Let's move forward. Together.

• CA
• CO
• GA
• NV
• WA

Jaron has over 18 years of industry experience all with UBS Financial Services. He joined the former UBS PaineWebber as an intern in Century City, CA in 2001. In 2002, he entered the New Financial Advisor Training Program in the Beverly Hills office where he earned the Western Division Most Outstanding Trainee award.

With a passion for helping others, in 2006 Jaron was invited to train New Financial Advisors for UBS in Lincoln Harbor. In 2008 he became the Business Development Coach for the state of Colorado working with high performing teams to grow their business and enhance the client experience. In 2009 Jaron became a Regional Sales Manager for five states based out of Arizona. Drawing on his experience as a Financial Advisor and his diverse background in coaching and training, Jaron became a Branch Manager in 2012 and was named Market Head – West Los Angeles in January 2020.

• AK
• AL
• AR
• AZ
• 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
• OR
• PA
• RI
• SC
• SD
• TN
• TX
• UT
• VA
• VT
• WA
• WI
• WV
• WY

After graduating from UCLA in 2000 with a degree in Economics, Michael began his career in the industry at PaineWebber working in Operations.  He has spent the majority of his 20-year career in the Los Angeles area with UBS Financial Services, teaming with advisors and clients to find innovative solutions for their investment, planning, and service needs.  He is well positioned to guide his colleagues toward their goals due to holding leadership roles in Operations, Administration, Supervision, and Sales and is currently the Assistant Market Head for the West LA Market leading a team of 100 professionals.  He is involved in the community partnering with The Urban League, The Fulfillment Fund, and The Boys and Girls Club helping young leaders in underserved communities gain access to financial acumen, business and life skills. He enjoys outdoor activities with his family, including soccer, volleyball, hiking, and attending concerts and sporting events.

• AZ
• CA
• NM

Susan’s 20-year tenure in the financial services industry is diverse; she spent ten years working solely with International Offshore clients with PaineWebber and later UBS International and Merrill Lynch before becoming an International Financial Advisor at Chase Investments and Oppenheimer & Co. She later returned to UBS, moving to the domestic side of the business, working with retail wealth management and most recently supporting the firm’s technology training and awareness.  Susan is dedicated to supporting and developing her team and ensuring they can deliver the best experience to their clients.  Outside of the office, Susan enjoys all manner of outdoor activities and going for drives in her classic Buick.

• AR
• CA
• CO
• FL
• MA
• NJ
• UT

Kevin Janke was born and raised in New Jersey and started his career with Merrill Lynch serving in various leadership positions. In 2017, Kevin joined UBS with the Rockies Market as an Administrative Manager and moved from New Jersey to Colorado. Kevin has over 10 years of experience and holds his Series 7, 66, 9, 10 and CO insurance licenses. Kevin graduated from Rutgers University in 2007 with a bachelor’s degree in Psychology and minor in Economics.

Kevin is married to his wife Tina and they have a dog named Bandit. They enjoy snowboarding, beach life, hiking and travelling.

• CA
• IN
• OH

Katrina started in the financial services industry in 2000 as a high school intern with Paine Webber. Through the McDonald Investments acquisition in 2007, she rejoined UBS. She holds her Series 7, 66, 9 and 10 licenses and has held various roles, including registered client service associate, branch administrative manager and market administrative manager before assuming the market supervisory position in 2010.   Katrina has two high school daughters active in soccer and basketball, and in her spare time enjoys traveling and listening to live music.

• CA

Karen began her career in financial services in 2007. Passionate about helping clients during difficult life transitions such as divorce and recent widowhood Karen holds the Certified Divorce Financial Analyst . A well -rounded professional, Karen has experience as a Financial Advisor, Portfolio Manager, Registered Paraplanner, Senior Registered Client Service Associate, Administrative Manager, and Supervisory Officer and is certified in media and seminar speaking.  Karen is detailed, enthusiastic, knowledgeable, and attentive to the needs of others which is evidenced by her focus on coaching and mentoring.  Outside of the office, Karen is passionate about volunteering for Habitat for Humanity, Domestic Violence Solutions, and sits on a committee for the End Hunger Games Corporate Challenge at her local food bank.  In her free time she enjoys attending concerts and going to the beach to watch her son surf at local competitions.  Although her role as a Supervisory Officer is serious, she has an excellent sense of humor and she is not afraid to smile and laugh daily.  Her failures include hot yoga, running, giving blood, and telling jokes.