How can you pursue what matters most?

By understanding what’s most important to you, we can organize your financial life to help make sure your short-term needs don't cloud your long-term goals. We provide a structure so you clearly understand where your money is, and why. The plan we create together can help you stay focused at each stage of life, today, tomorrow and for future generations.

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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.

Michael Meek

First Vice President–Wealth Management

Financial Advisor
View bio
- AK
- AR
- AZ
- CA
- CO
- FL
- GA
- HI
- ID
- IL
- KY
- LA
- MD
- MN
- MO
- MS
- MT
- NC
- ND
- NM
- NV
- OH
- OR
- PA
- SD
- TN
- TX
- UT
- VA
- WA
- WI
- WY
Mike graduated with a B.A. in finance and accounting from University of Alaska Anchorage, and earned a M.S. in finance from Boston College with an emphasis on investment theory. With 27 years of experience, Mike joined our team in 2003 after 12 years as a financial advisor at Merrill Lynch. He specializes in investments and is responsible for the team’s equity research, economic analysis, investment strategy and portfolio construction. Outside of the office Mike enjoys fishing and playing hockey for the UBS Hockey team. Mike and his wife Sherryl also enjoy traveling with their daughter Gwynnie.
- University of Alaska Anchorage, B.A. in Finance and Accounting
- Boston College, M.S. in Finance
Cash management

Financial planning

Education planning

Business owners

3000 A Street
Suite 100
Anchorage, AK 99503
David Young

First Vice President–Wealth Management

Financial Advisor
View bio
- AK
- AR
- AZ
- CA
- CO
- DE
- FL
- GA
- HI
- ID
- IL
- KY
- LA
- MD
- MN
- MO
- MS
- MT
- NC
- ND
- NV
- OH
- OR
- TN
- TX
- UT
- VA
- WA
- WI
- WY
David received a BBA from the University of Montana. After his tenure with the IRS as a revenue agent, he joined Merrill Lynch in 1990 and was invited to become part of their specialized institutional group. In 2000, David joined UBS as Financial Advisor and later became branch manager for 2 years in the Anchorage office. David focuses on fixed-income investments for both institutions and individuals and utilizes Bloomberg technology analytics in his evaluation thereof. As a current member and former President of the East Anchorage Rotary, he is actively involved in the Anchorage community. He and his wife Sharon live in West Anchorage.
- University of Montana, B.S. Business Administration
Cash management

Financial planning

Education planning

Philanthropy

3000 A Street
Suite 100
Anchorage, AK 99503
Timothy Whitworth

Director

Senior Wealth Strategy Associate
View bio
- AK
- AZ
- CA
- CO
- HI
- ID
- MS
- MT
- OH
- OR
- WA
Tim earned his B.A. in business administration from the University of Alaska Anchorage, and has worked as a financial advisor for 30 years. Tim joined UBS in 2001, after 16 years as a financial advisor with Merrill Lynch. He is one of a small number of UBS Financial Advisors who have earned the UBS designation of “Wealth Advisor,” signifying his qualifications to provide highly personalized wealth management services to our clients. He specializes in individual wealth management, financial planning and investments. Tim is involved with local charities and participates in humanitarian trips to Guatemala. He loves to travel and enjoys photography and working with new technologies.
- University of Alaska Anchorage, B.A. in Business Administration
- Wealth Advisor
Cash management

Financial planning

Retirement planning

Custom portfolios

3000 A Street
Suite 100
Anchorage, AK 99503
Chad Adams

Senior Vice President–Wealth Management

Financial Advisor
View bio Industry recognition
- AK
- AR
- AZ
- CA
- CO
- DE
- FL
- GA
- HI
- ID
- IL
- KY
- LA
- MD
- MI
- MN
- MO
- MS
- MT
- NC
- ND
- NE
- NM
- NV
- OH
- OK
- OR
- PA
- SD
- TN
- TX
- UT
- VA
- WA
- WI
- WY
Chad received his undergraduate degree in finance from the University of Massachusetts, Amherst, and his Masters of Finance from the Boston University. At the age of 19, Chad entered the financial services industry in 2005 under the tutelage of his now retired father, Buck Adams. Together, they navigated clients through the 2008 credit crisis and Chad still employs the lessons learned from those early days of his career. Chad’s clients include corporate investors, municipalities, and high net worth families. Chad’s work and passion centers on portfolio construction, risk awareness, and investment management.

He is a CERTIFIED FINANCIAL PLANNER™ Practitioner and a Certified Exit Planning Advisor.
- Forbes America’s Top Next-Gen (Generation) Wealth Advisors Best-in-State, 2019, 2022The Forbes rating is compiled by Shook Research and awarded annually between June and September based on information from a 12 month period ending in March of the award year.
- University of Massachusetts, Amherst, BA
- Boston University, MS in Finance
- CERTIFIED FINANCIAL PLANNER™
- Portfolio Manager
Cash management

Financial planning

Exit planning

Investing

3000 A Street
Suite 100
Anchorage, AK 99503
Richard Scott "Rick" Henningsen

Account Vice President

Senior Wealth Strategy Associate
View bio
- AK
- AR
- AZ
- CA
- CO
- FL
- GA
- HI
- ID
- IL
- KY
- LA
- MD
- MN
- MO
- MS
- MT
- NC
- ND
- NM
- NV
- OH
- OR
- PA
- SD
- TN
- TX
- UT
- VA
- WA
- WI
- WY
Rick is a longtime Alaskan, moving here in 1973 with his family. Rick brings with him over 20 years of Banking and Finance experience, most recently as an AVP with Wells Fargo specializing in business banking. He worked at Northrim Bank as an AVP for the High Net Worth clients of the bank and was a Financial Advisor at UBS for 5 years. He has been Securities Licensed for over 15 years. He and Holly, his wife of over 30 years, enjoy camping, golfing and fishing in the summer. They spend winters planning vacations to get away from the cold.
Cash management

Financial planning

Retirement planning

Investing

3000 A Street
Suite 100
Anchorage, AK 99503
Olivia Dekreon

Financial Advisor
View bio
- AK
- AR
- AZ
- CA
- CO
- DE
- FL
- GA
- HI
- ID
- IL
- KY
- LA
- MD
- MI
- MN
- MO
- MS
- MT
- NC
- ND
- NE
- NM
- NV
- OH
- OK
- OR
- PA
- SD
- TN
- TX
- UT
- VA
- WA
- WI
- WY
Olivia received a BBA in Accounting from the University of Alaska. Since starting her career in Wealth Management in 2015 Olivia found her passion in working with clients in all stages of their financial journey. Olivia’s focus on the team is in financial planning and helping clients finding peace of mind by ensuring an in-depth understanding of their financial goals while leveraging investments as a tool to achieve what is important to them. As a lifelong Alaskan, she loves to get out and enjoy nature, whether it be hiking, biking, kayaking or camping. Olivia loves to spend her free time enjoying the great Alaskan midnight sun. Olivia is also involved in volunteer activities with different non-profits within the state, and enjoys supporting causes that are important to her.
Retirement planning

Investing

Custom portfolios

Women investors

3000 A Street
Suite 100
Anchorage, AK 99503

Michael Meek

First Vice President–Wealth Management

Financial Advisor
View bio
- AK
- AR
- AZ
- CA
- CO
- FL
- GA
- HI
- ID
- IL
- KY
- LA
- MD
- MN
- MO
- MS
- MT
- NC
- ND
- NM
- NV
- OH
- OR
- PA
- SD
- TN
- TX
- UT
- VA
- WA
- WI
- WY
Mike graduated with a B.A. in finance and accounting from University of Alaska Anchorage, and earned a M.S. in finance from Boston College with an emphasis on investment theory. With 27 years of experience, Mike joined our team in 2003 after 12 years as a financial advisor at Merrill Lynch. He specializes in investments and is responsible for the team’s equity research, economic analysis, investment strategy and portfolio construction. Outside of the office Mike enjoys fishing and playing hockey for the UBS Hockey team. Mike and his wife Sherryl also enjoy traveling with their daughter Gwynnie.
- University of Alaska Anchorage, B.A. in Finance and Accounting
- Boston College, M.S. in Finance
Cash management

Financial planning

Education planning

Business owners

3000 A Street
Suite 100
Anchorage, AK 99503
David Young

First Vice President–Wealth Management

Financial Advisor
View bio
- AK
- AR
- AZ
- CA
- CO
- DE
- FL
- GA
- HI
- ID
- IL
- KY
- LA
- MD
- MN
- MO
- MS
- MT
- NC
- ND
- NV
- OH
- OR
- TN
- TX
- UT
- VA
- WA
- WI
- WY
David received a BBA from the University of Montana. After his tenure with the IRS as a revenue agent, he joined Merrill Lynch in 1990 and was invited to become part of their specialized institutional group. In 2000, David joined UBS as Financial Advisor and later became branch manager for 2 years in the Anchorage office. David focuses on fixed-income investments for both institutions and individuals and utilizes Bloomberg technology analytics in his evaluation thereof. As a current member and former President of the East Anchorage Rotary, he is actively involved in the Anchorage community. He and his wife Sharon live in West Anchorage.
- University of Montana, B.S. Business Administration
Cash management

Financial planning

Education planning

Philanthropy

3000 A Street
Suite 100
Anchorage, AK 99503
Timothy Whitworth

Director

Senior Wealth Strategy Associate
View bio
- AK
- AZ
- CA
- CO
- HI
- ID
- MS
- MT
- OH
- OR
- WA
Tim earned his B.A. in business administration from the University of Alaska Anchorage, and has worked as a financial advisor for 30 years. Tim joined UBS in 2001, after 16 years as a financial advisor with Merrill Lynch. He is one of a small number of UBS Financial Advisors who have earned the UBS designation of “Wealth Advisor,” signifying his qualifications to provide highly personalized wealth management services to our clients. He specializes in individual wealth management, financial planning and investments. Tim is involved with local charities and participates in humanitarian trips to Guatemala. He loves to travel and enjoys photography and working with new technologies.
- University of Alaska Anchorage, B.A. in Business Administration
- Wealth Advisor
Cash management

Financial planning

Retirement planning

Custom portfolios

3000 A Street
Suite 100
Anchorage, AK 99503
Chad Adams

Senior Vice President–Wealth Management

Financial Advisor
View bio Industry recognition
- AK
- AR
- AZ
- CA
- CO
- DE
- FL
- GA
- HI
- ID
- IL
- KY
- LA
- MD
- MI
- MN
- MO
- MS
- MT
- NC
- ND
- NE
- NM
- NV
- OH
- OK
- OR
- PA
- SD
- TN
- TX
- UT
- VA
- WA
- WI
- WY
Chad received his undergraduate degree in finance from the University of Massachusetts, Amherst, and his Masters of Finance from the Boston University. At the age of 19, Chad entered the financial services industry in 2005 under the tutelage of his now retired father, Buck Adams. Together, they navigated clients through the 2008 credit crisis and Chad still employs the lessons learned from those early days of his career. Chad’s clients include corporate investors, municipalities, and high net worth families. Chad’s work and passion centers on portfolio construction, risk awareness, and investment management.

He is a CERTIFIED FINANCIAL PLANNER™ Practitioner and a Certified Exit Planning Advisor.
- Forbes America’s Top Next-Gen (Generation) Wealth Advisors Best-in-State, 2019, 2022The Forbes rating is compiled by Shook Research and awarded annually between June and September based on information from a 12 month period ending in March of the award year.
- University of Massachusetts, Amherst, BA
- Boston University, MS in Finance
- CERTIFIED FINANCIAL PLANNER™
- Portfolio Manager
Cash management

Financial planning

Exit planning

Investing

3000 A Street
Suite 100
Anchorage, AK 99503
Richard Scott "Rick" Henningsen

Account Vice President

Senior Wealth Strategy Associate
View bio
- AK
- AR
- AZ
- CA
- CO
- FL
- GA
- HI
- ID
- IL
- KY
- LA
- MD
- MN
- MO
- MS
- MT
- NC
- ND
- NM
- NV
- OH
- OR
- PA
- SD
- TN
- TX
- UT
- VA
- WA
- WI
- WY
Rick is a longtime Alaskan, moving here in 1973 with his family. Rick brings with him over 20 years of Banking and Finance experience, most recently as an AVP with Wells Fargo specializing in business banking. He worked at Northrim Bank as an AVP for the High Net Worth clients of the bank and was a Financial Advisor at UBS for 5 years. He has been Securities Licensed for over 15 years. He and Holly, his wife of over 30 years, enjoy camping, golfing and fishing in the summer. They spend winters planning vacations to get away from the cold.
Cash management

Financial planning

Retirement planning

Investing

3000 A Street
Suite 100
Anchorage, AK 99503
Olivia Dekreon

Financial Advisor
View bio
- AK
- AR
- AZ
- CA
- CO
- DE
- FL
- GA
- HI
- ID
- IL
- KY
- LA
- MD
- MI
- MN
- MO
- MS
- MT
- NC
- ND
- NE
- NM
- NV
- OH
- OK
- OR
- PA
- SD
- TN
- TX
- UT
- VA
- WA
- WI
- WY
Olivia received a BBA in Accounting from the University of Alaska. Since starting her career in Wealth Management in 2015 Olivia found her passion in working with clients in all stages of their financial journey. Olivia’s focus on the team is in financial planning and helping clients finding peace of mind by ensuring an in-depth understanding of their financial goals while leveraging investments as a tool to achieve what is important to them. As a lifelong Alaskan, she loves to get out and enjoy nature, whether it be hiking, biking, kayaking or camping. Olivia loves to spend her free time enjoying the great Alaskan midnight sun. Olivia is also involved in volunteer activities with different non-profits within the state, and enjoys supporting causes that are important to her.
Retirement planning

Investing

Custom portfolios

Women investors

3000 A Street
Suite 100
Anchorage, AK 99503

The Year Ahead - Sustainable Investing

Retirement planning

Multigenerational planning

Legacy—Wealth for others

For needs that go beyond your own—to help you improve the lives of others

What will your legacy be?
It’s never too early to plan ahead. A Legacy strategy can help you gain more control over your financial future and what you leave behind, so you can move forward with confidence.

Learn more at ubs.com/wealthway.

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As of 06/30/2022

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How can you pursue what matters most?

Pursuing your goals together

Michael Meek

David Young

Timothy Whitworth

Chad Adams

Richard Scott "Rick" Henningsen

Olivia Dekreon

Michael Meek

David Young

Timothy Whitworth

Chad Adams

Richard Scott "Rick" Henningsen

Olivia Dekreon

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The Year Ahead - Sustainable Investing

Retirement planning

Multigenerational planning

Legacy—Wealth for others

Backed by the strength of UBS

A global leader in wealth management

Insights

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