Experience

Comprehensive advice. Customized solutions.

As a Senior Vice President for Wealth Management with more than 30 years of experience, Bryce focuses on managing client relationships and executing portfolio construction. He grew up in a small town, where trust and personal relationships meant everything. This upbringing is central to his relationships with his clients. Every day, he works hard to better understand their needs and desires, and to provide them with comprehensive advice tailored to their circumstances and priorities.

An early start in financial services

Bryce developed a passion for the equity markets and trading after being introduced to the industry by his advisor at Tabor College. He became licensed as a financial advisor while still a senior and working as an intern at Firm One (owned by Garvey Industries). After graduating from Tabor with a B.A. in business administration in 1988, Bryce went to work as a financial advisor full time, joining UBS in 2006. Bryce holds the Series 7, 9, 63 and 66 securities licenses as well as the state life, accident and health insurance licenses.

Life outside UBS

Bryce believes in being active in his community. He served as president of Butler Rural Electric Cooperative and is on the Fundraising Committee for Pass it On—Outdoor Mentors. He lives just outside of Benton, Kansas with his wife, Tammy, and their children, Cam and Grace. Their oldest daughter Hanna is married and lives/works in San Diego, California. Bryce loves spending time with his active family as well as outdoor activities including hunting and fishing.

Meeting client needs. Uncovering client opportunities.

To Corey, when you’re helping people reach their ultimate goal of retirement, every day is a rewarding one. Having joined UBS in 2017 as a Registered Client Service Associate, he focuses on exceeding client expectations on all their day-to-day administrative needs. He specifically researches new opportunities to help clients across generations pursue their individual goals and aspirations.

A wealth of financial knowledge

Corey began his career at INTRUST Wealth in 2014 as an intern in Strategy & Portfolio Management. He then moved to State Street where he served as a Client Service Specialist and developed a passion for uncovering clients’ needs. Corey also has experience working as an IRA Specialist at Commerce Trust Company.

A graduate of Wichita State University, he has a B.A. in sociology with an emphasis in socioeconomics and has earned the Series 7 and 66 securities licenses.  He is also a  Chartered Retirement Plans Specialist™.

Life outside the office

Corey volunteers each year with UBS and Angel Tree, helping collect thousands of dollars in gifts for children. An avid golfer, he and his wife, Rebecca, enjoy traveling and spending time with family.

Taking care of clients. Planning for their future.

Katie is the first face clients see when they come in the door, and often the first voice they hear on the phone—making her a critical part of a practice that focuses on family relationships. The mother of four children, she understands the importance of family and of planning carefully for the future. She is committed to taking care of her clients and helping them achieve their goals.

Licensed to serve

After graduating from Wichita State University with a B.A. in business administration, Katie became an operations officer for a local bank. It was while working there that she was recruited by UBS to become a part of their Client Service Associate team. She came to UBS in 2007 and joined the Brown Flaming Wealth Management Group in January 2011. She holds the Series 7 and Series 66 securities licenses.

Committed to the community

Katie lives in Conway Springs with her husband, Jeff, a Wichita firefighter, and their four children (Jade, twins Braden and Braxton, and Grace). She has served as treasurer of the St. Joseph Parish Altar Society and volunteers at her children’s school and at the Ronald McDonald House Golf Tournament. She is also volunteering this year at the Wichita Crime Commission and the Make Good Choices Golf Tournament. In her spare time, she enjoys reading and working on craft projects.

A desire to help. A passion to serve.

In her role as Client Service Associate, Breann assists with any and all client needs while supporting the team’s Financial Advisors in their daily activities. She especially enjoys working with people one-on-one and developing lasting relationships with clients and their families to help them achieve their financial goals.

Breann served as an intern with the Brown Flaming Roulston Wealth Management Group in the summers of 2017 and 2018. Prior to joining the practice full time in 2019, she also worked for a local manufacturer in job costing to monitor the company’s expenses and help control costs. A graduate of Wichita State University, she has a dual degree in finance and management.

On a personal, humane note

A lover of animals, Breann is becoming a volunteer for the Kansas Humane Society, helping animals find good owners and good homes. She enjoys crocheting, reading and baking in her free time.