An experienced and committed team

  • Mike Matthews Profile Photo

    Michael S. Matthews

    Managing Director–Wealth Management

    Private Wealth Advisor

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    • AK
    • AL
    • AZ
    • CA
    • CO
    • CT
    • DC
    • FL
    • GA
    • HI
    • IA
    • ID
    • IL
    • IN
    • KS
    • LA
    • MA
    • MD
    • MN
    • MT
    • NC
    • NJ
    • NV
    • NY
    • OH
    • OR
    • PA
    • SC
    • SD
    • TN
    • TX
    • UT
    • VA
    • VT
    • WA
    • WI
    • WY

    Leading a talented team for three decades
    For Mike, nothing provides greater satisfaction than helping clients achieve what is most important to them. For more than 30 years, he has been consulting with clients with significant means, helping them capitalize on opportunities to make their fullest impact.

    Mike leads a team of highly credentialed professionals who offer “a deep bench of expertise, talent, networks and diversity of thought,” says Mike, who is proud that his multigenerational practice serving families and institutions, with near-zero attrition. As a senior member of the UBS Private Wealth Management division, he connects clients to the firm’s most sophisticated centers of excellence, bringing them some of the most innovative thinking and solutions available.

    An accounting major in college, Mike is strong when it comes to numbers, yet he is also strong when working with people. He and his team are well-versed in the particular risks and opportunities that come with significant wealth. This includes family governance, rising gen education, estate and tax planning, philanthropy and legacy planning and access to powerful resources reserved for clients of UBS Private Wealth Management. His proficiency at navigating the complexities through various market cycles and life experiences has not gone unnoticed. Mike is honored to have been recognized as a top advisor in the industry, including being named to Forbes’ Best-In-State Wealth Advisors list.

    EXPERIENCE
    – Managing Director, Private Wealth Advisor, Senior Portfolio Manager, UBS Private Wealth Management, 1992 – present
    – Senior Portfolio Manager, providing advisory solutions as a fiduciary

    Mike loves to play golf, exercise and spend time with his friends and family, including his two grown children. He leads his team by example with his strong belief in making a positive contribution to society though volunteerism and a philanthropic focus on supporting healthy communities, education and other causes.

    • Barron's Top 1,000 Financial Advisors, 2009, 2010, 2011, 2012, 2013The Barron's rating is awarded annually in March and is based on information from the prior year Q3. 
    • Barron's Top 1,200 Financial Advisors, 2014, 2015, 2016, 2017, 2019, 2020, 2021, 2022, 2023, 2024
      The Barron's rating is awarded annually in March and is based on information from the prior year Q3. 
    • Forbes America’s Top Wealth Management Teams, 2022, 2023The Forbes rating is compiled by Shook Research and awarded annually in November based on information from a 12 month period ending in March of the award year.
    • Forbes America's Top Wealth Advisors, 2016, 2017, 2018, 2019, 2020, 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 Advisors, 2018, 2020, 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, 2023, 2024The 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.

    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

    • Ohio State University, B.S.B.A. in Accounting
    • Private Wealth Advisor
    Family Offices
    Legacy planning
    Philanthropy
    Multi-generational families
    Retirement planning
    Institutional consulting
    225 108th Avenue NE
    Suite 800
    Bellevue, WA 98004
  • Tyler Matthews Profile Photo

    Tyler Matthews, CRPS® Strategic Partner

    Vice President–Wealth Management

    Financial Advisor

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    • AK
    • AL
    • AZ
    • CA
    • CO
    • CT
    • DC
    • FL
    • GA
    • HI
    • IA
    • ID
    • IL
    • IN
    • KS
    • LA
    • MA
    • MD
    • MN
    • MT
    • NC
    • NJ
    • NV
    • NY
    • OH
    • OR
    • PA
    • SC
    • SD
    • TN
    • TX
    • UT
    • VA
    • VT
    • WA
    • WI
    • WY

    Planning with precision

    Tyler’s focus is on clients and their success. The former professional golfer leverages his tenacity, dedication and love of building relationships in his role as Financial Advisor with The Matthews Group at UBS, where he provides portfolio management and comprehensive wealth management advice.

    His attention to detail and precision is evident in his highly customized approach to implementing and overseeing client portfolios. He enjoys working closely with individuals, families, executives and business owners and embraces every opportunity to provide powerful solutions to help them achieve their goals.

    Tyler is also a Chartered Retirement Plans SpecialistSM. As a Strategic Partner, he guides fiduciaries and participants through periodic reviews and education sessions.

    EXPERIENCE
    – Financial Advisor, UBS, 2011 – present
    – Professional Golfer, 2010

    EDUCATION & CREDENTIALS
    – B.A. in Economics, Vanderbilt University
    – Chartered Retirement Plans Specialist®
    – Series 7 and 66 securities licenses
    – Life, disability and long-term care insurance licenses #806410

    As an accomplished golfer, Tyler loves sports and is an avid Seattle Sounders fan. He enjoys spending time with friends and family, including his puppy, Leo. 

    • Forbes America’s Top Wealth Management Teams, 2022, 2023The Forbes rating is compiled by Shook Research and awarded annually in November based on information from a 12 month period ending in March of the award year.
    • Forbes Best-in-State Wealth Management Teams, 2023, 2024The 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.

    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

    • Vanderbilt University, B.A. in Economics
    • Chartered Retirement Plans Specialist℠
    • Series 7 and 66 securities licenses
    • Life, disability and long term care insurance licenses #806410
    Philanthropy
    Retirement planning
    Investing
    Retirement Plan consulting
    225 108th Avenue NE
    Suite 800
    Bellevue, WA 98004
  • Melanie

    Melanie Matthews

    Vice President–Wealth Management

    Private Wealth Advisor

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    • AK
    • AL
    • AZ
    • CA
    • CO
    • CT
    • DC
    • FL
    • GA
    • HI
    • IA
    • ID
    • IL
    • IN
    • KS
    • LA
    • MA
    • MD
    • MN
    • MT
    • NC
    • NJ
    • NV
    • NY
    • OH
    • OR
    • PA
    • SC
    • SD
    • TN
    • TX
    • UT
    • VA
    • VT
    • WA
    • WI
    • WY

    Prepared for the next step

    As a Private Wealth Advisor at The Matthews Group at UBS, Melanie works closely with families to transform their vision into action. With a focus on portfolio management and financial planning she puts the team’s size and depth of experience to work on clients’ behalf. She considers all dimensions of their financial lives and connects them to some of the most effective solutions and sophisticated thinking available. 

    Melanie joined UBS in 2015, at the firm’s New York headquarters where she gained experience in all of the firm’s major departments. In 2018, she brought her experience and connections to Bellevue, Washington to join The Matthews Group.

    Previously, she worked in sales, a background that helps her connect with others and forge strong relationships. She was drawn to wealth management because “it centers around helping others,” she says. “It is very gratifying to help empower clients to succeed and pursue their goals.”

    EXPERIENCE
    – Private Wealth Advisor, UBS Private Wealth Management, 2021 – present
    – Financial Advisor Associate, 2018 – 2021
    – Internal Wholesaler, UBS Asset Management, 2017 – 2018
    – Analyst, UBS Private Wealth Management, 2015 – 2017

    EDUCATION & CREDENTIALS
    – B.A. in Communication, University of Washington - Foster School of Business
    – Sales Certificate, University of Washington - Foster School of Business
    – Series 7 and 66 securities licenses
    – NV, WA, State insurance licenses #1016330

    Melanie and her husband reside in Bellevue, Washington. She enjoys traveling, exercising,  waterskiing and spending time with friends and family.

    • Forbes America’s Top Wealth Management Teams, 2022, 2023The Forbes rating is compiled by Shook Research and awarded annually in November based on information from a 12 month period ending in March of the award year.
    • Forbes Best-in-State Wealth Management Teams, 2023, 2024The 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.

    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

    • University of Washington - Foster School of Business, B.A. in Communication
    • University of Washington - Foster School of Business, Sales Certificate
    • Private Wealth Advisor
    • NV, WA State Insurance Licenses
    • Series 7 and 66 securities licenses
    Financial planning
    Legacy planning
    Long-term care planning
    Retirement planning
    Investing
    Institutional consulting
    225 108th Avenue NE
    Suite 800
    Bellevue, WA 98004
  • Kimberly Muska Profile Photo

    Kimberly Muska, CFP®, CPWA®, CDFA®

    Director

    Certified Divorce Financial Analyst

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    • AK
    • AL
    • AZ
    • CA
    • CO
    • CT
    • DC
    • DE
    • FL
    • GA
    • HI
    • IA
    • ID
    • IL
    • IN
    • LA
    • MA
    • MD
    • MN
    • MT
    • NC
    • NJ
    • NV
    • NY
    • OH
    • OR
    • PA
    • SC
    • TN
    • TX
    • UT
    • VA
    • VT
    • WA
    • WI
    • WY

    Helping clients through life changes

    For Kim, work has never felt like a job. “I am surrounded by clients with whom I enjoy working,” she says. As a Relationship Manager with The Matthews Group at UBS, she focuses on helping clients dealing with change, “whether it be divorce, death of a spouse or parent, or even retirement.”

    She has extensive experience guiding clients through critical times, having spent the past 20 years providing comprehensive financial planning and advice for a variety of client circumstances. Her goal is to help clients develop strategies for optimally positioning their wealth. To do so, she leverages a deep network of professionals in legal, tax and philanthropic planning, making holistic wealth management accessible and streamlined.

    No matter what the situation, Kim wants to “hear what you are going through and provide a road map to help you get where you need to be, no matter the obstacles,” she says. “To me, your story matters.”

    EXPERIENCE
    – Relationship Manager, UBS, 2018 – present
    – Senior Vice President, Wealth Advisor, Key Private Bank, 2015 – 2018
    – Relationship Manager, Halbert Hargrove, 2012 – 2015
    – Senior Financial Associate, RBC Wealth Management, 2009
    – Financial Advisor/Investment Associate, UBS, 2004 – 2009
    – Regional Consultant, Advisor Consulting Group, Northern Trust Asset Management,
    2002 – 2004
    – Assistant Vice President, Envestnet Asset Management, 2000 – 2002
    – Regional Marketing Associate, Morgan Stanley, 1997 – 2000

    EDUCATION & CREDENTIALS
    – B.B.A., Information Systems, Loyola University Chicago
    – Certified Financial PlannerTM (CFP®) 
    – Certified Divorce Financial Analyst®
    – Certified Private Wealth Advisor® 
    – Series 7 and 66 securities licenses
    – Life, disability and long-term care insurance licenses #750801

      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

      • Loyola University Chicago, B.B.A. in Information Systems
      • Certified Divorce Financial Analyst
      • CERTIFIED FINANCIAL PLANNER™
      • Series 7 and 66 securities licenses
      • Life, disability and long term care insurance licenses #806410
      • Certified Private Wealth Advisor® consultant
      Financial planning
      Philanthropy
      Legacy planning
      Long-term care planning
      Retirement planning
      Investing
      225 108th Avenue NE
      Suite 800
      Bellevue, WA 98004
    • Shawn Meeks Profile Photo

      Shawn L. Meeks, CIMA®

      Director

      Senior Wealth Strategy Associate

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      • AK
      • AL
      • AZ
      • CA
      • CO
      • CT
      • DC
      • FL
      • GA
      • HI
      • IA
      • ID
      • IL
      • LA
      • MA
      • MD
      • MN
      • MT
      • NC
      • NJ
      • NV
      • NY
      • OH
      • OR
      • PA
      • SC
      • TN
      • TX
      • UT
      • VA
      • VT
      • WA
      • WI
      • WY

      The foundation for financial decision-making

      Introduced to the concept of compound interest at a young age, Shawn became an early investor. Fascinated with what can be accomplished through long-term, disciplined investing, he was “drawn to this career by the potential to have a dramatic impact on people in an area of their lives that often ranks as the no. 1 source of stress for Americans.” Shawn explains, “I strongly feel this is an area of life in which people need great help and direction.”

      That direction starts with a plan. “It is the foundation for all important financial decision-making, coordinating with trusted advisors and adjusting to changing objectives and desires of the family,” he adds. 

      With each conversation, Shawn wants clients to feel confident about their financial decisions and cares deeply about their success. He leverages more than 20 years of experience at UBS and 25 in the industry, aligning portfolios with client goals, risk tolerance, time horizon and cash flow needs through various market conditions. A Certified Investment Management Analyst®, he focuses on holistic wealth management centered around goals-based financial planning, behavioral investment counseling and customized portfolio management.

      EXPERIENCE
      – Senior Wealth Strategy Associate, UBS Private Wealth Management, 2018–present
      – Financial Advisor, Senior Vice President–Wealth Management, UBS Private Wealth Management, 2006–2018
      – US Bancorp Piper Jaffray, 1999–2006
      – US Bancorp Investments, May 1996–1998

      EDUCATION & CREDENTIALS
      – B.A. in Economics, University of Washington
      – Series 7, 31, 63 and 65 securities licenses
      – Certified Investment Management Analyst®, The Wharton School, University of Pennsylvania
      – Life, disability and long-term care insurance licenses #166242

      Shawn enjoys traveling, mentoring and volunteering. He is actively involved in Night to Shine, an annual event through the Tim Tebow Foundation that benefits special needs children and their families.

        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

        • University of Washington, B.A. in Economics
        • Certified Investment Management Analyst®
        • Series 7, 31, 63 and 65 securities licenses
        • Life, disability and long term care insurance licenses #806410
        Financial planning
        Philanthropy
        Legacy planning
        Long-term care planning
        Retirement planning
        Investing
        225 108th Avenue NE
        Suite 800
        Bellevue, WA 98004
      • Kathryn Sciba Profile Photo

        Kathryn J. Sciba, CFP®, CPWA®

        Associate Director

        Private Wealth Relationship Manager

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        • AK
        • AL
        • AZ
        • CA
        • CO
        • CT
        • DC
        • FL
        • GA
        • HI
        • IA
        • ID
        • IL
        • IN
        • LA
        • MA
        • MD
        • MN
        • MT
        • NC
        • NJ
        • NV
        • NY
        • OH
        • OR
        • PA
        • SC
        • TN
        • TX
        • UT
        • VA
        • VT
        • WA
        • WI
        • WY

        Helping clients achieve what matters most

        For more than a decade, Kathryn has worked closely with individuals and families as their trusted advisor. Leveraging her years of experience, she understands how to effectively guide her clients through complex decisions about their wealth. She has dedicated her career to listening to her clients’ concerns, goals and aspirations, tailoring a roadmap accordingly and guiding them along the path of financial success.

        As a leader of The Matthews Group, Kathryn directs initiatives across multiple areas, including comprehensive financial planning, wealth preservation and transfer, philanthropy and investment management—always focusing on the client experience. “It is a joy of mine to help clients make an impact and live their fullest lives,” says Kathryn, pointing out that “the possibilities generated by prudent wealth management are powerful.”

        She and her team provide boutique financial advisory services backed by the vast tools and resources of UBS, a global leader in wealth management. “Regardless of the market cycle, our focus is on providing a family office atmosphere and the confidence needed around finances to give clients peace of mind and equip them to better pursue their dreams.”

        EXPERIENCE
        – Relationship Manager, UBS Private Wealth Management, 2015 – present
        – Senior Registered Client Associate, UBS Private Wealth Management, 2006 – 2015

        EDUCATION & CREDENTIALS
        – B.A. in Finance and Economics, Eastern Washington University
        – Certified Financial Planner (CFP®)
        – Series 7 and 66 securities licenses
        – Brené Brown’s Dare to LeadTM training in 2019.

        Kathryn resides with her husband, two children and puppy in the Bellevue area, where she enjoys a robust schedule of children activities. She is active with local organizations serving unhoused populations as well as international humanitarian organizations. In her free time, Kathryn can be found volunteering, enjoying the outdoors, reading and traveling.

          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

          • Eastern Washington University, B.A. in Finance and Economics
          • Private Wealth Relationship Manager
          • CERTIFIED FINANCIAL PLANNER™
          • Certified Private Wealth Advisor® consultant
          • Series 7 and 66 securities licenses
          Family Offices
          Investing
          Financial planning
          Multi-generational families
          Retirement planning
          Retirement Plan consulting
          225 108th Avenue NE
          Suite 800
          Bellevue, WA 98004
        • Tanner Peelen Profile Photo

          Tanner Peelen, CFA®

          Associate Director

          Chartered Financial Analyst®

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          • AK
          • AL
          • AZ
          • CA
          • CO
          • CT
          • DC
          • FL
          • GA
          • HI
          • IA
          • ID
          • IL
          • IN
          • LA
          • MA
          • MD
          • MN
          • MT
          • NC
          • NJ
          • NV
          • NY
          • OH
          • OR
          • PA
          • SC
          • TN
          • TX
          • UT
          • VA
          • VT
          • WA
          • WI
          • WY

          Inspired by strong relationships

          Tanner’s drive comes from his family. When he was young, his family was rocked by illness. In overcoming sickness, he observed the grit and sacrifice of his parents “to provide the life they wanted for us,” he remembers. “I draw upon those lessons daily and will carry them forever, not only as a husband and father, but as a steward of my clients’ wealth.”

          Today, Tanner brings an analytical perspective and relentless attention to detail to his role as Relationship Manager at The Matthews Group at UBS. He is responsible for managing client portfolios, including portfolio asset allocation, security selection and research. Tanner enjoys speaking with clients about their goals, investments and the financial markets and works hard to create value for them in the form of dollars and cents using an analytical and numbers-driven process.

          In college, Tanner double-majored in biochemistry and economics, setting his sights on  becoming a doctor. He found himself increasingly drawn to economics. After graduation, he was advised to try wealth management and has never looked back.

          In 2016, he earned his CFA charter to deepen his understanding of the markets. Now, his passion lies in building great client relationships and going above and beyond to find new ways to help them realize their goals.

          EXPERIENCE
          – Relationship Manager, UBS Private Wealth Management, 2017–present
          – Financial Advisor, UBS Wealth Management Americas, 2011–2017
          – Client Associate, UBS Wealth Management Americas, 2010–2011

          EDUCATION & CREDENTIALS
          – B.S. in Economics and Biochemistry, University of Wisconsin—Madison, 2010
          – Chartered Financial Analyst, CFA Institute
          – Series 7, 31 and 66 securities licenses
          – Life, disability and long-term care insurance licenses #787607

          Tanner loves spending time with his wife and raising their two children. In his spare time, he enjoys activities including golfing, hiking, biking and running, and completed his first half Ironman.

            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

              • Chartered Financial Analyst®
              Long-term care planning
              Retirement planning
              Investing
              Alternative investments
              Institutional consulting
              Retirement Plan consulting
              225 108th Avenue NE
              Suite 800
              Bellevue, WA 98004
            • Mandy Ho 2023

              Mandy Ho, CFA, CIMA®

              Director

              Chartered Financial Analyst®

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              • AK
              • AL
              • AZ
              • CA
              • CO
              • CT
              • DC
              • FL
              • GA
              • HI
              • IA
              • ID
              • IL
              • IN
              • LA
              • MA
              • MD
              • MN
              • MT
              • NC
              • NJ
              • NV
              • NY
              • OH
              • OR
              • PA
              • SC
              • TN
              • TX
              • UT
              • VA
              • VT
              • WA
              • WI
              • WY

              Trust, confidence and peace of mind

              For two decades, Mandy has spent her career managing investments for high-net-worth clients, and non-profit organizations. Drawing from her extensive experience as an investment professional, she understands the importance of having an investment plan that is carefully designed in close coordination with clients’ unique goals and objectives. Moreover, it must be carefully implemented, continuously monitored, and thoughtfully adjusted as life events and market conditions will inevitably change. This is the level of discipline and commitment that Mandy brings to every client relationship.

              Mandy will devote her time to understand your priorities, and accordingly design a financial and investment plan to help you thrive financially. Her ultimate personal goal is to ensure her clients feel confident and have peace of mind regardless of life events or market events. There is no greater honor for The Matthews Group than to serve you as your lifetime advisors.   

              CREDENTIALS
              – Chartered Financial Analyst, CFA Institute
              – Certified Investment Management Analyst, IMCA
              – Securities Licenses: Series 7 and 63 

              EDUCATION
              – Executive MSc Behavioural Science, London School of Economics
              – M.B.A Wheeling Jesuit University
              – B.A. Psychology & Professional Communications, Wheeling Jesuit University

              Mandy resides in Sammamish with her husband, two daughters, and beloved pup. She can be found cheering for her children at soccer games, dance conventions and weightlifting competitions. During her free time, she enjoys reading, art, food and travel.

              She also volunteers on the Board of Trustees for Herbert B. Jones Foundation. A private foundation that supports post-secondary students and college entities in the learnings of entrepreneurism and small business.

                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

                • London School of Economics, Executive MSc Behavioural Science
                • Wheeling Jesuit University, M.B.A
                • Wheeling Jesuit University, B.A. Psychology & Professional Communications,
                • Chartered Financial Analyst®
                • Certified Investment Management Analyst®
                • Investment Decisions and Behavioral Finance, Harvard Kennedy School Executive Education
                • Series 7 and 63 Securities Licenses
                Investing
                Custom portfolios
                Asset allocation
                Alternative investments
                Institutional consulting
                Family Offices
                225 108th Avenue NE
                Suite 800
                Bellevue, WA 98004
              • Renee Hawkes Profile Photo

                Renee Hawkes

                Director

                Series 7, 65 and 66 securities licenses

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                • AK
                • AL
                • AZ
                • CA
                • CO
                • CT
                • DC
                • FL
                • GA
                • HI
                • IA
                • ID
                • IL
                • IN
                • LA
                • MA
                • MD
                • MN
                • MT
                • NC
                • NJ
                • NV
                • NY
                • OH
                • OR
                • PA
                • SC
                • TN
                • TX
                • UT
                • VA
                • VT
                • WA
                • WI
                • WY

                Focused on taxes and wealth planning

                Renee brings more than 25 years of experience in tax and finance, helping individuals and families achieve their financial and personal goals.

                Renee relishes every opportunity to help clients with tax-aware wealth management strategies, particularly business owners who are selling their enterprises and high net worth clients with estate planning needs. “I just love the puzzle,” she says, “and the interplay of taxes with wealth planning.”

                Over the course of her career, she has developed special expertise in helping women in transition, families with multigenerational wealth and the charitably inclined manage the impact of their wealth, assuring that their financial planning strategies meet their goals.

                EXPERIENCE
                – Director, Senior Wealth Strategy Associate, UBS Private Wealth Management, 2021 – present
                – Managing Director, Client Manager, Cornerstone Advisors, Inc., 2018 – 2021
                – Wealth Planner, Coldstream Wealth Management, 2014 – 2018
                – Director of Estate and Trust Services, Bernston Porter & Company, PLLC, 2002 – 2014

                EDUCATION & CREDENTIALS
                – B.B.A. Accounting, Gonzaga University, 1995
                – Certified Exit Planning Advisor (CEPA®)
                – Series 7, 65 and 66 securities licenses

                Renee serves as the chairperson for the Fred Hutchinson Planned Giving Council. She is also the president of the East King County Estate Planning Council, a network of premier estate planning professionals. She lives in the Bellevue are and enjoys cheering for her daughters’ sports teams and volunteering in the community.

                  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

                    • Series 7, 65 and 66 securities licenses
                    Financial planning
                    Retirement planning
                    Estate planning strategies
                    Exit planning
                    Business succession
                    Investing
                    225 108th Avenue NE
                    Suite 800
                    Bellevue, WA 98004
                  • Michael Bockner Profile Photo

                    Michael Bockner - Strategic Partner

                    Senior Vice President–Wealth Management

                    Financial Advisor

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                    • AK
                    • AZ
                    • CA
                    • FL
                    • TX
                    • WA

                    Finding that path

                    Having long been in love with the markets and economics, Michael entered the finance industry in the late 1990s. He first pursued that love in an equities and derivatives sales and trading role. From there, he went on to work for some of the largest banks in the world, including Bank of America and JP Morgan, in both investment and client advisory roles. In 2022, he brought his 22 years of experience to UBS, joining The Matthews Group as a Senior Vice President and Private Wealth Advisor.

                    “I love serving others,” he says. “I enjoy solving the puzzle for my clients, answering the question, ‘How do we get from point A to point B?’ We find that path, enabling our clients to live the lives they’ve always dreamt of.” 

                    Michael now leverages his extensive training and distinct lens on the markets in providing the team’s wealth management clients access to services and advice. “Our team surrounds our clients with the resources they need as they need them,” he explains. “This includes individuals dedicated to planning, trusts and estates, custom credit and customized portfolio management.”

                    EXPERIENCE
                    – Senior Vice President–Wealth Management, Private Wealth Advisor, UBS, 2022 – present
                    – Senior Vice President, Private Client Advisor, Bank of America Private Bank, 2013 – 2022
                    – Vice President, Global Investment Specialist, J.P. Morgan, 2009 – 2013
                    – Founder, Singletrack Advisors LLC, 2007 – 2009
                    – Vice President, Equity Sales and Trading, Oppenheimer & Co. Inc., 2000 – 2005

                    EDUCATION & CREDENTIALS
                    – B.A. in Political Science and Foreign Policy, Franklin & Marshall College, 1994
                    – Series 7, 31, 55, 63 and 66 licenses

                    As a former competitive mountain bike racer, Michael loves the outdoors, skiing and
                    fly fishing. He and his two children enjoy art and traveling.

                      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

                          225 108th Avenue NE
                          Suite 800
                          Bellevue, WA 98004
                        • Rebekah Joy Boettcher

                          Rebekah Joy Boettcher

                          Authorized Officer

                          Senior Wealth Strategy Associate

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                          The pursuit of goals

                          Rebekah is passionate about helping individuals and families pursue their goals. A Senior Wealth Strategy Associate with The Matthews Group at UBS, she is proud to be a part of one of the industry’s most successful advisory teams, delivering the resources of one of the world’s leading wealth managers. They offer comprehensive wealth management advice, including tax mitigation and liquidity solutions, multigenerational education, estate-planning strategies, lending, private banking, philanthropy and a range of concierge services.

                          Rebekah leverages her previous experiences as a currency trader and a portfolio analyst in helping the team curate that advice, including unparalleled access to opportunities that only a global leader in wealth management can provide.

                          EXPERIENCE
                          – Senior Wealth Strategy Associate, UBS Private Wealth Management, 2018 – present
                          – Currency Trader, Russell Investments, 2015 – 2018
                          – Portfolio Analyst, Russell Investments, 2013 – 2015

                          EDUCATION & CREDENTIALS
                          – B.A. in Business Administration and Finance, Seattle Pacific University
                          – Certified Financial PlannerTM (CFP®) professional
                          – Series 7 and 66 securities licenses

                          Rebekah is an equestrian enthusiast. She and her husband, young daughter and German Shepherd live in Snohomish, where they enjoy being outside and spending time with family and friends.

                            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

                              • CERTIFIED FINANCIAL PLANNER™
                              225 108th Avenue NE
                              Suite 800
                              Bellevue, WA 98004
                            • Michael Zaky Profile Photo

                              Michael Robert Zaky

                              Wealth Strategy Associate

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                              A plan for today and tomorrow

                              A Wealth Strategy Associate with The Matthews Group at UBS, Michael enjoys helping families and businesses achieve their short- and long-term financial goals. Ultimately, he helps clients create a strategic plan that considers all aspects of their financial lives.

                              A former collegiate basketball player, Michael leverages his passion for results and preparation in providing clients with extraordinary levels of service.

                              Before transitioning to wealth advisory, Michael was a licensed manager associate at KeyBank. He points out that “marrying the banking world with my current role in wealth management is instrumental in our daily work, helping clients navigate the challenges they face. From analyzing loan types to devising a cash flow plan and how that might affect their investment strategy, it all ties in together.”

                              EXPERIENCE
                              – Wealth Strategy Associate, UBS Private Wealth Management, 2021 – present
                              – Client Service Associate, UBS Private Wealth Management, 2019 – 2021
                              – Financial Advisor, Account Manager, Pacific Capital Resource Group, 2019 – 2019
                              – Financial Consultant, Management Associate, KeyBank, 2018 – 2019

                              EDUCATION & CREDENTIALS
                              – B.A., Management and Information Systems, Washington State University, 2018
                              – Certificate, Business/Managerial Economics, Harvard Business School, 2019
                              – Series 6, 7, 63 and 65 securities licenses
                              – Life and disability insurance licenses #950527
                              – Conversational in Arabic (Egyptian)

                              Michael, a native Washingtonian, enjoys watching his beloved Seahawks with friends and family. He also loves working out and spending time outdoors playing basketball, golfing, skiing and paddle boarding.

                                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

                                    225 108th Avenue NE
                                    Suite 800
                                    Bellevue, WA 98004
                                  • Marco Pamparo Profile Photo

                                    Marco Pamparo

                                    Wealth Strategy Associate

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                                    Beyond finance

                                    Marco has long enjoyed helping people. Growing up, he always looked for ways to make a positive impact on others’ lives. During his undergraduate and graduate studies, the financial markets captured his interest. After he landed a job as a relationship manager for institutional and retail banking clientele, his desire to build strong client relationships and help them achieve their goals grew even more—and led him to the finance industry.

                                    Today, as a Wealth Strategy Associate at The Matthews Group at UBS, Marco specializes in providing clients with accurate and efficient solutions. He assists with portfolio management, market research and investment due diligence to ensure “we are investing our clients in diversified and cost-efficient models that performs.”

                                    He and his team takes the time to build trust and get to know clients beyond their finances. “We forge strong partnerships and friendships, and we are there for our clients, from planning to execution to completion.”

                                    Whatever the task at hand, Marco quickly finds a solution that places the least amount of burden on the client and focuses on making a difference. “We’re often confronted with complex and challenging situations,” says Marco. “Helping clients navigate those situations is extremely rewarding.”

                                    EXPERIENCE
                                    – Wealth Strategy Associate, UBS Private Wealth Management, 2019 – present
                                    – Licensed Relationship Manager, KeyBank, 2018, 2019
                                    – Commercial Banking Relationship Manager, Metropolitan Bank & Trust Co. (Philippines), 2014 – 2016

                                    EDUCATION & CREDENTIALS
                                    – B.A. in Economics, Ateneo de Manila University, 2013
                                    – M.B.A. Asian Institute of Management, 2017
                                    – Series 6, 7, 63 and 65 securities licenses
                                    – Life and disability insurance licenses

                                    Marco enjoys working out and playing various sports. He is fond of photography and likes to take photos of family, friends, street scenes and cityscapes. He loves to travel, especially on spontaneous trips and outings with friends and family.

                                      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

                                          225 108th Avenue NE
                                          Suite 800
                                          Bellevue, WA 98004
                                        • Lindsay Anne Gookstetter

                                          Lindsay Anne Gookstetter

                                          Senior Client Associate

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                                          Exceeding expectations

                                          Lindsay has always gravitated toward the customer service industry. She enjoys working with people and being a part of a collaborative team.

                                          As a Senior Client Associate at The Matthews Group at UBS, she gets to do just that while bringing meticulousness and structure to everything she does. This includes delivering extraordinary service to clients and managing team operations effortlessly.

                                          She and her team assist multigenerational families in planning for long-term wealth and stability, building deep and lasting relationships with their clients. With over 15 years of experience, Lindsay leads client reporting, communication and disbursement processing. Her degree in hotel restaurant administration, she explains, provided her with “the fundamentals to successfully navigate complex and ambiguous circumstances.”

                                          Lindsay prides herself on identifying and fulfilling client requests in an accurate and timely manner and diligently following up to ensure expectations are exceeded.

                                          EXPERIENCE
                                          – Senior Registered Client Associate, UBS Private Wealth Management, 2016 – present
                                          – Assistant Property Manager, PS Business Parks, Inc., 2013 – 2016
                                          – Real Estate Specialist, ABODA, 2002 – 2009
                                          – Account Administrator, Wachovia Securities, 1999 – 2002
                                          – Credit Support/Reports Specialist, Bank of America, 1997, 1998

                                          EDUCATION & CREDENTIALS
                                          – B.A., Hospitality Business Management, Washington State University, 1997
                                          – Series 7 and 66 securities licenses 

                                          Lindsay enjoys being outdoors, especially boating, hiking, attending her two teenagers’ sporting events and watching her beloved Seattle teams. She and her close-knit family live in Sammamish, WA. Together they enjoy celebrating milestones and exploring new travel destinations. She volunteers in her community through schools and youth sports.

                                            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

                                                225 108th Avenue NE
                                                Suite 800
                                                Bellevue, WA 98004
                                              • Laura Besaw Profile Photo

                                                Laura Besaw

                                                Wealth Strategy Associate

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                                                A global view

                                                Laura was born and raised in Cologne, Germany. In 2015, she moved to the United States and began her career in the financial services industry.

                                                With a deep understanding of wealth management, Laura supports her colleagues at The Matthews Group at UBS in helping the team’s clients reach their financial goals.

                                                Being bilingual in German and English, Laura is a true aid in international client work. She brings a passion for service to all that she does, having held a number of previous positions in which customer service and relationships are paramount.

                                                EXPERIENCE
                                                – Registered Client Associate, UBS Private Wealth Management, 2022 – present
                                                – Financial Solutions Advisor II, Merrill Edge, 2020 – 2022
                                                – Financial Advisor Development Program Relationship Manager, Merrill Edge, 2019, 2020
                                                – Service Manager, Wells Fargo, 2016 – 2019
                                                – Sales Representative, Germany, Modeservice West GmbH, 2013, 2014

                                                EDUCATION & CREDENTIALS
                                                – B.S., Finance, Penn State University, 2020
                                                – Series 7 and 66 securities licenses

                                                Laura enjoys spending time with her husband and daughter. Together, they can be found playing tennis, going on hikes and traveling the world.

                                                  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

                                                      225 108th Avenue NE
                                                      Suite 800
                                                      Bellevue, WA 98004
                                                    • Derin Russo Profile Photo

                                                      Derin Russo

                                                      Client Associate

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                                                        Trust that goes beyond

                                                        The energy that surrounds the financial markets intrigued Derin as a college student. She took her first finance course and “was hooked,” she says. “I knew this was a career I wanted to pursue.”

                                                        Today, as a Client Associate at The Matthews Group at UBS, she specializes in ensuring clients’ needs are met in an accurate and timely way. “Clients rely on my expertise when they’ve met a roadblock or are unsure of a path forward,” says Derin. She and her team take the time to connect with clients to develop “a level of understanding and trust that goes beyond financial needs.” When a client has a complex question, she loves coming up with a solution that takes work away from the client and provides a sense of stability and ease.

                                                        Derin has experience in fixed-income trading, fixed-income sales, municipal bonds, treasury operations, 401(k) plans and 401(b) plans. She applies this extensive industry knowledge “to help clients meet their needs and exceed whatever they thought was possible.”

                                                        EXPERIENCE
                                                        – Client Associate, UBS Private Wealth Management 2016 – present
                                                        – Fixed Income Trading Specialist and Operations Administrator, Wellington Shields, 2012, 2013
                                                        – Institutional Sales, D.A. Davidson Companies, 2010 – 2012
                                                        – Treasury Operations Specialist, Glacier Bancorp, Inc., 2008 – 2010
                                                        – Junior Financial Consultant and Registered Assistant, D.A. Davidson Companies, 2006 – 2008

                                                        EDUCATION & CREDENTIALS
                                                        – B.B.A. in Finance and Accounting, Carroll College
                                                        – Series 7, 53 and 66 securities licenses

                                                        Derin and her husband Anthony have three daughters, who keep their calendar busy and their hearts full.

                                                          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

                                                              225 108th Avenue NE
                                                              Suite 800
                                                              Bellevue, WA 98004
                                                            • Jarrod Byers Profile Photo

                                                              Jarrod Byers

                                                              Client Associate

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                                                              Building genuine, lasting relationships

                                                              Jarrod is proud to be a part of one of the industry’s most successful advisory teams, delivering the resources of one of the world’s leading wealth managers. The Matthews Group at UBS offers comprehensive wealth management advice, including tax mitigation and liquidity solutions, multigenerational education, estate planning strategies, lending, private banking, philanthropy and a range of concierge services.

                                                              Jarrod is grateful to have landed a career in wealth management because he believes it offers the opportunity to build genuine, lasting relationships. He enjoys a flexible schedule and “coming to work with a team of people with whom I love spending time.” Jarrod is delighted to be able to collaborate with deeply knowledgeable, supportive and encouraging individuals.

                                                              EXPERIENCE
                                                              – Client Associate, UBS Private Wealth Management, 2022 – present

                                                              EDUCATION & CREDENTIALS
                                                              – B.A. in Finance and Information Systems, University of Washington Michael G. Foster School of Business
                                                              – Series 7 and 66 securities license 

                                                              Originally from Bothell, WA, Jarrod enjoys spending time with family, wakeboarding in the summer and skiing in the winter. Jarrod is a former youth leader and on-site volunteer with Esperanza International, a nonprofit organization that builds homes and cultivates relationships across communities in Tijuana, Mexico. 

                                                                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

                                                                    225 108th Avenue NE
                                                                    Suite 800
                                                                    Bellevue, WA 98004
                                                                  •  Marci L. Cook

                                                                    Marci L. Cook

                                                                    Executive / Team Assistant

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                                                                      Commitment to excellence

                                                                      At The Matthews Group at UBS, Marci is central to keeping the wealth management practice running efficiently and effectively. For Marci, the Executive Assistant to Mike Matthews and the entire 20-person team, no job is too big or too small.

                                                                      Marci proactively does what it takes to find solutions and anticipate potential issues, freeing her colleagues to be more productive and focus on the needs of their clients. In addition, she organizes all of the team’s community service activities, including volunteering at the local food bank and participating in charity runs, walks and climbs.

                                                                      “At The Matthews Group, we’re committed to excellence,” she says. “We put clients first and work together as a team to provide them with the highest level of service.”

                                                                      EXPERIENCE
                                                                      – Executive/Team Assistant, UBS Private Wealth Management, 2001 – present
                                                                      – Executive Assistant, Merrill Lynch, 1986 – 1997

                                                                      EDUCATION & CREDENTIALS
                                                                      – B.A. in Psychology, University of Washington 

                                                                      Marci loves to travel, hike and spend time with friends and her family, which includes her two adult sons. A Bellevue native, she lived in England for four years and is happy to be back in her hometown. In and outside of work, Marci gives back by participating in local fundraising events for charities, including the three-day, 60-mile Susan G. Komen walk for breast cancer, the three-mile JDRF Beat the Bridge walk for juvenile diabetes, the 832 open-air stair climb at Base 2 Space for the Fred Hutchinson Cancer Research Center and Space Needle Foundation, and the 69-flight stair climb for the Leukemia & Lymphoma Society.

                                                                        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

                                                                        • University of Washington , B.A. in Psychology
                                                                          225 108th Avenue NE
                                                                          Suite 800
                                                                          Bellevue, WA 98004
                                                                        • Patrick Wu Profile Photo

                                                                          Patrick Wu

                                                                          Executive / Team Assistant

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                                                                            Service. Solutions. Support.

                                                                            With a passion for wealth management and financial markets, Patrick takes great pride and pleasure in not only helping clients optimally position their wealth but also supporting a dynamic and highly efficient wealth management team.

                                                                            As the team’s Executive Assistant, he is responsible for coordination between the relationship management and service teams to solve complex client issues and provide comprehensive business solutions. He plays a vital role in ensuring clients’ needs are met and business operations run smoothly.

                                                                            Before joining UBS in May 2022, Patrick worked for a major tech company on their enterprise service team, helping it to expand and build its enterprise service infrastructure in North America. Previously, he served in the US Army for four years.

                                                                            EXPERIENCE
                                                                            – Executive Assistant, UBS Private Wealth Management, May 2022 – present
                                                                            – Administration, Enterprise Services, TikTok, 2020 – 2022
                                                                            – Senior Team Lead, Medical Unit, US Army, 2016 – 2020

                                                                            EDUCATION & CREDENTIALS
                                                                            – B.S. in Hospitality Management, University of Nevada, Las Vegas
                                                                            – M.B.A. candidate, University of Washington, Michael G. Foster School of Business

                                                                            Patrick is happily married to his wife, a local restaurant owner. He is passionate about motorsports as well as aviation. He is fluent in Mandarin.

                                                                              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

                                                                              • University of Nevada, Las Vegas, B.S.in Hospitality Management,
                                                                              • University of Washington, Michael G. Foster School of Business, M.B.A. candidate
                                                                                225 108th Avenue NE
                                                                                Suite 800
                                                                                Bellevue, WA 98004