In her free time, Carrie likes to go boating with her husband and dog Bailey, go for walks, and vacation with family. Timothy attended Louisiana Tech University where he majored in Finance. In her role as Digital Specialist, Katie works with Managers and Advisor teams to leverage our technology platforms to support our clients and their goals. She worked with Field Leaders and Advisors across 13 states to drive home office and field initiatives.
She has experience in financial analysis for the Division and has also organized various events and client engagements. Katie holds her Series 7 and 66 securities licenses. Katie loves languages, cultures and traveling. She has lived in Russia and studied abroad in Shanghai, China. She also loves pilates, hiking, and spending time with loved ones and friends. Email Me. For some of life's questions you're not alone. Together we can find an answer. To make the right choices you need to ask the right questions.
He holds his Series 7, 66, 24 and CA insurance licenses. He received an M. Email Me. Year over year, the cost of financing college tuition continues to rise. We can show you how. Are you ready for a retirement that could span 30 years or more? The longer you spend in retirement, the greater the impact these decisions can have. Our team will work with you to help preserve your lifestyle and livelihood in retirement by understanding your goals, risk and time horizon.
Talking about future financial responsibility can be an emotional and challenging topic for both parents and children. Let us show you how. We ask the questions and find the answers that can help you explore and pursue your financial goals in the short term, long term or whatever your terms may be.
Let's talk about how we can help you plan for the life you want Our approach incorporates Liquidity. This approach is not a promise or guarantee that wealth, or any financial results, can or will be achieved. All investments involve the risk of loss, including the risk of loss of the entire investment. Are you a UBS Client? Leave this empty:. Financial planning for what you want to accomplish. Are you a UBS Client? Leave this empty:. Lasting relationships.
For all that matters. Start the conversation. Pursuing your goals together Our mission is to provide quality strategies customized to your needs. View bio. San Jose State University, B. Senior Portfolio Manager. University of Southern California, Bachelors degree in Economics. Portfolio Manager.
Our team. Additional Specialists. About Recognition Education Focus Contact. Registered States:. Let's connect. Education Credentials. Show more. At St. Jefferson began working in the industry with Ron as a college intern 10 years ago and has become an integral member of the client-services team. Jefferson prides himself on paying meticulous attention to detail.
He interacts with clients daily and helps make sure they receive the personalized attention and prompt, efficient service that is the hallmark of the Lohbeck Capital Management Group. He currently resides in Milpitas and enjoys hiking, traveling and experiencing new places. Email Me. Year over year, the cost of financing college tuition continues to rise. We can show you how. Are you ready for a retirement that could span 30 years or more?
The longer you spend in retirement, the greater the impact these decisions can have. Our team will work with you to help preserve your lifestyle and livelihood in retirement by understanding your goals, risk and time horizon. Talking about future financial responsibility can be an emotional and challenging topic for both parents and children.
Let us show you how. We ask the questions and find the answers that can help you explore and pursue your financial goals in the short term, long term or whatever your terms may be. Let's talk about how we can help you plan for the life you want Our approach incorporates Liquidity. This approach is not a promise or guarantee that wealth, or any financial results, can or will be achieved. All investments involve the risk of loss, including the risk of loss of the entire investment. Are you a UBS Client?
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