Experience. Advice. Collaboration.

Planning for your family’s entire financial needs

By understanding what’s most important to you, we can organize your financial life to help make sure your short-term needs don't cloud your long-term goals. We provide a structure so you clearly understand where your money is, and why. The plan we create together can help you stay focused at each stage of life, today, tomorrow and for future generations.

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Pursuing your goals together

Our mission is to provide quality strategies customized to your needs. Our goal is to be your primary source of financial advice. To this end, we concentrate our efforts on developing long-term relationships through a commitment to quality client service.

Thomas Berry, CFP®, CEPA®

Senior Vice President–Wealth Management

Financial Advisor
View bio Industry recognition
- AR
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- HI
- IL
- IN
- MA
- MD
- ME
- MI
- MN
- MT
- NC
- NH
- NJ
- NV
- NY
- OH
- OK
- OR
- PA
- RI
- SC
- TX
- UT
- VA
- VT
- WA
- WI
- WV
- WY
California License # 535473

Tom Berry has been providing professional financial advice and wealth management solutions since 1993. An advocate for ongoing, holistic wealth planning, Tom holds the CERTIFIED FINANCIAL PLANNER™, Certified Exit Planning Advisor® and Wealth Advisor certifications. Since joining UBS in 2008, he has drawn on the firm’s resources and capabilities to help clients plan for, grow and preserve their wealth.

Tom believes that no two families have exactly the same circumstances, priorities or goals. His personalized approach begins with understanding what matters most to each client, identifying planning needs and helping coordinate advice and resources around those priorities. Whether a client is navigating a complex financial decision or simply seeking a fresh perspective or second opinion, Tom believes thoughtful wealth management starts with listening and understanding the full picture.

Tom graduated from Dartmouth College with a degree in economics and is a longtime resident of New Hampton, New Hampshire. Outside of work, he is an active supporter of the Mayhew Program and serves on the Board of Directors of the McDonough Scholarship Foundation.
- Forbes Best-in-State Wealth Advisors, 2026The 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 Best-in-State Wealth Management Teams, 2023, 2024, 2025, 2026The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.
- UBS Wealth Management Director’s Council, 2025UBS Financial Services Inc. Councils are a distinction held by UBS Financial Advisors based on criteria including evaluation of compliance with firm rules, standards & policies and revenue. Council membership is not representative of any one client's experience and is not indicative of the advisor’s future performance.
- Dartmouth College, Economics
- CERTIFIED FINANCIAL PLANNER
- Certified Exit Planning Advisor
11 South Main Street
Suite 300
Concord, NH 03301

thomas.berry@ubs.com

Thomas Berry, CFP®, CEPA®

11 South Main Street,Concord,NH,03301
William "Bill" Chapin Jr.

Senior Vice President–Wealth Management

Financial Advisor
View bio Industry recognition
- AR
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- HI
- IL
- IN
- MA
- MD
- ME
- MI
- MN
- MS
- MT
- NC
- NH
- NJ
- NM
- NV
- NY
- OH
- OK
- OR
- PA
- RI
- SC
- TX
- UT
- VA
- VT
- WA
- WI
- WV
- WY
Bill has over 20 years of investment and financial planning experience. After graduating from UNH with a BA in political science and theology in 1997, Bill began his career in the fall of 1997 on the Chicago Mercantile Exchange. Bill then served as a financial advisor at A.G. Edwards and RBC Financial Management before joining UBS in 2013. Bill lives in Hopkinton, NH with his wife Lissa and their four children. Bill has served on the Hopkinton School Board, and is serving as a trustee on the Hopkinton Public School's Foundation. Bill has been a member of the Hopkinton Rotary Club since 2004, and enjoys coaching soccer, skiing, and lacrosse.
- Forbes Best-in-State Wealth Management Teams, 2023, 2024, 2025, 2026The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.
- UNH, Political Science and Theology
11 S Main Street
3rd Floor
Concord, NH 03301

william.chapinjr@ubs.com

William "Bill" Chapin Jr.

11 S Main Street,Concord,NH,03301
Matthew Dodge, CFP®

First Vice President–Wealth Management

Financial Advisor
View bio Industry recognition
- AR
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- HI
- ID
- IL
- IN
- MA
- MD
- ME
- MI
- MN
- MT
- NC
- NH
- NJ
- NM
- NV
- NY
- OH
- OK
- OR
- PA
- RI
- SC
- TX
- UT
- VA
- VT
- WA
- WY
Matt joined the Alpine Wealth Management team in 2014 after spending time both on Wall Street and as an educator. As a CFP®, Matt leads the long-term planning efforts with many of our clients, and also brings an analytical background to the team. He is a graduate of St. Lawrence University having earned bachelor's degrees in both economics and mathematics, and was captain of the Division I alpine ski team. Matt grew up in Meredith, NH and now resides in Concord, NH with his wife, Taylor. Matt serves on the boards of the Bow Rotary Club, New England Masters Ski Racing Foundation, and the Baker Free Library.
- Forbes Best-in-State Wealth Management Teams, 2023, 2024, 2025, 2026The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.
- Forbes Top Next-Gen (Generation) Wealth Advisors Best-in-State, 2026The Forbes rating is compiled by Shook Research and awarded annually in August based on information from a 12 month period ending in March of the award year.
- St. Lawrence University, Economics and Mathematics
- CERTIFIED FINANCIAL PLANNER
11 S Main Street
3rd Floor
Concord, NH 03301

matthew.dodge@ubs.com

Matthew Dodge, CFP®

11 S Main Street,Concord,NH,03301
Lauren Wright

Senior Registered Client Associate
View bio
- CA
- CT
- FL
- MA
- MD
- ME
- NH
- NJ
- NV
- NY
- SC
- TX
- UT
- VT
- WA
Lauren has over 20 years of experience in the financial services industry having worked for a number of large firms before joining UBS in 2013. Appreciated by clients for her friendly demeanor and high level of professionalism, she is the first point of contact in helping with their banking and lending needs. Lauren is a graduate of the University of Vermont, and now lives in Pembroke, NH. Lauren is an avid skier and is an enthusiastic New England sports fan.
- University of Vermont
11 S Main Street
3rd Floor
Concord, NH 03301

lauren.wright@ubs.com

Lauren Wright

11 S Main Street,Concord,NH,03301
Mitchell Hayes, CFP®

Wealth Strategy Associate
View bio
- CA
- CO
- CT
- FL
- MA
- ME
- NH
- NJ
- NV
- NY
- PA
- SC
- TX
- UT
- VT
- WA
Mitch joined the Alpine Wealth Management team in 2019 having spent time with both New York Life and Commonwealth Financial Group. He brings experience helping clients navigate a variety of financial products and services, and will help serve our client's administrative and operational needs as a Registered Client Associate. Mitch became a CFP® professional in 2025. He graduated from the University of New Hampshire with a bachelor's degree in both finance and management. Mitch is a lifelong resident of Concord, NH. When not in the office, Mitch enjoys playing hockey and is a fan of the Bruins and the Red Sox.
- University of New Hampshire, Finance and Management
- CERTIFIED FINANCIAL PLANNER
11 S Main Street
3rd Floor
Concord, NH 03301

mitchell.hayes@ubs.com

Mitchell Hayes, CFP®

11 S Main Street,Concord,NH,03301
Kelsey Berry

Wealth Strategy Associate
View bio
For 15 years, Kelsey dedicated her career to helping people navigate meaningful decisions, first as a teacher and later as a college counselor and academic leader. Today, as a Wealth Strategy Associate, she brings that same educator’s mindset to wealth management: listen carefully, ask thoughtful questions and make the complicated easier to understand.

Kelsey believes people approach important decisions with greater confidence when they understand not only their options, but the “why” behind them. Her background in education continues to shape how she works with clients and colleagues, with an emphasis on curiosity, clarity and thoughtful conversation.

At Alpine Wealth Management at UBS, Kelsey is part of a New Hampshire-based team serving clients across 30 states through primarily fee-based, advice-centered relationships. The team takes a bespoke, personalized approach centered on each client’s circumstances, priorities and goals.

Kelsey and her husband are raising their two young daughters in Holderness, New Hampshire, where she is actively involved in the community. She serves as treasurer of the Holderness Central School PTA and supports local youth sports. A lifelong learner and enthusiastic host, Kelsey enjoys bringing people together, skiing, golfing and making the most of life in the White Mountains.
- St. Lawrence University, History and Political Science: 2007 - 2011
11 S Main Street
3rd Floor
Concord, NH 03301

kelsey.berry@ubs.com

Kelsey Berry

11 S Main Street,Concord,NH,03301

Thomas Berry, CFP®, CEPA®

Senior Vice President–Wealth Management

Financial Advisor
View bio Industry recognition
- AR
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- HI
- IL
- IN
- MA
- MD
- ME
- MI
- MN
- MT
- NC
- NH
- NJ
- NV
- NY
- OH
- OK
- OR
- PA
- RI
- SC
- TX
- UT
- VA
- VT
- WA
- WI
- WV
- WY
California License # 535473

Tom Berry has been providing professional financial advice and wealth management solutions since 1993. An advocate for ongoing, holistic wealth planning, Tom holds the CERTIFIED FINANCIAL PLANNER™, Certified Exit Planning Advisor® and Wealth Advisor certifications. Since joining UBS in 2008, he has drawn on the firm’s resources and capabilities to help clients plan for, grow and preserve their wealth.

Tom believes that no two families have exactly the same circumstances, priorities or goals. His personalized approach begins with understanding what matters most to each client, identifying planning needs and helping coordinate advice and resources around those priorities. Whether a client is navigating a complex financial decision or simply seeking a fresh perspective or second opinion, Tom believes thoughtful wealth management starts with listening and understanding the full picture.

Tom graduated from Dartmouth College with a degree in economics and is a longtime resident of New Hampton, New Hampshire. Outside of work, he is an active supporter of the Mayhew Program and serves on the Board of Directors of the McDonough Scholarship Foundation.
- Forbes Best-in-State Wealth Advisors, 2026The 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 Best-in-State Wealth Management Teams, 2023, 2024, 2025, 2026The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.
- UBS Wealth Management Director’s Council, 2025UBS Financial Services Inc. Councils are a distinction held by UBS Financial Advisors based on criteria including evaluation of compliance with firm rules, standards & policies and revenue. Council membership is not representative of any one client's experience and is not indicative of the advisor’s future performance.
- Dartmouth College, Economics
- CERTIFIED FINANCIAL PLANNER
- Certified Exit Planning Advisor
11 South Main Street
Suite 300
Concord, NH 03301

thomas.berry@ubs.com

Thomas Berry, CFP®, CEPA®

11 South Main Street,Concord,NH,03301
William "Bill" Chapin Jr.

Senior Vice President–Wealth Management

Financial Advisor
View bio Industry recognition
- AR
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- HI
- IL
- IN
- MA
- MD
- ME
- MI
- MN
- MS
- MT
- NC
- NH
- NJ
- NM
- NV
- NY
- OH
- OK
- OR
- PA
- RI
- SC
- TX
- UT
- VA
- VT
- WA
- WI
- WV
- WY
Bill has over 20 years of investment and financial planning experience. After graduating from UNH with a BA in political science and theology in 1997, Bill began his career in the fall of 1997 on the Chicago Mercantile Exchange. Bill then served as a financial advisor at A.G. Edwards and RBC Financial Management before joining UBS in 2013. Bill lives in Hopkinton, NH with his wife Lissa and their four children. Bill has served on the Hopkinton School Board, and is serving as a trustee on the Hopkinton Public School's Foundation. Bill has been a member of the Hopkinton Rotary Club since 2004, and enjoys coaching soccer, skiing, and lacrosse.
- Forbes Best-in-State Wealth Management Teams, 2023, 2024, 2025, 2026The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.
- UNH, Political Science and Theology
11 S Main Street
3rd Floor
Concord, NH 03301

william.chapinjr@ubs.com

William "Bill" Chapin Jr.

11 S Main Street,Concord,NH,03301
Matthew Dodge, CFP®

First Vice President–Wealth Management

Financial Advisor
View bio Industry recognition
- AR
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- HI
- ID
- IL
- IN
- MA
- MD
- ME
- MI
- MN
- MT
- NC
- NH
- NJ
- NM
- NV
- NY
- OH
- OK
- OR
- PA
- RI
- SC
- TX
- UT
- VA
- VT
- WA
- WY
Matt joined the Alpine Wealth Management team in 2014 after spending time both on Wall Street and as an educator. As a CFP®, Matt leads the long-term planning efforts with many of our clients, and also brings an analytical background to the team. He is a graduate of St. Lawrence University having earned bachelor's degrees in both economics and mathematics, and was captain of the Division I alpine ski team. Matt grew up in Meredith, NH and now resides in Concord, NH with his wife, Taylor. Matt serves on the boards of the Bow Rotary Club, New England Masters Ski Racing Foundation, and the Baker Free Library.
- Forbes Best-in-State Wealth Management Teams, 2023, 2024, 2025, 2026The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.
- Forbes Top Next-Gen (Generation) Wealth Advisors Best-in-State, 2026The Forbes rating is compiled by Shook Research and awarded annually in August based on information from a 12 month period ending in March of the award year.
- St. Lawrence University, Economics and Mathematics
- CERTIFIED FINANCIAL PLANNER
11 S Main Street
3rd Floor
Concord, NH 03301

matthew.dodge@ubs.com

Matthew Dodge, CFP®

11 S Main Street,Concord,NH,03301
Lauren Wright

Senior Registered Client Associate
View bio
- CA
- CT
- FL
- MA
- MD
- ME
- NH
- NJ
- NV
- NY
- SC
- TX
- UT
- VT
- WA
Lauren has over 20 years of experience in the financial services industry having worked for a number of large firms before joining UBS in 2013. Appreciated by clients for her friendly demeanor and high level of professionalism, she is the first point of contact in helping with their banking and lending needs. Lauren is a graduate of the University of Vermont, and now lives in Pembroke, NH. Lauren is an avid skier and is an enthusiastic New England sports fan.
- University of Vermont
11 S Main Street
3rd Floor
Concord, NH 03301

lauren.wright@ubs.com

Lauren Wright

11 S Main Street,Concord,NH,03301
Mitchell Hayes, CFP®

Wealth Strategy Associate
View bio
- CA
- CO
- CT
- FL
- MA
- ME
- NH
- NJ
- NV
- NY
- PA
- SC
- TX
- UT
- VT
- WA
Mitch joined the Alpine Wealth Management team in 2019 having spent time with both New York Life and Commonwealth Financial Group. He brings experience helping clients navigate a variety of financial products and services, and will help serve our client's administrative and operational needs as a Registered Client Associate. Mitch became a CFP® professional in 2025. He graduated from the University of New Hampshire with a bachelor's degree in both finance and management. Mitch is a lifelong resident of Concord, NH. When not in the office, Mitch enjoys playing hockey and is a fan of the Bruins and the Red Sox.
- University of New Hampshire, Finance and Management
- CERTIFIED FINANCIAL PLANNER
11 S Main Street
3rd Floor
Concord, NH 03301

mitchell.hayes@ubs.com

Mitchell Hayes, CFP®

11 S Main Street,Concord,NH,03301
Kelsey Berry

Wealth Strategy Associate
View bio
For 15 years, Kelsey dedicated her career to helping people navigate meaningful decisions, first as a teacher and later as a college counselor and academic leader. Today, as a Wealth Strategy Associate, she brings that same educator’s mindset to wealth management: listen carefully, ask thoughtful questions and make the complicated easier to understand.

Kelsey believes people approach important decisions with greater confidence when they understand not only their options, but the “why” behind them. Her background in education continues to shape how she works with clients and colleagues, with an emphasis on curiosity, clarity and thoughtful conversation.

At Alpine Wealth Management at UBS, Kelsey is part of a New Hampshire-based team serving clients across 30 states through primarily fee-based, advice-centered relationships. The team takes a bespoke, personalized approach centered on each client’s circumstances, priorities and goals.

Kelsey and her husband are raising their two young daughters in Holderness, New Hampshire, where she is actively involved in the community. She serves as treasurer of the Holderness Central School PTA and supports local youth sports. A lifelong learner and enthusiastic host, Kelsey enjoys bringing people together, skiing, golfing and making the most of life in the White Mountains.
- St. Lawrence University, History and Political Science: 2007 - 2011
11 S Main Street
3rd Floor
Concord, NH 03301

kelsey.berry@ubs.com

Kelsey Berry

11 S Main Street,Concord,NH,03301

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.}

House View Monthly

A leading global wealth manager

Two brothers. One inheritance.

How will their story unfold?

Inheritance is about more than money. It’s about navigating family, history and your future. See how two brothers decide what to hold onto, what to let go and how to move forward.

If you’re going through a wealth transfer event like an inheritance, death or divorce, our experienced guidance can help give you more confidence.

A leader in wealth management

Backed by the strength of our parent company, UBS AG

^$7 trn

UBS Group invested assets
As of 12/31/2025

Global leader

UBS is a leading and truly global wealth manager

The proof is in our numbers

Advisors on the team

As of 10/01/2026

$1 Billion

Assets under management

Experience. Advice. Collaboration.

Pursuing your goals together

Thomas Berry, CFP®, CEPA®

William "Bill" Chapin Jr.

Matthew Dodge, CFP®

Lauren Wright

Mitchell Hayes, CFP®

Kelsey Berry