Our insights. Your plan. Simplified.

Benefits from our collaborative approach

At The Capitol Group, we recognize that individuals and businesses, alike, need sophisticated solutions and trusted advice to succeed in today's complex economy. Our approach combines knowledge, experience and resources across both personal wealth management and institutional consulting services to deliver comprehensive financial guidance throughout all aspects of our clients' lives.

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Your primary source for financial advice

We are here to provide quality strategies customized to your needs. We concentrate on developing long-term relationships through a commitment to quality client service. You can rely on our personalized advice, first-class solutions, and extensive wealth management experience.

Sandra Cunningham

Senior Vice President–Investments

Senior Institutional Consultant, UBS Institutional Consulting Program
View bio Industry recognition
- AL
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- HI
- IA
- ID
- IL
- KY
- LA
- MA
- MD
- ME
- MI
- MN
- MT
- NC
- NH
- NJ
- NM
- NV
- NY
- OH
- OK
- OR
- PA
- SC
- SD
- TN
- TX
- UT
- VA
- VI
- WA
- WV
- WY
Sandy is a Senior Partner with The Capitol Group. Sandy joined UBS Financial Services Inc. in 1998, following an initial career as a successful entrepreneur running her own business. Sandy founded The Capitol Group Institutional Consulting practice at UBS, where her business acumen and tireless work ethic have helped institutional clients achieve their goals for over 20 years. She provides consulting services to clients' retirement plans and reserve accounts, including plan design, investment policy assistance, fiduciary training, fees and services benchmarking, investment due diligence, plan governance support, and participant education to organizations of all types and sizes. Sandy serves as the co-chair of the UBS Retirement Plan Consulting Services Advisory Council, where she helps steer innovation to better serve clients and drive positive change in the retirement industry. Sandy also advises a select group of individual clients with their personal wealth.

Professional Experience
• Senior Vice-President - Investments, UBS Financial Services, Inc.: 1998-Present
• Small Business Owner, 1978-1998

Education, Certification & Recognition
• Bachelor's Degree from University of North Carolina at Greensboro
• CERTIFIED FINANCIAL PLANNER™ (CFP®), Georgetown University
• Certified Investment Management Analyst® (CIMA®), The Wharton School

Hometown
Beacon Falls, Connecticut

Alma Mater Team
UNC Greensboro Spartans

Favorite Philanthropy
Zonta Club of Washington DC

Interests
• Tennis
• Being active in my church
• Spending time with family & friends at the beach in South Carolina

Why I Do What I Do
"It's wonderful to see our clients' tremendous growth over the years and getting to know new clients who trust us with their business."

My Philosophy on Client Service
"Our clients always come first."

What I Love About Liberty Capitol Group
"It's a family atmosphere where we work hard and celebrate our shared success with clients."
- Barron's Top 1,200 Financial Advisors, 2015, 2018, 2019, 2020
  The Barron's rating is awarded annually in March and is based on information from the prior year Q3.
- Barron's Top 100 Institutional Consultants, 2023The Barron's rating is awarded annually in April and is based on information from the prior year Q4.
- Forbes America’s Top Wealth Management Teams (Private Wealth & High-Net Worth), 2022The Forbes rating is compiled by Shook Research and awarded annually in November based on information from a 12 month period ending in March of the award year.
- 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, 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, 2023, 2024, 2025The 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 Women Wealth Advisors Best-in-State, 2022, 2023The 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.
- NAPA Top Women Advisors, 2016, 2017, 2018, 2021, 2022The NAPA rating is awarded annually in October based on information from September of the award year.
- PLANADVISER Top Retirement Plan Advisers, 2014, 2022, 2023The PLANADVISOR rating is awarded in Q1 based on information from Q1 of the award year.
- Senior Institutional Consultant, UBS Institutional Consulting Program
- Senior Retirement Plan Consultant
- CERTIFIED FINANCIAL PLANNER®
- Certified Investment Management Analyst®
1501 K Street North West
Suite 1100
Washington, D.C., DC 20005

sandy.cunningham@ubs.com

Sandra Cunningham

1501 K Street North West,Washington, D.C.,DC,20005
Leland Bishop

Senior Vice President–Wealth Management

Senior Institutional Consultant, UBS Institutional Consulting Program
View bio Industry recognition
- AL
- AR
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- HI
- IA
- ID
- IL
- IN
- KY
- LA
- MA
- MD
- ME
- MI
- MN
- MS
- MT
- NC
- NH
- NJ
- NM
- NV
- NY
- OH
- OK
- OR
- PA
- PR
- SC
- SD
- TN
- TX
- UT
- VA
- WA
- WI
- WV
- WY
Leland is a Partner with The Capitol Group. Leland joined UBS Financial Services, Inc. in August of 2002, as a Financial Advisor. Leland has over 20 years of experience building and nurturing relationships with non-profits, foundations, endowments, and retirement plans. Leland has extensive experience in developing investment policy statements, asset allocation modeling, investment manager due diligence, portfolio analysis, portfolio reporting, risk management, and portfolio construction. His institutional clients include pension plans, foundations, endowments and corporate benefit plans.

Leland is available for trustee education meetings and will work with you to identify strategies to achieve your organization's investment goals. We believe in taking an active role in helping to shape and execute an investment plan, and have a great deal of experience integrating our services with those provided by your other professional relationships.

Professional Experience
• Financial Advisor, UBS Financial Services, Inc., 2002-Present

Hometown
Duxbury, MA

Alma Mater Teams
Northwestern Wildcats, Vermont Catamounts & Georgetown Hoyas

Interests
• Time with family
• Skiing
• Cycling
• Tennis
• Golf
• Cooking on the grill
• Discovering new wines

Why I Do What I Do
"I am excited to be a part of a team of advisors committed to driving positive change for clients. We have a real opportunity to shape our business by creating better outcomes for retirees."

My Philosophy on Client Service
"There are no traffic jams along the extra mile." - Roger Staubach

What I Love About Liberty Capitol Group
“The people we work with. I have never worked with a group of people that are more committed to doing what’s best for clients and each other. I feel like we are a family at Liberty Capitol Group.”
- Barron's Top 100 Institutional Consultants, 2023The Barron's rating is awarded annually in April and is based on information from the prior year Q4.
- Forbes America’s Top Wealth Management Teams (Private Wealth & High-Net Worth), 2022The Forbes rating is compiled by Shook Research and awarded annually in November based on information from a 12 month period ending in March of the award year.
- Forbes Best-in-State Wealth Management Teams, 2023, 2024, 2025The 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.
- PLANADVISER Top Retirement Plan Advisers, 2023, 2024The PLANADVISOR rating is awarded in Q1 based on information from Q1 of the award year.
- Northwestern University, B.S.G.S., Organizational Behavior
- Georgetown University, M.B.A., Concentration in Securities Analysis
- Yale School of Management, Certified Investment Management Analyst®
- National Association of Plan Advisors (NAPA), Certified Plan Fiduciary Advisor
- Senior Institutional Consultant, UBS Institutional Consulting Program
- Senior Retirement Plan Consultant
- Portfolio Manager
Custom portfolios

Asset allocation

Institutional consulting

Retirement Plan consulting

1501 K Street North West
Suite 1100
Washington, D.C., DC 20005

leland.bishop@ubs.com

Leland Bishop

1501 K Street North West,Washington, D.C.,DC,20005
Leif Springer

Senior Vice President–Wealth Management

Senior Institutional Consultant, UBS Institutional Consulting Program
View bio Industry recognition
- AL
- AR
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- HI
- IA
- ID
- IL
- IN
- KY
- LA
- MA
- MD
- ME
- MI
- MN
- MT
- NC
- NH
- NJ
- NM
- NV
- NY
- OH
- OK
- OR
- PA
- PR
- SC
- SD
- TN
- TX
- UT
- VA
- WA
- WI
- WV
- WY
Leif is a Partner with The Capitol Group. He specializes in building stronger retirement plans for corporations and nonprofits by offering thoughtful advice on plan design, providing investment due diligence as a co-fiduciary, making sure costs are reasonable, partnering with vendors to deliver service excellence and pinch hitting for one-on-one financial planning session with our plan participants. Leif joined UBS after working for 12 years on the retirement plan provider side of the business as a VP with John Hancock and Transamerica, giving him unique insights that can benefit clients. Leif started his career in financial services in 2002, after working summers for 8 years for his father's landscaping and construction business. These blue collar roots and work ethic help give Leif valuable perspective working with business owners and workers from all walks of life.

Professional Experience
• Financial Advisor, UBS Financial Services, Inc., 2018 - Present
• Regional Vice President - Transamerica Retirement Solutions, 2016 - 2018
• Vice President - John Hancock, 2006 - 2016
• Financial Advisor - Morgan Stanley, 2002 - 2006

Hometown
Brielle, NJ

Alma Mater Teams
Harvard Crimson and Boston University Terriers

Interests
• Time with Family
• Traveling
• Skiing
• Sailing

Why I Do What I Do
“Building successful retirement plans is an excellent way to help a lot of people at once achieve financial security and get on track for retirement. It's also very rewarding to do one-on-one financial planning when opportunities arise to hear people's stories and give them the direction they need to become good savers and successful investors."

My Philosophy on Client Service
“Follow through and follow up."

What I Love about Liberty Capitol Group
“We have real chemistry and a healthy sense of humor. We are also a team that spans three generations, so we can see things from different perspectives and relate to just about everyone."
- Forbes America’s Top Wealth Management Teams (Private Wealth & High-Net Worth), 2022The Forbes rating is compiled by Shook Research and awarded annually in November based on information from a 12 month period ending in March of the award year.
- Forbes Best-in-State Wealth Management Teams, 2023, 2024, 2025The 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.
- PLANADVISER Top Retirement Plan Advisers, 2023, 2024The PLANADVISOR rating is awarded in Q1 based on information from Q1 of the award year.
- Bachelor's degree from Harvard University
- Master's degree in Business Administration (MBA) from Boston University
- Yale School of Management, Certified Investment Management Analyst®
- Retirement Plans Associate (RPA) – Joint program of IFEBP & The Wharton School
- Certified Retirement Plan Counselor (CRPC) – College for Financial Planning
- Senior Institutional Consultant, UBS Institutional Consulting Program
- Senior Retirement Plan Consultant
1501 K Street North West
Suite 1100
Washington, D.C., DC 20005

leif.springer@ubs.com

Leif Springer

1501 K Street North West,Washington, D.C.,DC,20005
Brock Van Selow

Senior Vice President–Wealth Management

Financial Advisor
View bio Industry recognition
- AL
- AR
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- HI
- IA
- ID
- IL
- IN
- KY
- LA
- MA
- MD
- ME
- MI
- MN
- MS
- MT
- NC
- NH
- NJ
- NM
- NV
- NY
- OH
- OK
- OR
- PA
- PR
- SC
- SD
- TN
- TX
- UT
- VA
- WA
- WI
- WV
- WY
Brock is a Partner with The Capitol Group. He joined UBS in 2016 as part of the UBS Wealth Planning Team which focused on High and Ultra-High net worth financial planning for individuals and families. Brock joined TCG in 2018 and works primarily with our private clients to organize, grow and protect their wealth. He specializes in retirement income and cash flow analysis, estate and multigenerational planning, insurance and charitable giving strategies. Additionally, Brock provides education services to our retirement plan clients through seminars and one-on-one meetings with participants.

Brock began his career in financial services at Edward D. Jones & Co., L.P., in 2012, where he worked as a Financial Advisor and Equity Sales Associate. He brings more than a decade of experience in relationship management, financial planning and portfolio construction to the team. Brock is a native of Tidewater, Virginia and currently resides in with his wife and daughter in Washington, DC.

Professional Experience
• Financial Advisor - UBS Financial Services, Inc., 2018 - Present
• Wealth Planning Associate - UBS Financial Services, Inc., 2016-2018
• Equity Sales Associate - Edward D. Jones & Co., L.P., 2015-2016
• Client Associate - Edward D. Jones & Co., L.P., 2013-2015
• Financial Advisor - Edward D. Jones & Co., L.P., 2012-2013

Hometown
Smithfield, VA

Interests
• Notre Dame Football
• Golf
• Learning about wine
• Spending time in Virginia Beach with my family

My Philosophy on Client Service
"I follow three rules: do the right thing, do the best you can, and always show people you care."
-Lou Holtz

What I Love About Liberty Capitol Group
"Liberty Capitol Group is a multigenerational financial services team. We draw upon each other's experience and expertise to deliver a truly customized client experience"
- Forbes America’s Top Wealth Management Teams (Private Wealth & High-Net Worth), 2022The Forbes rating is compiled by Shook Research and awarded annually in November based on information from a 12 month period ending in March of the award year.
- Forbes Best-in-State Wealth Management Teams, 2023, 2024, 2025The 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.
- Hampden-Syndey College, B.A., History
- College For Financial Planning, Accredited Wealth Management Advisor
1501 K Street North West
Suite 1100
Washington, D.C., DC 20005

brock.vanselow@ubs.com

Brock Van Selow

1501 K Street North West,Washington, D.C.,DC,20005
Michael Whatley

Investment Associate

Chartered Retirement Plans Specialist℠
View bio
- AZ
- CA
- CT
- DC
- DE
- FL
- GA
- MD
- MT
- NC
- NJ
- NY
- PA
- PR
- TX
- UT
- VA
- VI
Mike Whatley joined UBS Financial Services Inc. in 2008. Prior to joining UBS, Mike worked as client service associate for high net worth clients in the private banking channel. Mike is an integral part of the UBS Institutional Consulting team. Mike assists our institutional clients with various operational day-to-day activities and quarterly deliverables. Mike is responsible for serving as an intermediary between client administrative assistants between partners and The Capitol Group to ensure set deadlines are met, efficient processes are established and operational task items are completed on a timely basis.

Professional Experience
• Senior Client Service Associate & Operations Manager, UBS Financial Services, Inc., 2008-Present
• 18 years experience in financial services industry

Education & Certification
• Bachelors of Business Administration Degree from Mars Hill College
• Concentration in Banking & Finance
• Chartered Retirement Plans Specialist^SM
• FINRA registered with Series 6, 7, and 66

Hometown
Port Charlotte, FL

Alma Mater Team
Mars Hill College Lions

Favorite Philanthropy
Madison House Senior Apartments

Interests
• Soccer
• Hiking
• Being active in my church
• Spending time with my family

Why I Do What I Do
"I enjoy working with clients to help them achieve their financial goals."

My Philosophy on Client Service
"Get it right the first time."

What I Love About Liberty Capitol Group
"The members of the Capitol Group are dedicated to doing what is in the client's best interest."
- Chartered Retirement Plans Specialist℠
1501 K Street North West
Suite 1100
Washington, D.C., DC 20005

mike.whatley@ubs.com

Michael Whatley

1501 K Street North West,Washington, D.C.,DC,20005
Valerie Mayer Lopez

Team Administrator
View bio
- AZ
- CA
- CT
- DC
- DE
- FL
- GA
- MD
- MT
- NC
- NJ
- NY
- PR
- UT
- VA
- VI
Education & Certifications
• Bachelor of Science in Finance - George Mason University
• Concentration in Economics

Hometown
Fairfax, VA

Alma Mater Team
George Mason Patriots

Favorite Philanthropy
Loudoun Therapeutic Riding

Interests

• Riding Horses
• [Solidcore]
• Traveling
• Spending time with family & friends

Why I Do What I Do
A love for both people, problem solving, and finance

My Philosophy on Client Service

The devil is in the details: These details are critical - whatever one does should be done thoroughly.
1501 K Street North West
Suite 1100
Washington, D.C., DC 20005

valerie.mayerlopez@ubs.com

Valerie Mayer Lopez

1501 K Street North West,Washington, D.C.,DC,20005

Sandra Cunningham

Senior Vice President–Investments

Senior Institutional Consultant, UBS Institutional Consulting Program
View bio Industry recognition
- AL
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- HI
- IA
- ID
- IL
- KY
- LA
- MA
- MD
- ME
- MI
- MN
- MT
- NC
- NH
- NJ
- NM
- NV
- NY
- OH
- OK
- OR
- PA
- SC
- SD
- TN
- TX
- UT
- VA
- VI
- WA
- WV
- WY
Sandy is a Senior Partner with The Capitol Group. Sandy joined UBS Financial Services Inc. in 1998, following an initial career as a successful entrepreneur running her own business. Sandy founded The Capitol Group Institutional Consulting practice at UBS, where her business acumen and tireless work ethic have helped institutional clients achieve their goals for over 20 years. She provides consulting services to clients' retirement plans and reserve accounts, including plan design, investment policy assistance, fiduciary training, fees and services benchmarking, investment due diligence, plan governance support, and participant education to organizations of all types and sizes. Sandy serves as the co-chair of the UBS Retirement Plan Consulting Services Advisory Council, where she helps steer innovation to better serve clients and drive positive change in the retirement industry. Sandy also advises a select group of individual clients with their personal wealth.

Professional Experience
• Senior Vice-President - Investments, UBS Financial Services, Inc.: 1998-Present
• Small Business Owner, 1978-1998

Education, Certification & Recognition
• Bachelor's Degree from University of North Carolina at Greensboro
• CERTIFIED FINANCIAL PLANNER™ (CFP®), Georgetown University
• Certified Investment Management Analyst® (CIMA®), The Wharton School

Hometown
Beacon Falls, Connecticut

Alma Mater Team
UNC Greensboro Spartans

Favorite Philanthropy
Zonta Club of Washington DC

Interests
• Tennis
• Being active in my church
• Spending time with family & friends at the beach in South Carolina

Why I Do What I Do
"It's wonderful to see our clients' tremendous growth over the years and getting to know new clients who trust us with their business."

My Philosophy on Client Service
"Our clients always come first."

What I Love About Liberty Capitol Group
"It's a family atmosphere where we work hard and celebrate our shared success with clients."
- Barron's Top 1,200 Financial Advisors, 2015, 2018, 2019, 2020
  The Barron's rating is awarded annually in March and is based on information from the prior year Q3.
- Barron's Top 100 Institutional Consultants, 2023The Barron's rating is awarded annually in April and is based on information from the prior year Q4.
- Forbes America’s Top Wealth Management Teams (Private Wealth & High-Net Worth), 2022The Forbes rating is compiled by Shook Research and awarded annually in November based on information from a 12 month period ending in March of the award year.
- 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, 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, 2023, 2024, 2025The 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 Women Wealth Advisors Best-in-State, 2022, 2023The 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.
- NAPA Top Women Advisors, 2016, 2017, 2018, 2021, 2022The NAPA rating is awarded annually in October based on information from September of the award year.
- PLANADVISER Top Retirement Plan Advisers, 2014, 2022, 2023The PLANADVISOR rating is awarded in Q1 based on information from Q1 of the award year.
- Senior Institutional Consultant, UBS Institutional Consulting Program
- Senior Retirement Plan Consultant
- CERTIFIED FINANCIAL PLANNER®
- Certified Investment Management Analyst®
1501 K Street North West
Suite 1100
Washington, D.C., DC 20005

sandy.cunningham@ubs.com

Sandra Cunningham

1501 K Street North West,Washington, D.C.,DC,20005
Leland Bishop

Senior Vice President–Wealth Management

Senior Institutional Consultant, UBS Institutional Consulting Program
View bio Industry recognition
- AL
- AR
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- HI
- IA
- ID
- IL
- IN
- KY
- LA
- MA
- MD
- ME
- MI
- MN
- MS
- MT
- NC
- NH
- NJ
- NM
- NV
- NY
- OH
- OK
- OR
- PA
- PR
- SC
- SD
- TN
- TX
- UT
- VA
- WA
- WI
- WV
- WY
Leland is a Partner with The Capitol Group. Leland joined UBS Financial Services, Inc. in August of 2002, as a Financial Advisor. Leland has over 20 years of experience building and nurturing relationships with non-profits, foundations, endowments, and retirement plans. Leland has extensive experience in developing investment policy statements, asset allocation modeling, investment manager due diligence, portfolio analysis, portfolio reporting, risk management, and portfolio construction. His institutional clients include pension plans, foundations, endowments and corporate benefit plans.

Leland is available for trustee education meetings and will work with you to identify strategies to achieve your organization's investment goals. We believe in taking an active role in helping to shape and execute an investment plan, and have a great deal of experience integrating our services with those provided by your other professional relationships.

Professional Experience
• Financial Advisor, UBS Financial Services, Inc., 2002-Present

Hometown
Duxbury, MA

Alma Mater Teams
Northwestern Wildcats, Vermont Catamounts & Georgetown Hoyas

Interests
• Time with family
• Skiing
• Cycling
• Tennis
• Golf
• Cooking on the grill
• Discovering new wines

Why I Do What I Do
"I am excited to be a part of a team of advisors committed to driving positive change for clients. We have a real opportunity to shape our business by creating better outcomes for retirees."

My Philosophy on Client Service
"There are no traffic jams along the extra mile." - Roger Staubach

What I Love About Liberty Capitol Group
“The people we work with. I have never worked with a group of people that are more committed to doing what’s best for clients and each other. I feel like we are a family at Liberty Capitol Group.”
- Barron's Top 100 Institutional Consultants, 2023The Barron's rating is awarded annually in April and is based on information from the prior year Q4.
- Forbes America’s Top Wealth Management Teams (Private Wealth & High-Net Worth), 2022The Forbes rating is compiled by Shook Research and awarded annually in November based on information from a 12 month period ending in March of the award year.
- Forbes Best-in-State Wealth Management Teams, 2023, 2024, 2025The 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.
- PLANADVISER Top Retirement Plan Advisers, 2023, 2024The PLANADVISOR rating is awarded in Q1 based on information from Q1 of the award year.
- Northwestern University, B.S.G.S., Organizational Behavior
- Georgetown University, M.B.A., Concentration in Securities Analysis
- Yale School of Management, Certified Investment Management Analyst®
- National Association of Plan Advisors (NAPA), Certified Plan Fiduciary Advisor
- Senior Institutional Consultant, UBS Institutional Consulting Program
- Senior Retirement Plan Consultant
- Portfolio Manager
Custom portfolios

Asset allocation

Institutional consulting

Retirement Plan consulting

1501 K Street North West
Suite 1100
Washington, D.C., DC 20005

leland.bishop@ubs.com

Leland Bishop

1501 K Street North West,Washington, D.C.,DC,20005
Leif Springer

Senior Vice President–Wealth Management

Senior Institutional Consultant, UBS Institutional Consulting Program
View bio Industry recognition
- AL
- AR
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- HI
- IA
- ID
- IL
- IN
- KY
- LA
- MA
- MD
- ME
- MI
- MN
- MT
- NC
- NH
- NJ
- NM
- NV
- NY
- OH
- OK
- OR
- PA
- PR
- SC
- SD
- TN
- TX
- UT
- VA
- WA
- WI
- WV
- WY
Leif is a Partner with The Capitol Group. He specializes in building stronger retirement plans for corporations and nonprofits by offering thoughtful advice on plan design, providing investment due diligence as a co-fiduciary, making sure costs are reasonable, partnering with vendors to deliver service excellence and pinch hitting for one-on-one financial planning session with our plan participants. Leif joined UBS after working for 12 years on the retirement plan provider side of the business as a VP with John Hancock and Transamerica, giving him unique insights that can benefit clients. Leif started his career in financial services in 2002, after working summers for 8 years for his father's landscaping and construction business. These blue collar roots and work ethic help give Leif valuable perspective working with business owners and workers from all walks of life.

Professional Experience
• Financial Advisor, UBS Financial Services, Inc., 2018 - Present
• Regional Vice President - Transamerica Retirement Solutions, 2016 - 2018
• Vice President - John Hancock, 2006 - 2016
• Financial Advisor - Morgan Stanley, 2002 - 2006

Hometown
Brielle, NJ

Alma Mater Teams
Harvard Crimson and Boston University Terriers

Interests
• Time with Family
• Traveling
• Skiing
• Sailing

Why I Do What I Do
“Building successful retirement plans is an excellent way to help a lot of people at once achieve financial security and get on track for retirement. It's also very rewarding to do one-on-one financial planning when opportunities arise to hear people's stories and give them the direction they need to become good savers and successful investors."

My Philosophy on Client Service
“Follow through and follow up."

What I Love about Liberty Capitol Group
“We have real chemistry and a healthy sense of humor. We are also a team that spans three generations, so we can see things from different perspectives and relate to just about everyone."
- Forbes America’s Top Wealth Management Teams (Private Wealth & High-Net Worth), 2022The Forbes rating is compiled by Shook Research and awarded annually in November based on information from a 12 month period ending in March of the award year.
- Forbes Best-in-State Wealth Management Teams, 2023, 2024, 2025The 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.
- PLANADVISER Top Retirement Plan Advisers, 2023, 2024The PLANADVISOR rating is awarded in Q1 based on information from Q1 of the award year.
- Bachelor's degree from Harvard University
- Master's degree in Business Administration (MBA) from Boston University
- Yale School of Management, Certified Investment Management Analyst®
- Retirement Plans Associate (RPA) – Joint program of IFEBP & The Wharton School
- Certified Retirement Plan Counselor (CRPC) – College for Financial Planning
- Senior Institutional Consultant, UBS Institutional Consulting Program
- Senior Retirement Plan Consultant
1501 K Street North West
Suite 1100
Washington, D.C., DC 20005

leif.springer@ubs.com

Leif Springer

1501 K Street North West,Washington, D.C.,DC,20005
Brock Van Selow

Senior Vice President–Wealth Management

Financial Advisor
View bio Industry recognition
- AL
- AR
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- HI
- IA
- ID
- IL
- IN
- KY
- LA
- MA
- MD
- ME
- MI
- MN
- MS
- MT
- NC
- NH
- NJ
- NM
- NV
- NY
- OH
- OK
- OR
- PA
- PR
- SC
- SD
- TN
- TX
- UT
- VA
- WA
- WI
- WV
- WY
Brock is a Partner with The Capitol Group. He joined UBS in 2016 as part of the UBS Wealth Planning Team which focused on High and Ultra-High net worth financial planning for individuals and families. Brock joined TCG in 2018 and works primarily with our private clients to organize, grow and protect their wealth. He specializes in retirement income and cash flow analysis, estate and multigenerational planning, insurance and charitable giving strategies. Additionally, Brock provides education services to our retirement plan clients through seminars and one-on-one meetings with participants.

Brock began his career in financial services at Edward D. Jones & Co., L.P., in 2012, where he worked as a Financial Advisor and Equity Sales Associate. He brings more than a decade of experience in relationship management, financial planning and portfolio construction to the team. Brock is a native of Tidewater, Virginia and currently resides in with his wife and daughter in Washington, DC.

Professional Experience
• Financial Advisor - UBS Financial Services, Inc., 2018 - Present
• Wealth Planning Associate - UBS Financial Services, Inc., 2016-2018
• Equity Sales Associate - Edward D. Jones & Co., L.P., 2015-2016
• Client Associate - Edward D. Jones & Co., L.P., 2013-2015
• Financial Advisor - Edward D. Jones & Co., L.P., 2012-2013

Hometown
Smithfield, VA

Interests
• Notre Dame Football
• Golf
• Learning about wine
• Spending time in Virginia Beach with my family

My Philosophy on Client Service
"I follow three rules: do the right thing, do the best you can, and always show people you care."
-Lou Holtz

What I Love About Liberty Capitol Group
"Liberty Capitol Group is a multigenerational financial services team. We draw upon each other's experience and expertise to deliver a truly customized client experience"
- Forbes America’s Top Wealth Management Teams (Private Wealth & High-Net Worth), 2022The Forbes rating is compiled by Shook Research and awarded annually in November based on information from a 12 month period ending in March of the award year.
- Forbes Best-in-State Wealth Management Teams, 2023, 2024, 2025The 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.
- Hampden-Syndey College, B.A., History
- College For Financial Planning, Accredited Wealth Management Advisor
1501 K Street North West
Suite 1100
Washington, D.C., DC 20005

brock.vanselow@ubs.com

Brock Van Selow

1501 K Street North West,Washington, D.C.,DC,20005
Michael Whatley

Investment Associate

Chartered Retirement Plans Specialist℠
View bio
- AZ
- CA
- CT
- DC
- DE
- FL
- GA
- MD
- MT
- NC
- NJ
- NY
- PA
- PR
- TX
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- VA
- VI
Mike Whatley joined UBS Financial Services Inc. in 2008. Prior to joining UBS, Mike worked as client service associate for high net worth clients in the private banking channel. Mike is an integral part of the UBS Institutional Consulting team. Mike assists our institutional clients with various operational day-to-day activities and quarterly deliverables. Mike is responsible for serving as an intermediary between client administrative assistants between partners and The Capitol Group to ensure set deadlines are met, efficient processes are established and operational task items are completed on a timely basis.

Professional Experience
• Senior Client Service Associate & Operations Manager, UBS Financial Services, Inc., 2008-Present
• 18 years experience in financial services industry

Education & Certification
• Bachelors of Business Administration Degree from Mars Hill College
• Concentration in Banking & Finance
• Chartered Retirement Plans Specialist^SM
• FINRA registered with Series 6, 7, and 66

Hometown
Port Charlotte, FL

Alma Mater Team
Mars Hill College Lions

Favorite Philanthropy
Madison House Senior Apartments

Interests
• Soccer
• Hiking
• Being active in my church
• Spending time with my family

Why I Do What I Do
"I enjoy working with clients to help them achieve their financial goals."

My Philosophy on Client Service
"Get it right the first time."

What I Love About Liberty Capitol Group
"The members of the Capitol Group are dedicated to doing what is in the client's best interest."
- Chartered Retirement Plans Specialist℠
1501 K Street North West
Suite 1100
Washington, D.C., DC 20005

mike.whatley@ubs.com

Michael Whatley

1501 K Street North West,Washington, D.C.,DC,20005
Valerie Mayer Lopez

Team Administrator
View bio
- AZ
- CA
- CT
- DC
- DE
- FL
- GA
- MD
- MT
- NC
- NJ
- NY
- PR
- UT
- VA
- VI
Education & Certifications
• Bachelor of Science in Finance - George Mason University
• Concentration in Economics

Hometown
Fairfax, VA

Alma Mater Team
George Mason Patriots

Favorite Philanthropy
Loudoun Therapeutic Riding

Interests

• Riding Horses
• [Solidcore]
• Traveling
• Spending time with family & friends

Why I Do What I Do
A love for both people, problem solving, and finance

My Philosophy on Client Service

The devil is in the details: These details are critical - whatever one does should be done thoroughly.
1501 K Street North West
Suite 1100
Washington, D.C., DC 20005

valerie.mayerlopez@ubs.com

Valerie Mayer Lopez

1501 K Street North West,Washington, D.C.,DC,20005

The proof is in our numbers

3 Billion

Assets under management

Years in business as a team

Investment professionals on the team

"It's very important for both the client and the team to have an honest and open communication about risk, return and spending policies...if those are not in sync, then something has to change."

-Sandy Cunningham, Team Founder

This UBS Team Takes A High-Touch, Pro-Dividend App

Connecting you to the deep resources of UBS

By seeing the big picture, we provide access to the global platforms and the financial and intellectual strengths of UBS’s experts in Wealth Management, Asset Management and our Private and Investment Banks.

Wealth Management

Institutional Consulting

UBS Year Ahead 2025

Roaring 20s: The next stage

Our Chief Investment Office (CIO) looks to what awaits investors in the next half of the decade with the 2025 edition of Year Ahead.

A dramatic change in US politics, Chinese economic stimulus, ongoing geopolitical developments and falling interest rates are all at play. How should you prepare your portfolio? Let’s talk about how you can move confidently forward in the new year and beyond.

Read the report

A leader in wealth management

Backed by the strength of our parent company, UBS AG

^$5.9+ trn

UBS Group invested assets
As of 06/30/2024

More than 160 years

offering financial advice

Financial strength

Driving confidence.
A- Standard & Poor’s
A Fitch
A3 Moody’s

UBS AG, long-term senior secured debt rating. As of 03/31/2024

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Sandra Cunningham

Leland Bishop

Leif Springer

Brock Van Selow

Michael Whatley

Valerie Mayer Lopez