Knowledge

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Matt Lasko is the founding member and leader of Flagship Financial Partners, an advisory team with locations in Connecticut, Texas, and California. 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.  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.

• Barron's Top 1,200 Financial Advisors, 2022, 2023, 2024, 2025
  The Barron's rating is awarded annually in March and is based on information from the prior year Q3. 
• Barron's Top 1,500 Financial Advisors, 2026The Barron's rating is awarded annually in March based on information from the prior year Q3.
• Barron's Top 100 Institutional Consultants, 2021, 2022, 2023, 2024, 2025The 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 (Private Wealth & High-Net Worth), 2023, 2024, 2025The 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, 2023, 2024, 2025The 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, 2024, 2025, 2026The 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, 2024The 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, 2024, 2025, 2026The PLANADVISOR rating is awarded in Q1 based on information from Q1 of the award year.
• UBS Wealth Management Pinnacle Council, 2025UBS Financial Services Inc. Councils are a distinction held by UBS Financial Advisors based on criteria including evaluation of compliance with firm rules, standards & policies and revenue. Council membership is not representative of any one client's experience and is not indicative of the advisor’s future performance.

• Tufts University, B.A.

• Private Wealth Advisor
• Senior Retirement Plan Consultant
• CERTIFIED FINANCIAL PLANNER

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Institutional Consultant | Financial Advisor | Flagship Financial Partners, UBS

Renee has over 30 years of experience providing retirement corporate services, institutional consulting, and wealth management advisory. Renee is member of Flagship Financial Partners, a UBS team consisting of 14 members with experience serving public, privately held and nonprofit companies, as well as wealth management clients.

In her institutional consulting role, Renee helps organizations operate more efficiently, reduce costs, and enhance the participant experience. She has guided clients through complex mergers and acquisitions and is well-versed in the unique challenges of corporate transactions. Renee holds the Certified Investment Management Analyst® (CIMA®) designation from the Wharton School at the University of Pennsylvania and the Chartered Retirement Plans Specialist™ (CRPS™) designation. She previously served as co-chair of UBS’s Retirement Plan Consulting Services Advisory Council and currently sits on the UBS 401(k) Investment Committee.

Renee brings a heartfelt dedication to her wealth management clients, drawing on her deep institutional knowledge to guide individuals and families through the complexities of financial planning. She takes the time to truly understand each client’s priorities, crafting personalized, holistic strategies that reflect every facet of their life goals—delivering comprehensive, tailored advice aligned with both current needs and long-term aspirations. Known for her warmth, integrity, and client-first approach, Renee builds lasting relationships rooted in trust, care, and a genuine commitment to helping others thrive.

Beyond her professional work, Renee is deeply committed to giving back to the community, with causes supporting women and children especially close to her heart. She has served on the board of directors for Court Appointed Special Advocates (CASA) and is currently a member of the Westside Guild, supporting Children’s Hospital Los Angeles and The Colleagues.

• 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, 2023, 2024, 2025The 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, 2020, 2024, 2025The Barron's rating is awarded annually in July and is based on information from the Q1 of the award year.
• Forbes America’s Top Wealth Management Teams (Private Wealth & High-Net Worth), 2024, 2025The 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 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, 2023, 2024, 2025The 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, 2025, 2026The 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 Top Women Wealth Advisors Best-in-State, 2022, 2023, 2024, 2025, 2026The 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, 2024The 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, 2024, 2026The 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.

• Senior Institutional Consultant, UBS Institutional Consulting Program
• Portfolio Manager

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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

• Barron's Top 100 Institutional Consultants, 2021, 2022, 2023, 2024, 2025The 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 (Private Wealth & High-Net Worth), 2023, 2025The 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, 2024, 2026The 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 Top Women Wealth Advisors Best-in-State, 2024, 2025, 2026The 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, 2024The 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.

• Private Wealth Advisor
• Institutional Consultant, UBS Institutional Consulting Program
• Senior Retirement Plan Consultant

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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, Steve 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, Steve 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. Steve 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

• Forbes America’s Top Wealth Management Teams (Private Wealth & High-Net Worth), 2025The 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, 2026The 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.

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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 son Colin and Boston terrier - Molly. In her free time, Maureen enjoys yoga, traveling, and volunteering at her son's school.

 At a glance:

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

• 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 (Private Wealth & High-Net Worth), 2023, 2025The 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, 2024, 2026The 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, 2023, 2025The 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.

• Senior Retirement Plan Consultant
• Chartered Alternative Investment Analyst
• Chartered Retirement Plans Specialist

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Austin joined Flagship Financial Partners in 2021 and serves as a consulting associate 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 twin daughters Sasha and Presley.

• Chartered Financial Analyst

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Nicole has been in the Wealth Management industry since 2013 and joined our team in 2022 from JP Morgan where she worked as an Investment Associate. She has a passion for working with clients, helping them achieve their financial goals, and prepare for the retirement they want. She is originally from San Diego and now lives in Manhattan with her dog Gunner and works out of our Stamford office. In her spare time she enjoys being active, going to yoga, traveling and exploring new places.

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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.

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Daniel Sburlati-Rupp joined Flagship Financial Partners 5 years ago as their Senior Wealth Strategy Associate and has over 12 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.

Dan is from Westchester County, NY where he currently lives with his wife Natacha, two children Lucca and Mia, and their Bernedoodle, Ella Grace. 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 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, Financial/Retirement Planning, Customized Portfolio Solutions & Access to bespoke investment opportunities

– Wealth transfer strategies, including inheritance and business succession planning

– Making a difference in the community

• Accredited Asset Management Specialist

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Ilan Bagel joined Flagship Financial Partners in 2024 as an Investment Analyst for its wealth management clients.

After graduating from the University of Wisconsin–Madison, Ilan earned his CPA designation and began his career at Deloitte, developing a strong foundation in corporate finance and audit. He then transitioned into investment banking at Citizens Bank, focusing on mergers and acquisitions within the consumer and retail sector.

Today, Ilan applies his analytical skill set and industry knowledge to help clients navigate complex financial challenges, developing flexible strategies aligned with both current needs and future goals. Outside of work, he enjoys golf, tennis, staying current on the latest technology trends, and spending time with his three nieces.

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Ben brings over a decade of experience in the financial services industry. For the past six years, he focused on supporting retirement plan advisors and institutions, most recently serving as Regional Vice President at Ascensus, where he covered Northern Texas. Prior to that, he spent five years in personal wealth management, partnering with families and small business owners to help them achieve their financial goals. 

A proud graduate of the University of Wisconsin – La Crosse, Ben holds a Bachelor of Science in Finance with an emphasis in Insurance, Risk Management, and Financial Planning. He also carries the Accredited Investment Fiduciary (AIF®) and Chartered Retirement Planning Counselor (CRPC®) designations, along with Series 7 & 66 securities registrations.

Outside of work, Ben lives in the Dallas area with his boyfriend Jack and their two dogs, Nixon and Peach. He enjoys traveling, playing golf, attending concerts, cooking, and is always on the hunt for the perfect espresso martini.

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Sebastian Bodian is recent graduate of Southern Methodist University located in Dallas, Texas, majoring in Mathematics and a minor in Economics. He joins Flagship Financial Partners, with experience in financial risk management at QBE, and Equity Research at Occam Crest Management LP. 

Originally from Woodland Hills, California, Sebastian moved to Greenwich Connecticut in 2012 and now currently lives in Manhattan. In his free time, he loves to play lacrosse, pickleball, working out and listening to audiobooks during his commute. An avid New England Patriots fan, you can catch Sebastian always tuning in and supporting the team every Sunday. 

Anya graduated from the University of California, Santa Cruz with a BA in Environmental Studies – going on to work with non-profits dedicated to marine life conservation and research. Interested in combining her passions, Anya earned her Sustainable Investing Certificate through HBS Online, completed her SIE, and is currently studying for her Series 7. She joins Flagship Financial Partners with a research-oriented, data-driven mindset, coupled with a holistic approach.

Growing up in Topanga Canyon, California, her love of nature is embedded in all she does. She enjoys backpacking, diving, hiking, playing tennis, practicing yoga, running, surfing, swimming, writing, and spending time with her family.