Senior Registered Client Associate
Kelly has worked at UBS for over 25 years, working in the Boulder, Denver, and Greeley offices. Kelly's extensive knowledge of the company and her exceptional customer service provides trust and confidence to UBS clients and prospects. A native of Colorado, Kelly is a devoted fan of the Denver Broncos. Kelly adores her two children, and enjoys attending their softball, baseball, soccer, and basketball games throughout the year. Kelly's contagious laugh and wonderful sense of humor provide a dependable, positive presence at UBS each day.
Senior Registered Client Associate
Kelly has worked at UBS for over 25 years, working in the Boulder, Denver, and Greeley offices. Kelly's extensive knowledge of the company and her exceptional customer service provides trust and confidence to UBS clients and prospects. A native of Colorado, Kelly is a devoted fan of the Denver Broncos. Kelly adores her two children, and enjoys attending their softball, baseball, soccer, and basketball games throughout the year. Kelly's contagious laugh and wonderful sense of humor provide a dependable, positive presence at UBS each day.
Wealth Strategy Associate
Brent joined the team and UBS in March 2020. Brent brings 5 years of Financial Services experience to the team and will focus on financial planning and ensuring a consistent, first-class client experience. Before making the move to Financial Services, Brent spent 9 years in a management role with a major pharmaceutical distributor. Brent has been married 8 years to Emma, and lives in Greeley.
Education
Wealth Strategy Associate
Brent joined the team and UBS in March 2020. Brent brings 5 years of Financial Services experience to the team and will focus on financial planning and ensuring a consistent, first-class client experience. Before making the move to Financial Services, Brent spent 9 years in a management role with a major pharmaceutical distributor. Brent has been married 8 years to Emma, and lives in Greeley.
Education
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
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