Experience

Scott Ventoza is a Managing Director at UBS Wealth Management and as the senior portfolio manager and lead wealth advisor drives the team's investment philosophy and strategy. Scott joined UBS in 2009 after 15 years with Merrill Lynch. His prior experience includes time as a senior credit analyst and sales and operations manager. Scott earned a BBS from the University of Washington, with a concentration in business administration and finance. He also holds two advanced degrees from the University of Phoenix; an MBA with an emphasis in financial planning, and a Masters in Technology Management. Scott is a Certified Investment Management Analyst (CIMA®), an accreditation from the Wharton School, and a Certified Financial Manager (CFM), a designation from the College for Financial Planning. Scott lives in Seattle with his wife and son, where he remains an active coach and mentor with UW Foster School of Business and spends time with several nonprofit organizations including the Fulcrum Capital Campaign and the Archbishop Capital Campaign. He is also an avid cyclist and a USAT tri-athlete.

CA Insurance License #0D06909

Jon McMillan joined UBS in 2009 after spending nine years with Merrill Lynch. He is a graduate of Western Washington University with a Bachelor of Arts in Economics. He holds the Chartered Retirement Planning Counselor SM (CRPC®) designation from the College for Financial Planning. At UBS, Jon's focus is on economic & market analysis, liability management, investment management, and financial planning.  Jon enjoys travelling with his family, outdoor activities and, is a longtime Seahawks season ticket holder.  He's also eagerly awaiting the return of the Seattle Supersonics! Jon lives in West Seattle with his wife and daughter.

CA Insurance License #0L38629

Kevin joined UBS in 2009 after spending 7 years with Merrill Lynch. Prior to this, Kevin was a Principal with Howard Johnson & Company, a premier national employee benefits consulting firm where he was responsible for business development, retirement consulting, relationship management, financial management and service delivery. Kevin has a BA in Mathematics from Whitman College and a Chartered Retirement Plans Specialist designation from the College for Financial Planning. He has published articles and presented at national conferences on retirement plan design, effectiveness and trends.

Ella Apalisok joined the financial industry in 2004. She graduated from Smith College with BA degrees in economics and Spanish, magna cum laude, and holds Series 7 and 66 Securities licenses, and life, health and long term care insurance licenses. She is dedicated to providing exceptional client service and assists with operational and client relationship management services. Ella lives in Magnolia with her husband, and enjoys travelling, cooking, and spending time with her dog Olive.

Kalvin Ventoza graduated with a BA degree in Economy and Industry from the University of Arizona. He has previous work experience at Nordstrom and Amazon. Kalvin is dedicated to assisting with client service and managing team marketing efforts. Kalvin lives in Seattle and in his free time enjoys the gym, fashion, cars and animals.

Lori Aest joined UBS after spending 4 years with Ameriprise as a Marketing and Operations Director and Client Service Specialist. Prior to this, Lori was the Director of Operations for a private investment firm where she was responsible for branch management, compliance, and client service. Lori has worked in financial services since 1997 and has a diverse background across the industry. She is committed to providing extraordinary client service and supporting our team efforts in every possible way. Lori lives in Gig Harbor with her husband and daughter, and in her free time, enjoys yoga, cooking, boating, and travelling.