Dynamic solutions for complex wealth

Navigating the complexities of business and family wealth

The Harris Gibson Group seeks to provide a thorough wealth management experience using a disciplined process to help you and your family define and pursue your goals wherever you are in life. With a specific focus on the imperative needs of small business owners and the challenges of managing multigenerational wealth, we have the experience necessary to handle your unique financial situation.

You face important decisions and it’s essential to have an experienced advisor in your corner. We provide an objective and integrated wealth management process that helps harmonize all aspects of your financial life and protect the lifestyle you have so carefully built. Is it time for a more sophisticated approach to your financial life, led by a team of highly skilled professionals?

Why work with us:

Our goals-based planning approach centers on understanding your priorities, working with you at each stage of life and helping you develop your estate planning strategy.
We have extensive experience helping clients preserve and transition their businesses.
We’re your advocate. We are dedicated to your best interests, your business and each generation of your family.

Start the conversation

The proof is in our numbers

2.1Billion

Assets under management

As of 06/18/2025

Over 100 years

Collective years of experience

10+

Years in business as a team

Recognized as industry leaders

Forbes Best-In-State Wealth Management Teams, 2025

The 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. Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice.

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.

Why business owners choose us

Our Mission is to be the partner that creates, protects, and grows generational wealth for business owners and their families - with clarity, integrity, and excellence.

At The Harris Gibson, we help business owners move beyond self-sufficiency and leverage our financial knowledge for greater success. Our clients trust us to manage and advise on critical aspects outside their businesses, freeing them to focus on what they do best—running and growing their operations. We are more than wealth managers. We are trusted advisors—delivering sophisticated financial guidance tailored to each client’s needs.

Who we serve

Over 50% of our clients are current or former business owners across the country. We are particularly valuable to clients who are:

Facing complex financial situations
Preparing for liquidity events or business transitions
Too busy to manage personal finances or intergenerational wealth
Looking for long-term, genuine, and transparent relationships

What we do best

Financial planning: Customized strategies, rooted in risk management
Business exit and liquidity planning: From readiness to transaction, and life after the deal
Investment management: Thoughtful, proactive, and aligned with long-term goals
Generational wealth: Ensure community and trust across generations
Resources: Connecting our clients with attorneys, CPAs, M&A specialists, and more

Why clients choose us

Integrity & honesty: Full transparency. No surprises.
Client service: Personalized, proactive, and thoughtful in every interaction.
Confidentiality & trust: We safeguard our client's most sensitive information with care
Team-oriented & accountable: Every client benefits from the strength of our entire team
Continuous improvement: We grow and evolve as our clients' lives and businesses do

Launch. Grow. Exit your business.

We understand that when it comes to the business you have personally built, you're going to be invested at every level. From launching to growing to ultimately exiting your company our team can help you make smarter decisions each step of the way.

You’re selling within the year

Finalize your trust and estate strategies
Work with us to interview and select the investment banker that works best for you
Finalize your exit plan and focus on getting the best deal for the sale
Coordinate with your investment banker to help create competitive tension among prospective buyers and meet potential acquirers, review offers and negotiate the sale
As needed, prepare employees and managers for the transition
Think about what’s next for you and your future, after the sale

Learn more

Connect with us

You’re 3 years away from exiting

Refine your trust and estate strategies with your tax and legal advisors to take advantage of strategies that may increase future net proceeds from a sale*
Begin conducting an analysis of likely buyer interest and sector outlook, trends and business cycles to help identify the right timing of the sale
Build the right pre-sale advisory team, including an investment banker, attorney and CPA
Explore gift and estate strategies to help maximize net proceeds from a sale

Learn more

Connect with us

You’re considering an exit in 5 years

Discuss trust and estate strategies and tax and legal advisors to take advantage of strategies that may increase future net proceeds from a sale*
Fine-tune your business model to be most appealing to a buyer
Make sure business documentation and financial statements are in order
Put together a team to prepare the business and optimize value
Strengthen your management team

Learn more

Connect with us

Finalize your trust and estate strategies
Work with us to interview and select the investment banker that works best for you
Finalize your exit plan and focus on getting the best deal for the sale
Coordinate with your investment banker to help create competitive tension among prospective buyers and meet potential acquirers, review offers and negotiate the sale
As needed, prepare employees and managers for the transition
Think about what’s next for you and your future, after the sale

Learn more

Connect with us

Refine your trust and estate strategies with your tax and legal advisors to take advantage of strategies that may increase future net proceeds from a sale*
Begin conducting an analysis of likely buyer interest and sector outlook, trends and business cycles to help identify the right timing of the sale
Build the right pre-sale advisory team, including an investment banker, attorney and CPA
Explore gift and estate strategies to help maximize net proceeds from a sale

Learn more

Connect with us

Discuss trust and estate strategies and tax and legal advisors to take advantage of strategies that may increase future net proceeds from a sale*
Fine-tune your business model to be most appealing to a buyer
Make sure business documentation and financial statements are in order
Put together a team to prepare the business and optimize value
Strengthen your management team

Learn more

Connect with us

A focus on personalized access and service

Working with diverse clients with specific needs, our team sees it as our top responsibility to understand each aspect of your unique and often complicated financial life.

A plan to simplify your financial life

We can help you build a comprehensive financial plan by bringing together all the resources you need under one roof. We make it easy and efficient to do business, access solutions and get clear answers to make informed decisions.

Philanthropy

What are the causes you are passionate about? Whatever your objectives, we can help you explore new and innovative ways to make a positive impact on the world. Through our network and the UBS Family Advisory and Philanthropy Services, we’ll work with you and family members to help provide education on philanthropy, practical solutions and tax-efficient investment strategies for creating a meaningful and lasting legacy.

Estate planning strategies

From success to succession

Your primary source for financial advice

We are here to provide quality strategies customized to your needs. We concentrate on developing long-term relationships through a commitment to quality client service. You can rely on our personalized advice, first-class solutions, and extensive wealth management experience.

Bart Gibson, CFP, CEPA

Managing Director–Wealth Management

Financial Advisor
View bio Industry recognition
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- ID
- IL
- IN
- KY
- LA
- MA
- MD
- NC
- NH
- NJ
- NM
- NV
- NY
- OH
- OK
- PA
- PR
- SC
- TN
- TX
- UT
- VA
- WA
- WI
- WV
Bart has been managing business owners and high net worth families for over 20 years. Prior to joining UBS, he spent 10 years at Merrill Lynch creating and implementing a wide range of wealth management strategies and solutions. Bart has an in-depth understanding of the complicated issues that business owners face and he is creative in his approach to implement solutions that range from business transition strategies to retirement plans. His specialties include developing comprehensive financial plans, liability management, insurance analysis, and estate planning strategies. He received the CERTIFIED FINANCIAL PLANNER™ designation in 2006. Bart received his B.A. in business administration from the University of Florida.
- Forbes Best-in-State Wealth Advisors, 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, 2023, 2024, 2025The 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.
- UBS Wealth Management President’s Council, 2024UBS 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.
- University of Florida, B.A. Business Administration
- CERTIFIED FINANCIAL PLANNER®
- Certified Exit Planning Advisor
500 East Pratt Street
11th Floor
Baltimore, MD 21202

bart.gibson@ubs.com

Bart Gibson, CFP, CEPA

500 East Pratt Street,Baltimore,MD,21202
Kyle Harris, CIMA, CEPA

Managing Director–Wealth Management

Financial Advisor
View bio Industry recognition
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- ID
- IL
- IN
- KY
- LA
- MA
- MD
- NC
- NH
- NJ
- NM
- NV
- NY
- OH
- OK
- PA
- PR
- SC
- TN
- TX
- UT
- VA
- WA
- WI
- WV
Kyle has been working with high net worth families and business owners for over 17 years. His experience coupled with his history working with captive insurance companies allows him to address the needs of corporations and groups that have a desire to take financial control and manage their own risk. Kyle serves as a member of the Investment Management Consultants Association. He uses a customized approach when constructing portfolios and prides himself on performing in-house due diligence while leveraging the resources of one of the world’s premier global wealth management firms, UBS. Kyle obtained the Certified Investment Management Analyst® designation from the University of Pennsylvania, Wharton School of Business. He is a cum laude graduate of the University of North Carolina at Chapel Hill where he received his B.A. in business administration.

CIMA® is a registered certification mark of Investment Management Consultants Association Inc. doing business as Investments & Wealth Institute® in the United States of America and worldwide.
- Financial Planning Top 40 Financial Advisors Under 40, 2022The Financial Planning rating is awarded annually in Q1 based on information from a 12 month period ending in September of the prior year.
- Forbes America’s Top Next-Gen (Generation) Wealth Advisors, 2022The Forbes rating is compiled by Shook Research and awarded annually in August 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, 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, 2025The 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 Next-Gen (Generation) Wealth Advisors Best-in-State, 2018, 2019, 2022The Forbes rating is compiled by Shook Research and awarded annually in August based on information from a 12 month period ending in March of the award year.
- UBS Wealth Management President’s Council, 2024UBS 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.
- University of North Carolina at Chapel Hill, B.A. Business Administration, cum laude
- Certified Investment Management Analyst®
- Certified Exit Planning Advisor
500 East Pratt Street
11th Floor
Baltimore, MD 21202

kyle.harris@ubs.com

Kyle Harris, CIMA, CEPA

500 East Pratt Street,Baltimore,MD,21202
George Caswell, CFP, AWMA

Senior Wealth Strategy Associate

CERTIFIED FINANCIAL PLANNER®
View bio Industry recognition
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- ID
- IL
- IN
- KY
- LA
- MA
- MD
- NC
- NH
- NJ
- NM
- NV
- NY
- OH
- OK
- PA
- PR
- SC
- TN
- TX
- UT
- VA
- WA
- WI
- WV
George has been serving high net worth families and business owners for the past seven years. Prior to joining the Harris Gibson Group, George was a Wealth Planning Analyst for UBS. In this role, he worked closely with financial advisors in the Mid-Atlantic Market to deliver comprehensive wealth management through customized financial plans. George's areas of focus include retirement income planning, risk management, education funding, charitable giving, and estate planning. George earned the Accredited Wealth Management Advisor, AWMA® designation in 2016 and the CERTIFIED FINANCIAL PLANNER™ designation in 2017. He graduated from Gettysburg College in 2013 with a B.A. in Economics.
- Forbes Best-in-State Wealth Management Teams, 2023, 2024, 2025The 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.
- Gettysburg College, B.A. Economics
- CERTIFIED FINANCIAL PLANNER®
- Accredited Wealth Management Advisor℠
500 East Pratt Street
11th Floor
Baltimore, MD 21202

george.caswell@ubs.com

George Caswell, CFP, AWMA

500 East Pratt Street,Baltimore,MD,21202
Leif Springer

Senior Vice President–Wealth Management

Financial Advisor
View bio Industry recognition
- AL
- AR
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- HI
- IA
- ID
- IL
- IN
- KY
- LA
- MA
- MD
- ME
- MI
- MN
- MT
- NC
- NH
- NJ
- NM
- NV
- NY
- OH
- OK
- OR
- PA
- PR
- SC
- SD
- TN
- TX
- UT
- VA
- WA
- WI
- WV
- WY
Leif has been working with business owners and corporate retirement plans for over 15 years. Leif works with small businesses and corporations on captive insurance investments and qualified / nonqualified retirement plans, in addition to providing comprehensive financial planning and wellness resources for business owners, executives and retirement plan participants. Leif serves on the Advisory Council for UBS Retirement Plan Consulting Services, where he helps steer innovation to improve the client experience. Leif has a Bachelor’s degree from Harvard University and M.B.A. from Boston University.
- Forbes America’s Top Wealth Management Teams (Private Wealth & High-Net Worth), 2022The 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, 2025The 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.
- PLANADVISER Top Retirement Plan Advisers, 2023, 2024, 2025The PLANADVISOR rating is awarded in Q1 based on information from Q1 of the award year.
- Harvard University, B.A. in History
- Boston University, M.B.A.
1150 17th Street
Washington, D.C., DC 20036

leif.springer@ubs.com

Leif Springer

1150 17th Street,Washington, D.C.,DC,20036
Jenny Carpenter

Authorized Officer

Senior Client Associate
View bio
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- MA
- MD
- NC
- NJ
- NY
- PA
- SC
- TN
- TX
- UT
- VA
- VT
- WA
Jenny has 24 years in the financial services business, starting with Alex. Brown & Sons, Inc., Credit Suisse First Boston, and has spent the past 16 years with UBS Financial Services. As Team Administrator, Jenny leads the daily operations of the team and ensures excellence for clients. She partners with Kyle and Bart to develop strong relationships and deliver the resources of the firm. Jenny oversees the on boarding of new clients, as well as educating clients on account services and the firm's capabilities. She is FINRA-registered holding the Series 7 and 63 securities licenses. Jenny earned a B.A. from Dickinson College and an MBA in finance from Loyola University.
- Dickinson College, B.A.
- Loyola University, M.B.A. Finance
500 East Pratt Street
11th Floor
Baltimore, MD 21202

jennifer.l.carpenter@ubs.com

Jenny Carpenter

500 East Pratt Street,Baltimore,MD,21202
Alena Baranova, CIMA®

Senior Wealth Strategy Associate
View bio
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- ID
- IL
- IN
- KY
- LA
- MA
- MD
- NC
- NH
- NJ
- NM
- NV
- NY
- OH
- OK
- PA
- PR
- SC
- TN
- TX
- UT
- VA
- WA
- WI
- WV
Alena boasts a decade-long career in financial services, having initiated her path at T. Rowe Price. During this formative period, she worked closely with portfolio managers, accumulating invaluable experience on the intricacies of the investment landscape.

Currently holding the position of Senior Wealth Strategy Associate, Alena shoulders responsibilities that include rigorous investment research and analysis, coupled with adept portfolio construction and management. Her role serves as a culmination of hands-on experience and insights gained from her recent completion of a Master's in Finance from Johns Hopkins University.

Dedicated to professional excellence, Alena proudly carries the Certified Investment Management Analyst® designation. Moreover, she is a registered representative with Series 7 and 66 certifications, solidifying her commitment to delivering financial guidance and strategic wealth management.
- Johns Hopkins University - Carey Business School, MSF
- Kaplan University, B.A. in Accounting
- Certified Investment Management Analyst®
500 East Pratt Street
11th Floor
Baltimore, MD 21202

alena.baranova@ubs.com

Alena Baranova, CIMA®

500 East Pratt Street,Baltimore,MD,21202

Sherry Outen

Senior Registered Client Associate
View bio
- AZ
- CA
- DC
- DE
- FL
- GA
- KY
- MA
- MD
- NC
- NJ
- NY
- OH
- PA
- SC
- TN
- UT
- VA
Sherry, is a Senior Registered Client Service Associate with UBS Financial Services Inc. Sherry has been in the financial services industry for 17 years and joined UBS Financial Services in 2005. Sherry helps to ensure the client experience is personalized and designed to suit one’s investment and banking needs. Sherry is FINRA-registered holding the Series 7 and 63 licenses. She attended the University of Maryland and graduated with a degree in Agriculture and Resource Economics.
500 East Pratt Street
11th Floor
Baltimore, MD 21202

sherry.outen@ubs.com

Sherry Outen

500 East Pratt Street,Baltimore,MD,21202
Sophia Goldman

Client Associate
View bio
Sophia has worked in financial services for the last 5 years, joining the Harris Gibson Group in 2023. Prior to joining the team, Sophia worked in fixed income settlements at Morgan Stanley where she acted as a risk manager to mitigate clients and the firms exposure. As a client service associate, Sophia assists Jenny and Sherry with daily operations and client satisfaction. Sophia earned a B.S in Economics in 2019 from Towson University and looks forward to adding FINRA licenses this year.
- Towson University, B.S. in Economics
500 East Pratt Street
11th Floor
Baltimore, MD 21202

sophia.goldman@ubs.com

Sophia Goldman

500 East Pratt Street,Baltimore,MD,21202

Bart Gibson, CFP, CEPA

Managing Director–Wealth Management

Financial Advisor
View bio Industry recognition
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- ID
- IL
- IN
- KY
- LA
- MA
- MD
- NC
- NH
- NJ
- NM
- NV
- NY
- OH
- OK
- PA
- PR
- SC
- TN
- TX
- UT
- VA
- WA
- WI
- WV
Bart has been managing business owners and high net worth families for over 20 years. Prior to joining UBS, he spent 10 years at Merrill Lynch creating and implementing a wide range of wealth management strategies and solutions. Bart has an in-depth understanding of the complicated issues that business owners face and he is creative in his approach to implement solutions that range from business transition strategies to retirement plans. His specialties include developing comprehensive financial plans, liability management, insurance analysis, and estate planning strategies. He received the CERTIFIED FINANCIAL PLANNER™ designation in 2006. Bart received his B.A. in business administration from the University of Florida.
- Forbes Best-in-State Wealth Advisors, 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, 2023, 2024, 2025The 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.
- UBS Wealth Management President’s Council, 2024UBS 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.
- University of Florida, B.A. Business Administration
- CERTIFIED FINANCIAL PLANNER®
- Certified Exit Planning Advisor
500 East Pratt Street
11th Floor
Baltimore, MD 21202

bart.gibson@ubs.com

Bart Gibson, CFP, CEPA

500 East Pratt Street,Baltimore,MD,21202
Kyle Harris, CIMA, CEPA

Managing Director–Wealth Management

Financial Advisor
View bio Industry recognition
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- ID
- IL
- IN
- KY
- LA
- MA
- MD
- NC
- NH
- NJ
- NM
- NV
- NY
- OH
- OK
- PA
- PR
- SC
- TN
- TX
- UT
- VA
- WA
- WI
- WV
Kyle has been working with high net worth families and business owners for over 17 years. His experience coupled with his history working with captive insurance companies allows him to address the needs of corporations and groups that have a desire to take financial control and manage their own risk. Kyle serves as a member of the Investment Management Consultants Association. He uses a customized approach when constructing portfolios and prides himself on performing in-house due diligence while leveraging the resources of one of the world’s premier global wealth management firms, UBS. Kyle obtained the Certified Investment Management Analyst® designation from the University of Pennsylvania, Wharton School of Business. He is a cum laude graduate of the University of North Carolina at Chapel Hill where he received his B.A. in business administration.

CIMA® is a registered certification mark of Investment Management Consultants Association Inc. doing business as Investments & Wealth Institute® in the United States of America and worldwide.
- Financial Planning Top 40 Financial Advisors Under 40, 2022The Financial Planning rating is awarded annually in Q1 based on information from a 12 month period ending in September of the prior year.
- Forbes America’s Top Next-Gen (Generation) Wealth Advisors, 2022The Forbes rating is compiled by Shook Research and awarded annually in August 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, 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, 2025The 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 Next-Gen (Generation) Wealth Advisors Best-in-State, 2018, 2019, 2022The Forbes rating is compiled by Shook Research and awarded annually in August based on information from a 12 month period ending in March of the award year.
- UBS Wealth Management President’s Council, 2024UBS 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.
- University of North Carolina at Chapel Hill, B.A. Business Administration, cum laude
- Certified Investment Management Analyst®
- Certified Exit Planning Advisor
500 East Pratt Street
11th Floor
Baltimore, MD 21202

kyle.harris@ubs.com

Kyle Harris, CIMA, CEPA

500 East Pratt Street,Baltimore,MD,21202
George Caswell, CFP, AWMA

Senior Wealth Strategy Associate

CERTIFIED FINANCIAL PLANNER®
View bio Industry recognition
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- ID
- IL
- IN
- KY
- LA
- MA
- MD
- NC
- NH
- NJ
- NM
- NV
- NY
- OH
- OK
- PA
- PR
- SC
- TN
- TX
- UT
- VA
- WA
- WI
- WV
George has been serving high net worth families and business owners for the past seven years. Prior to joining the Harris Gibson Group, George was a Wealth Planning Analyst for UBS. In this role, he worked closely with financial advisors in the Mid-Atlantic Market to deliver comprehensive wealth management through customized financial plans. George's areas of focus include retirement income planning, risk management, education funding, charitable giving, and estate planning. George earned the Accredited Wealth Management Advisor, AWMA® designation in 2016 and the CERTIFIED FINANCIAL PLANNER™ designation in 2017. He graduated from Gettysburg College in 2013 with a B.A. in Economics.
- Forbes Best-in-State Wealth Management Teams, 2023, 2024, 2025The 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.
- Gettysburg College, B.A. Economics
- CERTIFIED FINANCIAL PLANNER®
- Accredited Wealth Management Advisor℠
500 East Pratt Street
11th Floor
Baltimore, MD 21202

george.caswell@ubs.com

George Caswell, CFP, AWMA

500 East Pratt Street,Baltimore,MD,21202
Leif Springer

Senior Vice President–Wealth Management

Financial Advisor
View bio Industry recognition
- AL
- AR
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- HI
- IA
- ID
- IL
- IN
- KY
- LA
- MA
- MD
- ME
- MI
- MN
- MT
- NC
- NH
- NJ
- NM
- NV
- NY
- OH
- OK
- OR
- PA
- PR
- SC
- SD
- TN
- TX
- UT
- VA
- WA
- WI
- WV
- WY
Leif has been working with business owners and corporate retirement plans for over 15 years. Leif works with small businesses and corporations on captive insurance investments and qualified / nonqualified retirement plans, in addition to providing comprehensive financial planning and wellness resources for business owners, executives and retirement plan participants. Leif serves on the Advisory Council for UBS Retirement Plan Consulting Services, where he helps steer innovation to improve the client experience. Leif has a Bachelor’s degree from Harvard University and M.B.A. from Boston University.
- Forbes America’s Top Wealth Management Teams (Private Wealth & High-Net Worth), 2022The 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, 2025The 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.
- PLANADVISER Top Retirement Plan Advisers, 2023, 2024, 2025The PLANADVISOR rating is awarded in Q1 based on information from Q1 of the award year.
- Harvard University, B.A. in History
- Boston University, M.B.A.
1150 17th Street
Washington, D.C., DC 20036

leif.springer@ubs.com

Leif Springer

1150 17th Street,Washington, D.C.,DC,20036
Jenny Carpenter

Authorized Officer

Senior Client Associate
View bio
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- MA
- MD
- NC
- NJ
- NY
- PA
- SC
- TN
- TX
- UT
- VA
- VT
- WA
Jenny has 24 years in the financial services business, starting with Alex. Brown & Sons, Inc., Credit Suisse First Boston, and has spent the past 16 years with UBS Financial Services. As Team Administrator, Jenny leads the daily operations of the team and ensures excellence for clients. She partners with Kyle and Bart to develop strong relationships and deliver the resources of the firm. Jenny oversees the on boarding of new clients, as well as educating clients on account services and the firm's capabilities. She is FINRA-registered holding the Series 7 and 63 securities licenses. Jenny earned a B.A. from Dickinson College and an MBA in finance from Loyola University.
- Dickinson College, B.A.
- Loyola University, M.B.A. Finance
500 East Pratt Street
11th Floor
Baltimore, MD 21202

jennifer.l.carpenter@ubs.com

Jenny Carpenter

500 East Pratt Street,Baltimore,MD,21202
Alena Baranova, CIMA®

Senior Wealth Strategy Associate
View bio
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- ID
- IL
- IN
- KY
- LA
- MA
- MD
- NC
- NH
- NJ
- NM
- NV
- NY
- OH
- OK
- PA
- PR
- SC
- TN
- TX
- UT
- VA
- WA
- WI
- WV
Alena boasts a decade-long career in financial services, having initiated her path at T. Rowe Price. During this formative period, she worked closely with portfolio managers, accumulating invaluable experience on the intricacies of the investment landscape.

Currently holding the position of Senior Wealth Strategy Associate, Alena shoulders responsibilities that include rigorous investment research and analysis, coupled with adept portfolio construction and management. Her role serves as a culmination of hands-on experience and insights gained from her recent completion of a Master's in Finance from Johns Hopkins University.

Dedicated to professional excellence, Alena proudly carries the Certified Investment Management Analyst® designation. Moreover, she is a registered representative with Series 7 and 66 certifications, solidifying her commitment to delivering financial guidance and strategic wealth management.
- Johns Hopkins University - Carey Business School, MSF
- Kaplan University, B.A. in Accounting
- Certified Investment Management Analyst®
500 East Pratt Street
11th Floor
Baltimore, MD 21202

alena.baranova@ubs.com

Alena Baranova, CIMA®

500 East Pratt Street,Baltimore,MD,21202
Sherry Outen

Senior Registered Client Associate
View bio
- AZ
- CA
- DC
- DE
- FL
- GA
- KY
- MA
- MD
- NC
- NJ
- NY
- OH
- PA
- SC
- TN
- UT
- VA
Sherry, is a Senior Registered Client Service Associate with UBS Financial Services Inc. Sherry has been in the financial services industry for 17 years and joined UBS Financial Services in 2005. Sherry helps to ensure the client experience is personalized and designed to suit one’s investment and banking needs. Sherry is FINRA-registered holding the Series 7 and 63 licenses. She attended the University of Maryland and graduated with a degree in Agriculture and Resource Economics.
500 East Pratt Street
11th Floor
Baltimore, MD 21202

sherry.outen@ubs.com

Sherry Outen

500 East Pratt Street,Baltimore,MD,21202
Sophia Goldman

Client Associate
View bio
Sophia has worked in financial services for the last 5 years, joining the Harris Gibson Group in 2023. Prior to joining the team, Sophia worked in fixed income settlements at Morgan Stanley where she acted as a risk manager to mitigate clients and the firms exposure. As a client service associate, Sophia assists Jenny and Sherry with daily operations and client satisfaction. Sophia earned a B.S in Economics in 2019 from Towson University and looks forward to adding FINRA licenses this year.
- Towson University, B.S. in Economics
500 East Pratt Street
11th Floor
Baltimore, MD 21202

sophia.goldman@ubs.com

Sophia Goldman

500 East Pratt Street,Baltimore,MD,21202

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Bart Gibson, CFP, CEPA

Kyle Harris, CIMA, CEPA

George Caswell, CFP, AWMA

Leif Springer

Jenny Carpenter

Alena Baranova, CIMA®

Sherry Outen

Sophia Goldman

Bart Gibson, CFP, CEPA

Kyle Harris, CIMA, CEPA

George Caswell, CFP, AWMA

Leif Springer

Jenny Carpenter

Alena Baranova, CIMA®

Sherry Outen

Sophia Goldman

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Planning for the sale of a closely held business

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