Lasting relationships. For all that matters

Family photos on shelf

With the complexity of today's markets and uncertainty about tomorrow's economy, good financial advice is more important than ever. As a team of dedicated Financial Advisors, we're committed to helping you organize your finances around your short term needs, your longer-term goals and what you envision for generations to come. Our knowledgeable perspective, good judgement and broad experience can help you meet your challenges and seize opportunities.

Woman in architect studio

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.

  • image

    Brent Sawrie, CFP, CIMA


    Branch Manager

    • image
    • image
    • image
    • AR
    • CA
    • FL
    • NV
    • OR
    • TX

          6900 South McCarran Boulevard
          Suite 1020
          Reno, NV 89509
        • image

          Joan Phinney

          Associate Director

          Admin Manager

          • image
          • image
          • AZ
          • CA
          • MA
          • UT

                3001 Douglas Boulevard
                Suite 160
                Roseville, CA 95661
              • image

                Wanda Sisk

                Associate Director

                Supervisory Officer

                • image
                • image
                • image
                • CA
                • HI
                • TN

                      Home Worker TN
                      Home Worker TN, TN 000

                    Connecting you to the deep resources of UBS

                    By seeing the big picture, we provide access to the global platforms and the financial and intellectual strengths of UBS’s experts in Wealth Management, Asset Management and our Private and Investment Banks.

                    Goals-based planning

                    Goals-based planning

                    Multigenerational wealth planning

                    Multigenerational wealth planning

                    Retirement Couple

                    Retirement readiness

                    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

                    Backed by the strength of UBS

                    A global leader in wealth management

                    Global leader

                    UBS is a world-leading wealth manager

                    More than 150 years

                    offering financial advice

                    Financial strength

                    Driving confidence.
                    Aa3 (stable) Moody’s
                    A+ (stable) Standard & Poor’s

                    UBS AG, long-term senior secured debt rating. As of 11/23/2021