Let's move forward. Together.

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Josh has extensive experience analyzing the financial needs and goals of individuals and small business owners. With more than 30 years in the financial services industry, Josh has worked with a wide range of individual clients and large corporations. Prior to working in the investment industry, Josh was a Certified Public Accountant with Ernst & Young LLP in San Francisco and Palo Alto. Josh earned a B.A. in business economics from the University of California, Santa Barbara. 

• Forbes Best-in-State Wealth Management Teams, 2023, 2024, 2025The 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.
• UBS Wealth Management Chairman’s Council, 2024UBS Financial Services Inc. Councils are a distinction held by UBS Financial Advisors based on criteria including evaluation of compliance with firm rules, standards & policies and revenue. Council membership is not representative of any one client's experience and is not indicative of the advisor’s future performance.

• University of California, Santa Barbara, B.A. in Business Economics

• Senior Portfolio Manager

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Brett joined UBS in March 2001, after more than 16 years working in the agricultural industry. As a Wealth Advisor, he primarily services high net worth clients and families, including small business owners, ranchers, farmers, veterinarians and oral surgeons. Using his experience and knowledge of wealth management planning, creating personalized strategies to help clients pursue their financial goals.
Brett is a graduate of the University of California, Davis, where he earned a B.S. in agricultural and managerial economics. He holds his Series 3, 7 and 66 securities licenses as well as life, long-term care and variable annuity insurance licenses. Brett has also been awarded the Certified Finanacial PlannerTM certification

CA Agent License # 0D35855

• Forbes Best-in-State Wealth Management Teams, 2023, 2024, 2025The 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.

• University of California, B.S. Agricultural & Managerial Economics

• CERTIFIED FINANCIAL PLANNER®
• Senior Portfolio Manager
• Wealth Advisor
• Retirement Plan Consultant

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Tom began his career in the financial services industry in 1990, and joined UBS in 2004. Over the past 25 years, he has helped clients manage their wealth throughout good times and bad. Tom is committed to listening to you, assessing your concerns and helping to ensure that all of your assets are working together toward the goals you’ve set.

With his clients, Tom emphasizes asset allocation and total portfolio management with a focus on retirement income planning; Tom also helps them with education funding, structures for charitable giving and estate planning. Tom is FINRA registered and hold Series 7, 9, 10, 24 and 63 securities licenses as well as licenses for life, accident and health insurance and variable annuities.

Tom has a bachelor’s degree in finance from California State University, Sacramento. He and his wife live with their three children in Davis, CA.

CA Agent #0A57750

• Forbes Best-in-State Wealth Management Teams, 2023, 2024, 2025The 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.
• UBS Wealth Management President’s Council, 2024UBS Financial Services Inc. Councils are a distinction held by UBS Financial Advisors based on criteria including evaluation of compliance with firm rules, standards & policies and revenue. Council membership is not representative of any one client's experience and is not indicative of the advisor’s future performance.

• California State University Sacramento, , Bachelor's degree in Finance

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Chandra began her career in the financial services industry with UBS Financial in 2008. As a Certified Financial Planner (CFP®), she brings valuable planning insight to each client relationship, and is passionate about helping clients fulfill their financial goals.

Chandra is FINRA registered and hold Series 7, 66, and California state life insurance licenses. She graduated from the University of Connecticut with a B.A. in anthropology and psychology and earned her M.A. in anthropology from California State University Sacramento. Chandra enjoys spending time with her husband and their children, as well as scrapbooking and backpacking.

CA Agent #0H91448

• California State University, Sacramento, Bachelor's degree in Finance
• University of Connecticut, B.A. in Anthropology and Psychology

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Justin is a dedicated Senior Wealth Management Associate with a strong foundation in finance from Boise State University. His career is driven by a genuine passion for personal wealth management, where he excels in helping clients navigate and achieve their financial aspirations. Justin holds Series 7, Series 66, as well as life and health insurance licenses. Beyond his time in the office, Justin finds joy in outdoor pursuits. In the summer, he enjoys fishing and golfing, while the winter months are dedicated to skiing in Tahoe.

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Aidan started with UBS in October 2024. Prior to joining UBS, he worked for 3 years at a business tax consulting firm, first serving as a Data Analyst before moving to the Project Manager role.

He earned his Bachelor of Science in accounting, a minor in history, and a certificate in business analytics from Southern Oregon University. He holds his Series 7 and 66 securities licenses. Outside of work, Aidan enjoys working out and spending time with his friends and family.

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Lisa started in the financial services industry in 1982, and has held many titles throughout her career. Most recently she served as Administrative Manager for UBS Financial in the Sacramento branch before joining Generations Wealth Management as Team Administrator.

Lisa is FINRA registered and hold Series 7, 8, and 63 securities licenses. She looks forward to utilizing her unique skill-set to enhance client experience. In her free time, Lisa enjoys spending time with her children and grandchildren.

Gloria brings more than 25 years of experience in the financial services industry.  She has an extensive background in daily operations.  Her role on the team is to serve clients and provide administrative support.  Gloria resides in Antelope with her two adult children and can be found in her free time exploring the outdoors with her dog Louie.