Senior Vice President–Wealth Management
CERTIFIED FINANCIAL PLANNER™
Recognized as an industry leader:
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
Our advice is comprehensive. We help diverse clients in a broad range of areas, including:
Senior Vice President–Wealth Management
CERTIFIED FINANCIAL PLANNER™
Recognized as an industry leader:
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
Our advice is comprehensive. We help diverse clients in a broad range of areas, including:
Senior Vice President–Wealth Management
Certified Exit Planning Advisor
Recognized as an industry leader:
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
Credentials
Our advice is comprehensive. We help diverse clients in a broad range of areas, including:
Senior Vice President–Wealth Management
Certified Exit Planning Advisor
Recognized as an industry leader:
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
Credentials
Our advice is comprehensive. We help diverse clients in a broad range of areas, including:
Financial Advisor
CERTIFIED FINANCIAL PLANNER™
As a CERTIFIED FINANCIAL PLANNER TM and CERTIFIED EXIT PLANNING ADVISOR, I help individuals, families, and business owners plan and invest with purpose by:
-Facilitating in-depth financial discovery meetings to establish short and long-term goals
-Tailoring personalized financial plans and investment strategies
-Providing education about risk, opportunity, and cost effectiveness for various investing tools
-Providing thorough implementation, vigilance and regular communication
For individuals, I help with:
-Life changing events like family deaths or divorce
-Advanced cash flow analysis for estate planning and inheritance
-Philanthropic and charitable giving
For families, I help with:
-Next generation financial education
-Discussions around long held assets, estate planning efficiencies, and charitable gifting
-Transition of privately held business interests
-Establishing what is most important to a family and drafting a “legacy” statement
For business owners, I help with:
-Maximizing qualified savings accounts
-Determining the most desirable exit strategy
About me – I’m an avid angler, runner, hiker, and golfer. Additionally, I’m very passionate about volunteering with my local Kiwanis Club. I also love traveling, and going on adventures with my Australian Shepherd - Hank.
CA Insurance 0M51352
Recognized as an industry leader:
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
Credentials
Our advice is comprehensive. We help diverse clients in a broad range of areas, including:
Financial Advisor
CERTIFIED FINANCIAL PLANNER™
As a CERTIFIED FINANCIAL PLANNER TM and CERTIFIED EXIT PLANNING ADVISOR, I help individuals, families, and business owners plan and invest with purpose by:
-Facilitating in-depth financial discovery meetings to establish short and long-term goals
-Tailoring personalized financial plans and investment strategies
-Providing education about risk, opportunity, and cost effectiveness for various investing tools
-Providing thorough implementation, vigilance and regular communication
For individuals, I help with:
-Life changing events like family deaths or divorce
-Advanced cash flow analysis for estate planning and inheritance
-Philanthropic and charitable giving
For families, I help with:
-Next generation financial education
-Discussions around long held assets, estate planning efficiencies, and charitable gifting
-Transition of privately held business interests
-Establishing what is most important to a family and drafting a “legacy” statement
For business owners, I help with:
-Maximizing qualified savings accounts
-Determining the most desirable exit strategy
About me – I’m an avid angler, runner, hiker, and golfer. Additionally, I’m very passionate about volunteering with my local Kiwanis Club. I also love traveling, and going on adventures with my Australian Shepherd - Hank.
CA Insurance 0M51352
Recognized as an industry leader:
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
Credentials
Our advice is comprehensive. We help diverse clients in a broad range of areas, including:
Senior Client Associate
Lara has been with UBS since 2021 and strives to make clients feel welcome, comfortable and heard. As a Client Service Associate, she is responsible for client account administration, delegating daily workflow, and client relationship management. Lara has a Bachelor of Arts degree in Communications from Northern Illinois University. She lives in Sedalia, Colorado and in her free time she enjoys spending time with her family, cooking, listening to live music, and enjoying the outdoors.
Senior Client Associate
Lara has been with UBS since 2021 and strives to make clients feel welcome, comfortable and heard. As a Client Service Associate, she is responsible for client account administration, delegating daily workflow, and client relationship management. Lara has a Bachelor of Arts degree in Communications from Northern Illinois University. She lives in Sedalia, Colorado and in her free time she enjoys spending time with her family, cooking, listening to live music, and enjoying the outdoors.
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
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
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