Let's move forward. Together.

Globe next to stack of books

Where are you today and where do you want to be tomorrow? We recognize that a lasting relationship starts by listening and understanding your priorities and concerns. We'll work together to look at the big picture, discuss your vision for the future and help you confidently pursue your life goals.

rowing

Since 1979, businesses, their employees, and successful families and individuals from across the country have relied on our unique retirement planning expertise and holistic wealth management approach—all backed by the global resources of UBS, one of the world’s leading wealth management firms.

With a team of 13 dedicated professionals—all local and readily accessible to our clients—our goal has always been to provide a consistently high level of personal service, expertise and individualized tailored advice that help give our clients the confidence to achieve what’s most important to them.

  • Michael Jefferies Profile Photo

    Michael Jefferies, CFP

    Managing Director–Investments

    • image
    • image
    • image
    • AL
    • AR
    • AZ
    • CA
    • CO
    • CT
    • DC
    • DE
    • FL
    • GA
    • IA
    • ID
    • IL
    • IN
    • KS
    • KY
    • LA
    • MA
    • MD
    • MI
    • MN
    • MO
    • MS
    • MT
    • NC
    • ND
    • NE
    • NH
    • NJ
    • NM
    • NV
    • NY
    • OH
    • OK
    • OR
    • PA
    • PR
    • SC
    • SD
    • TN
    • TX
    • UT
    • VA
    • VI
    • VT
    • WA
    • WI
    • WY

    Mike has the distinction of spending his entire career with UBS. He holds the Series 7, 8, 63, and 65 securities licenses and earned the CERTIFIED FINANCIAL PLANNER™ (CFP®) designation. His team serves qualified retirement plans and high net worth clients. He has a B.S. in math from Central Methodist University and studied for his M.B.A. before being interrupted by the Vietnam War. Mike and his wife, Patti, live in Leawood, Kansas.

    • Barron's Top 1,000 Financial Advisors, 2010, 2011, 2012, 2013The Barron's rating is awarded annually in March and is based on information from the prior year Q3. 
    • Barron's Top 1,200 Financial Advisors, 2014, 2015, 2016, 2017, 2018, 2019, 2021, 2022
      The Barron's rating is awarded annually in March and is based on information from the prior year Q3. 
    • Barron's Top 100 Financial Advisors, 2009, 2018, 2019, 2021The Barron's rating is awarded annually in April and is based on information from the prior year Q4.

    • Central Methodist University , B.S. in Math
      4622 Pennsylvania Ave
      8th Floor
      Kansas City, MO 64112
    • Matthew Bret Profile Photo

      Matthew Bret, CFA

      Financial Advisor

      • image
      • image
      • image
      • AL
      • AR
      • AZ
      • CA
      • CO
      • CT
      • DC
      • DE
      • FL
      • GA
      • HI
      • IA
      • ID
      • IL
      • IN
      • KS
      • KY
      • LA
      • MA
      • MD
      • MI
      • MN
      • MO
      • MS
      • MT
      • NC
      • ND
      • NE
      • NH
      • NJ
      • NM
      • NV
      • NY
      • OH
      • OK
      • OR
      • PA
      • PR
      • SC
      • SD
      • TN
      • TX
      • UT
      • VA
      • VI
      • VT
      • WA
      • WI
      • WY

      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.

        • University of Missouri, B.S. in Finance
        • Senior Portfolio Manager
        4622 Pennsylvania Ave
        8th Floor
        Kansas City, MO 64112
      • Michael Benson Profile Photo

        Michael Benson, CRPS

        Investment Associate

        • image
        • image
        • image
        • AZ
        • CA
        • CO
        • FL
        • HI
        • IA
        • KS
        • MO
        • NE
        • NJ
        • NY
        • PA
        • PR
        • TX
        • UT
        • WA
        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
            4622 Pennsylvania Ave
            8th Floor
            Kansas City, MO 64112
          • Kelley Edwards Profile Photo

            Kelley Edwards, CRPS

            Investment Associate

            • image
            • image
            • image
            • CA
            • GA
            • KS
            • MO
            • NE
            • NJ
            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
                4622 Pennsylvania Ave
                8th Floor
                Kansas City, MO 64112
              • Tyler Lorigan Profile Photo

                Tyler Lorigan, CFA, CFP

                Senior Wealth Strategy Associate

                • image
                • image
                • image
                • AL
                • AR
                • AZ
                • CA
                • CO
                • FL
                • GA
                • IA
                • IL
                • KS
                • KY
                • MI
                • MN
                • MO
                • MT
                • NC
                • NE
                • NJ
                • NY
                • OH
                • OK
                • PA
                • PR
                • SC
                • TN
                • TX
                • UT
                • VA
                • WA
                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
                    4622 Pennsylvania Ave
                    8th Floor
                    Kansas City, MO 64112
                  • Michael Brown Profile Photo

                    Michael Brown, CRPC

                    Investment Associate

                    • image
                    • image
                    • AL
                    • AZ
                    • CA
                    • CO
                    • FL
                    • GA
                    • KS
                    • KY
                    • MI
                    • MN
                    • MO
                    • NC
                    • ND
                    • NJ
                    • NV
                    • NY
                    • OK
                    • PR
                    • TN
                    • TX

                    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
                        4622 Pennsylvania Ave
                        8th Floor
                        Kansas City, MO 64112

                      The circular economy: What is it?

                      Retirement planning

                      Retirement planning

                      Multigenerational planning

                      Multigenerational planning

                      Legacy—Wealth for others

                      For needs that go beyond your own—to help you improve the lives of others

                      What will your legacy be?
                      It’s never too early to plan ahead. A Legacy strategy can help you gain more control over your financial future and what you leave behind, so you can move forward with confidence.

                      Learn more at ubs.com/wealthway.

                      Backed by the strength of UBS

                      A global leader in wealth management

                      $2.8 trillion

                      In invested assets globally 
                      As of 06/30/2022

                      51 countries

                      Our global footprint

                      Global leader

                      UBS is a world-leading wealth manager

                      Insights