$3.9 trillion
In invested assets globally
As of 12/31/2022
By understanding what’s most important to you, we can organize your financial life to help make sure your short-term needs don't cloud your long-term goals. We provide a structure so you clearly understand where your money is, and why. The plan we create together can help you stay focused at each stage of life, today, tomorrow and for future generations.
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.
Since 1992, Jim has guided affluent investors through every life and wealth stage as a Financial Advisor. Jim is our team’s senior member, and his commitment to client service, informed investing, and long-term planning unite our work as a group. He has primary responsibility for the team’s investment and customized portfolio management strategies. Risk management is the foundation of his team’s investment philosophy and each portfolio is built incorporating client goals, tax concerns, and wealth transfer aspirations. Jim brings vast experience and firsthand knowledge of all securities markets, and has supported investors across multiple market cycles. Jim obtained his Bachelor's of Science degree in Finance from Michigan State University.
Jim is involved with his community through Volunteers of America and the Wellspring Food Bank, and resides in Highlands Ranch, CO with his two children, Kiana and Tyler. He is an avid fly fisherman, and also enjoys golf, tennis, scuba diving, skiing, and traveling.
Hunter joined UBS Financial Services in 2022 and has more than 12 years of financial services experience and holds the CERTIFIED FINANCIAL PLANNER™, CFP® certification. As a Financial Advisor with The Chapman Group, his responsibilities include relationship management, portfolio management and the wealth management needs of clients. Working with affluent families, business owners, executives and retirees, Hunter focuses on delivering outstanding service while building strong relationships with clients. Prior to joining The Chapman Group, Hunter was a Banking Advisor where he provided strategic banking and lending guidance to clients.
Hunter is a graduate of Colorado State University where he earned his BS in Business Administration (Finance). He resides in Denver with his wife Margo, their daughter and two dogs. When not at work, Hunter enjoys spending time with family and friends, traveling, and is an avid golfer.
Tyler's passion as a member of The Chapman Rowland Group is working with clients to identify areas of their financial lives that may have been overlooked and then tailoring personalized solutions to help them meet and exceed their financial goals. Trust, communication, and understanding are key principles in Tyler's approach that our clients enjoy while working with him. Tyler’s aim is to think about the needs of our clients before they see the needs themselves. His goal is to provide clients with exceptional customer service and execution while proactively responding to client inquiries and requests. Tyler draws from his team members’ combined 70+ years of industry experience to simplify the complex and continually adjust our clients’ financial plans to position them properly in an ever-evolving market and personal life dynamic.
Tyler attended the University of Colorado at Boulder and Graduated with a degree in Finance with an emphasis in Personal Financial Planning. In 2020, Tyler’s love for finance brought him to The Chapman Rowland Group. When Tyler is not busy at work, he enjoys golfing, skiing, fly fishing, volunteering, and spending quality time with friends and family.
Cyndee joined UBS Financial Services in 2022 and has over 20 years of financial services experience. As a Registered Senior Wealth Management Client Associate, she manages the operational, administrative and client service initiatives. Cyndee strives to meet and exceed client expectations with every service interaction, from opening and maintaining accounts to performance reporting and responding to service-related inquiries.
Cyndee resides in Highlands Ranch with her boyfriend Mark, and their dogs Finlee and Frankee. Cyndee is an avid camper, mediocre golfer, and enjoys cheering on the Avalanche, and spending time with her daughter, Hanna.
Lauren joined UBS Financial Services in 2021 and has 10 years of financial services experience. As a Registered Wealth Management Client Associate, she manages the operational, administrative, and client service initiatives in partnership with Cyndee Foster. Lauren takes pride in her exceptional customer service and building lasting relationships.
Prior to joining the Chapman Rowland Group and UBS Financial Services, Lauren held several positions in the financial sector including Private Bank Relationship Specialist and Customer Service Manager.
Lauren obtained her Bachelor of Science degree from Montana State University. Outside of the office she enjoys outdoor activities, including hiking, frisbee, rollerblading, and snowboarding, as well as live music.
Since 1992, Jim has guided affluent investors through every life and wealth stage as a Financial Advisor. Jim is our team’s senior member, and his commitment to client service, informed investing, and long-term planning unite our work as a group. He has primary responsibility for the team’s investment and customized portfolio management strategies. Risk management is the foundation of his team’s investment philosophy and each portfolio is built incorporating client goals, tax concerns, and wealth transfer aspirations. Jim brings vast experience and firsthand knowledge of all securities markets, and has supported investors across multiple market cycles. Jim obtained his Bachelor's of Science degree in Finance from Michigan State University.
Jim is involved with his community through Volunteers of America and the Wellspring Food Bank, and resides in Highlands Ranch, CO with his two children, Kiana and Tyler. He is an avid fly fisherman, and also enjoys golf, tennis, scuba diving, skiing, and traveling.
Hunter joined UBS Financial Services in 2022 and has more than 12 years of financial services experience and holds the CERTIFIED FINANCIAL PLANNER™, CFP® certification. As a Financial Advisor with The Chapman Group, his responsibilities include relationship management, portfolio management and the wealth management needs of clients. Working with affluent families, business owners, executives and retirees, Hunter focuses on delivering outstanding service while building strong relationships with clients. Prior to joining The Chapman Group, Hunter was a Banking Advisor where he provided strategic banking and lending guidance to clients.
Hunter is a graduate of Colorado State University where he earned his BS in Business Administration (Finance). He resides in Denver with his wife Margo, their daughter and two dogs. When not at work, Hunter enjoys spending time with family and friends, traveling, and is an avid golfer.
Tyler's passion as a member of The Chapman Rowland Group is working with clients to identify areas of their financial lives that may have been overlooked and then tailoring personalized solutions to help them meet and exceed their financial goals. Trust, communication, and understanding are key principles in Tyler's approach that our clients enjoy while working with him. Tyler’s aim is to think about the needs of our clients before they see the needs themselves. His goal is to provide clients with exceptional customer service and execution while proactively responding to client inquiries and requests. Tyler draws from his team members’ combined 70+ years of industry experience to simplify the complex and continually adjust our clients’ financial plans to position them properly in an ever-evolving market and personal life dynamic.
Tyler attended the University of Colorado at Boulder and Graduated with a degree in Finance with an emphasis in Personal Financial Planning. In 2020, Tyler’s love for finance brought him to The Chapman Rowland Group. When Tyler is not busy at work, he enjoys golfing, skiing, fly fishing, volunteering, and spending quality time with friends and family.
Cyndee joined UBS Financial Services in 2022 and has over 20 years of financial services experience. As a Registered Senior Wealth Management Client Associate, she manages the operational, administrative and client service initiatives. Cyndee strives to meet and exceed client expectations with every service interaction, from opening and maintaining accounts to performance reporting and responding to service-related inquiries.
Cyndee resides in Highlands Ranch with her boyfriend Mark, and their dogs Finlee and Frankee. Cyndee is an avid camper, mediocre golfer, and enjoys cheering on the Avalanche, and spending time with her daughter, Hanna.
Lauren joined UBS Financial Services in 2021 and has 10 years of financial services experience. As a Registered Wealth Management Client Associate, she manages the operational, administrative, and client service initiatives in partnership with Cyndee Foster. Lauren takes pride in her exceptional customer service and building lasting relationships.
Prior to joining the Chapman Rowland Group and UBS Financial Services, Lauren held several positions in the financial sector including Private Bank Relationship Specialist and Customer Service Manager.
Lauren obtained her Bachelor of Science degree from Montana State University. Outside of the office she enjoys outdoor activities, including hiking, frisbee, rollerblading, and snowboarding, as well as live music.
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
Are we headed for a new regime in the markets or are we going “Back to the Future”? Will we experience continued uncertainty around the Fed, inflation and market volatility or is there another view brewing on the horizon?
A discussion on the latest debt ceiling developments and inflation data with John Savercool, Head of the UBS US Office of Public Policy, Brian Rose, Senior Economist, CIO Americas, and Leslie Falconio, Head of Taxable Fixed Income Strategy, CIO Americas.
Right now, we know a strong foundation is more important to you than ever. For more than 160 years, UBS has been tested and proven resilient—serving our clients through a wide range of financial challenges and market conditions. We continue to be recognized for, and demonstrate, our strength as a leader among the biggest, and strongest, globally systemic banks.
For needs that go beyond your own—to help you improve the lives of others
What will your legacy be?
It’s never too early to plan ahead. A Legacy strategy can help you gain more control over your financial future and what you leave behind, so you can move forward with confidence.
Learn more at ubs.com/wealthway.
$3.9 trillion
In invested assets globally
As of 12/31/2022
51 countries
Our global footprint
Global leader
UBS is a world-leading wealth manager
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