
• Corporate Stock Benefit Consultant