$2.8 trillion
In invested assets globally
As of 06/30/2022
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.
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 wife, Cindy, and their 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 attended the University of Colorado at Boulder and Graduated with a degree in Finance with an emphasis in Personal Financial Planning. Upon graduation, Tyler’s love for finance brought him to Merrill Lynch where he was employed for a year prior to joining UBS. 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 in 2022, and has over 20 years of 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 daughter, Hanna and their dogs Finlee and Frankee. Cyndee is an avid camper and hiker, and enjoys supporting her daughter on the tennis courts.
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 wife, Cindy, and their 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 attended the University of Colorado at Boulder and Graduated with a degree in Finance with an emphasis in Personal Financial Planning. Upon graduation, Tyler’s love for finance brought him to Merrill Lynch where he was employed for a year prior to joining UBS. 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 in 2022, and has over 20 years of 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 daughter, Hanna and their dogs Finlee and Frankee. Cyndee is an avid camper and hiker, and enjoys supporting her daughter on the tennis courts.
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
Our current consumption trends require the resources of 2.3 planets, but we only have one. The circular economy creates opportunities for innovation and investment while encouraging resource efficiency and can create cost savings.
Are you ready for a retirement that could span 30 years or more? What’s the right plan to help make sure your retirement funds last? The longer you spend in retirement, the greater the impact these decisions can have. Our team will work with you to help preserve your lifestyle and livelihood in retirement by understanding your goals, risk and time horizon.
Talking about future financial responsibility can be an emotional and challenging topic for both parents and children. Whether you’re discussing an inheritance, insurance, a business transition or wealth transfer, an open, honest discussion among family members makes the process more rewarding for everyone. Let us show you how.
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.
$2.8 trillion
In invested assets globally
As of 06/30/2022
51 countries
Our global footprint
Global leader
UBS is a world-leading wealth manager
Your message has been successfully submitted.
Your submission was unsuccessful.