Let's move forward. Together.

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I would describe myself as driven and passionate.  As a relationship person, my goal in life is to connect people to people to make everyone's life better. It's all about what you want to get out of life.  That's how I work with you, and that's how I live my life.  A trusted relationship is of utmost importance.
 
I have a deep passion for finance and economics and have been an active personal investor throughout my career in business and high technology.

With 35 years of business experience, spanning from corporate America, to start up business, finance and insurances, I have a broad knowledge base from which to draw when working with you.
 
As a Financial Advisor with UBS in Greenwood Village, CO, I serve affluent families and individuals, corporate executives and successful businesses who value the disciplined approach I bring to each relationship.
 
A successful wealth management strategy considers all aspects of your life. By serving as your personal financial advisor, I work to understand your situation, your needs, your goals, and help you to get there.
 
I spent many years on the finance side of high-tech, developing key technology partner relationships that are critical to success in that quickly evolving industry, and building solid marketing programs for both large and small corporations.

• Portfolio Manager
• Chartered Retirement Planning Counselor
• Chartered Retirement Plans Specialist℠

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• AL
• AZ
• CA
• CO
• CT
• DC
• FL
• GA
• HI
• ID
• IL
• KS
• KY
• MA
• MD
• MN
• MO
• MS
• MT
• NC
• NH
• NJ
• NM
• NV
• NY
• OK
• OR
• PA
• SC
• SD
• TN
• TX
• UT
• VA
• WA
• WY

A 30 year career professional in the finance industry having worked in Denver (present), New York, London, Dubai and Sydney.

Brendan has extensive experience in Private Wealth Management (mass affluent, UHNW and Family Office clients / onshore and offshore US) and Institutional Capital Markets (debt capital markets – investment grade TMT, emerging market debt, acquisition finance and liability management).

A proven track record of working with highly affluent individuals and family offices with a focus on wealth management plans, investment/asset management and legacy planning. Further focus on working with business owners on exit strategies and managing 401(k) / employee retirement plans.

Brendan is a strategic thinker, metric driven and performance focused individual who has a reputation of successfully working with individuals and businesses to assist in helping his clients meet their financial / business and life goals.

With a multi-cultural background, Brendan is known for his client centric approach, transparency and high level of accountability to his clients. A committed, loyal and passionate professional who demands excellence along with reasoned risk taking in an environment that is team oriented and entrepreneurial.

Extensive client and finance professional networks throughout the Americas, the Middle East, London, and Asia Pacific.

Avid outdoors man and keen tennis (USTA 4.5) / platform tennis (paddle - PTI 19) player.

Married to his high school sweetheart (Sam) with whom he has three children.

Joan has been in the industry for 11 years. She began her career in cashiering/management for 8 years and changed roles 3 years ago to become a client associate. She has worked with DG Capital for three years.

 She loves camping, boating and sports. Broncos are her favorite team; she and her mother have season tickets and go to every game together. She has 2 cats, Captain & Shira. She is also a dog lover and walks all her friend’s dogs until she adopts another.