A plan for today, tomorrow and generations to come

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Your financial life is unique. The same should be true of your financial plan. We take the time to get to know you, your family and all your most important priorities. As your circumstances change over time and as new opportunities arise, we'll work with you to adjust your plan to help keep you on track. When you look to the future, you should like what you see.

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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.

  • Louis

    Louis Skertich

    Executive Director

    Market Director

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    • AZ
    • CA
    • CO
    • CT
    • DC
    • FL
    • HI
    • IN
    • KY
    • MA
    • MI
    • NC
    • NV
    • PA
    • TX
    • VA
    • WA
    • WY

    Louis Skertich is the Executive Director and Branch Manager of the Westlake Village and Santa Barbara offices of UBS Wealth Management USA. Prior to his move to the San Fernando Valley, Louis was the Resident Manager and Financial Advisor in the Beverly Hills office.  He was recruited to UBS from the downtown Los Angeles office of Merrill Lynch in 1999.  In the early 90's, he worked on the institutional side of the business as a Fed Funds Trader and Assistant Portfolio Manager at City National Bank in Beverly Hills.

    Louis is a graduate of the University of San Diego where he studied Business Finance while attending school on a full baseball scholarship. He was a member of the United States Baseball team in 1986. He is married with two children and resides in the Conejo Valley.

          3011 Townsgate Road
          Suite 300, 3rd Floor
          Westlake Village, CA 91361
        • Lisa

          Lisa Monica

          Associate Director

          Admin Manager

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          • AZ
          • CA
          • MT
          • NY
          • TX

          Lisa began her financial services career at Crowell, Weedon & Co in 2009 before moving to Ameriprise Financial Services in 2012 where she held various positions such as Operations Leader, Registered Sales Assistant where she created and managed a paperless office.  Moving to UBS in 2016, Lisa is passionate about supporting her teams and ensuring excellent client service.  Lisa love dogs- specifically her 16-year-old, Spike, and outside of the office she enjoys motorcycle riding,  NASCAR and all auto racing.

                3011 Townsgate Road
                Suite 300, 3rd Floor
                Westlake Village, CA 91361

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