An experienced and committed team

Passionate about private wealth planning, Karen serves clients with her innate care for their overall well-being. With 20+ years of industry experience, she supports our team in tailoring financial advice for multi-generational families, corporate executives, and entrepreneurs. Areas of expertise include investment advisory, cash flow management and lending, cross border planning, insurance protection, retirement, wealth transfer, and philanthropy. By collaborating with tax advisors and estate planning attorneys, while leveraging the extensive global resources of UBS, Karen shares insights that help transform personal aspirations into reality through thoughtful goal setting and strategy design. Together with the team, her mission is to inspire clients so that they feel empowered to pursue their dreams and life goals.

Karen holds the Certified Private Wealth Advisor® (CPWA®), Certified Financial Planner™ (CFP®) and Chartered Retirement Planning Counselor® (CRPC®) designations. Recently, Karen obtained the Global Financial Planning Certificate through the Investments and Wealth Institute (IWI). She also maintains the Series 7 & 66 FINRA Securities registrations and State of California Insurance license (#0D90393). Karen graduated with a Master’s Degree in Civil Engineering from Ghent University in Belgium and is multi-lingual (English, Flemish, French and Italian).

As our Team Administrator, Casey Camacho‑Jones leads the daily operations of the team and champions service excellence for clients, overseeing client onboarding, estate processing, lending, account maintenance, and a full range of operational inquiries. With over 13 years of experience in the financial services industry, Casey has held a variety of roles that reflect a deep commitment to client service, operational excellence, and team development. 

Casey holds Series 7, 9, 10, and 66 licenses, as well as a California insurance license, and earned his B.A. in Communication from San Diego State University.

California Insurance License #0I13836

Madeleine is a Registered Client Service Associate with over nine years of experience in the financial services industry, distinguished by her dedication to exceptional client service and her ability to support complex wealth management relationships. In her role, she oversees a broad range of responsibilities, including client communication, operational execution, financial plan formation, scheduling and review coordination, and digital engagement. Madeleine is deeply committed to delivering a seamless and proactive client experience—anticipating needs, facilitating informed decision‑making, and ensuring that every interaction reflects the highest standard of care.

With a strong passion for working with families, Madeleine approaches each relationship with empathy and an unwavering focus on long‑term planning. She draws on her knowledge of financial strategies to help clients gain confidence in their goals, working collaboratively with advisors and internal partners to ensure all expectations are consistently exceeded.

Madeleine holds Series 7 and 66 FINRA registrations as well as the State of California Insurance License (#4374962). She is a graduate of the University of San Diego, where she earned a Bachelor of Arts in Communication Studies with an emphasis in Business Administration.