Begin with a plan

For your goals. For your future.

Our comprehensive planning process begins with meaningful conversations about what matters most to you. By focusing on your priorities, we'll learn all we can about you, your family and your business. We will then work together to build a plan that helps put you—and keep you—on track pursuing your goals.

We're ready to listen.

Defining your priorities. Pursuing what matters.

Our experience and structured planning process drives a comprehensive financial plan and customized investment strategies. Depending on where you are in your life and the priorities that matter most, our planning conversations may focus on liquidity management, your cash flow needs, asset replacement solutions such as insurance, estate planning strategies, or tax and legal structures such as trusts and philanthropic vehicles.

A plan to simplify your financial life

Wealth transfer across generations

The good news is, you’re succeeding

Turn possibilities into a plan

What’s really important to you—today and for the long term? UBS Wealth Way starts with questions and discussions that can help you organize your financial life into three key dimensions: Liquidity—to help provide cash flow for short-term expenses, Longevity—for longer-term needs and Legacy—for needs that go beyond your own.

^{UBS Wealth Way is an approach incorporating Liquidity. Longevity. Legacy. strategies that UBS Financial Services Inc. and our Financial Advisors can use to assist clients in exploring and pursuing their wealth management needs and goals over different time frames. 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. Time frames may vary. Strategies are subject to individual client goals, objectives and suitability.}

A leading global wealth manager

Texas flood relief

Support and resources

Our UBS Optimus Foundation in the US is directly supporting emergency response, relief and reconstruction activities in Texas through our partnerships with World Central Kitchen and Team Rubicon. You can support these organizations and pool funds, together with Optimus, to increase their ability to support communities in Texas. In addition, any client donation to one of our Optimus partners will receive a 10% match from UBS.

Learn how you can get involved and make an impact through the UBS Optimus Foundation.

^{The UBS Optimus Foundation is a global network of separately organized and regulated, tax-exempt, charitable organizations, founded and managed by UBS, that make grants and other financial contributions to implementing partner organizations aligned with their values and objectives.}

Get involved

Meet the Team

Elaine Gampel, CIMA®

Senior Vice President–Wealth Management

Financial Advisor
View bio Industry recognition
- AK
- AZ
- CA
- CO
- CT
- DE
- FL
- HI
- KY
- MD
- MI
- MN
- MT
- NC
- NJ
- NM
- NY
- OK
- OR
- PA
- SD
- TN
- TX
- VA
- WA
- WI
Defining integrity in Wealth Management. With a career that spans more than four decades-five bear markets and three recessions-Elaine's insight and experience are reflected in the holistic solutions and clarity she delivers to her clients' financial lives. Backed by the global resources and partners of UBS, she can be a single point of contact to provide advice on all aspects of financial life.

Every day Elaine is inspired to listen and discover more about her clients' goals and concerns. She is gratified knowing that she has had the opportunity to impact multiple generations. Integrity, collaboration and transparency are the guiding principle in her career, in life, and top priorities in her practice.
- Forbes America’s Top Women Wealth Advisors, 2020, 2021The Forbes rating is compiled by Shook Research and awarded annually in February based on information from a 12 month period ending September of the prior year.
- Forbes Best-in-State Wealth Advisors, 2018, 2019, 2020, 2021, 2022, 2023, 2024, 2025The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.
- Forbes Top Women Wealth Advisors Best-in-State, 2022, 2023, 2024, 2025The Forbes rating is compiled by Shook Research and awarded annually in February based on information from a 12 month period ending September of the prior year.
- Boston University, B.S. Special Education
- Southern Connecticut State University, M.S. Counseling
- Certified Investment Management Analyst®
370 17th Street
Suite 4100
Denver, CO 80202

elaine.gampel@ubs.com

Elaine Gampel, CIMA®

370 17th Street,Denver,CO,80202
Casey Minnick, CPWA®

Director

Financial Advisor
View bio
- AK
- AZ
- CA
- CO
- CT
- DE
- FL
- HI
- KY
- MD
- MI
- MN
- MT
- NC
- NJ
- NM
- NY
- OK
- OR
- PA
- SD
- TN
- TX
- VA
- WA
- WI
Delivering institutional and wealth management insight to investors. While transitioning out of the Marine Corps Casey discovered her passion for financial services and joined UBS in 2016. Casey and her team bring the diversity of thought that comes with their complementary experience in both institutional and personal wealth management. Casey's goal is to find the right solution as she strives to help clients achieve their goals. Most importantly, she hopes to instill in them a sense of confidence in their financial health today and for the future.
- United States Naval Academy, BS Aerospace Engineering
- Georgetown University, Master's of Science in Finance
- Certified Private Wealth Advisor®
370 17th Street
Suite 4100
Denver, CO 80202

casey.minnick@ubs.com

Casey Minnick, CPWA®

370 17th Street,Denver,CO,80202
Terri Riedel-Manary

Senior Registered Client Associate
View bio
- AZ
- CA
- CO
- DE
- FL
- IL
- KY
- MA
- MI
- MN
- NY
- OH
- OK
- TX
- WY
2840 E. Skyline Drive
Tucson
Tucson, AZ 85718

terri.riedel@ubs.com

Terri Riedel-Manary

2840 E. Skyline Drive,Tucson,AZ,85718

Elaine Gampel, CIMA®

Senior Vice President–Wealth Management

Financial Advisor
View bio Industry recognition
- AK
- AZ
- CA
- CO
- CT
- DE
- FL
- HI
- KY
- MD
- MI
- MN
- MT
- NC
- NJ
- NM
- NY
- OK
- OR
- PA
- SD
- TN
- TX
- VA
- WA
- WI
Defining integrity in Wealth Management. With a career that spans more than four decades-five bear markets and three recessions-Elaine's insight and experience are reflected in the holistic solutions and clarity she delivers to her clients' financial lives. Backed by the global resources and partners of UBS, she can be a single point of contact to provide advice on all aspects of financial life.

Every day Elaine is inspired to listen and discover more about her clients' goals and concerns. She is gratified knowing that she has had the opportunity to impact multiple generations. Integrity, collaboration and transparency are the guiding principle in her career, in life, and top priorities in her practice.
- Forbes America’s Top Women Wealth Advisors, 2020, 2021The Forbes rating is compiled by Shook Research and awarded annually in February based on information from a 12 month period ending September of the prior year.
- Forbes Best-in-State Wealth Advisors, 2018, 2019, 2020, 2021, 2022, 2023, 2024, 2025The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.
- Forbes Top Women Wealth Advisors Best-in-State, 2022, 2023, 2024, 2025The Forbes rating is compiled by Shook Research and awarded annually in February based on information from a 12 month period ending September of the prior year.
- Boston University, B.S. Special Education
- Southern Connecticut State University, M.S. Counseling
- Certified Investment Management Analyst®
370 17th Street
Suite 4100
Denver, CO 80202

elaine.gampel@ubs.com

Elaine Gampel, CIMA®

370 17th Street,Denver,CO,80202
Casey Minnick, CPWA®

Director

Financial Advisor
View bio
- AK
- AZ
- CA
- CO
- CT
- DE
- FL
- HI
- KY
- MD
- MI
- MN
- MT
- NC
- NJ
- NM
- NY
- OK
- OR
- PA
- SD
- TN
- TX
- VA
- WA
- WI
Delivering institutional and wealth management insight to investors. While transitioning out of the Marine Corps Casey discovered her passion for financial services and joined UBS in 2016. Casey and her team bring the diversity of thought that comes with their complementary experience in both institutional and personal wealth management. Casey's goal is to find the right solution as she strives to help clients achieve their goals. Most importantly, she hopes to instill in them a sense of confidence in their financial health today and for the future.
- United States Naval Academy, BS Aerospace Engineering
- Georgetown University, Master's of Science in Finance
- Certified Private Wealth Advisor®
370 17th Street
Suite 4100
Denver, CO 80202

casey.minnick@ubs.com

Casey Minnick, CPWA®

370 17th Street,Denver,CO,80202
Terri Riedel-Manary

Senior Registered Client Associate
View bio
- AZ
- CA
- CO
- DE
- FL
- IL
- KY
- MA
- MI
- MN
- NY
- OH
- OK
- TX
- WY
2840 E. Skyline Drive
Tucson
Tucson, AZ 85718

terri.riedel@ubs.com

Terri Riedel-Manary

2840 E. Skyline Drive,Tucson,AZ,85718

Advice tailored to who you are

A leader in wealth management

Backed by the strength of our parent company, UBS AG

More than 160 years

offering financial advice

^$6 trn

UBS Group invested assets
As of 12/31/2024

51 countries

Our global footprint

Begin with a plan

Defining your priorities. Pursuing what matters.

A plan to simplify your financial life

Wealth transfer across generations

The good news is, you’re succeeding

Turn possibilities into a plan

A leading global wealth manager

Texas flood relief

Meet the Team

Elaine Gampel, CIMA®

Casey Minnick, CPWA®

Terri Riedel-Manary

Elaine Gampel, CIMA®

Casey Minnick, CPWA®

Terri Riedel-Manary

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Education

Credentials

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Education

Credentials

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Advice tailored to who you are

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A leader in wealth management

Backed by the strength of our parent company, UBS AG

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