Understanding

B.S. in Accounting, Loyola Marymount University, Los Angeles

• Joined UBS in 2001
• More than 25 years of experience in the financial services industry
• JP Morgan, Private Client Advisor, 2000-2001
• Certified Public Accountant, PricewaterhouseCoopers LLC, 1992-2000
• Focus: Gary maintains relationships with key clients and provides comprehensive wealth management advice in the areas of investment policies & strategies, retirement planning and wealth transfer strategies.

B.S. in Business Management, Montana State University, Billings

• Joined UBS in 2006
• More than 19 years of experience in the financial services industry
• CFP®, CRPS
• Focus: Scott maintains relationships with key clients and provides comprehensive wealth management advice in the areas of investment policies & strategies, retirement planning and wealth transfer strategies.

B.S. in Communication, Minor in Business,  University of Colorado at Denver

• Joined UBS in 2013
• More than 19 years of experience in the financial services industry
• Janus Capital Group 2008-2013
• Focus: Ethan maintains relationships with key clients and provides comprehensive wealth management advice in the areas of investment policies & strategies, retirement planning and wealth transfer strategies.

Master of Business Administration, Oklahoma State University

B.S. in Business Management, United States Air Force Academy

• Joined UBS in 2017
• More than 8 years of experience in the financial services industry
• CFP®
• Focus: Austin maintains relationships with key clients and provides comprehensive wealth management advice in the areas of investment policies & strategies, retirement planning and wealth transfer strategies.

B.S. Business & Marketing, Regis University Colorado Springs
• Joined UBS in 1996
• Paine Webber / UBS Financial Services Inc 1996 - Present
• More than 33 years of experience in the financial services industry
• Dean Witter Reynolds 1992 - 1996
• Focus: Mark maintains relationships with key clients and provides comprehensive wealth management advice in the areas of investment policies & strategies, retirement planning and wealth transfer strategies.

B.A. in International Business, Fort Lewis College, Durango

• Re-joined UBS in 2012
• More than 18 years of experience in the financial services industry
• Charles Schwab & Co. 2010 – 2012
• Bellco Credit Union 2009 – 2010
• UBS Financial Services 2007 – 2009
• Focus: Rachelle is responsible for client communications, administrative services, as well as providing operational support to the team.

A.A. Graphic Design, Platt College

• Joined UBS in 2006
• More than 22 years of experience in the financial services industry
• Piper Jaffray 2003 – 2006
• Focus: Geoffrey is responsible for client communications, administrative services, as well as providing technology structure to the team.

• More than 41 years experience in the financial services industry
• Re-joined UBS in 2022
• RW Baird 2010 – 2022
• Smith Barney 2004 – 2010
• PaineWebber / UBS 1987 – 2004
• JC Bradford 1984 – 1987
• Series 7, 9, 10, 63
• Focus: Diana is responsible for client communications, administrative services, as well as providing operational support to the team.

B.A. in Finance, Minor in Chinese, Loyola Marymount University, Los Angeles

• Joined UBS in 2022
• More than 5 years of experience in the financial services industry
• Focus:  Shayna is responsible for client communications, administrative services, financial planning services, as well as providing operational support to the team.

M.S in Business Analytics, University of Denver

B.S. in Business Administration Management, University of Denver

• Joined UBS in 2025
• Focus: Riley is responsible for client communications, administrative services, as well as providing operational support to the team.