Senior Vice President–Wealth Management
Market Director
Stefanie serves her clients as a Financial Advisor and Portfolio Manager. Stefanie graduated with honors from Gonzaga University majoring in both Finance and Economics. She started in the wealth management industry in 2005 and joined UBS in 2008. Stefanie is a Certified Financial Planner certificant and holds the Series 7, 9, 10, and 66 securities licenses. Prior to becoming Branch Manager, she held roles of Senior Client Service Associate, Administrative Manager and Financial Advisor.
She and her husband, Jordan, have two children, Maxton and Madeline. Stefanie is a proud member of her local Rotary and can be found on the weekends playing golf with her family at the Kalispel Golf & Country Club.
Recognized as an industry leader:
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.
Senior Vice President–Wealth Management
Market Director
Stefanie serves her clients as a Financial Advisor and Portfolio Manager. Stefanie graduated with honors from Gonzaga University majoring in both Finance and Economics. She started in the wealth management industry in 2005 and joined UBS in 2008. Stefanie is a Certified Financial Planner certificant and holds the Series 7, 9, 10, and 66 securities licenses. Prior to becoming Branch Manager, she held roles of Senior Client Service Associate, Administrative Manager and Financial Advisor.
She and her husband, Jordan, have two children, Maxton and Madeline. Stefanie is a proud member of her local Rotary and can be found on the weekends playing golf with her family at the Kalispel Golf & Country Club.
Recognized as an industry leader:
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.
Associate Director
Market Director
Jeff has 30 years of experience in the financial services industry. Prior to joining UBS in 2005 Jeff spent 21 years at Morgan Stanley as a Financial Advisor. In 2008 Jeff was promoted to branch manager of the Anchorage office of UBS. He received his BA in Business and Finance from Linfield College. Jeff has lived in Alaska most of his life. He and his wife Tammy have two boys in college David and Kyle. They enjoy the outdoors, camping and fishing in the summer and skiing in the winter.
Recognized as an industry leader:
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.
Education
Associate Director
Market Director
Jeff has 30 years of experience in the financial services industry. Prior to joining UBS in 2005 Jeff spent 21 years at Morgan Stanley as a Financial Advisor. In 2008 Jeff was promoted to branch manager of the Anchorage office of UBS. He received his BA in Business and Finance from Linfield College. Jeff has lived in Alaska most of his life. He and his wife Tammy have two boys in college David and Kyle. They enjoy the outdoors, camping and fishing in the summer and skiing in the winter.
Recognized as an industry leader:
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.
Education
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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