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.

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.