How can you pursue what matters most?

Mountain climbers reaching the summit

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.

Co-workers in a lobby

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.

  • Mike's Headshot

    Michael Meek

    First Vice President–Wealth Management

    Financial Advisor

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    • AK
    • AR
    • AZ
    • CA
    • CO
    • FL
    • GA
    • HI
    • ID
    • IL
    • KY
    • LA
    • MD
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    • MO
    • MS
    • MT
    • NC
    • ND
    • NM
    • NV
    • OH
    • OR
    • PA
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    • TX
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    • 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
      • Dave's Headshot

        David Young

        First Vice President–Wealth Management

        Financial Advisor

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        • AK
        • AR
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        • 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
          • Tim's Headshot

            Timothy Whitworth

            Director

            Senior Wealth Strategy Associate

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            • 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's Headshot

              Chad Adams

              Senior Vice President–Wealth Management

              Financial Advisor

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              • 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
            • Rick Headshot

              Richard Scott "Rick" Henningsen

              Account Vice President

              Senior Wealth Strategy Associate

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              • 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's Headshot

                    Olivia Dekreon

                    Financial Advisor

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                    • 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

                        Retirement planning

                        Multigenerational 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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                        A global leader in wealth management

                        $2.8 trillion

                        In invested assets globally 
                        As of 06/30/2022

                        51 countries

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                        UBS is a world-leading wealth manager

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