Let's move forward. Together.

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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 12 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.

  • Matthew Bret

    Matthew Bret, CFA

    Managing Director–Wealth Management

    Financial Advisor

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    • AL
    • AR
    • AZ
    • CA
    • CO
    • CT
    • DC
    • DE
    • FL
    • GA
    • HI
    • IA
    • ID
    • IL
    • IN
    • KS
    • KY
    • LA
    • MA
    • MD
    • ME
    • 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.

    • 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
    4622 Pennsylvania Ave
    8th Floor
    Kansas City, MO 64112
    matt.bret@ubs.com
    Matthew Bret, CFA
    4622 Pennsylvania Ave,Kansas City,MO,64112
  • Michael Brown

    Michael Brown, CRPC

    Assistant Vice President

    Investment Associate

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    • AL
    • AR
    • AZ
    • CA
    • CO
    • FL
    • GA
    • ID
    • KS
    • KY
    • MI
    • MN
    • MO
    • NC
    • ND
    • NJ
    • NM
    • NV
    • NY
    • OH
    • OK
    • OR
    • TN
    • TX

    Mike began his career in 1987 on the trading desk of Wedbush Securities in Los Angeles.  He then went to the regional commodity trading desk at Merrill Lynch.  He joined PaineWebber, the predecessor of UBS in 1994.

    He joined the group in 1995, moving from Los Angeles,  focusing on business development in the qualified plan arena, and helping individuals with their investments and developing comprehensive financial plans.  He holds the Series 3, 7, 63 and 65 securities licenses and the CRPC and AIF certifications.  He majored in finance at San Diego State University.  He enjoys travel, sporting events and spending time with family and friends.  He and his wife, Cheryl live in Lenexa, KS.  They have two daughters.

      • San Diego State University, Finance
        4622 Pennsylvania Ave
        8th Floor
        Kansas City, MO 64112
        michael.brown3@ubs.com
        Michael Brown, CRPC
        4622 Pennsylvania Ave,Kansas City,MO,64112
      •  Michael Benson

        Michael Benson, CRPS

        Investment Associate

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        • 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
            michael.l.benson@ubs.com
            Michael Benson, CRPS
            4622 Pennsylvania Ave,Kansas City,MO,64112
          • Kelley Edwards

            Kelley Edwards, CRPS

            Investment Associate

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            • 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®, AIF, 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 board member of Midwest Adaptive Sports, an organization that provides sports opportunities for wounded warfighters, youth and adults with disabilities. Kelley and her husband, Steve, live in Lee's Summit, MO.

              • Truman State University, B.S. in Economics
                4622 Pennsylvania Ave
                8th Floor
                Kansas City, MO 64112
                kelley.edwards@ubs.com
                Kelley Edwards, CRPS
                4622 Pennsylvania Ave,Kansas City,MO,64112
              • Tyler Lorigan

                Tyler Lorigan, CFA, CFP

                Senior Wealth Strategy Associate

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                • AL
                • AR
                • AZ
                • CA
                • CO
                • FL
                • GA
                • IA
                • IL
                • KS
                • KY
                • MI
                • MN
                • MO
                • MT
                • NC
                • NE
                • NJ
                • NM
                • NY
                • OH
                • OK
                • PA
                • 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
                    tyler.lorigan@ubs.com
                    Tyler Lorigan, CFA, CFP
                    4622 Pennsylvania Ave,Kansas City,MO,64112
                  • Natalie Lambrecht

                    Natalie Lambrecht, CRPS

                    Authorized Officer

                    Senior Wealth Strategy Associate

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                    • AL
                    • AR
                    • AZ
                    • CA
                    • CO
                    • FL
                    • GA
                    • IA
                    • IL
                    • IN
                    • KS
                    • MO
                    • NE
                    • NJ
                    • NM
                    • NY
                    • OH
                    • OK
                    • PA
                    • TN
                    • TX
                    • UT
                    • VA

                    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.
                        4622 Pennsylvania Ave
                        8th Floor
                        Kansas City, MO 64112
                        natalie.lambrecht@ubs.com
                        Natalie Lambrecht, CRPS
                        4622 Pennsylvania Ave,Kansas City,MO,64112
                      • Jessica Hayes

                        Jessica Hayes

                        Associate Director

                        Senior Wealth Strategy Associate

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                        • AL
                        • AR
                        • AZ
                        • CA
                        • CO
                        • FL
                        • GA
                        • HI
                        • IA
                        • IL
                        • IN
                        • KS
                        • MN
                        • MO
                        • NC
                        • NE
                        • NY
                        • OH
                        • OK
                        • PA
                        • PR
                        • TX
                        • VT
                        • WA

                        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, 9, 10 and 66 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
                            4622 Pennsylvania Ave
                            8th Floor
                            Kansas City, MO 64112
                            jessica.hayes@ubs.com
                            Jessica Hayes
                            4622 Pennsylvania Ave,Kansas City,MO,64112
                          • Michele Deroin

                            Michele Deroin

                            Senior Client Associate

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                            • AL
                            • CA
                            • CO
                            • FL
                            • GA
                            • IA
                            • IL
                            • IN
                            • KS
                            • MI
                            • MO
                            • MT
                            • NE
                            • NM
                            • NY
                            • OH
                            • OK
                            • PA
                            • TN
                            • TX

                            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
                                4622 Pennsylvania Ave
                                8th Floor
                                Kansas City, MO 64112
                                michele.deroin@ubs.com
                                Michele Deroin
                                4622 Pennsylvania Ave,Kansas City,MO,64112
                              • Johnathon Lemons

                                Johnathon Lemons

                                Client Associate

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                                  Johnathon first joined UBS in 2023 for a summer internship program.  He gained invaluable hands-on experience and networking opportunities in a short space of time.  In 2024, Johnathon graduated summa cum laude from the University of Kansas, completing a finance degree in three years. Shortly after graduation, he joined the team where he continues to apply the same drive and focus within his professional endeavors by pursing his series 7 and 66 security licenses.  In his free time, he enjoys spending time with his fiancé, Elle.

                                    • University of Kansas , B.S. in Business
                                      4622 Pennsylvania Ave
                                      8th Floor
                                      Kansas City, MO 64112
                                      johnathon.lemons@ubs.com
                                      Johnathon Lemons
                                      4622 Pennsylvania Ave,Kansas City,MO,64112
                                    • Angela Woodruff

                                      Angela Woodruff

                                      Client Associate

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                                        Angela began her journey with UBS in 2004, bringing two decades of experience in providing exceptional client support. Known for her organizational skills and strong communication abilities, Angela consistently ensures that client's needs are met with professionalism and care. From on-boarding new clients to operational management, her commitment to the team ensures smooth processes and a cohesive productive work environment.  She has a B.B.A. from Baker University and is an active volunteer in the Kansas City community.  In her free time she enjoys watching her son play football and attending concerts with her husband.

                                         

                                          • Baker University , B.B.A.
                                            4622 Pennsylvania Ave
                                            8th Floor
                                            Kansas City, MO 64112
                                            angela.woodruff@ubs.com
                                            Angela Woodruff
                                            4622 Pennsylvania Ave,Kansas City,MO,64112
                                          • Barbara Robinson

                                            Barbara Robinson

                                            Client Associate

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                                              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
                                                  4622 Pennsylvania Ave
                                                  8th Floor
                                                  Kansas City, MO 64112
                                                  barbara.robinson@ubs.com
                                                  Barbara Robinson
                                                  4622 Pennsylvania Ave,Kansas City,MO,64112
                                                • Emily McCormick

                                                  Emily McCormick

                                                  Client Associate

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                                                    Emily joined UBS in 2015 and is known for her upbeat personality and ability to keep others calm in high-pressure situations. She excels as a team player, bringing positive energy and is deeply committed to fostering client relationships as well as motivating a supportive and cohesive work environment.  Emily has her B.S. in finance from the University of Missouri.  When she isn't on-boarding clients, she is shuttling her children to and from soccer and volleyball practices and games. She and her husband, Brandon, reside in Overland Park with their four children.

                                                      • University of Missouri, B.S. in Finance
                                                        4622 Pennsylvania Ave
                                                        8th Floor
                                                        Kansas City, MO 64112
                                                        emily.gibbs@ubs.com
                                                        Emily McCormick
                                                        4622 Pennsylvania Ave,Kansas City,MO,64112

                                                      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.

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                                                      ElectionWatch 2024

                                                      24 questions for the '24 US election

                                                      Election day is fast approaching and the outcome could impact your portfolio. Connect with us for election insights and investment strategies that may be right for you.

                                                      The latest ElectionWatch report from our Chief Investment Office answers 24 of investors' frequently asked questions. Covering a range of concerns from taxes and inflation to investment considerations and monetary policy, this report can help inform your decisions regardless of the election's outcome.

                                                      Download the report

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