Experience

Makes all the difference

Our goal is to help you and your families create an integrated wealth plan designed to realize your vision of the future and help achieve your goals of wealth enhancement, preservation and transfer objectives. Our resources include 25 years of combined experience in assisting you with private banking, estate planning strategies, wealth transfer and investment recommendations. We assist clients to define their goals, seek appropriate solutions to their problems, and implement long-term wealth management strategies.

Scott Ventoza

Managing Director–Wealth Management

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

Registered States:
  • AR
  • AZ
  • CA
  • CO
  • DC
  • FL
  • GA
  • HI
  • ID
  • IL
  • MA
  • ME
  • MI
  • MT
  • NC
  • NJ
  • NV
  • NY
  • OH
  • OR
  • PA
  • SC
  • TX
  • VA
  • WA
  • WI

Recognized as an industry leader:

  • Forbes Best-in-State Wealth Advisors, 2021, 2022, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.

Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures

Education

  • University of Washington, BBS, Business Administration and Finance
  • University of Phoenix, MBA, Financial Planning

Credentials

  • Certified Investment Management Analyst®
925 Fourth Avenue
31st and 32nd Floors
Seattle, WA 98104

Email Me

scott.ventoza@ubs.com
Scott Ventoza
925 Fourth Avenue,Seattle,WA,98104

Jon McMillan

Senior Vice President–Wealth Management

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

Registered States:
  • AR
  • AZ
  • CA
  • CO
  • DC
  • FL
  • GA
  • HI
  • ID
  • IL
  • MA
  • ME
  • MI
  • MT
  • NC
  • NJ
  • NV
  • NY
  • OH
  • OR
  • PA
  • SC
  • TX
  • VA
  • WA
  • WI

Education

  • Western Washington University, BA, Economics

Credentials

  • Chartered Retirement Planning Counselor
925 Fourth Avenue
31st and 32nd Floors
Seattle, WA 98104

Email Me

jon.mcmillan@ubs.com
Jon McMillan
925 Fourth Avenue,Seattle,WA,98104

Kevin P. Young

Senior Vice President–Investments

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.

Registered States:
  • AR
  • AZ
  • CA
  • CO
  • DC
  • FL
  • GA
  • HI
  • ID
  • IL
  • MA
  • ME
  • MI
  • NJ
  • NV
  • NY
  • OH
  • OR
  • PA
  • SC
  • TX
  • VA
  • VT
  • WA
  • WI

Recognized as an industry leader:

  • Forbes Best-in-State Wealth Advisors, 2020, 2021, 2022, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.

Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures

Education

  • Whitman College, BA, Mathematics

Credentials

  • Chartered Retirement Plans Specialist℠
925 Fourth Avenue
31st and 32nd Floors
Seattle, WA 98104

Email Me

kevin.p.young@ubs.com
Kevin P. Young
925 Fourth Avenue,Seattle,WA,98104

Ella Apalisok

Team Administrator

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.

Registered States:
  • AZ
  • CA
  • FL
  • GA
  • HI
  • ID
  • MT
  • NV
  • NY
  • OR
  • PA
  • SC
  • TX
  • WA
  • WI

Education

  • Smith College, BA, Economics and Spanish, magna cum laude
925 Fourth Avenue
31st and 32nd Floors
Seattle, WA 98104

Email Me

ella.apalisok@ubs.com
Ella Apalisok
925 Fourth Avenue,Seattle,WA,98104

Kalvin Ventoza

Client Associate

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.

Education

  • University of Arizona, BA, Economy and Industry
925 Fourth Avenue
31st and 32nd Floors
Seattle, WA 98104

Email Me

kalvin.ventoza@ubs.com
Kalvin Ventoza
925 Fourth Avenue,Seattle,WA,98104

Lori Aest

Client Associate

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.

925 Fourth Avenue
31st and 32nd Floors
Seattle, WA 98104

Email Me

lori.aest@ubs.com
Lori Aest
925 Fourth Avenue,Seattle,WA,98104

Hailey Jorgensen

Client Associate

Hailey was born and raised in Redmond (WA), she obtained her undergraduate degree at University of Montana and lived in Montana and Oregon for a few years before moving back to Seattle in 2017. She loves being outside hiking, backpacking and mountain biking. In her free time she is usually baking or hopping around town with her dog. 

925 Fourth Avenue
31st and 32nd Floors
Seattle, WA 98104

Email Me

hailey.jorgensen@ubs.com
Hailey Jorgensen
925 Fourth Avenue,Seattle,WA,98104