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Where are you today and where do you want to be tomorrow? We recognize that a lasting relationship starts by listening and understanding your priorities and concerns. We'll work together to look at the big picture, discuss your vision for the future and help you confidently pursue your life goals.

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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.

  • John Jaber Profile Photo

    John Jaber

    Managing Director

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    • AZ
    • CA
    • CO
    • FL
    • HI
    • IA
    • ID
    • LA
    • MI
    • MO
    • NC
    • NE
    • NM
    • NV
    • NY
    • OR
    • TN
    • TX
    • UT
    • VA
    • WA
    • WY

    John Jaber, Managing Director, is the newest member of the team joining the group May 2015. He brings a wealth of experience, having been a financial service professional for a combined 30 years at Morgan Stanley and UBS. At both firms John has worked in senior management as well as in an advisory capacity, advising high net worth clients and businesses. He is fully licensed and holds Series 7,8, 63, 65 as well as health and life insurance licenses. John is a Managing Director of the firm.  He is an active volunteer with American Corporate Partners (ACP) a nonprofit organization dedicated to assisting veterans in their transition from the armed services to the civilian workforce. John is married and has two children.

          860 W Olive Street
          Suite B
          Merced, CA 95348
        • Daniel Zacharias Profile Photo

          Daniel Zacharias

          Senior Vice President–Wealth Management

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          • AK
          • AZ
          • CA
          • CO
          • FL
          • HI
          • ID
          • KS
          • MI
          • MN
          • MO
          • NC
          • NE
          • NM
          • NV
          • NY
          • OK
          • OR
          • TN
          • TX
          • UT
          • VA
          • WA
          • WY
          Daniel is excited to be part of a team with so much industry knowledge and experience. He has served UBS Financial Services for 7 years and holds his Series 7 and 66 security licenses, as well as health and life insurance licenses. Graduating from Santa Clara University in Finance he worked in national accounts in the Silicon Valley.  After moving to Merced, Daniel worked several years in the mortgage industry including time spent in commercial development.  Finally the opportunity to join UBS Financial Services came to fruition. Daniel is an active member of the Merced Active 20/30 Club and the Merced Chamber of Commerce. He also enjoys, sports, music, golfing, reading, and the gym, but most importantly spending time with his daughter Emma.

            • Santa Clara University, Finance
              860 W Olive Street
              Suite B
              Merced, CA 95348
            • Cheryl Hurne Profile Photo

              Cheryl Hurne

              Senior Client Associate

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              • CA
              With more than 19 years of financial services experience, Cheryl began her career as a Wire Operator and after 5 years in that position she transitioned to her current role as a Senior Registered Client Service Associate. In addition to being a Notary Public, Cheryl holds Series 7 and 66 securities licenses. Cheryl enjoys reading, skating, spending time with her son, exploring California, learning foreign languages and traveling to Mexico.

                    860 W Olive Street
                    Suite B
                    Merced, CA 95348

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