Understanding

Chris has been a Financial Advisor since 1989 and leads the Price Group as the team Managing Director - Wealth Management and Senior Portfolio Manager. He holds the following licenses series: 7, 31, 63, 65 as well as variable life and annuity insurance licenses.

He earned a degree of Bachelor of Science in Information and Computer Science at the University of California, Irvine. His main focus and background is in dealing with retirees, professionals and business owners in the retirement/rollover market. Our team is committed to developing long term relationships through high level of service, ongoing dialogue, and customized investments. 

Chris resides in Newport Beach with his wife Lisa. 

CA Insurance License # 0A79112

Dana began his career as a Financial Advisor in 1987 and has a CRPC® designation as a Chartered Retirement Planning Counselor that offers and specializes in comprehensive retirement and income planning.  As Senior Vice President - Wealth Management, he holds his Series 7, 31, 63, and 65 securities licenses as well as his life and annuity insurance licenses.

He has a background in physics and his experience and career now spans over three decades. Dana continues to provide meaningful client relationships and experiences on his clients personal retirement portfolios and focuses primarily on helping individual families achieve their retirement goals.

Dana, his wife Wendy and their daughter live in Coto de Caza.

CA Insurance License # 0C76429

Justin began his financial career in 2000. As a CFP® practitioner, Justin focuses on understanding client objectives and creating a plan to achieve those objectives. Justin earned a degree in economics from California State University, Fullerton.

As a Senior Vice President - Wealth Management, Justin is Series 7, 63, 65, 31, and insurance licensed allowing him to offer a wide range of investment solutions and services to clients. He has extensive experience helping individuals and business owners both before and after retirement with investment implementation and retirement income planning. 

Justin, his wife Kelly and their two daughters reside in Orange. 

CA Insurance License # 0D16084

Cameron joined The Price Group as a financial advisor in 2018. He earned his Bachelor of Arts in Economics with a minor in Computer Science at Dartmouth College in Hanover, NH. As a CFP® professional, he has a passion for helping clients develop comprehensive financial plans and constructing portfolios that assist in fulfilling their lifelong goals.

Prior to UBS, Cameron spent his career in investment performance auditing and merchandise financial planning. His background in economic research and data analytics has provided an edge for our group in delivering optimal portfolio recommendations for our clients. Cameron holds his Series 7 and 66 securities licenses and life and health insurance licenses. His hobbies outside of work are music, water sports and traveling.

He and his wife, Laura, and daughter, Jade, live in Aliso Viejo, CA.

CA Insurance License # 0M58629

Patricia graduated from Chapman with a B.S. in Business Administration/Accounting and emphasis in finance in 2016. Shortly after graduating she joined The Price Group to begin her career in the financial services industry.

Patricia currently holds the Series 7 and 66 licenses and is currently studying to take her management licenses. She is the Team Administrator and is responsible in daily brokerage operations and team organization. Her primary focus is to maintain and facilitate account servicing needs for our high net worth clients. Patricia is dedicated in anticipating client needs, providing solutions and ensuring service excellence for clients.

Patricia and her husband Jerome live in Irvine, CA. On her spare time she enjoys traveling, the outdoors, and going on walks with her dog, Chance.

Tyler graduated from the University of California, Irvine and earned a Bachelor's Degree in Business Economics in 2016. Before joining UBS, Tyler  gained client service experience at American Funds - Capital Group. He now holds the Series 7 and 66 licenses and is a Wealth Strategy Associate for the Price Group. 

Tyler enjoys working with clients to fostering a positive client experience.  His primary focus for the team is to provide superior service to clients by his attention to detail. Tyler plays a crucial role—helping clients solve problems, understanding their goals and concerns and facilitating the execution of financial plans. 

He is a Southern California native, born and raised in Laguna Beach. On his free time, he enjoys traveling, basketball, and golf.

Bayley studied Business Economics at the University of California in Irvine where he graduated Cum Laude in 2021. Shortly before completing his education, Bayley started his career at Thrivent Financial as a Financial Associate, earning his Series 7 and 66 licenses as well as his certifications in Life/Health and Accident Insurance in the process.

Bayley values the opportunity to connect with clients and build lasting relationships. He takes great pride in his work, emphasizing the importance of detail and efficiency.

In his free time, Bayley enjoys meeting up with friends, whether that be at the beach or on a baseball field. He also volunteers in youth ministry on the weekends at Mariners Church in Irvine. Bayley grew up in Laguna Beach, CA, where he now resides.

CA Insurance License # 4115123

Connor graduated from California Lutheran University with a Bachelor’s degree in Business Administration with an emphasis in Management in 2021. He joined the team shortly after graduating to begin his career in the financial services industry.

Connor is currently taking night classes to pursue his MBA in Financial Planning at Cal Lutheran. He is also studying to take his SIE, Series 7, and Series 66 exams. Connor is assisting the team with any client needs and has a passion for serving others.

Connor recently moved to Rancho Mission Viejo, CA. On his free time he enjoys basketball, golf, and spending time with family and friends.

Tim became a Financial Advisor in 1984, following a successful career as a CPA/Tax Advisor for KPMG LLC. His extensive financial and tax background provides the group with a perspective on retirees, professional and business owners in the investment area.

Tim earned his B.S. degree from University of California at Santa Barbara. As a Senior Vice President - Wealth Management and Senior Portfolio Manager at UBS he works closely with individual investors managing their custom portfolios and wealth strategies.

Tim enjoys skiing and biking and lives in Corona del Mar with his wife Patsy and his 3 daughters.

CA Insurance License # 0A34820