An experienced and committed team

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

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

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

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.