Let's move forward. Together.

With over 20 years in the industry, Richard has managed our client's futures through ten market corrections and two recessions. He builds long term relationships; he takes the time to understand your unique priorities and creates a personalized plan to help you live life on your terms. Richard graduated from the University of Washington with a Bachelor of Business Administration degree and has earned his Chartered Retirement Planning Counselor® designation. Richard enjoys hiking, watching various world soccer teams, gardening, and traveling.

Carolyn began her career in financial services in 1996. She joined UBS Financial Services in 2011 after tenures at KeyBank, McDonald Investments, and Barnett Bank. Carolyn focuses on financial planning and analysis for our clients. Carolyn earned her degree in finance and her MBA from Stetson University.   She has earned her Chartered Retirement Planning Counselor® designation.  She is a longtime supporter of Childhaven and volunteers two days a month in their two year old therapeutic classroom. Carolyn enjoys hiking and cheering on the Seattle Sounders, along with spending time gardening and trying new cooking recipes.

Randi has been a Client Service Associate at UBS since 2011. She has an excellent knowledge of UBS operating procedures and enjoys helping clients with their administrative needs.

Randi graduated with a BA degree in Economics from Wheaton College in MA and worked in real estate consulting for several years before relocating to the Seattle area.  Once in the Seattle area, Randi volunteered in her children's schools in many different capacities over the years.  Prior to joining UBS, Randi worked as an accounting administrator for a custom home builder on the Eastside.

Randi likes to travel and has taken recent trips to Spain, Nepal, Mexico and Cape Cod.  She enjoys spending time with her two adult children who both live in the area.  Favorite activities include skiing, golf and hiking the many trails in the Puget Sound area and beyond.  Other interests include live music, theater and cheering on the Seahawks and Sounders!