Understanding

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

• Joined UBS in 2001
• More than 21 years of experience in the financial services industry
• JP Morgan, Private Client Advisor, 2000-2001
• Certified Public Accountant, PricewaterhouseCoopers LLC, 1992-2000
• Financial Times 400 Top Financial Advisers, 2020
• Barron’s Top 1,200 Financial Advisors, 2022, 2021, 2020
• Forbes/SHOOK Best-In-State Wealth Advisor, 2022, 2021
• Forbes/SHOOK Best-in-State Teams 2023
• 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 16 years of experience in the financial services industry
• Forbes/SHOOK Top Next-Gen Wealth Advisors, 2021, 2020, 2018, 2017
• Forbes/SHOOK Best-in-State Wealth Advisors, 2022, 2021
• Forbes/SHOOK Best-in-State Teams 2023
• Focus: Scott concentrates on the analysis, financial planning, investment strategy, investment due diligence, and overall asset allocation of client portfolios.

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

• Joined UBS in 2013
• More than 16 years of experience in the financial services industry
• Janus Capital Group 2008-2013
• Forbes America's Top Next-Generation Wealth Advisors 2021, 2020
• Forbes/SHOOK Best-in-State Wealth Advisors, 2022, 2021
• Forbes/SHOOK Best-in-State Teams 2023
• 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
• Forbes/SHOOK Best-in-State Teams 2023
• Focus: Austin concentrates on the analysis, financial planning, investment strategy, investment due diligence, and overall asset allocation of client portfolios.

• Joined UBS in 2006
• More than 38 years experience in the financial services industry
• Piper Jaffray 2000 – 2006
• Dain Rauscher 1984 – 1999
• Focus: Kerry has substantial experience in creating fixed income solutions for clients in analyzing credit risk, duration risk, and interest rate risk for bond portfolios.

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

• Re-joined UBS in 2012
• More than 15 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 19 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 38 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 2 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.