Realizing your ambitious goals. Making the world a better place.

Your ambition and drive makes you successful. Now you want to preserve what you’ve earned and make a positive impact on the people and causes your care about. We feel the same way, and our team is committed to making the world a better place by helping you and your family realize your goals.

Serving and providing tailored solutions for:

Retirees

Mid-to-late stage business owners

Senior entrepreneurs

Endowments / Foundations / Corporate Reserves

How we can help you

How we can help you

Simplify your financial lives

Sustainability

Simplify your financial lives

Clarity in a complex world

Mountain

Clarity in a complex world

Treat you like family

family, generational

Treat you like family

Sustainability

a. Discovery–We take a different view when it comes to wealth management: your view. We’ll step into your shoes, listen to your goals and help you get control of your finances

b. Planning–Beginning with the end in mind, we will review and update your financial plan on an ongoing basis to ensure we meet your goals

c. Consolidation – We help make your life easier by consolidating accounts where appropriate and providing a view of your total financial picture in one place.

Mountain

Our team will help you understand what is happening in the world, how it impacts you and your family, and what you may want to do about it. Our regular check-ins are designed to help preserve what you’ve earned and to work with you toward your long-term goals. The UBS House View helps provide actionable insights into how best to support your goals.

family, generational

  • Our team approach to personalized service helps ensure we are there for you when you need it, anytime

  • We have dedicated staff that know you, your family and your goals personally

  • We celebrate your accomplishments and milestones together. We help support you when presented with life’s challenges

UBS resources

UBS resources

UBS resources

Investment opportunities

horizon

Investment opportunities

People and causes you care about

genration on hill

People and causes you care about

UBS resources

  • Global resources of UBS are available to support you in just about any aspect of your financial lives

  • Selling a business? Concentrated stock positions? Private foundation administration? Corporate retirement plan? Specialized lending? Impact investing? Donor-Advised Fund?

  • We have resources to help your many needs

horizon

  • Due to the scope and scale of UBS, we have access to bespoke investment opportunities.

  • We help provide access to private credit, private equity, private real estate, exchange funds, hedge funds, impact investments, IPO’s, direct investments, options strategies, and tax-efficient strategies.

  • Our expertise and access to sustainable investments helps support your long-term goals without compromising your principles.

genration on hill

  • You may need to care for parents, pets, someone in your family with special needs, or anyone else that is important to you

  • Are there causes you care about that you want to support? Are you giving in an efficient manner that doesn’t compromise your long-term goals? We’re happy to help with these discussions

  • Do you have friends or family members that could use financial advice? If they’re important to you, they are important to us. Feel free to use us as a resource

About our team

Our mission is to help you achieve your ambitious goals and make the world a better place. When you work with us, you are part of our family. Our team of experienced and highly credentialed advisors each have areas of expertise that are brought to bear for the benefit of our clients.

  • Jason Hamlin

    Jason Hamlin, CIMA, CRPC

    Senior Vice President–Wealth Management

    Financial Advisor

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    • AK
    • AZ
    • CA
    • CO
    • FL
    • GA
    • IL
    • MD
    • MI
    • MN
    • NC
    • NH
    • NM
    • NV
    • NY
    • OR
    • SC
    • SD
    • TN
    • TX
    • VT
    • WA
    • WI
    • WY

    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, 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.

    • 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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    • AK
    • AZ
    • CA
    • CO
    • FL
    • GA
    • ID
    • IL
    • MA
    • MD
    • MI
    • MN
    • NC
    • NH
    • NM
    • NV
    • NY
    • OR
    • SC
    • TN
    • TX
    • VT
    • WA
    • WI
    • WY

    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, 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.

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

    Owen Sweeney, Jr., CIMA, CPWA

    Senior Vice President–Wealth Management

    Financial Advisor

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    • AK
    • AZ
    • CA
    • CO
    • FL
    • GA
    • IL
    • MD
    • MI
    • MN
    • NC
    • NH
    • NM
    • NV
    • NY
    • OR
    • SC
    • TN
    • TX
    • UT
    • VA
    • VT
    • WA
    • WI
    • WY

    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, 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.

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

      Rachel Seely

      Senior Wealth Strategy Associate

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      • AK
      • AZ
      • CA
      • GA
      • MD
      • OR
      • TX
      • WA
      • WI

      Rachel earned her B. A. in Economics from the University of Washington in June 2018, joining UBS shortly thereafter. She is a Certified Financial Planner™ and is fully registered, holding the Series 7 and 66 securities licenses,  Rachel is a Senior Wealth Strategy Associate focusing on developing client relationships, financial planning and account maintenance. 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

      Backed by the strength of UBS

      A global leader in wealth management

      $5+ trillion

      In invested assets globally 
      As of 11/07/2023

      Global leader

      UBS is a world-leading wealth manager

      Financial strength

      Driving confidence.
      Aa3 (stable) Moody’s
      A+ (stable) Standard & Poor’s

      UBS AG, long-term senior secured debt rating. As of 12/31/2022

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