Experience

Makes all the difference

The Jefferies/Bret Wealth Management Group based in Kansas City, Missouri, is a team of 13 professionals that provide investment advisory and wealth management services to retirement plans, private clients, corporations, and institutions. Operating under the umbrella of UBS Financial Services Inc., the team has focused on retirement plans since 1979. In today’s environment of market uncertainties and increasing fiduciary risk, the Jefferies/Bret Wealth Management Group is positioned to advise clients face-to-face at a local level, and have access to the global resources and research of one of the world’s leading financial firms.
 

Michael Jefferies, CFP

Managing Director–Investments

Financial Advisor

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.

Registered States:
  • AL
  • AR
  • AZ
  • CA
  • CO
  • CT
  • DC
  • DE
  • FL
  • GA
  • 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
  • SC
  • SD
  • TN
  • TX
  • UT
  • VA
  • VI
  • VT
  • WA
  • WI
  • WY

Recognized as an industry leader:

  • 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.

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

Education

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

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Matthew Bret, CFA

Managing Director–Wealth Management

Financial Advisor

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.

Registered States:
  • 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
  • SC
  • SD
  • TN
  • TX
  • UT
  • VA
  • VI
  • VT
  • WA
  • WI
  • WY

Education

  • University of Missouri, B.S. in Finance

Credentials

  • Senior Portfolio Manager
4622 Pennsylvania Ave
8th Floor
Kansas City, MO 64112

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Michael Benson, CRPS

Investment Associate

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.

Registered States:
  • AZ
  • CA
  • CO
  • FL
  • HI
  • IA
  • KS
  • MO
  • NE
  • NJ
  • NY
  • PA
  • TX
  • UT
  • WA

Education

  • Iowa State University, B.B.A. in Finance
4622 Pennsylvania Ave
8th Floor
Kansas City, MO 64112

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Kelley Edwards, CRPS

Investment Associate

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.

Registered States:
  • CA
  • GA
  • KS
  • MO
  • NE
  • NJ

Education

  • Truman State University, B.S. in Economics
4622 Pennsylvania Ave
8th Floor
Kansas City, MO 64112

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Tyler Lorigan, CFA, CFP

Senior Wealth Strategy Associate

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.

Registered States:
  • 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

Education

  • University of Missouri, B.S. in Finance
4622 Pennsylvania Ave
8th Floor
Kansas City, MO 64112

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Michael Brown, CRPC

Assistant Vice President

Investment Associate

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.

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

Education

  • San Diego State University, Finance
4622 Pennsylvania Ave
8th Floor
Kansas City, MO 64112

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Natalie Lambrecht, CRPS

Authorized Officer

Senior Wealth Strategy Associate

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.

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

Education

  • University of Kansas , B.S. in Business
  • Rockhurst University, M.B.A.
4622 Pennsylvania Ave
8th Floor
Kansas City, MO 64112

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Jessica Hayes

Associate Director

Senior Wealth Strategy Associate

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.

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

Education

  • Missouri State University
4622 Pennsylvania Ave
8th Floor
Kansas City, MO 64112

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Michele Deroin

Senior Client Associate

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.

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

Education

  • Kansas University, B.S. in Journalism
4622 Pennsylvania Ave
8th Floor
Kansas City, MO 64112

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Angela Woodruff

Client Associate

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.
 

Education

  • Baker University , B.B.A.
4622 Pennsylvania Ave
8th Floor
Kansas City, MO 64112

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Barbara Robinson

Client Associate

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.

Education

  • University of Missouri, Kansas City
4622 Pennsylvania Ave
8th Floor
Kansas City, MO 64112

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Emily Gibbs

Client Associate

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.

Education

  • University of Missouri, B.B.A. in Finance
4622 Pennsylvania Ave
8th Floor
Kansas City, MO 64112

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