Experience

Wynne is a graduate of the University of Southern California with a Bachelor of Science in Business Administration and also a Certified Public Accountant (CPA), having received her CPA certificate in 1987. The combination of Wynne’s experience as a financial advisor, her educational background and her CPA designation makes her uniquely qualified to serve the diverse needs of both her international and domestic clientele.

Since 1994, when she started in the industry, Wynne’s focus has been primarily on family wealth management. In particular, Wynne specializes in wealth planning strategies, asset management, estate planning, retirement planning and risk management. With her extensive experience in accounting and tax planning, Wynne effectively designs trust strategies for the multi-generational planning requirements of her high net worth clients. This comprehensive approach begins with a unique and customized financial plan for each client.

CA Insurance License No. 0B47612

Albert joined UBS Financial Services in 2014 as a financial advisor and team member of The Wynne Group. He focuses mainly on family wealth management. As part of the team's mission, Albert works with high level executives and successful entrepreneurs as well as their families in creating tailored plans to ensure the legacy they worked so hard to achieve spans multi-generations. He currently holds the Series 7 and 66 along with the California State Life Insurance License.

Originally from the San Fernando Valley, Albert graduated from the University of California, Los Angeles with a major in Economics and a minor in Human Complex Systems. Prior to being at UBS, he was a Research Analyst with CBRE.

Outside of UBS, Albert is an active volunteer involved with Habitat for Humanity Los Angeles, as part of their Young Professionals Associations. In his free time, he enjoys adventurous travels and even more bizarre foods.

CA Insurance License No. 0K18931

Katrina Samuel joined UBS Financial Services in May 2021 as a Client Service Associate of The Wynne Group. She has been in the banking and financial industry for more than 10 years. Prior to joining UBS, she worked at Walker Wealth, an independent and fiduciary Wealth Management and Financial Planning firm. Preceding Walker Wealth, Katrina worked at Abbot Downing, a Wells Fargo business, where she held a number of positions in Private Wealth Management working with Ultra-High-Net-Worth clients and their family offices.

Katrina resides in Chino Hills, California with her husband, and enjoys going to the gym, hiking, and being with her family and friends in her spare time.