Understanding you, your family and your business

At times, the complexity of today’s global economy may feel overwhelming. Whether you’re a working professional who is building wealth, a successful executive or business owner contemplating your next act, or the head of a multigenerational family looking to preserve your family’s future—you have questions. You expect clear answers from an advisor with worldwide experience who understands you, your family and your community.


Our highly credentialed team offers the thoughtful perspective and proactive service your family needs to help meet their goals. With a team of advisors spanning decades of experience, we strive, relentlessly, to make sure you feel well taken care of. By putting financial planning at the core of everything we do, we offer the capabilities to help you, your business and your family unlock opportunity, preserve wealth and create continuity.

Pursuing your goals together

Our mission is to provide quality strategies customized to your needs. Our goal is to be your primary source of financial advice. To this end, we concentrate our efforts on developing long-term relationships through a commitment to quality client service.

  • Andrew Ruboyianes Profile Photo

    Andrew Ruboyianes, CFP

    Senior Vice President–Wealth Management

    Financial Advisor

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    Andrew Ruboyianes, CFP®, discovered a love for finance while growing up in the industry under the wing of his father  (Jim) who has been with what is now UBS for 38 years.  As a youth Andrew was an accomplished athlete, Eagle Scout and The Vice President of National DECA.  After completing an undergraduate degree in communication and business from the University of Arizona, he joined his father at UBS as a financial advisor.  Andrew has gone on to complete the Wealth Advisor designation at UBS and has become a CERTIFIED FINANCIAL PLANNER™ Practitioner. 

    Andrew is married to Alexia who he met at church at an early age.  Together they love to run, cook and spend time with their three children.

    • Forbes Best-in-State Wealth Management Teams, 2023The 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 Arizona, Communication and Business
    • CERTIFIED FINANCIAL PLANNER™
    • Wealth Advisor
    2840 E. Skyline Drive
    Tucson
    Tucson, AZ 85718
  • Jason Hamlin

    Jason Hamlin, CIMA, CRPC

    Senior Vice President–Wealth Management

    Financial Advisor

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    Jason is a Wealth Advisor, Chartered Retirement Planning Counselor™ and Certified Investment Management Analyst™. Jason earned his CIMA designation from the Wharton Business School as part of the Investment Management Consultants Association. He has been with UBS for 16 years.

    Jason has served on several non-profit boards, including the Woodland Park Zoo, Matanuska Telephone Association and Community Health Center of Snohomish County. He was President of the Greater Wasilla Chamber of Commerce where he earned awards for Business Person of the Year and Top 40 Under 40.

    Jason and his wife of 25 years have three active boys. He likes to coach youth sports, hike, play guitar and cheer for Seattle sports teams with his family.

    CA Insurance License - 0K37275

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

    • Washington State University, Bachelor of Arts, Business Administration
    • Certified Investment Management Analyst®
    • Institutional Consultant, UBS Institutional Consulting Program
    • Wealth Advisor
    • Chartered Retirement Planning Counselor℠
    925 Fourth Avenue
    31st and 32nd Floors
    Seattle, WA 98104
  • Stephanie-Honan

    Stephanie Keeton Honan, CFP

    First Vice President–Wealth Management

    Financial Advisor

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    Stephanie is a Wealth Advisor and Certified Financial Planner™. Her background in wealth management services includes high net-worth planning, charitable giving and business retirement programs. She has lead investor workshops on employee stock options and investing for women.

    Stephanie earned a B.A. in political science from Washington State University. Her passion for animals has lead her to help with fundraising for animal advocacy organizations. Stephanie lives in Magnolia with her husband and her pets and enjoys time spent at their second community in Sun Valley.

    CA Insurance License # 0M74803

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

    • Washington State University, B.A. in Political Science
    • CERTIFIED FINANCIAL PLANNER™
    • Wealth Advisor
    925 Fourth Avenue
    31st and 32nd Floors
    Seattle, WA 98104
  • Robert Lehnhardt Profile Photo

    Robert Lehnhardt, CFP

    First Vice President–Wealth Management

    Financial Advisor

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    • AK
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    I began my career in financial services in 1986  after earning a Bachelor of Science degree in Business Administration from Northern Arizona University.  I came to UBS in 2012 after a 16 year career at Merrill Lynch. I was the Associate Resident Director for the Merrill Lynch office in Green Valley AZ from 2007 to 2010.  Previously I worked for First Interstate Bank of Arizona.

    My relationships with my clients are long term and are built on understanding and meeting their unique needs.  In my relationships with my clients I often provide them advice that goes beyond investment management.

    I  provide my clients with core investment strategies and provide them with tactical asset allocation.

    My wife Lisa and I live in Tucson Arizona.  We are active in our church community and in our spare time we enjoy the outdoors of all of the Southwest.

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

    • Northern Arizona University, B.S. Business Administration
    • CERTIFIED FINANCIAL PLANNER™
    2840 E. Skyline Drive
    Tucson
    Tucson, AZ 85718
  • Owen-Sweeney

    Owen Sweeney, Jr., CIMA, CPWA

    Senior Vice President–Wealth Management

    Financial Advisor

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    • AK
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    Owen is a Chartered Private Wealth Advisor™ and Certified Investment Management Analyst™. He has 34 years of experience as started at UBS November 1987. 

    Owen has served on the board for Ronald McDonald House Charities and actively supports the Boys and Girls Club, as well as other organizations that strive to improve the lives of young people.

    Owen splits time between Alaska, Arizona, and Oregon so he can enjoy his passion for the outdoors and share it with his wife and son.

    CA Insurance License # 4256828

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

      • Certified Investment Management Analyst®
      • Institutional Consultant, UBS Institutional Consulting Program
      • Certified Exit Planning Advisor
      2575 East Camelback Road
      Suite 900
      Phoenix, AZ 85016
    • Marnie Rose Profile Photo

      Marnie Rose

      Senior Wealth Strategy Associate

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      • AZ
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            2840 E. Skyline Drive
            Tucson
            Tucson, AZ 85718
          • Rachel Seely Profile Photo

            Rachel Seely

            Wealth Strategy Associate

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            Rachel joined UBS in 2018. She is a Wealth Strategy Associate and provides administrative and client support to our team's clients. She earned her Bachelor of Arts in Economics from the University of Washington in June 2018. Prior to joining UBS full time, Rachel spent a year as an intern with our team. In her free time, Rachel enjoys skiing, backpacking, and traveling to new countries.

             

              • University of Washington, B.A. Economics
              • CERTIFIED FINANCIAL PLANNER™
              925 Fourth Avenue
              31st and 32nd Floors
              Seattle, WA 98104

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