Senior Registered Client Associate
Tammy brings over three decades of experience with a passion for perfection. She specializes in prompt and accurate execution of our clients many needs. Tammy shows up every day ready to make every interaction positive. In her free time she travels, cooks, sews and laughs.
Our advice is comprehensive. We help diverse clients in a broad range of areas, including:
Senior Registered Client Associate
Tammy brings over three decades of experience with a passion for perfection. She specializes in prompt and accurate execution of our clients many needs. Tammy shows up every day ready to make every interaction positive. In her free time she travels, cooks, sews and laughs.
Our advice is comprehensive. We help diverse clients in a broad range of areas, including:
Client Associate
Issiah is our newest team associate and with that comes a fresh approach to customer service and communication. It's hard to interact with Issiah and not enjoy it. His positive attitude and willingness to learn makes him a great addition that will become part of your regular experience with our team. In his free time he's one of the best improv actors on the west coast willing to jump into any situation with no fear.
Our advice is comprehensive. We help diverse clients in a broad range of areas, including:
Client Associate
Issiah is our newest team associate and with that comes a fresh approach to customer service and communication. It's hard to interact with Issiah and not enjoy it. His positive attitude and willingness to learn makes him a great addition that will become part of your regular experience with our team. In his free time he's one of the best improv actors on the west coast willing to jump into any situation with no fear.
Our advice is comprehensive. We help diverse clients in a broad range of areas, including:
Authorized Officer
Senior Wealth Strategy Associate
Jacqueline is a specialist for our team assisting only with 401K Retirement Plans. In her broader role at the firm she works with over sixty 401K plans in addition to understanding many of the aspects of personal financial advice. We are lucky to have her expertise and client focused approach. In her free time she's a dog mom and adventurous travelor.
Our advice is comprehensive. We help diverse clients in a broad range of areas, including:
Authorized Officer
Senior Wealth Strategy Associate
Jacqueline is a specialist for our team assisting only with 401K Retirement Plans. In her broader role at the firm she works with over sixty 401K plans in addition to understanding many of the aspects of personal financial advice. We are lucky to have her expertise and client focused approach. In her free time she's a dog mom and adventurous travelor.
Our advice is comprehensive. We help diverse clients in a broad range of areas, including:
Authorized Officer
Senior Client Associate
Kaoru's nearly three decades of financial services experience and over 19 years of UBS tenure make her an invaluable resource for clients and peers. Her role on the team has changed but her expertise and knowledge is still relied upon on a regular basis. In her free time she is a busy mom and enjoys being active and playing tennis.
Authorized Officer
Senior Client Associate
Kaoru's nearly three decades of financial services experience and over 19 years of UBS tenure make her an invaluable resource for clients and peers. Her role on the team has changed but her expertise and knowledge is still relied upon on a regular basis. In her free time she is a busy mom and enjoys being active and playing tennis.
Financial Advisor
CERTIFIED FINANCIAL PLANNER
Education
Credentials
Our advice is comprehensive. We help diverse clients in a broad range of areas, including:
Financial Advisor
CERTIFIED FINANCIAL PLANNER
Education
Credentials
Our advice is comprehensive. We help diverse clients in a broad range of areas, including:
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
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