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Where are you today and where do you want to be tomorrow? We recognize that a lasting relationship starts by listening and understanding your priorities and concerns. We'll work together to look at the big picture, discuss your vision for the future and help you confidently pursue your life goals.

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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.

  • Peter Braun

    Peter Braun

    Senior Vice President–Wealth Management

    Financial Advisor

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    • AK
    • AL
    • AZ
    • CA
    • CO
    • CT
    • DE
    • FL
    • GA
    • HI
    • IA
    • ID
    • IN
    • KS
    • LA
    • MA
    • MD
    • ME
    • MI
    • MN
    • MO
    • MT
    • NC
    • NE
    • NH
    • NJ
    • NM
    • NV
    • NY
    • OH
    • OK
    • OR
    • PA
    • RI
    • SC
    • SD
    • TX
    • UT
    • VA
    • WA
    • WI

    Peter has worked at UBS since 1992.  He has earned the UBS “Wealth Advisor” designation.  He has been awarded the Forbes designation for Best-in-State Advisor for 2021, 2022, 2023, 2024.  He was named a "Best in Vail Valley" Financial Advisor for 2023 and 2024.

    He has guided affluent professionals, business owners and retirees with their investments and personalized financial planning.  Peter is well known for his seminars on numerous financial topics.

    Peter was the past chairman, is a member of the board of directors, and chairs the finance committee of "I Have a Dream" Foundation of Boulder County since 2004.   He  served on the board of directors of the Boulder Chamber of Commerce from 2013-2019.  Peter was a past chairman of the Boy Scout Distinguished Citizen Awards Dinner and has been on the dinner committee since 2008.

    Peter received his M.B.A. and a B.S. in Business Administration from The Ohio State University. Before his career as a Financial Advisor, he was a world-ranked tennis player and later taught tennis in Maui, Vail, and Aspen.  He was invited to teach tennis at Arthur Ashe Kids' Day at the U.S. Open.  A native of Buffalo, NY, he was inducted into the Buffalo Tennis Hall of Fame.  He has been ranked #1 in Colorado numerous times in his age division.  He won a Gold Medal in tennis at The Huntsman Senior Games. 

    Peter has hiked to Mount Everest base camp, and Mount Kilimanjaro, to raise money for various charities.  He was the runner up in the "Dancing with the Boulder Stars" competition and was named a "Community Champion" by the YWCA.

    Peter is married to Dr. Megan Weber, a dermatologist, and has a son, Oliver.  Oliver is 9 years old, and is an avid skier and soccer player. 

    • Forbes Best-in-State Wealth Advisors, 2019, 2020, 2021, 2022, 2023The 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, 2024The 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.

        1801 13th Street
        Suite 100
        Boulder, CO 80302
      • Stewart Swan

        Stewart Swan

        Senior Vice President–Wealth Management

        Financial Advisor

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        • AK
        • AZ
        • CA
        • CO
        • CT
        • DE
        • FL
        • GA
        • HI
        • IA
        • ID
        • IN
        • KS
        • LA
        • MA
        • MD
        • ME
        • MI
        • MN
        • MO
        • MT
        • NC
        • NE
        • NH
        • NJ
        • NM
        • NV
        • NY
        • OH
        • OK
        • OR
        • PA
        • RI
        • SC
        • TX
        • UT
        • VA
        • WA
        • WI

        In his 15th year with UBS, Stewart has earned the CERTIFIED FINANCIAL PLANNER™ (CFP®) certification which entails extensive training in financial planning, estate planning, insurance, investments, employee benefits and retirement planning, as well as in CFP Board’s Standards of Professional Conduct, which are rigorously enforced.

        Stewart believes that financial success comes from proper planning and he is passionate about helping our clients identify the concrete steps they can take to achieve their goals.

        Stewart received his M.A. in global finance and economics from the University of Denver and a B.S. from Colorado State University.

        When he’s not helping clients grow their wealth he enjoys all that the Colorado mountains have to offer  - rafting, biking and skiing with his wife Dr. Nicole Garneau and 8 year old daughter, Georgia.

        • Forbes Best-in-State Wealth Management Teams, 2024The 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.

            1801 13th Street
            Suite 100
            Boulder, CO 80302
          • Tennessee

            Tennessee Lee

            Client Associate

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            • AK
            • AZ
            • CA
            • CO
            • CT
            • FL
            • GA
            • HI
            • IA
            • ID
            • IL
            • IN
            • KS
            • LA
            • MA
            • MD
            • ME
            • MI
            • MO
            • MT
            • NC
            • NE
            • NH
            • NJ
            • NM
            • NV
            • NY
            • OH
            • OK
            • OR
            • RI
            • SC
            • TX
            • UT
            • VA
            • WA
            • WI
            • WY

            Tennessee Lee has been with UBS since 2022 and specializes in supporting our clients with all of their financial needs.   

            Tennessee is originally from the Nashville area. His family moved to Boulder, and he attended Fairview High School.  He attended Santa Barbara College and played baseball for a year, before returning to Boulder to attend the University of Colorado. He graduated with honors in political science. Tennessee is from a long family of financial professionals, including his grandfather, who was a trader on the NYSE. He previously worked at another firm in the financial service industry for two years before joining UBS.

            Tennessee lives in Denver with his fiancé Kate, and their two golden retrievers. He loves to hike, read, practice yoga, and play baseball. He is an avid fan of the Colorado Buffaloes and the New York Yankees.

                  1801 13th Street
                  Suite 100
                  Boulder, CO 80302
                • Anjali

                  Anjali Sandhu

                  Client Associate

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                    Anjali Sandhu is productivity focused professional with over two decades of administrative experience.  Anjali is passionate about deepening relationships with our clients and providing them with excellent service.  She joined UBS in 2022 after working for another financial firm for seven years.

                    Anjali was born in New Delhi, India.  She completed a Bachelors of Science followed by Masters in English Literature and Journalism.  In India, she worked in advertising, marketing and documentary film making. She came to the United States in 2002. She has worked in commercial and residential real estate, and for Johnson & Johnson.  

                    Anjali loves travelling, yoga, hiking, walking, reading, cooking and entertaining friends and family.  After living in Chicago and Scottsdale, Arizona, she now calls Broomfield home.  Her dog, Charlie Brown, comes to the office with her each day.

                          1801 13th Street
                          Suite 100
                          Boulder, CO 80302

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