Knowledge

Matt Lasko is the founding member and leader of Flagship Financial, an elite advisory team with locations in California, Connecticut, Maine, Michigan and Texas. A Certified Financial Planner and nationally recognized specialist on corporate retirement plans, Matt is strategically positioned as the architect of the team's overall strategies for both affluent families and institutional clients.

Serving multiple verticals of business, every member of the team holds themselves to high standards of service and advice, which is why Flagship Financial is one of the fastest growing teams within UBS. Additionally, Matt pioneered a successful partnering business, creating a custom retirement plan solution for hedge funds and private equity firms. This dichotomy of service is rare in the industry and presents clients with unique opportunities for advice.

Matt previously served as Co-Chair of the UBS Senior Retirement Plan Consultant Committee and was a Principal Financial Group Elite Advisor Council member. Committed to providing relevant advice on the retirement plan market, Matt often speaks on panels and lectures on topics related to retirement and the 401(k) plans.

Having graduated from Tufts University, Matt now lives in New Canaan, CT with his wife and two children. In spare time Matt enjoys traveling, marathon running/training, fly fishing, contemporary art & theatre.

Brett is a 19-year veteran of UBS, a Certified Private Wealth Advisor (CPWA®) and Certified Financial Planner™ (CFP®).  He connects all the moving parts of clients’ financial lives striving to make clients’ complex financial lives simpler. Brett earned his B.A. in finance from Michigan State University. He and his wife, Sarah, have two children, Russell and Caitlin.

David has been an advisor with UBS for 13 years, and in the investment industry for 19. He empowers clients through actively listening and education. He is a graduate of The Kelley School of Business at Indiana University, holds the Certified Investment Management Analyst® designation and is a Certified Financial Planner™. Outside of UBS, David sits on the board of directors for The Midnight Golf Program. He and his wife, Courtney, have three children, Lucy, Brady and Owen.

Bringing over a decade of experience as a Senior Retirement Plan Consultant, Megan is an integral part of Flagship Financial Partners. Based in our Dallas, Texas office, she works with retirement plan clients across the country providing keen insight and strategies to a number of companies.  A CFA charterholder, Megan spearheads our team's investment manager and record keeper due diligence, portfolio construction and financial planning practices.

Megan is a graduate of the University of Texas. She lives in Dallas with her husband, Sean, and two young daughters, Charlotte and Claire. She  loves UT sports, is a member of her neighborhoods book club.

At a glance:

• B.B.A in International Business University of Texas
• CFA^® Charterholder
• Institutional Consultant
• Co-chair UBS Retirement Consulting Advisory Council
• Principal Financial Group Elite Advisor Council

Based in our Dallas office, Maureen has a dual focus on both institutional and private clients. Her attention to alternative investment allocations and manager due diligence provides reasoned advice and reassurance to our private clients. Maureen's institutional work on Retirement Plans includes working with Hedge Funds and Private Equity Funds to maximize their plan design and retirement benefits both for sponsors and participants. Maureen has earned the Chartered Alternative Investment Analyst^SM (CAIA®), and the Chartered Retirement Plans Specialist^SM designations (CRPS®). She is also in the firm's Financial Advisor Associate training program.

Maureen graduated from Texas Christian University with a Bachelor of Science. She lives in Dallas with her husband Patrick, their Boston terrier Molly, and they are expecting their first child in early 2020. In her free time, Maureen enjoys yoga, traveling, and volunteering with Dallas Animal Services.

 At a glance:

• B.S. in Political Science from Texas Christian University
• Corporate Stock Benefit Consultant

Nat joined UBS as a Financial Advisor in 2016. Having worked in the financial services industry since 2003, he brings a wide range of experience to the Flagship team. His area of expertise is employer-sponsored retirement plans, education and employee engagement. Nat focuses on partnering with other advisors to drive the retirement plan business for the team.

He also leads the institutional client engagement efforts for Flagship, designing and implementing custom engagement strategies for retirement plan clients to drive participation and positive retirement outcomes for all employees. He especially values the opportunity to effect positive change in the lives of plan participants.

Prior to joining UBS, Nat spent 12 years with MFS Investment Management, where he helped advisors and consultants focused on the institutional retirement plan markets.

Nat hold Series 6, 7, 63 and 65 securities licenses and has a B.A. from Colby-Sawyer College. 

 Outside UBS

Nat lives in Portland, Maine, and loves sailing, skiing, golf, and spending time with family and friends.

Austin recently joined Flagship Financial Partners in 2021 and serves as an investment analyst for its institutional clients.

His prior work experience includes Commercial Finance work with both General Motors and Capital One. As an investment analyst at Milliman Advisors, he focused on investment manager searches and due diligence as well as plan performance reporting in the firm’s institutional consulting group. He began his career at Milliman in the Employee Benefits Practice focusing on Defined Benefit Plan Administration.

Austin graduated from the University of North Texas with a B.B.A. in Finance and also earned his M.B.A from Texas Christian University with a concentration in Finance. Austin lives in Dallas with his wife Courtney, and when he’s not losing to her in Tennis, he loves running and cycling at White Rock Lake.

Inspired by a comprehensive approach to wealth management, Danielle joined the team in 2016 bringing 10 years of wealth management experience. She primarily focuses on financial planning for our private wealth clients. Danielle received a B.S. in business administration and finance from the University of Detroit Mercy and an M.B.A. from Wayne State University. She has one son, Kaden.

Kristina joined the team in 2006. She guides clients through the steps and processes necessary to incorporate the entire wealth management experience. As team administrator, Kristina touches all areas of our practice. Ensuring consistency behind the scenes allows us to deliver the high level of service our clients deserve. Kristina has a B.A. in finance from Saignaw Valley State University. She and her husband, John, have two sons, Miles and Mason. Kristina enjoys helping with her sons’ sports leagues.

Lisa began her career working in finance over 20 years ago.  Lisa prides herself on providing the ultimate client experience. As the lead trader for the team, Lisa assists with both the private client and institutional businesses.   Lisa provides the client with support in everything from opening a new account, raising cash, security movements, investing in the many Alternative Investment options, and prepares performance reports on a monthly and quarterly basis.  Lisa also works with the design team at UBS to create marketing products for the team. Lisa's financial knowledge, organization, communication and interpersonal skills, all add tremendous value to the team.

 Lisa graduated with a BBA in Finance and a minor in Economics from Iona college, she also holds a Master's in Education from Manhattanville College. Prior to joining UBS, Lisa worked at TBP Advisors/Alexandria Capital as the Vice President of Business Development.  She hold the Series 7 and Series 66 security licenses.

 Lisa is a certified yoga teacher, teaching six classes a week and a teacher trainer and mentor.  She volunteers for numerous UBS sponsored events and hosts benefit classes at her yoga studio. She and her daughter, Olivia, enjoy traveling together and spending time in New York City. Lisa is also an excellent cook and loves taking walks on the beach.

Darcy joined the team in 2021 to enhance the client experience for our private wealth clients. Darcy brings 15 years of financial service experience in a variety of leadership positions. She is a proud alumna of Michigan State University, where she was a vocal performance major. Darcy and her husband, Devin, have two sons, Teddy and Charlie. Darcy enjoys photography as well as time with friends and family during her free time.

Bringing 29 years of experience, Clare joined the team in 2019 to assist in delivering the high level of service our clients expect and deserve. She brings a wealth of knowledge and expertise. Clare was a business major at Michigan State University where she earned a B.A. degree in Finance. She enjoys spending time with her son, Dominic, her family and friends, reading, traveling and volunteering.