Begin with a plan

For your goals. For your future.

Our comprehensive planning process begins with meaningful conversations about what matters most to you. By focusing on your priorities, we'll learn all we can about you, your family and your business. We will then work together to build a plan that helps put you—and keep you—on track pursuing your goals.

We're ready to listen.

Defining your priorities. Pursuing what matters.

Our experience and structured planning process drives a comprehensive financial plan and customized investment strategies. Depending on where you are in your life and the priorities that matter most, our planning conversations may focus on liquidity management, your cash flow needs, asset replacement solutions such as insurance, estate planning strategies, or tax and legal structures such as trusts and philanthropic vehicles.

UBS Wealth Way

What’s really important to you—today and for the long term? UBS Wealth Way starts with questions and discussions that can help you organize your financial life into three key dimensions: Liquidity—to help provide cash flow for short-term expenses, Longevity—for longer-term needs and Legacy—for needs that go beyond your own.

_{UBS Wealth Way is an approach incorporating Liquidity. Longevity. Legacy. strategies, that UBS Financial Services Inc. and our Financial Advisors can use to assist clients in exploring and pursuing their wealth management needs and goals over different time frames. This approach is not a promise or guarantee that wealth, or any financial results, can or will be achieved. All investments involve the risk of loss, including the risk of loss of the entire investment.}

Advice. Beyond investing.

For some of life's questions you're not alone. Together we can find an answer.

To make the right choices you need to ask the right questions. And because your life keeps changing, we keep on asking.

Advice that's all about you and what you need starts with a plan that we develop together. It’s part of a strategy for managing your wealth and pursuing your personal goals for every part of your life, at every stage of your life. It's what we call: Advice. Beyond investing.

Investment Management

Prepared for opportunity, protected in times of volatility

Our direct access to global resources offers timely perspectives, customized investment planning and a fully integrated suite of financial solutions.

Our distinction stems from our ability to transcend the capabilities of the traditional financial advisor and bring institutional analysis and investment management directly to you.

Customized portfolio management
Risk management and asset allocation
Open access
Research and analysis
UBS, a global leader

Goals-based planning

Multigenerational families

Are you ready to take care of you?

Read the article: Own your worth 2020

During a health crisis, the financial and family stresses on women are often compounded by women traditionally taking on multiple caretaker roles—leaving less time and energy for financial education and planning. According to UBS‘s Own Your Worth whitepaper, time constraints are a key reason "85% of married women [in the US] are less involved in long-term finances, preferring their husbands to take care of it."

¹International Labour Organization

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Meet the Team

Elaine Gampel, CIMA

Senior Vice President–Wealth Management

Financial Advisor
View bio Industry recognition
- AK
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- HI
- KY
- MA
- MD
- MI
- MN
- MT
- NJ
- NM
- NV
- NY
- OK
- OR
- PA
- SD
- TX
- WA
- WI
Defining integrity in Wealth Management. With a career that spans more than four decades-five bear markets and three recessions-Elaine's insight and experience are reflected in the holistic solutions and clarity she delivers to her clients' financial lives. Backed by the global resources and partners of UBS, she can be a single point of contact to provide advice on all aspects of financial life.

Every day Elaine is inspired to listen and discover more about her clients' goals and concerns. She is gratified knowing that she has had the opportunity to impact multiple generations. Integrity, collaboration and transparency are the guiding principle in her career, in life, and top priorities in her practice.
- Forbes America’s Top Women Wealth Advisors, 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, 2023The 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.
- Boston University, B.S. Special Education
- Southern Connecticut State University, M.S. Counseling
- Certified Investment Management Analyst®
370 17th Street
Suite 4100
Denver, CO 80202
Casey Minnick

Director

Financial Advisor Associate
View bio
- AK
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- HI
- IL
- KY
- MA
- MD
- MI
- MN
- MT
- NJ
- NM
- NV
- NY
- OK
- OR
- PA
- SD
- TX
- WA
- WI
Delivering institutional and wealth management insight to investors. While transitioning out of the Marine Corps Casey discovered her passion for financial services and joined UBS in 2016. Casey and her team bring the diversity of thought that comes with their complementary experience in both institutional and personal wealth management. Casey's goal is to find the right solution as she strives to help clients achieve their goals. Most importantly, she hopes to instill in them a sense of confidence in their financial health today and for the future.
- United States Naval Academy, BS Aerospace Engineering
- Georgetown University, Master's of Science in Finance
370 17th Street
Suite 4100
Denver, CO 80202
Terri Riedel-Manary

Client Associate Senior
View bio
- AZ
- CA
- CO
- DE
- KY
- MA
- MI
- MN
- OH
- OK
- TX
- WY
2840 E. Skyline Drive
Tucson
Tucson, AZ 85718

Elaine Gampel, CIMA

Senior Vice President–Wealth Management

Financial Advisor
View bio Industry recognition
- AK
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- HI
- KY
- MA
- MD
- MI
- MN
- MT
- NJ
- NM
- NV
- NY
- OK
- OR
- PA
- SD
- TX
- WA
- WI
Defining integrity in Wealth Management. With a career that spans more than four decades-five bear markets and three recessions-Elaine's insight and experience are reflected in the holistic solutions and clarity she delivers to her clients' financial lives. Backed by the global resources and partners of UBS, she can be a single point of contact to provide advice on all aspects of financial life.

Every day Elaine is inspired to listen and discover more about her clients' goals and concerns. She is gratified knowing that she has had the opportunity to impact multiple generations. Integrity, collaboration and transparency are the guiding principle in her career, in life, and top priorities in her practice.
- Forbes America’s Top Women Wealth Advisors, 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, 2023The 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.
- Boston University, B.S. Special Education
- Southern Connecticut State University, M.S. Counseling
- Certified Investment Management Analyst®
370 17th Street
Suite 4100
Denver, CO 80202
Casey Minnick

Director

Financial Advisor Associate
View bio
- AK
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- HI
- IL
- KY
- MA
- MD
- MI
- MN
- MT
- NJ
- NM
- NV
- NY
- OK
- OR
- PA
- SD
- TX
- WA
- WI
Delivering institutional and wealth management insight to investors. While transitioning out of the Marine Corps Casey discovered her passion for financial services and joined UBS in 2016. Casey and her team bring the diversity of thought that comes with their complementary experience in both institutional and personal wealth management. Casey's goal is to find the right solution as she strives to help clients achieve their goals. Most importantly, she hopes to instill in them a sense of confidence in their financial health today and for the future.
- United States Naval Academy, BS Aerospace Engineering
- Georgetown University, Master's of Science in Finance
370 17th Street
Suite 4100
Denver, CO 80202
Terri Riedel-Manary

Client Associate Senior
View bio
- AZ
- CA
- CO
- DE
- KY
- MA
- MI
- MN
- OH
- OK
- TX
- WY
2840 E. Skyline Drive
Tucson
Tucson, AZ 85718

Advice tailored to who you are

Backed by the strength of UBS

A global leader in wealth management

More than 150 years

offering financial advice

^$3.9 trillion

In invested assets globally
As of 12/31/2022

51 countries

Our global footprint

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Begin with a plan

Defining your priorities. Pursuing what matters.

UBS Wealth Way

Advice. Beyond investing.

Investment Management

Goals-based planning

Multigenerational families

Are you ready to take care of you?

Meet the Team

Elaine Gampel, CIMA

Casey Minnick

Terri Riedel-Manary

Elaine Gampel, CIMA

Casey Minnick

Terri Riedel-Manary

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