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Matthew Lasko, CFP

Managing Director–Wealth Management

Private Wealth Advisor

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, golf, fly fishing, contemporary art & theatre.

Registered States:
  • AL
  • AR
  • AZ
  • CA
  • CO
  • CT
  • DC
  • DE
  • FL
  • GA
  • HI
  • IA
  • ID
  • IL
  • IN
  • KS
  • KY
  • LA
  • MA
  • MD
  • ME
  • MI
  • MN
  • MO
  • MT
  • NC
  • NE
  • NH
  • NJ
  • NM
  • NV
  • NY
  • OH
  • OK
  • OR
  • PA
  • PR
  • RI
  • SC
  • SD
  • TN
  • TX
  • UT
  • VA
  • VT
  • WA
  • WI

Recognized as an industry leader:

  • Barron's Top 1,200 Financial Advisors, 2022, 2023, 2024
    The Barron's rating is awarded annually in March and is based on information from the prior year Q3. 
  • Barron's Top 100 Institutional Consultants, 2021, 2022, 2023The Barron's rating is awarded annually in April and is based on information from the prior year Q4. 
  • Forbes America’s Top Wealth Management Teams, 2023The Forbes rating is compiled by Shook Research and awarded annually in November based on information from a 12 month period ending in March of the award year.
  • Forbes Best-in-State Wealth Advisors, 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, 2023, 2024The 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.
  • NAPA Top DC Advisor Teams, 2021, 2022, 2023The NAPA rating is awarded annually in March based on information from December of the prior year.
  • PLANADVISER Top Retirement Plan Advisers, 2020, 2021, 2022, 2023, 2024The PLANADVISOR rating is awarded in Q1 based on information from Q1 of the award 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

Education

  • Tufts University, B.A.

Credentials

  • Private Wealth Advisor
  • Senior Retirement Plan Consultant
  • CERTIFIED FINANCIAL PLANNER™
600 Washington Blvd
9th Floor
Stamford, CT 06901

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Mark Switow

Managing Director–Wealth Management

Financial Advisor

For almost four decades, Mark has earned a solid reputation among affluent families as a person of compassion, integrity and discretion—a person who cares deeply about family and giving back. He began his career in 1983 with Merrill Lynch and moved to J.C. Bradford & Company in 1989. In 2000, that company was sold to PaineWebber, which became UBS in 2000. The names may have changed, but Mark’s distinguished service at this firm continues. Mark was recently recognized as a 2022 Forbes Best-In-State and has been a perennial member of Barron's Top 1,200 Financial Advisor.

In addition to his established Private Wealth practice throughout the Midwest, Mark is also passionate about his role as a family man and community advocate. He served on the Board of a local hospital from 1996-2012 as well as being Finance Committee, Audit Committee and Investment Committee Chairman. Mark serves as the Investment Chairman of the Jewish Heritage Foundation for Excellence, has been on The University of Louisville Advisory Council and served on The University of Kentucky School of Arts & Sciences Advisory Board. From May 2013 to 2021 Mark served as a mentor with American Corporate Partners (ACP) a national nonprofit dedicated to helping service members transition from the military to careers in business.

Mark & Tammy have been married since 1989 and are both proud parents of Ryan, Sam & Katie as well as grandparents of Lucas & Harrison, their twin grandsons.

Registered States:
  • AL
  • AR
  • AZ
  • CA
  • CO
  • CT
  • DC
  • DE
  • FL
  • GA
  • HI
  • IA
  • ID
  • IL
  • IN
  • KS
  • KY
  • LA
  • MA
  • MD
  • ME
  • MI
  • MN
  • MO
  • MT
  • NC
  • NE
  • NH
  • NJ
  • NM
  • NV
  • NY
  • OH
  • OK
  • OR
  • PA
  • PR
  • RI
  • SC
  • SD
  • TN
  • TX
  • UT
  • VA
  • VT
  • WA
  • WI

Recognized as an industry leader:

  • Barron's Top 1,000 Financial Advisors, 2009, 2010, 2011, 2013The Barron's rating is awarded annually in March and is based on information from the prior year Q3. 
  • Barron's Top 1,200 Financial Advisors, 2014, 2015, 2016, 2017, 2018, 2021, 2022, 2023, 2024
    The Barron's rating is awarded annually in March and is based on information from the prior year Q3. 
  • 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.

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

500 N Hurstbourne Pkwy
Suite 300
Louisville, KY 40222

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Brett M. Gasper, CFP, CPWA

Senior Vice President–Wealth Management

Private Wealth Advisor

Brett is a 20-year veteran of UBS, a Certified Private Wealth Advisor (CPWA®) and Certified Financial Planner™ (CFP®) practitioner.  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.

Registered States:
  • AL
  • AR
  • AZ
  • CA
  • CO
  • CT
  • DC
  • DE
  • FL
  • GA
  • HI
  • IA
  • ID
  • IL
  • IN
  • KS
  • KY
  • LA
  • MA
  • MD
  • ME
  • MI
  • MN
  • MO
  • MT
  • NC
  • NE
  • NH
  • NJ
  • NM
  • NV
  • NY
  • OH
  • OK
  • OR
  • PA
  • PR
  • RI
  • SC
  • SD
  • TN
  • TX
  • UT
  • VA
  • VT
  • WA
  • WI

Recognized as an industry leader:

  • Forbes America’s Top Wealth Management Teams, 2023The Forbes rating is compiled by Shook Research and awarded annually in November based on information from a 12 month period ending in March of the award year.
  • Forbes Best-in-State Wealth Advisors, 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, 2023, 2024The 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.
  • NAPA Top DC Advisor Teams, 2021, 2023The NAPA rating is awarded annually in March based on information from December 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

Education

  • Michigan State University

Credentials

  • Private Wealth Advisor
  • CERTIFIED FINANCIAL PLANNER™
  • Certified Private Wealth Advisor (CPWA®)
2301 West Big Beaver Road
Somerset Place Office Building
Troy, MI 48084

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David Gasper, CFP, CIMA

Senior Vice President–Wealth Management

Private Wealth Advisor

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.

Registered States:
  • AL
  • AR
  • AZ
  • CA
  • CO
  • CT
  • DC
  • DE
  • FL
  • GA
  • HI
  • IA
  • ID
  • IL
  • IN
  • KS
  • KY
  • LA
  • MA
  • MD
  • ME
  • MI
  • MN
  • MO
  • MT
  • NC
  • NE
  • NH
  • NJ
  • NM
  • NV
  • NY
  • OH
  • OK
  • OR
  • PA
  • PR
  • RI
  • SC
  • SD
  • TN
  • TX
  • UT
  • VA
  • VT
  • WA
  • WI

Recognized as an industry leader:

  • Forbes America’s Top Next-Gen (Generation) Wealth Advisors, 2017, 2018The Forbes rating is compiled by Shook Research and awarded annually between June and September based on information from a 12 month period ending in March of the award year.
  • Forbes America’s Top Next-Gen (Generation) Wealth Advisors Best-in-State, 2018, 2019The Forbes rating is compiled by Shook Research and awarded annually between June and September based on information from a 12 month period ending in March of the award year.
  • Forbes America’s Top Wealth Management Teams, 2023The Forbes rating is compiled by Shook Research and awarded annually in November based on information from a 12 month period ending in March of the award year.
  • Forbes Best-in-State Wealth Advisors, 2018, 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, 2023, 2024The 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.
  • NAPA Top DC Advisor Teams, 2021, 2023The NAPA rating is awarded annually in March based on information from December 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

  • Private Wealth Advisor
  • CERTIFIED FINANCIAL PLANNER™
  • Certified Investment Management Analyst®
2301 West Big Beaver Road
Somerset Place Office Building
Troy, MI 48084

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Renee Fourcade, CIMA, CRPS

Senior Vice President–Investments

Financial Advisor

Renee has close to 30 years of experience providing retirement corporate services and strategies. She is well positioned to help your organization operate more efficiently, reduce costs, and, at the same time enhance the participant experience. Renee has guided clients through mergers and acquisitions and is well versed with the issues unique to those corporate transactions. Renee is member of Flagship Financial Partners, a UBS team consisting of 28 members, with experience serving public, privately-held and nonprofit companies, as well as wealth management clients. 

Dedicated to her work, Renee has a history of participating in prestigious retirement industry programs. She received the Certified Investment Management Analyst (CIMA) designation after completing the program at the University of Pennsylvania's Wharton School. In addition, she has earned the Chartered Retirement Plans Specialist (CRPS) designation. Renee also served as co-chair of UBS' 10-member Retirement Plan Consulting Services Advisory Council, committed to improving the firm's retirement plan offerings and now serves as a member of the UBS 401k Investment Committee. 

Renee believes in giving back to the community. She has a passion for causes supporting women and children. Renee had a long tenure of serving on the board of directors of the Court Appointed Special Advocates (CASA) organization and is now a member of the Westside Guild, supporting Childrens Hospital - Los Angeles.  

Registered States:
  • AL
  • AR
  • AZ
  • CA
  • CO
  • CT
  • DC
  • DE
  • FL
  • GA
  • HI
  • IL
  • IN
  • KS
  • KY
  • LA
  • MA
  • MD
  • ME
  • MI
  • MN
  • MO
  • NC
  • NE
  • NH
  • NJ
  • NM
  • NV
  • NY
  • OH
  • OK
  • OR
  • PA
  • PR
  • TN
  • TX
  • UT
  • VA
  • VT
  • WA
  • WI

Recognized as an industry leader:

  • Barron's Top 1,200 Financial Advisors, 2017, 2018, 2019, 2020, 2021, 2022
    The Barron's rating is awarded annually in March and is based on information from the prior year Q3. 
  • Barron's Top 100 Institutional Consultants, 2023The Barron's rating is awarded annually in April and is based on information from the prior year Q4. 
  • Barron's Top 100 Women Advisors, 2017, 2018, 2019, 2020The Barron's rating is awarded annually in June and is based on information from the Q1 of the award year.
  • Forbes America’s Top Women Wealth Advisors, 2017, 2018, 2019, 2020, 2021The Forbes rating is compiled by Shook Research and awarded annually in February based on information from a 12 month period ending September of the prior year.
  • 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 Women Wealth Advisors, 2020, 2021, 2022, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in February based on information from a 12 month period ending September of the prior year.
  • NAPA Top DC Advisor Teams, 2021, 2023The NAPA rating is awarded annually in March based on information from December of the prior year.
  • NAPA Top Women Advisors, 2016, 2019The NAPA rating is awarded annually in October based on information from September of the award year.
  • PLANADVISER Top Retirement Plan Advisers, 2023, 2024The PLANADVISOR rating is awarded in Q1 based on information from Q1 of the award year.
  • Working Mother Magazine/SHOOK Top Wealth Advisor Moms, 2017, 2020, 2021The Working Mother Magazine/SHOOK rating is compiled by Shook Research and awarded annually in October based on information from a 12 month period ending in March of the award 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

  • Senior Institutional Consultant, UBS Institutional Consulting Program
  • Portfolio Manager
1999 Avenue of the Stars
36th Floor
Los Angeles, CA 90067

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David Rosenthal, AIF, CIMA

Managing Director–Wealth Management

Financial Advisor

David Rosenthal joins us as a Managing Director – Wealth Management, Senior Institutional Consultant, and Senior Retirement Plan Consultant.

He has specialized in providing investment consulting and advisory services to institutional clients since 1996. He focuses on working with nonprofit organizations. As such, his clients include charitable organizations, college endowments, corporate pension plans, and insurance companies. Prior to joining Deutsche Bank (Alex. Brown) in 2014, he worked at Smith Barney and other large financial services firms.

He began his career as an attorney, specializing in real estate and corporate law. David has over 30 years of consulting experience, working closely with client Investment Committees and Boards of Directors to assist them in fulfilling their fiduciary responsibilities.

He graduated from Franklin & Marshall College with a BA degree and received a Juris Doctor from the Southwestern University School of Law. David was admitted to the New York State Bar in 1985 and is a past member of the Board of Directors and the Investment Committee of the Westport-Weston YMCA.

 David holds the Certified Investment Management Analyst and Accredited Investment Fiduciary designations and the Series 7, 63 and 65 securities registrations.

Registered States:
  • AK
  • AL
  • AR
  • AZ
  • CA
  • CO
  • CT
  • DC
  • DE
  • FL
  • GA
  • HI
  • IA
  • ID
  • IL
  • IN
  • KS
  • KY
  • LA
  • MA
  • MD
  • ME
  • MI
  • MN
  • MO
  • MT
  • NC
  • NE
  • NH
  • NJ
  • NM
  • NV
  • NY
  • OH
  • OK
  • OR
  • PA
  • PR
  • RI
  • SC
  • SD
  • TN
  • TX
  • UT
  • VA
  • VT
  • WA
  • WI

Recognized as an industry leader:

  • NAPA Top DC Advisor Teams, 2021, 2023The NAPA rating is awarded annually in March based on information from December 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

  • Accredited Investment Fiduciary
  • Certified Investment Management Consultant
  • Senior Institutional Consultant, UBS Institutional Consulting Program
  • Senior Retirement Planning Consultant
8 Wright Street
3rd Floor
Westport, CT 06880

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Megan L. Smith, CFA

Senior Vice President–Wealth Management

Private Wealth Advisor

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

Registered States:
  • AL
  • AR
  • AZ
  • CA
  • CO
  • CT
  • DC
  • DE
  • FL
  • GA
  • HI
  • IA
  • ID
  • IL
  • IN
  • KS
  • KY
  • LA
  • MA
  • MD
  • ME
  • MI
  • MN
  • MO
  • MT
  • NC
  • NE
  • NH
  • NJ
  • NM
  • NV
  • NY
  • OH
  • OK
  • OR
  • PA
  • PR
  • RI
  • SC
  • SD
  • TN
  • TX
  • UT
  • VA
  • VT
  • WA
  • WI

Recognized as an industry leader:

  • Barron's Top 100 Institutional Consultants, 2021, 2022, 2023The Barron's rating is awarded annually in April and is based on information from the prior year Q4. 
  • Forbes America’s Top Wealth Management Teams, 2023The Forbes rating is compiled by Shook Research and awarded annually in November based on information from a 12 month period ending in March of the award year.
  • Forbes Best-in-State Wealth Management Teams, 2023, 2024The 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.
  • Forbes Best-in-State Women Wealth Advisors, 2024The Forbes rating is compiled by Shook Research and awarded annually in February based on information from a 12 month period ending September of the prior year.
  • NAPA Top 100 Retirement Plan Advisors Under 40, 2019The NAPA rating is awarded annually in November based on information from September of the award year.
  • NAPA Top DC Advisor Teams, 2021, 2022, 2023The NAPA rating is awarded annually in March based on information from December of the prior year.
  • NAPA Top Women Advisors, 2018The NAPA rating is awarded annually in October based on information from September of the award year.
  • PLANADVISER Top Retirement Plan Advisers, 2020, 2021The PLANADVISOR rating is awarded in Q1 based on information from Q1 of the award 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

  • Private Wealth Advisor
  • Institutional Consultant, UBS Institutional Consulting Program
  • Senior Retirement Plan Consultant
100 Crescent Court
Dallas, TX 75201

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Stephen Collins, AIF

Vice President–Wealth Management

Financial Advisor

Stephen Collins joined Flagship Financial Partners in 2022. Steve co heads Flagship Participant Services, and the Flagship Capital Markets business. With over 20 years of wealth management experience, Stephen brings additional depth and perspective to the team. Steve focuses on minimizing volatility for his clients while helping them pursue their personal and financial goals. He has expertise in comprehensive financial solutions including capital markets and portfolio management. Prior to joining Alex. Brown in 2016, Stephen was employed as a Director at Citigroup with a focus on capital markets products and strategies. He previously worked in wealth management at Merrill Lynch and Morgan Stanley. Stephen graduated from Kenyon College in 1994 with a B.A. in Economics. He holds the Accredited Investment Fiduciary designation and the Series 7, 63 and 65 securities registrations.

 Capabilities to impact your life and wealth

– Retirement Plan Services

– Financial Planning, portfolio construction, personalized investment strategies

– Institutional Consulting Services

– Capital markets Access

Registered States:
  • AK
  • AL
  • AR
  • AZ
  • CA
  • CO
  • CT
  • DC
  • DE
  • FL
  • GA
  • HI
  • IA
  • ID
  • IL
  • IN
  • KS
  • KY
  • LA
  • MA
  • MD
  • ME
  • MI
  • MN
  • MO
  • MT
  • NC
  • NE
  • NH
  • NJ
  • NM
  • NV
  • NY
  • OH
  • OK
  • OR
  • PA
  • PR
  • RI
  • SC
  • SD
  • TN
  • TX
  • UT
  • VA
  • VT
  • WA
  • WI
8 Wright Street
3rd Floor
Westport, CT 06880

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Ryan Hall

Account Vice President

Financial Advisor

Ryan has been with the Switow Hall Group since 2013. In that time, he has become engrained in the practice leading the planning efforts for all clients as well as handling roles in portfolio management, business development, Alternative Investment analysis, and next generation inclusion. Ryan was raised by Mark since he was 4 years old, has now become a partner in the practice and serves as the other advisor on the team.

Born and raised in Louisville Ryan is a graduate of the Kentucky Country Day School and the University of Louisville College of Business.  Ryan’s wife Krissy and his twin boys Lucas and Harrison live in Floyd County Indiana and enjoy spending time outdoors with their two giant Alaskan Malamutes.

Registered States:
  • AL
  • AR
  • AZ
  • CA
  • CO
  • CT
  • DC
  • DE
  • FL
  • GA
  • HI
  • IA
  • ID
  • IL
  • IN
  • KS
  • KY
  • LA
  • MA
  • MD
  • ME
  • MI
  • MN
  • MO
  • MT
  • NC
  • NE
  • NH
  • NJ
  • NM
  • NV
  • NY
  • OH
  • OK
  • OR
  • PA
  • PR
  • RI
  • SC
  • SD
  • TN
  • TX
  • UT
  • VA
  • VT
  • WA
  • WI

Recognized as an industry leader:

  • Forbes America’s Top Next-Gen (Generation) Wealth Advisors, 2017The Forbes rating is compiled by Shook Research and awarded annually between June and September based on information from a 12 month period ending in March of the award 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

500 N Hurstbourne Pkwy
Suite 300
Louisville, KY 40222

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Maureen Mendoza, CAIA, CRPS

Account Vice President

Senior Retirement Plan Consultant

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 AnalystSM (CAIA®), and the Chartered Retirement Plans SpecialistSM 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

Registered States:
  • AL
  • AR
  • AZ
  • CA
  • CO
  • CT
  • DC
  • DE
  • FL
  • GA
  • HI
  • IA
  • ID
  • IL
  • IN
  • KS
  • KY
  • LA
  • MA
  • MD
  • ME
  • MI
  • MN
  • MO
  • MT
  • NC
  • NE
  • NH
  • NJ
  • NM
  • NV
  • NY
  • OH
  • OK
  • OR
  • PA
  • PR
  • RI
  • SC
  • SD
  • TN
  • TX
  • UT
  • VA
  • VT
  • WA
  • WI

Recognized as an industry leader:

  • Barron's Top 100 Institutional Consultants, 2021, 2022The Barron's rating is awarded annually in April and is based on information from the prior year Q4. 
  • Forbes America’s Top Wealth Management Teams, 2023The Forbes rating is compiled by Shook Research and awarded annually in November based on information from a 12 month period ending in March of the award year.
  • Forbes Best-in-State Wealth Management Teams, 2023, 2024The 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.
  • NAPA Top DC Advisor Teams, 2021, 2022The NAPA rating is awarded annually in March based on information from December of the prior year.
  • NAPA Top Women Advisors, 2023The NAPA rating is awarded annually in October based on information from September of the award year.
  • PLANADVISER Top Retirement Plan Advisers, 2020, 2021The PLANADVISOR rating is awarded in Q1 based on information from Q1 of the award 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

  • Senior Retirement Plan Consultant
  • Chartered Alternative Investment Analyst®
  • Chartered Retirement Plans Specialist℠
100 Crescent Court
Dallas, TX 75201

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Jake Cooper, CFP, CIMA

Financial Advisor

Today, Jake focuses on helping individuals and families manage the many facets of
their often complex financial lives. For each client relationship, he takes the time to
understand all you want to accomplish and then helps craft a flexible plan aligned
with where you are and where you want to go, including a retirement on your
terms. Drawing on his in-depth experience, Jake can provide you with the advice,
insights and customized solutions you need to pursue what’s important to you now
and in the future.

Jake has been in the financial services industry for over 10 years and specializes in
financial planning. He works with clients all over the country, helping them achieve
a work optional lifestyle.

Registered States:
  • AL
  • CA
  • CO
  • FL
  • GA
  • HI
  • MA
  • MD
  • NJ
  • NM
  • NV
  • NY
  • PA
  • PR
  • TX
  • VA
  • WA
1999 Avenue of the Stars
36th Floor
Los Angeles, CA 90067

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Nathaniel Kibbe, CRPS

Financial Advisor

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.

Registered States:
  • AK
  • AL
  • AR
  • AZ
  • CA
  • CO
  • CT
  • DC
  • DE
  • FL
  • GA
  • HI
  • IA
  • ID
  • IL
  • IN
  • KS
  • KY
  • LA
  • MA
  • MD
  • ME
  • MI
  • MN
  • MO
  • MS
  • MT
  • NC
  • ND
  • NE
  • NH
  • NJ
  • NM
  • NV
  • NY
  • OH
  • OK
  • OR
  • PA
  • PR
  • RI
  • SC
  • SD
  • TN
  • TX
  • UT
  • VA
  • VT
  • WA
  • WI
  • WV
  • WY

Credentials

  • Chartered Retirement Plans Specialist℠
1 City Center
10th Floor
Portland, ME 04101

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Angela Lanning

Associate Director

Senior Wealth Strategy Associate

Angie began her career in 1997 at J.C. Bradford in operations. Her interest in sales prompted her to explore that area of the business and find a mentor. Within six months, she was promoted to Sales Assistant and began studying for the Series 7. Once licensed, Angie joined Mark Switow’s team. Today, because of her outgoing personality and warm approach to relationship-building, she focuses her efforts on client retention for the team.

Angie has two daughters and enjoys spending time with them and their two fur babies, Kobe and Millie. She has earned her FINRA Series 7 and 63 securities licenses as well as the Wealth Management Education Certificate. Angie attended Jefferson Community College and The University of Louisville.

 

Registered States:
  • AL
  • CO
  • FL
  • IL
  • IN
  • KY
  • MD
  • NC
  • OH
  • TN
  • TX
  • UT
  • VA
500 N Hurstbourne Pkwy
Suite 300
Louisville, KY 40222

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Kristina Lehman

Authorized Officer

Team Administrator

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 Saginaw Valley State University (SVSU). She and her husband, John, have two sons, Miles and Mason. Kristina enjoys helping with her sons’ sports leagues.

Registered States:
  • AZ
  • CA
  • CT
  • FL
  • KY
  • MI
  • NY
  • OH
  • TN
  • TX
  • WI
2301 West Big Beaver Road
Somerset Place Office Building
Troy, MI 48084

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Nicole Ayub

Senior Wealth Strategy Associate

Nicole has been in the Wealth Management industry for the past 10 years and joined us from JP Morgan where she worked as an Investment Associate. She is currently working towards becoming a Certified Financial Planner and has a passion for working with clients and helping them achieve their financial goals. She is originally from San Diego and now lives in Manhattan with her dog Gunner and works out of our Connecticut office. In her spare time she enjoys being active, doing yoga, and traveling to places where she can Scuba Dive.

Registered States:
  • AK
  • AL
  • AR
  • AZ
  • CA
  • CO
  • CT
  • DC
  • DE
  • FL
  • GA
  • HI
  • IA
  • ID
  • IL
  • IN
  • KS
  • KY
  • LA
  • MA
  • MD
  • ME
  • MI
  • MN
  • MO
  • MS
  • MT
  • NC
  • ND
  • NE
  • NH
  • NJ
  • NM
  • NV
  • NY
  • OH
  • OK
  • OR
  • PA
  • PR
  • RI
  • SC
  • SD
  • TN
  • TX
  • UT
  • VA
  • VI
  • VT
  • WA
  • WI
  • WV
  • WY
600 Washington Blvd
Stamford, CT 06901

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David Gripshover

Senior Wealth Strategy Associate

Alan was born and raised in the Northern Kentucky area before moving to Louisville for school. In 2016, he graduated from the University of Louisville earning Bachelors of Science in Finance.

Alan started his career with Edward Jones Investments as a Financial Advisor in their Financial Advisor Career Development Program. The program consisted of 2 months of obtaining the Series 7 and 66 securities licenses followed by six months of comprehensive training in Scottsdale, AZ. In December Alan left the sunny golf courses of Arizona to work as an Advisor in his hometown. Although it was a great learning experience, he knew that he wanted to plant his roots here in Louisville. Alan now assists the team in financial planning for the Switow Hall group. He provides expertise in the following areas: retirement planning, cash flow analysis, insurance planning and multigenerational planning.

In his spare time, he enjoys sports, exploring the city with his Labrador retriever, and quality time with family. Alan is excited to meet you as he continues his career at UBS Private Wealth

Registered States:
  • AL
  • FL
  • IL
  • IN
  • KY
  • MI
  • OH
500 N Hurstbourne Pkwy
Suite 300
Louisville, KY 40222

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Danielle James, CFP

Senior Wealth Strategy Associate

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.

Registered States:
  • AZ
  • CA
  • FL
  • IL
  • MI
  • OH
  • TN
  • TX
  • WI

Credentials

  • CERTIFIED FINANCIAL PLANNER™
2301 West Big Beaver Road
Somerset Place Office Building
Troy, MI 48084

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Austin Klinger

Senior Wealth Strategy Associate

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.

Registered States:
  • TX

Credentials

  • Chartered Financial Analyst®
100 Crescent Court
Suite 400
Dallas, TX 75201

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Daniel Rupp

Senior Wealth Strategy Associate

Daniel Sburlati-Rupp joined Flagship Financial Partners as their Senior Wealth Strategy Consultant and has over 10 years of wealth management experience from JP Morgan Chase, Wells Fargo Advisors and Alex Brown. Dan works closely with the broader team to manage all aspects of clients’ financial plans and investment portfolios, and works with the team in conducting the analysis and research of clients’ investment vehicles and strategies. He holds the Accredited Asset Management Specialist (AAMS®) designation and the Series 7, 63 and 65 securities registrations.

In his free time, Dan is an active road cyclist, has a passion for cars and most importantly, giving back to his community through volunteer work. Dan sat as the Administrative Chair for Latin Connections from 2015 - 2017, a nationwide group that brings financial awareness to Hispanic communities and families. He has also facilitated financial workshops in Stamford, Connecticut, for Inspirica and provided financial education to low income families. Dan currently volunteers with the Children’s Cancer Research Fund which is a national nonprofit dedicated to ending childhood cancer.

 Capabilities to impact your life and wealth:

– Investment Portfolio Management, Retirement Planning, Customized Portfolio Solutions & bespoke investment opportunities

– Wealth transfer strategies, including inheritance and business succession planning

– Making a difference in the community

Registered States:
  • AL
  • CA
  • CO
  • CT
  • FL
  • GA
  • MA
  • MD
  • ME
  • NC
  • NJ
  • NY
  • OH
  • OR
  • PA
  • PR
  • TX
  • VT

Credentials

  • Accredited Asset Management Specialist
8 Wright Street
3rd Floor
Westport, CT 06880

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Lisa Giordano-Eckert

Wealth Strategy Associate

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.

Registered States:
  • AL
  • CA
  • CO
  • CT
  • DC
  • DE
  • FL
  • GA
  • IL
  • KS
  • LA
  • MA
  • MD
  • ME
  • MI
  • NC
  • NH
  • NJ
  • NM
  • NY
  • OH
  • OK
  • OR
  • PA
  • RI
  • SC
  • TX
  • UT
  • VA
  • VT
  • WA
  • WI
8 Wright Street
3rd Floor
Westport, CT 06880

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Darcy Andrews

Senior Client Associate

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.

Registered States:
  • AZ
  • CA
  • FL
  • MI
  • OH
  • TN
  • TX
  • WI
2301 West Big Beaver Road
Somerset Place Office Building
Troy, MI 48084

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Mary Casselberry

Senior Client Associate

Registered States:
  • CA
  • MD
  • NJ
  • NV
  • NY
  • TX
  • VA
1999 Avenue of the Stars
36th Floor
Los Angeles, CA 90067

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Alexis Zona

Client Associate

Alexis joined Flagship Financial as a Client Service Associate in June 2022. She is focused on supporting our team’s Private Wealth Management clientele and her responsibilities consist of account opening, account maintenance, client outreach, trading support, tech support, branch operations, and directly assisting our advisors. She started her career in finance in 2018 and has experience in client relationship management, account servicing, and new business prospecting. She received her B.A. in Chinese Language and Literature from the University of Vermont in 2016, holds a Graduate Degree in International Relations from Johns Hopkins University, and is fluent in Mandarin. Additionally, Alexis holds the Series 7, Series 66, and Life, Accident & Variable Annuity licenses. Her interests include traveling, yoga, electric bass, open-water swimming, and writing. She lives locally in Stamford and spends her free time with family and friends.

Registered States:
  • AL
  • AZ
  • CA
  • CO
  • CT
  • DE
  • FL
  • GA
  • HI
  • IA
  • ID
  • IL
  • IN
  • KY
  • LA
  • MA
  • MD
  • ME
  • MI
  • MN
  • MO
  • MT
  • NC
  • NE
  • NH
  • NJ
  • NM
  • NV
  • NY
  • OH
  • OK
  • OR
  • PA
  • PR
  • RI
  • SC
  • TN
  • TX
  • VA
  • VT
  • WA
  • WI
600 Washington Blvd
Stamford, CT 06901

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Zavion Henderson

Client Associate

As the newest member of the Switow Hall Group, Zavion brings a strong work ethic and a passion for client service. He was born in Paris, Tennessee, but raised in Princeton, Ky. Although, there have been many individuals throughout his life that have helped him in achieving many of his life’s accomplishments, he gives special credit to his mom, who helped shape him into the man he is today. Zavion graduated from the University of Louisville in May 2022, earning a B.A in finance. He is currently studying for his Series 7 & 66 securities license.

500 N Hurstbourne Pkwy
Suite 300
Louisville, KY 40222

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Wyatt Platts

Client Associate

Wyatt joined Flagship Financial Partners in 2022 and serves as a Client Associate for Institutional Clients. He enjoys providing solutions to assist our clients with their wealth management needs as they prepare for retirement. His responsibilities include client onboarding, contracting, relationship management and plan review preparation. He also assists with institutional, endowment, & foundation reporting.

Wyatt graduated with a B.B.A. in Management with a minor in History from Southern Methodist University in December 2021. He enjoys spending time outdoors, exploring the Dallas culinary scene, traveling, film, and cheering on the SMU Mustangs, Dallas Mavericks and Dallas Cowboys.

100 Crescent Court
Suite 400
Dallas, TX 75201

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