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.

Library

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

Advice. Beyond investing.

investments

Investment Management

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

Meet the Team

  • Elaine Gampel

    Elaine Gampel, CIMA

    Senior Vice President–Wealth Management

    Financial Advisor

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    • AK
    • CA
    • CO
    • CT
    • DC
    • DE
    • FL
    • HI
    • IL
    • KS
    • KY
    • MA
    • MD
    • MI
    • MN
    • MT
    • NC
    • NJ
    • NM
    • NV
    • NY
    • OK
    • OR
    • PA
    • SD
    • TN
    • TX
    • UT
    • VT
    • WA
    • WI
    • WY

    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, 2021, 2022The 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, 2022The 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, 2022The 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 Photo

    Casey Minnick

    Director

    Financial Advisor

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    • AK
    • CA
    • CO
    • CT
    • DC
    • DE
    • FL
    • HI
    • IL
    • KS
    • KY
    • MA
    • MD
    • MI
    • MN
    • MT
    • NC
    • NJ
    • NM
    • NV
    • NY
    • OK
    • OR
    • PA
    • SD
    • TN
    • TX
    • UT
    • VT
    • WA
    • WI
    • WY

    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 Photo

        Terri Riedel-Manary

        Senior Client Associate

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        • AZ
        • CA
        • CO
        • DE
        • KY
        • MI
        • MN
        • NV
        • OH
        • OK
        • TX
        • WY

              370 17th Street
              Suite 4100
              Denver, CO 80202

            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

            $2.8 trillion

            In invested assets globally 
            As of 06/30/2022

            51 countries

            Our global footprint