Experience

Makes all the difference

Elizabeth Willenbrock

Senior Vice President–Wealth Management

Elizabeth has been in the financial services industry for over 30 years. She began her career as a Financial Advisor with Morgan Stanley in 1984.

While at Morgan Stanley, she completed the requirements to become a designated Retirement Planning Specialist. She joined the Wealth Management Division of UBS Financial Services in 2009 as a Senior Vice President.

She is a graduate of the Executive Education Program at the Wharton Business School. She also holds the designation of Wealth Advisor. She earned a B.S. Degree in business administration from Arizona State University.

Tad and Elizabeth have two sons and enjoy being involved in the Denver community. They are proud to partner with UBS in supporting numerous charities.

Registered States:
  • AK
  • AZ
  • CA
  • CO
  • DE
  • FL
  • GA
  • HI
  • IL
  • IN
  • KS
  • KY
  • MA
  • MD
  • ME
  • MI
  • MN
  • NC
  • NE
  • NJ
  • NM
  • NV
  • NY
  • OK
  • OR
  • PA
  • SC
  • TX
  • UT
  • VA
  • VT
  • WA
  • WY

Recognized as an industry leader:

  • Forbes Best-in-State Wealth Management Teams, 2023The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.

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

Credentials

  • Wealth Advisor
4600 South Ulster Street
Suite 700
Denver, CO 80237

Email Me

Henry C. "Tad" Willenbrock III, CIMA

Senior Vice President–Wealth Management

Financial Advisor

Registered States:
  • AK
  • AZ
  • CA
  • CO
  • DE
  • FL
  • GA
  • HI
  • IL
  • IN
  • KS
  • KY
  • MA
  • MD
  • ME
  • MI
  • MN
  • NC
  • NE
  • NJ
  • NM
  • NV
  • NY
  • OK
  • OR
  • PA
  • SC
  • TN
  • TX
  • UT
  • VA
  • VT
  • WA
  • WY

Recognized as an industry leader:

  • Forbes Best-in-State Wealth Advisors, 2018, 2019, 2020, 2021, 2022, 2023The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.
  • Forbes Best-in-State Wealth Management Teams, 2023The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.

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

Credentials

  • Certified Investment Management Analyst®
  • Senior Portfolio Manager
  • Wealth Advisor
4600 South Ulster Street
Suite 700
Denver, CO 80237

Email Me

Fred Jauch

Senior Vice President–Wealth Management

Financial Advisor

Fred has over 38 years of experience in the financial services industry, having started and trained with E. F. Hutton in 1980. His areas of focus include asset management, income and retirement planning, as well as customized investment and financial planning strategies designed to help families pursue their individual goals. Fred is active in the Rotary Club of Denver Southeast and Junior Achievement  and is a graduate of The Pennsylvania State University with a B.S. degree in Industrial Engineering.

Registered States:
  • AK
  • AZ
  • CA
  • CO
  • DE
  • FL
  • GA
  • HI
  • IL
  • IN
  • KS
  • KY
  • MA
  • MD
  • ME
  • MI
  • MN
  • NC
  • NE
  • NJ
  • NM
  • NV
  • NY
  • OK
  • OR
  • PA
  • SC
  • TN
  • TX
  • UT
  • VA
  • VT
  • WA
  • WY

Recognized as an industry leader:

  • Forbes Best-in-State Wealth Management Teams, 2023The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.

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

Credentials

  • Portfolio Manager
4600 S. Ulster St.
Metro Point One
Denver, CO 80237

Email Me

Mary Anderson

Wealth Strategy Associate

Mary began her career in financial services over 20 years ago with a regional wealth management firm in Denver, CO.  Since that time she has supported top financial advisor teams in both the banking and brokerage sector.  She has extensive client service and operational experience and is fully registered holding her Series 7, 63 and 65 licenses.  Mary received her B.S. degree from the University of Phoenix.  She was born and raised in Nebraska and moved to Colorado in 1982.  Outside of the office Mary enjoys reading, volunteering, traveling, hiking, biking and spending time with her family.

Registered States:
  • CO
4600 South Ulster Street
Suite 700
Denver, CO 80237

Email Me