Experience

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.

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.

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.

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.

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.

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.