Lasting relationships. For all that matters

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Steve Nuccio has spent three decades in the financial services industry and never tires from coming alongside families, small business owners and retirees to help them navigate their financial challenges.  As a survivor of a tragic car accident resulting in the loss of his lower right leg, adversity has deepened his character.  His clients choose him and know they will always get the answer with honesty and integrity. Trust certainly builds from these character traits when you know the interest of the client comes first.

Steve has earned his Certified Financial Planner® designation and has a strong belief that everyone needs a comprehensive financial plan.  A solid plan is put in place with a thorough understanding of goals and dreams when it comes to Family, Occupation, Recreation and Money.  Consistent communication and diligent listening is imperative to his process.  Steve has also earned the CEPA designation, which stands for Certified Exit Planning Advisor for assisting business owners with sell their companies.  Steve’s service model typically includes pre-scheduled monthly calls and quarterly performance discussions along with an annual face-to-face review.  Educating clients so they have full awareness and a clear understanding of where they are going is key in providing clients with the work optional lifestyle they desire.

Steve graduated from the University of California, Riverside with a Bachelor of Science degree in Business Administration with and emphasis in finance.  Outside of work, Steve is the lead singer in Voodoo Mountain Band, who performs hard rock hits up and down the front range.  He also enjoys dirt bike riding, fly fishing and playing golf.  Two of Steve’s proudest individual accomplishments were finishing the Ironman World Championship in Kona, Hawaii in 2003 and the Boston Marathon in 2005.

Steve and his wife Susie, currently live in Evergreen, Colorado.  Their daughter Charlotte is currently attending Dental school at the University of Colorado, Anschutz and their son Beckham is attending Colorado State University.

• CERTIFIED FINANCIAL PLANNER
• Certified Exit Planning Advisor

• AK
• AR
• AZ
• CA
• CO
• FL
• GA
• ID
• IL
• KS
• KY
• MD
• MN
• MS
• MT
• NC
• ND
• NH
• NJ
• NM
• NV
• OR
• PA
• SC
• TN
• TX
• UT
• VA
• WA
• WI

With over three decades of experience, Jason enjoys partnering with clients to provide comprehensive wealth management and financial planning strategies tailored to their unique goals and circumstances. 

No matter what stage of life you are in, Jason can help guide you through both opportunities and challenges.  Throughout his career, he has successfully worked with retirees, women investors, military members, and small business owners.  Jason understands that financial planning can often feel overwhelming, especially when the answers are not immediately clear.  He works closely with clients to define goals, simplify complex decisions, and create a clear path forward. 

Growing up in a military family gave Jason a unique perspective on adapting to change and navigating unfamiliar situations.  He understands what it feels like to be the "new kid on the block” and often related that experience to clients who are working through important financial decisions or charting a new course in their future. 

Jason is committed to helping clients become thoughtful stewards of their hard-earned wealth while identifying and addressing risks that could impact their long-term financial success.  His wealth management process incorporates technical analysis, wealth enhancement, wealth protection, wealth transfer, and charitable giving strategies.  Through ongoing communication and regular reviews, Jason helps ensure that clients remain focused on their evolving goals and confident in their financial future. 

Jason graduated from the University of North Dakota with a degree in Financial Management and a minor in Economics.  He is a Certified Financial Planner™ professional and holds the Certified Private Wealth Advisor® (CPWA®) designation, reflecting his commitment to serving the complex needs of high-net-worth individuals and families. 

Outside of work, Jason enjoys spending time with his wife and their two athletic teenage daughters.  Much of the family’s time is spent in gyms and competition venues, where Jason can often be found playing volleyball or cheering on his daughters at cheer competitions.  As a longtime Broncos fan, he also enjoys the Colorado lifestyle and values every opportunity to spend quality time with family and friends.

• CERTIFIED FINANCIAL PLANNER
• Wealth Advisor

Lori Caddey is a Client Associate at UBS Financial for 4 years and has been in the industry for 37  years. She supports senior advisors by streamlining client onboarding, coordinating daily operational workflow, and managing client relationships. Lori holds a bachelor's degree in marketing and business management from the Metropolitan State University of Denver and is dedicated to delivering seamless, detail-oriented services that enhances the client experience. Outside of work, she enjoys spending time with family, her fur babies, and outdoor activities such as hiking, playing tennis, and volunteering with local programs. 

Ramsey Kilgore recently joined the team and is excited to begin her career in wealth management. A graduate of Colorado Christian University, Ramsey earned bachelor's degrees in both Business Administration and Accounting, providing her with a strong foundation in financial analysis, business strategy, and client service. 

Before joining the team, Ramsey worked as a Financial Analyst, where she developed experience analyzing financial data, identifying trends, and supporting informed business decision-making. She is eager to apply those analytical skills in helping clients pursue their financial goals and build long-term confidence in their financial future. 

As she begins her journey in the wealth management industry, Ramsey is committed to learning from experienced professionals, building meaningful client relationships, and providing exceptional support to both clients and teammates. She looks forward to growing her knowledge and helping deliver personalized financial guidance that makes a positive difference in the lives of clients and their families. 

Outside of work, Ramsey enjoys spending time with her family, and staying actively involved in her community and church. She has a passion for youth sports and enjoys coaching girls softball, helping athletes build confidence, sportsmanship, and teamwork. Ramsey values dedication, integrity, and continuous improvement, qualities that influence both her personal life and her professional approach to serving clients.