Let's move forward. Together.

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Matt has been with UBS since 1998. He holds Series 7, 63, and 65 securities licenses and insurance licenses. He holds the prestigious Chartered Financial Analyst (CFA®) designation. Matt focuses on retirement planning, investment consulting, and educational activities. He has a B.S. in finance from the University of Missouri and is active in the Herbert J. Davenport Society. He enjoys fitness, golf, and his kid's activities. Residents of Shawnee, KS he and his wife, Mindi, have three daughters.

• Barron's Top 1,200 Financial Advisors, 2024
  The Barron's rating is awarded annually in March and is based on information from the prior year Q3. 

• University of Missouri, B.S. in Finance

• Senior Portfolio Manager

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Michael began his career in 1987 at the trading desk at a regional firm in California before trading institutional commodities. In his 20+ years of specializing in retirement plans, he worked at a number of prominent financial firms before joining UBS in 1993. He holds the Series 3, 7, and 63 securities licenses and the Chartered Retirement Planning Counselor (CRPC)certification. He majored in finance at San Diego State University. Mike supports several charities and coaches girls' softball. He and his wife, Cheryl, and their two daughters live in Lenexa, KS.

• San Diego State University, Finance

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Mike has been in the financial services industry since 1991 and joined UBS in 2007. He holds Series 7 and 63 securities licenses. His focus is on retirement planning. He has a B.B.A. in finance from Iowa State University. He is active in the Greater Kansas City Medical Managers Association and the Society of Human Resource Managers. He has two daughters and is a resident of Overland Park, KS. Mike's interests include coaching his daughter's softball team, biking, and swimming.

• Iowa State University, B.B.A. in Finance

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Kelley has spent her entire career in the retirement planning industry, and she has been with UBS since 2001. She holds Series 7 and 63 securities licenses and the CPC, CRPS®, QPA, and QKA designations. She focuses her passion and expertise on qualified retirement plans. Kelley has a B.S. in economics from Truman State University. She is a donor to Shriner's Hospital for Children, and her interests include camping and scrapbooking. Kelley and her husband, Steve, and their son live in Lee's Summit, MO.

• Truman State University, B.S. in Economics

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Tyler joined UBS in 2007 and holds Series 7 and 66 securities licenses. He earned the Certified Financial Planner™ (CFP®) designation in 2010 and the Chartered Financial Analyst (CFA) designation in 2015. Besides creating comprehensive financial plans for high net worth individuals, he works on financial analytics, conducts investment manager due diligence, and focuses on the team's retirement services and education. He is a graduate of the University of Missouri with a B.S. in Finance and is currently an active member of the Johnson County Rotary Club. Tyler and his wife, Krystle, live in Shawnee, KS where he enjoys golf, reading, and being outdoors.

• University of Missouri, B.S. in Finance

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Natalie joined UBS in 1999. She focuses her efforts for the team on serving retail clients and financial planning. She holds Series 7, 63, and 65 securities licenses. Natalie received a B.S. in business from the University of Kansas and an M.B.A. from Rockhurst University. She and her husband live in Prairie Village, KS.

• University of Kansas , B.S. in Business
• Rockhurst University, M.B.A.

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Jessica joined UBS in 2006 after starting her career at a local mutual fund company.  She gained experience as both operations manager and administrative manager prior to joining the Jefferies/Bret Wealth Management Group.  Jessica graduated from Missouri State University and holds the Series 7, 66, 9 and 10 securities licenses.  Her main focus is on assisting retail clients for the team.  Jessica and her husband, Matt, live in Lee's Summit with their three children.

• Missouri State University

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Michele's father, a stockbroker for over three decades, inspired her to embark on her career in financial services. She has been with UBS since 1998 and focuses her attention on administration and client services. She holds Series 7, 63, and 65 securities licenses. Michele earned a B.S. in journalism from Kansas University. She and her husband, Bill, live in Kansas City, MO. She enjoys English literature, gardening, and animal rescue.

• Kansas University, B.S. in Journalism

Angela joined UBS in 2004. She utilizes her strong organizational skills to meet clients' needs efficiently. Angela has a B.B.A. from Baker University and is an active volunteer with the American Cancer Society. She enjoys fitness and running. Angela and her husband, Steve, are longtime Kansas City residents.
 

• Baker University , B.B.A.

Barb joined UBS in 1999. Her emphasis is on service, and she envisions that her job is to make sure each client feels important and has an extremely positive experience. Barb graduated from University of Missouri, Kansas City. She and her husband, Jim, have two daughters.

• University of Missouri, Kansas City

Emily joined UBS in 2015.  She focuses on servicing retail and corporate clients on a daily basis.  She performs administrative duties that support the Advisors on her team.  Emily has ber B.S.B.A. in finance from the University of Missouri.  She and her two daughters, Riley and Finley, are residents of Overland Park. Emily enjoys fitness, hiking, sports and spending time with her family.

• University of Missouri, B.B.A. in Finance