Great financial planning starts with understanding you — and it doesn’t stop there. When you work with us, you’re supported by a team with different strengths, perspectives and experience. This approach brings broader insight, steady support and people you can rely on even as life - and markets - change. You receive thoughtful advice and a team that’s truly invested in helping you feel confident about where your money can take you.


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Team photo for Upper Deck Wealth Management
Team photo for Upper Deck Wealth Management

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Our advisors

Advisor photo for Chris Thompson

Chris Thompson

CFP®, CRPC, CMFA®

Private Wealth Advisor

Managing Director
Learn more about Chris Thompson Visit Chris Thompson's website
Advisor photo for Marissa Cadiz

Marissa Cadiz

APMA®, CRPC

Financial Advisor

ACCREDITED PORTFOLIO MANAGEMENT ADVISOR™
Learn more about Marissa Cadiz Visit Marissa Cadiz's website
Advisor photo for Todd A Perkins

Todd A Perkins

Financial Advisor

Vice President
Learn more about Todd A Perkins Visit Todd A Perkins's website


Our team

Sarah Blackley

Sarah Blackley

Registered Client Service Associate