Experience

It's easy to get overwhelmed thinking about finances. What will happen when you retire? What about your kids or your grandkids? How will selling your business impact your personal life? I believe it's my job as a financial advisor to help you grasp the bigger picture.

Creating a comprehensive financial plan can be complex--but together we can navigate these murky waters. I love helping people unravel complicated problems with overall objectives in mind.  As your financial advisor, I am committed to listening to you so we can work together to create a detailed plan that puts your goals within reach.

And we won't be doing this alone.  UBS is the largest Swiss banking institute in the world, and our team in Boise has over six decades of experience in the financial services industry--with that comes all the resources we need to successfully manage your wealth.

I live in Boise with my wife and four beautiful daughters.  I've gone from setting NCAA swimming records to splashing with kids in the YMCA pool.  When I'm not with my family or coaching, I still try to squeeze in the occasional triathlon.

Education History

Whitworth University - Master of Business Administration

Whitworth University - Bachelor of Arts, Religion

After growing up in McCall, ID, Nick moved to Philadelphia, PA to study economics at the University of Pennsylvania.  He earned his degree and subsequently relocated to New York City where he began a career of 20+ years on Wall Street.  Nick worked as an analyst, strategist, and trader in one of the most challenging markets in the world before ultimately stepping into wealth management.  He has overseen billions of dollars in cumulative equity exposures through some of the most economically uncertain times in history.  Nick earned his Certified Exit Planning Advisor (CEPA) designation to offer tailored solutions for business owners as they begin preparations for significant liquidity events, such as the sale of a business or planning for retirement.  He is a founding member of Entrepreneur Wealth Group at UBS.

Nick currently lives in Boise, ID with his wife, Lori, and their four children.  As his children have grown, he has enjoyed coaching youth football, wrestling, and lacrosse.  Nick dedicates much of his free time to various public service initiatives.  He serves as co-chair of the philanthropy committee and a member of the executive committee for the American Red Cross of Greater Idaho, and he volunteers for various environmental conservation organizations.  Nick has shared his love of the outdoors with his family, and the Harris family can often be found camping, hiking, golfing, skiing, and biking throughout Idaho. 

Prior to joining UBS, Adam served 16 years as an active-duty US Navy SEAL completing 9 combat deployments in Afghanistan, Iraq, Bosnia, Yemen and multiple other conflict zones. In transition from his military service, he pursued a more entrepreneurial route as an operations and cultural development consultant for several multinational businesses and professional sports teams. Having helped others build their businesses, he then took on the challenge of building his own endeavor in the outdoor recreation industry with a focus on luxury and concierge services.

With a passion for assisting business owners in achieving their goals, Adam is eager to utilize his experience with elite small teams, operational efficiency and cultural development to help grow the Entrepreneur Wealth Group at UBS. His experience in addressing the unique needs of ultra-high net worth clients enables forward thinking within the team and a more personalized suite of services.

Adam and his wife, Nidia, live in Eagle, ID with their furry, four-legged daughter.

Bill received a BA in economics from Stanford University, and then received a Juris Doctor from the University of California at Berkeley School of Law. He went on to clerk for the Idaho Supreme Court for two years, and then practiced law for about 10 years as an attorney and partner at the Eberle & Berlin Law Firm. He then decided to pursue his true passion, which is investments, and joined Merrill Lynch as a financial advisor. He was at Merrill Lynch for 20 years, and has been at UBS for the past 11 years. He is also a Chartered Retirement Planning Counselor (CRPC), and additionally holds the Certified Investment Management Analyst (CIMA) designation which reflects his expertise in analyzing and evaluating investment managers.

Michael serves as the branch manager of the UBS offices in Boise and Sun Valley, Idaho in addition to being a financial advisor for Vasconcellos Spiedel Wealth Management. Prior to his current role he held various operational, administrative and compliance management positions for nearly 20 UBS offices across the western United States. He started his career as a financial advisor with Merrill Lynch in 2004 and has been with UBS since 2009. He holds a BA in International Economics and Spanish Literature from Pacific Lutheran University. Michael earned his MBA from Northwest Nazarene University. He holds the Chartered Retirement Planning Counselor (CRPC) designation.

Russell served as a field artillery surveyor in the United States Army at Fort Sill, Oklahoma. Following his service, Russell enrolled at the University of Idaho and earned a B.S. in Education.  He taught economics and geography at Coeur d'Alene High School before his fascination with economics drew him to the financial services industry.  After working in the field for ten years, Russell attended the Wharton School of Business to earn his Investment Consultant designation.

Russell has spent the last 25 years working as a financial advisor and portfolio manager.  Much of his practice involves assisting clients as they transition to retirement, review lending options, and develop estate plans.  He joined Entrepreneur Wealth Group and earned his CEPA® (Certified Exit Planning Advisor) in 2022.  Entrepreneur Wealth Group focuses on offering tailored financial guidance for business owners and high-net-worth families.

In addition, Russell worked as a branch manager for many years until 2016 - first at Morgan Stanley and then at UBS.  During that time, he oversaw four offices and 96 employees. His leadership experience and his broad knowledge of UBS continue to inform the decisions he makes as a portfolio manager and as an investment advisor.

Russell and his wife, Wendy, have three daughters, a son, and two granddaughters. As his son grew up, Russell volunteered as an Assistant Scoutmaster and Scoutmaster with the Boy Scouts of America Troop 37 Incline Village for 7 years.  Russell enjoys spending time with his family, visiting Mexico as often as possible, and cycling whenever he can.

CA Insurance License:  0C61039

Finances are deeply personal. And after three decades in the financial services industry, Kris knows how important forming a connection with the team handling your financial planning can be.  That's why Kris loves cultivating relationships with clients so they have the best experience possible.

It takes a team to succeed and -- working with the Thompson Harris Wang Wealth Management --Kris' role is to make sure you are taken care of to the highest degree.  She will personally ensure your needs are met with excellence and care -- whether that is opening or maintaining accounts, transferring funds, or exploring securities-backed lending solutions.

Kris has lived in Boise since 1987 and she loves spending time with her family and friends.  And when she is not reading anything she can get her hands on, you can find Kris working in her garden.

Certificates

Series 7, 63 and 65 Licenses

Danielle Morriss joined UBS and the Entrepreneur Wealth Group as a Senior Wealth Strategy Associate. Prior to UBS, Danielle acquired over 10 years of experience in operations, portfolio analysis and performance reporting. For 4 years she held the role of Financial Planning Director for two separate Registered Investment Advisory firms in Idaho and Utah. Danielle loves solving a daunting problem and building a good spreadsheet. She enjoys helping clients increase their knowledge about their wealth. Danielle’s previous experience servicing wealthy families, individuals and business owners allows her to dive deep into complex problems and develop strategies to overcome them in a holistic financial plan. Danielle is a team-player who enjoys collaboration, a strategy session and a well-earned team win. She embodies an ambitious ‘divide and conquer’ attitude. Plus, she’s got great shoes.

Danielle grew up in California and Texas and was recruited to play volleyball at a small university in Virginia where she graduated early with a Bachelor’s degree in History. She stills plays recreational volleyball as often as she can! She’s been travelling the globe since high school, has traveled to over 15 countries, 45 states and still has a long list of places she’d like to visit. When she is not playing volleyball 3 times a week, she enjoys reading history books and plans frequent outdoor activities with her family including hiking, splash pads and paddle boards. Danielle and her husband reside in Boise with their two sons.

Samantha joined UBS in July of 2021. She is fully securities licensed and registered, having passed the FINRA series 7, 63, and 65 exams.  In addition, she has her insurance license. Samantha has extensive experience working with clients in need of high net worth wealth management, and brings a unique level of expertise to the Vasconcellos Spiedel Wealth Management Team. She takes pride in offering world class service to clients and is dedicated to ensuring they are aware of the holistic investment approach that UBS and Vasconcellos Spiedel Wealth Management provide. This includes her knowledge of the account opening process, lending and insurance needs, separately managed accounts and transactional services.

Kirsten is thrilled to join Entrepreneur Wealth Group as a Client Associate.  She holds a BFA in Contemporary Dance Performance from the Boston Conservatory (2017).  Following completion of her degree, she returned home to Boise, ID and began working for a local registered investment advisor.  She found a new fascination in financial services and is studying to earn her CFP (Certified Financial Planner) designation.  In her spare time, you can find her teaching barre classes, hiking, reading, or haunting local coffeeshops with friends and family.

Cade hails from Saint Maries, ID and is pursuing his BBA in Finance at Boise State University.  He will graduate in May 2023.