Lasting relationships. For all that matters

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Keep moving forward with confidence. You don't have to go it alone. We can help you with clear advice, wherever you are in life. We start by listening and understanding what drives your passions and what impact you want to make in the world. Then we'll make a plan together, get you on the right path and help you make the smart moves every step of the way.

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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.

  • SB

    Shawn Bernhard, CFP, CEPA

    Executive Director

    Market Director

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    • AZ
    • NC

    With over 20 years of wealth management experience, Shawn is an Executive Director and Market Director. She is responsible for leading the UBS Wealth Management business in Arizona.

    As the Market Director, Shawn knows how important it is to provide comprehensive advice, guidance and solutions tailored to each situation. She partners with Financial Advisors and their teams to ensure that they have deep knowledge of our global capabilities to best assist clients and provide an exceptional client experience.

    Shawn is passionate about helping clients and their families improve their lives and create legacies that matter most to them. She understands that significant wealth brings a greater level of complexity to clients and that every client is unique.

    Experience to guide you forward

    Shawn joined UBS in 2008 and has spent the past decade in various leadership roles including Assistant Market Head for the UBS 1285 Headquarters office in New York and Complex Sales Manager in Chicago before assuming the Market Director role in Phoenix, Scottsdale and Tucson. Prior to pursuing a leadership career, Shawn held several roles in the industry including Regional Branch Analyst and Planning Specialist, Financial Advisor and Client Service Associate. Shawn has also worked at Wachovia Securities and Merrill Lynch where she began her career in 1999.

    My professional achievements and education

    Shawn graduated from University of Delaware – Lerner College of Business and Economics and received her B.A. in Business Administration and Marketing. She holds the CERTIFIED FINANCIAL PLANNERTM and maintains her securities licenses for the Series 7, 9, 10, 66 and her life and health insurance licenses.

    Outside the office

    Shawn, her husband Derek and their two dogs, Bella and Luna live in Phoenix. She enjoys golfing, traveling and spending time with family.

      • University of Delaware- Lerner College of Business and Economics, B.A. in Business Administration and Marketing
      • CERTIFIED FINANCIAL PLANNER™
      2575 East Camelback Road
      Suite 900
      Phoenix, AZ 85016
      shawn.bernhard@ubs.com
      Shawn Bernhard, CFP, CEPA
      2575 East Camelback Road,Phoenix,AZ,85016
    • Danielle Kaczmar

      Danielle Kaczmar

      Branch Office Administrator

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        Danielle joined UBS Financial Services at the Scottsdale location in 2019. She oversees the branch technology and supports branch operations for The Arizona Complex. She ensures that financial advisors and their teams face minimal problems in providing exceptional service to their clients. 

        She graduated from North Central College, Naperville, IL, and attained her bachelor’s degree in Psychology and minor in Sociology. 

        Danielle enjoys camping and ATVing in the mountains with her dogs and spending time with family.

          • North Central College, Bachelor's in Psychology
            2575 East Camelback Road
            Suite 900
            Phoenix, AZ 85016
            danielle.kaczmar@ubs.com
            Danielle Kaczmar
            2575 East Camelback Road,Phoenix,AZ,85016
          • Marietta Perkins

            Marietta Perkins

            Associate Director

            Admin Manager

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            • AZ
            • CA
            • MN
            • OK

            Marietta is the Administrative Manager for the Phoenix and Scottsdale locations. 

            Marietta graduated from Arizona State University with a degree in Business Communications. Prior to her current role, she was a Business Service Manager with Morgan Stanley.

            Marietta started her Financial career as an Intern with Morgan Stanley during her Junior year of college, then became a Client Service Associate where she obtained her SIE, Series 7 and Series 66. Marietta found her passion for leadership and then became a Team Lead. 

            In her free time, Marietta enjoys traveling, hiking, and spending time with family and friends. 

              • Arizona State University, B.A. in Business Communications
                2575 East Camelback Road
                Suite 900
                Phoenix, AZ 85016
                marietta.perkins@ubs.com
                Marietta Perkins
                2575 East Camelback Road,Phoenix,AZ,85016
              • Julian Sanchez

                Julian Sanchez

                Director

                Associate Market Executive

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                • AZ
                • CA
                • CO
                • CT
                • NC
                • NM
                • SC
                • TX
                • VA

                Julian was born in Mexico and moved to the United States at the age of 9. He was raised in Stephenville, TX—the Cowboy Capital of the World, and lived in the Lone Star State for nearly 20 years prior to moving to Los Angeles, where he currently resides. Julian graduated high school as the Valedictorian and obtained a BS in Finance and a Minor in Accounting from Tarleton State University, a founding member of the Texas A&M University system. He joined UBS in January of 2020 and formerly served as the Administrative Manager and Associate Market Administrative Officer in the Los Angeles Market.

                 

                In his free time, he enjoys hiking, camping, archery, and pretty much anything in the great outdoors. He loves the Western lifestyle and owns a working cattle ranch in Texas with his family.

                      2575 East Camelback Road
                      Suite 900
                      Phoenix, AZ 85016
                      julian.sanchez@ubs.com
                      Julian Sanchez
                      2575 East Camelback Road,Phoenix,AZ,85016
                    • Carla Ozog

                      Carla Ozog

                      Director

                      Market Supervisory Officer

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                      • AZ

                      Carla began her career in the financial services industry in 2000 with Smith Barney as a client service associate in the Detroit Metro area. In 2003 she moved to UBS Financial Services in Birmingham, MI and has held various roles within the Firm. In 2007, she moved to Scottsdale, Arizona to become the Operations Manager for the Scottsdale AZ branch and then moved into a Supervisory position in the Phoenix AZ branch in 2009. 

                      Prior to joining the Pacific Desert Market, Carla was the Market Supervisory Officer for Desert Mountain Market. Carla believes one of the most important parts of her role is establishing strong relationships with Financial Advisors, Team Associates, Market Directors and Senior management, as well as mitigating risk within her Market and Firm.  

                      Carla received her Bachelor’s degree in Finance from Walsh College Business and Accountancy in Troy, MI. She also holds her Series 7, 63, 66, 9, 10 and insurance licenses.

                      She resides in Scottsdale Arizona with her dog Ruger, who she adopted from the Westside German Shepherd Rescue in Los Angeles in 2019. Carla is passionate about animal welfare and military veterans.

                      When time prevails, Carla enjoys walking, hiking, reading and visiting family.

                            14624 N Scottsdale Road
                            Suite 150
                            Scottsdale, AZ 85254
                            carla.ozog@ubs.com
                            Carla Ozog
                            14624 N Scottsdale Road,Scottsdale,AZ,85254

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