Let's move forward. Together.

Where are you today and where do you want to be tomorrow? We recognize that a lasting relationship starts by listening and understanding your priorities and concerns. We'll work together to look at the big picture, discuss your vision for the future and help you confidently pursue your life goals.

Joshua Strawn

Managing Director–Wealth Management

Financial Advisor
View bio Industry recognition
- AK
- AL
- AR
- AZ
- CA
- CO
- FL
- GA
- HI
- IA
- ID
- IL
- KS
- MA
- MI
- MN
- MO
- MT
- NC
- ND
- NH
- NJ
- NM
- NV
- NY
- OH
- OK
- OR
- PA
- SD
- TN
- TX
- UT
- VA
- WA
- WI
- WY
Josh has extensive experience analyzing the financial needs and goals of individuals and small business owners. With more than 20 years in the financial services industry, Josh has worked with a wide range of individual clients and large corporations on tax-efficient investing strategies. Prior to working in the investment industry, Josh was a Certified Public Accountant with Ernst & Young LLP in San Francisco and Palo Alto, specializing in auditing high-tech and consumer product companies. Josh earned a B.A. in business economics from the University of California, Santa Barbara. He was designated as Premier Advisor in Sacramento by the National Association of Board Certified Advisory Practices (NABCAP) in 2012. Josh holds Series 7, 63 and 65 securities licenses, as well as life and health insurance licenses.
- Forbes Best-in-State Wealth Management Teams, 2023, 2024The 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
1610 Arden Way
Suite 200
Sacramento, CA 95815

joshua.strawn@ubs.com

Joshua Strawn

1610 Arden Way,Sacramento,CA,95815
Brett Tank

Senior Vice President–Wealth Management

Financial Advisor
View bio Industry recognition
- AK
- AL
- AR
- AZ
- CA
- CO
- FL
- GA
- HI
- IA
- ID
- IL
- KS
- MA
- MI
- MN
- MO
- MT
- NC
- ND
- NH
- NJ
- NM
- NV
- NY
- OH
- OK
- OR
- PA
- SD
- TN
- TX
- UT
- VA
- WA
- WI
- WY
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, 2024The 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
1610 Arden Way
Suite 200
Sacramento, CA 95815

brett.tank@ubs.com

Brett Tank

1610 Arden Way,Sacramento,CA,95815
Thomas Qvistgaard

Senior Vice President–Wealth Management

Financial Advisor
View bio Industry recognition
- AK
- AL
- AR
- AZ
- CA
- CO
- FL
- GA
- HI
- IA
- ID
- IL
- KS
- MA
- MI
- MN
- MO
- MT
- NC
- ND
- NH
- NJ
- NM
- NV
- NY
- OH
- OK
- OR
- PA
- SD
- TN
- TX
- UT
- VA
- WA
- WI
- WY
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, 2024The 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
1610 Arden Way
Suite 200
Sacramento, CA 95815

tom.qvistgaard@ubs.com

Thomas Qvistgaard

1610 Arden Way,Sacramento,CA,95815
Chandra Miranda

Senior Wealth Strategy Associate
View bio
- AK
- AL
- AZ
- CA
- CO
- FL
- GA
- HI
- IA
- ID
- IL
- KS
- MA
- MI
- MN
- MO
- MT
- NC
- NH
- NJ
- NM
- NV
- NY
- OH
- OK
- OR
- PA
- SD
- TN
- TX
- UT
- VA
- WA
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
1610 Arden Way
Suite 200
Sacramento, CA 95815

chandra.miranda@ubs.com

Chandra Miranda

1610 Arden Way,Sacramento,CA,95815
Justin Qvistgaard

Senior Wealth Strategy Associate
View bio
- AK
- AL
- AR
- AZ
- CA
- CO
- FL
- GA
- HI
- IA
- ID
- IL
- KS
- MA
- MI
- MN
- MO
- MT
- NC
- ND
- NH
- NJ
- NM
- NV
- NY
- OH
- OK
- OR
- PA
- SD
- TN
- TX
- UT
- VA
- WA
- WI
- WY
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.
1610 Arden Way
Suite 200
Sacramento, CA 95815

justin.qvistgaard@ubs.com

Justin Qvistgaard

1610 Arden Way,Sacramento,CA,95815
Madeline Tank

Wealth Strategy Associate
View bio
- AK
- AL
- AR
- AZ
- CA
- CO
- FL
- GA
- HI
- IA
- ID
- IL
- KS
- MA
- MI
- MN
- MO
- MT
- NC
- NH
- NJ
- NM
- NV
- NY
- OH
- OK
- OR
- PA
- SD
- TN
- TX
- UT
- VA
- WA
- WI
- WY
Madeline started with UBS as an intern during her senior year of college, in 2016. Upon graduation she went on to work in banking, but returned in 2019 to pursue her career here because of the outstanding opportunities UBS offers in the field of financial services. She earned her Bachelor of Science in Agricultural Business and a minor in finance from the University of Wyoming. She holds her Series 7 and 66 licenses, as well as life and health insurance licenses. Madeline currently enjoys living in the heart of downtown Sacramento and spends her free time staying active and attending local events.

CA Agent #4074652
- University of Wyoming, Bachelor of Science in Agricultural Business
1610 Arden Way
Suite 200
Sacramento, CA 95815

madeline.tank@ubs.com

Madeline Tank

1610 Arden Way,Sacramento,CA,95815

Lisa Engstrom

Director

Team Administrator
View bio
- AK
- AL
- AZ
- CA
- CO
- FL
- GA
- HI
- IA
- ID
- IL
- KS
- MA
- MI
- MN
- MO
- MT
- NC
- NH
- NJ
- NM
- NV
- NY
- OH
- OK
- OR
- PA
- SD
- TN
- TX
- UT
- VA
- WA
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.
1610 Arden Way
Suite 200
Sacramento, CA 95815

lisa.engstrom@ubs.com

Lisa Engstrom

1610 Arden Way,Sacramento,CA,95815
Gloria Solis

Client Associate
View bio
Gloria brings more than 23 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.
1610 Arden Way
Suite 200
Sacramento, CA 95815

gloria.solis@ubs.com

Gloria Solis

1610 Arden Way,Sacramento,CA,95815

Joshua Strawn

Managing Director–Wealth Management

Financial Advisor
View bio Industry recognition
- AK
- AL
- AR
- AZ
- CA
- CO
- FL
- GA
- HI
- IA
- ID
- IL
- KS
- MA
- MI
- MN
- MO
- MT
- NC
- ND
- NH
- NJ
- NM
- NV
- NY
- OH
- OK
- OR
- PA
- SD
- TN
- TX
- UT
- VA
- WA
- WI
- WY
Josh has extensive experience analyzing the financial needs and goals of individuals and small business owners. With more than 20 years in the financial services industry, Josh has worked with a wide range of individual clients and large corporations on tax-efficient investing strategies. Prior to working in the investment industry, Josh was a Certified Public Accountant with Ernst & Young LLP in San Francisco and Palo Alto, specializing in auditing high-tech and consumer product companies. Josh earned a B.A. in business economics from the University of California, Santa Barbara. He was designated as Premier Advisor in Sacramento by the National Association of Board Certified Advisory Practices (NABCAP) in 2012. Josh holds Series 7, 63 and 65 securities licenses, as well as life and health insurance licenses.
- Forbes Best-in-State Wealth Management Teams, 2023, 2024The 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
1610 Arden Way
Suite 200
Sacramento, CA 95815

joshua.strawn@ubs.com

Joshua Strawn

1610 Arden Way,Sacramento,CA,95815
Brett Tank

Senior Vice President–Wealth Management

Financial Advisor
View bio Industry recognition
- AK
- AL
- AR
- AZ
- CA
- CO
- FL
- GA
- HI
- IA
- ID
- IL
- KS
- MA
- MI
- MN
- MO
- MT
- NC
- ND
- NH
- NJ
- NM
- NV
- NY
- OH
- OK
- OR
- PA
- SD
- TN
- TX
- UT
- VA
- WA
- WI
- WY
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, 2024The 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
1610 Arden Way
Suite 200
Sacramento, CA 95815

brett.tank@ubs.com

Brett Tank

1610 Arden Way,Sacramento,CA,95815
Thomas Qvistgaard

Senior Vice President–Wealth Management

Financial Advisor
View bio Industry recognition
- AK
- AL
- AR
- AZ
- CA
- CO
- FL
- GA
- HI
- IA
- ID
- IL
- KS
- MA
- MI
- MN
- MO
- MT
- NC
- ND
- NH
- NJ
- NM
- NV
- NY
- OH
- OK
- OR
- PA
- SD
- TN
- TX
- UT
- VA
- WA
- WI
- WY
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, 2024The 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
1610 Arden Way
Suite 200
Sacramento, CA 95815

tom.qvistgaard@ubs.com

Thomas Qvistgaard

1610 Arden Way,Sacramento,CA,95815
Chandra Miranda

Senior Wealth Strategy Associate
View bio
- AK
- AL
- AZ
- CA
- CO
- FL
- GA
- HI
- IA
- ID
- IL
- KS
- MA
- MI
- MN
- MO
- MT
- NC
- NH
- NJ
- NM
- NV
- NY
- OH
- OK
- OR
- PA
- SD
- TN
- TX
- UT
- VA
- WA
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
1610 Arden Way
Suite 200
Sacramento, CA 95815

chandra.miranda@ubs.com

Chandra Miranda

1610 Arden Way,Sacramento,CA,95815
Justin Qvistgaard

Senior Wealth Strategy Associate
View bio
- AK
- AL
- AR
- AZ
- CA
- CO
- FL
- GA
- HI
- IA
- ID
- IL
- KS
- MA
- MI
- MN
- MO
- MT
- NC
- ND
- NH
- NJ
- NM
- NV
- NY
- OH
- OK
- OR
- PA
- SD
- TN
- TX
- UT
- VA
- WA
- WI
- WY
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.
1610 Arden Way
Suite 200
Sacramento, CA 95815

justin.qvistgaard@ubs.com

Justin Qvistgaard

1610 Arden Way,Sacramento,CA,95815
Madeline Tank

Wealth Strategy Associate
View bio
- AK
- AL
- AR
- AZ
- CA
- CO
- FL
- GA
- HI
- IA
- ID
- IL
- KS
- MA
- MI
- MN
- MO
- MT
- NC
- NH
- NJ
- NM
- NV
- NY
- OH
- OK
- OR
- PA
- SD
- TN
- TX
- UT
- VA
- WA
- WI
- WY
Madeline started with UBS as an intern during her senior year of college, in 2016. Upon graduation she went on to work in banking, but returned in 2019 to pursue her career here because of the outstanding opportunities UBS offers in the field of financial services. She earned her Bachelor of Science in Agricultural Business and a minor in finance from the University of Wyoming. She holds her Series 7 and 66 licenses, as well as life and health insurance licenses. Madeline currently enjoys living in the heart of downtown Sacramento and spends her free time staying active and attending local events.

CA Agent #4074652
- University of Wyoming, Bachelor of Science in Agricultural Business
1610 Arden Way
Suite 200
Sacramento, CA 95815

madeline.tank@ubs.com

Madeline Tank

1610 Arden Way,Sacramento,CA,95815
Lisa Engstrom

Director

Team Administrator
View bio
- AK
- AL
- AZ
- CA
- CO
- FL
- GA
- HI
- IA
- ID
- IL
- KS
- MA
- MI
- MN
- MO
- MT
- NC
- NH
- NJ
- NM
- NV
- NY
- OH
- OK
- OR
- PA
- SD
- TN
- TX
- UT
- VA
- WA
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.
1610 Arden Way
Suite 200
Sacramento, CA 95815

lisa.engstrom@ubs.com

Lisa Engstrom

1610 Arden Way,Sacramento,CA,95815
Gloria Solis

Client Associate
View bio
Gloria brings more than 23 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.
1610 Arden Way
Suite 200
Sacramento, CA 95815

gloria.solis@ubs.com

Gloria Solis

1610 Arden Way,Sacramento,CA,95815

Turn possibilities into a plan

What’s really important to you—today and for the long term? UBS Wealth Way starts with questions and discussions that can help you organize your financial life into three key dimensions: Liquidity—to help provide cash flow for short-term expenses, Longevity—for longer-term needs and Legacy—for needs that go beyond your own.

^{UBS Wealth Way is an approach incorporating Liquidity. Longevity. Legacy. strategies that UBS Financial Services Inc. and our Financial Advisors can use to assist clients in exploring and pursuing their wealth management needs and goals over different time frames. This approach is not a promise or guarantee that wealth, or any financial results, can or will be achieved. All investments involve the risk of loss, including the risk of loss of the entire investment. Time frames may vary. Strategies are subject to individual client goals, objectives and suitability.}

House View Monthly

A leading global wealth manager

UBS Year Ahead 2025

Roaring 20s: The next stage

Our Chief Investment Office (CIO) looks to what awaits investors in the next half of the decade with the 2025 edition of Year Ahead.

A dramatic change in US politics, Chinese economic stimulus, ongoing geopolitical developments and falling interest rates are all at play. How should you prepare your portfolio? Let’s talk about how you can move confidently forward in the new year and beyond.

Read the report

A leader in wealth management

Backed by the strength of our parent company, UBS AG

^$5.9+ trn

UBS Group invested assets
As of 06/30/2024

51 countries

Our global footprint

Global leader

UBS is a leading and truly global wealth manager

Let's move forward. Together.

Joshua Strawn

Brett Tank

Thomas Qvistgaard

Chandra Miranda

Justin Qvistgaard

Madeline Tank

Lisa Engstrom

Gloria Solis