Lasting relationships

• AK
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• GA
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Colin began his career in 1999 as a Financial Advisor for UBS in Bellevue, Washington. He spent six years as a successful Financial Advisor and became the Branch Manager for the UBS Anchorage office in 2006. Two years later, he returned to manage the Bellevue office and in 2009 became the Bellevue Complex Director.

Colin has served on several field advisory committees, providing proactive feedback on coaching and leadership. From 2012 to 2014, he served on the Branch Manager Advisory Committee (BMAC).

He is currently the Market Head of the Pacific Northwest Market, which includes 12 offices located in Alaska, Washington and Oregon. During his management tenure in Bellevue, he has achieved leadership council five times.

Prior to joining the financial services industry, Colin served as an officer in the United States Army. This leadership experience is what attracted him to become a Branch Manager.

He received a BS in accounting from Gonzaga University and an MBA with a finance focus from Tarleton State University.

Colin lives in Bellevue with his wife, Lauren, and his two daughters, Katie and Kellie. Outside of the office he coaches the Eastside Running Club and also volunteers as a Big Brother for an 11-year-old named Dan. Colin also enjoys running, skiing, golf and traveling with his family.

• Gonzaga University, B.S. Accounting
• Tarleton State University, M.B.A.

• AK
• AL
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• CA
• CO
• CT
• DC
• DE
• FL
• GA
• HI
• IA
• ID
• IL
• IN
• KS
• KY
• LA
• MA
• MD
• ME
• MI
• MN
• MO
• MS
• MT
• NC
• ND
• NE
• NH
• NJ
• NM
• NV
• NY
• OH
• OK
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• PA
• RI
• SC
• SD
• TN
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• UT
• VA
• VT
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• WV
• WY

Carla is the Assistant Market Head for the Pacific Northwest Market.  Her primary responsibilities include acting as deputy to the Market Head as well as resolution of all escalated issues.  She joined UBS in 2008. Prior to her current role, Carla worked as the Market Supervisory Officer for the Mountain Pacific Market. She holds a B.A. in Economics and an M.B.A. from Fairleigh Dickinson University. She is the co-chair for the Greater Seattle Chapter of All Bar None, the women's network at UBS as well as the Co-Chair for the Veteran’s Network for the Pacific Northwest.

After spending the majority of her life in the NY/NJ area, Carla currently resides in Washington with her sons Jacob and Connor. Away from work she enjoys spending time with her sons, reading, anything Peloton related, and teaching and practicing yoga.

• Fairleigh Dickinson University, B.A. Economics
• Fairleigh Dickinson University, M.B.A.

• AK
• ID
• MT
• OR
• WA

Janna is the Market Supervisory Officer for the Pacific Northwest Market. Her responsibilities include business risk management and compliance. Janna has been in the financial services industry for 37 years.  She began her career at Piper Jaffray Inc. and was there for 22 years before joining UBS Financial Services Inc. in 2006 where she has held several roles including Regional Administrative Officer and Complex Administrative Manager.  Janna holds FINRA licenses Series 7, 8, 63 and 66 as well as her Washington State insurance license.

Janna graduated from Western Washington University with a BA in Finance and a minor in Economics.  She currently resides in Edmonds, Washington with her husband and two daughters. In her free time, Janna enjoys traveling, hiking, reading, and spending time with family and friends.  

• Western Washington University, B.A. Finance

• AK
• ID
• MT
• WA

David Wright is the Administrative Manager for the Pacific Northwest Market and is responsible for the operations, compliance and administrative functions of the Market. David has been in the financial services industry over 10 years and joined UBS in 2016. He holds a B.A. in Finance from the University of Washington. David also holds FINRA licenses Series 7,66, 9 and 10 as well as Washington State insurance licenses.

David grew up in Jamaica, migrated to the United States in 2000 and currently resides in Bellevue, Washington. He enjoys snowboarding, playing football, hiking and traveling.

• University of Washington, B.A. Finance

• AK
• CA
• MT
• WA

Allen Kent is an Administrative Manager for the Seattle office. As part of his role he is responsible for the operations, compliance and administrative areas of the Seattle office. He began his career at UBS in 2014 as a Team Administrator, and in 2018 joined the PNW market management team as a Supervisory Officer. Prior to joining UBS, Allen spent 12 years as a Branch Manager for another brokerage firm. He graduated from the University of Washington with a B.A. in Economics. Allen holds his series 4, 7, 10, 24, 63 and 65 securities license as well as his WA State life and Disability Insurance license. 

Outside of the office, Allen lives in Seattle and with his wife and son. In his free time he enjoys skiing, cycling, and spending time with friends and family.

• University of Washington, B.A. Finance

• WA

Pete is a Supervisory Officer for the Pacific Northwest Market. His responsibilities include business risk management and compliance for both Wealth Management and the Institutional business segments. Pete has been in the financial services industry for over 22 years. He has worked for Bank of America, Wells Fargo and TIAA-CREF before joining UBS Financial Services Inc. in 2017. During his career he has worked in Operations, Supervision, Sales and Trading. Pete holds FINRA licenses Series 4, 6, 7, 24, 53, 63 and 65 as well as his Washington State insurance license.

Pete graduated from High Point University with a BA in Human Relations.  He currently resides in Lake Forest Park, Washington with his wife Nicole, and two sons, Jordan & Jackson.  In his free time, Pete enjoys watching his kid’s sporting events, working out, fly fishing in the PNW and spending time with family & friends.  

• High Point University, B.A. Human Relations

Danielle is a graduate of the University of Washington and started working in the wealth management industry in 2015. She works in close coordination with the twelve offices of the Pacific Northwest Market and is responsible for the day-to-day business operations, community engagement, and corporate event planning. Through her charitable work at UBS, she has developed a strong passion for philanthropy and leads several volunteer projects in her community and the Pacific Northwest Market.

Danielle currently resides in downtown Bellevue and in her free time enjoys working out at her local sports club, cooking, reading, and traveling.

• University of Washington, B.A. Communications

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• LA
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• MI
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• NC
• NJ
• NV
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• OH
• OR
• PA
• TN
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• VA
• VI
• WA
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• WY

Hannah is the Associate Market Executive for the Pacific Northwest Market. She is also a CERTIFIED FINANCIAL PLANNER™ professional focusing on generational financial planning, with an emphasis on creating holistic and comprehensive financial plans to address important priorities. Hannah comes to UBS with a unique background that offers a fresh and diverse perspective on wealth management.

Prior to her career as an advisor, Hannah received her MA from the University of Washington in the field of international studies. During the program, she taught political science courses at the University of Washington and spent summers overseas in Turkey (at Bogazici University) and Azerbaijan (at the Azerbaijan University of Languages) on Departments of State and Education grants. Before her program, she worked in Washington, D.C. on a federally-funded program for study abroad. Hannah received her BA in political science from the University of Washington, during which time she spent a semester at the University of Tuebingen in Germany. She is conversational in Turkish and German, and hold her Series 7, 66, 9 and 10 licenses, and Washington State Life and Disability Insurance licenses.

• University of Washington, MA - International Studies
• University of Washington, BA - Political Science

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• WA

Marti’s career in the financial industry began at Paine Webber in the 1980s. She worked for 10 years at Merrill Lynch before a 10 year hiatus raising her two sons. She’s been with UBS for 19 years, currently supporting the Seattle Management Team as the Executive Team Assistant. Her responsibilities include the day to day operations of the Seattle office including technology and facilities. Her philosophy is creating an atmosphere where clients, employees and vendors feel supported at the highest level with superior customer service.   

Marti graduated from the University of Washington with a degree in Kinesiology. She holds FINRA licenses Series 7, 9, 10. When she’s not working she spends her time at home in Poulsbo. She loves to hike, bike, boat and spend time with family and friends.

• University of Washington, B.S. Kinesiology