Experience

Matt has been with UBS since 1998, building a distinguished career rooted in finance with a team-oriented approach to serving clients.  He is a Chartered Financial Analyst (CFA®) and earned a B.S. in finance from the University of Missouri.  He enjoys spending free time with family, friends, being active, always learning.  His expertise and dedication have earned him national recognition, including being named one of Barron's top 1200 Financial Advisors for 2024 and ranked as the number one advisor in Missouri. 

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.

Mike has been in the financial services industry since 1991 and joined UBS in 2007. He holds Series 7 and 63 securities licenses. Michael specializes in retirement planning and excels in working with qualified plans and securing new business.  He is highly skilled at assisting individual clients with investment planning and developing comprehensive financial strategies. Michael has a B.B.A. in finance from Iowa State University. He has two daughters and is a resident of Overland Park, KS where he stays active by road biking and spending quality park time with his dog, Cy. 

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.

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.   Specializing in creating comprehensive financial plans for high-net-worth individuals, Tyler also works on financial analytics, conducts investment manager due diligence, and focuses on the team's retirement services and education. His genuine care for his client's financial well-being helps them feel more confident in their investment decisions. He is a graduate of the University of Missouri with a B.S. in finance. Tyler and his wife, Krystle, live in Shawnee, KS with their very active children, who often call him, "Coach", on the weekends. 

Natalie joined UBS in 1999, with well over two decades of industry experience, she has focused on delivering comprehensive financial planning and exceptional service. She is dedicated to helping clients achieve their financial goals while maintaining a personalized approach to advice. Natalie's willingness to help others, both clients and colleagues, underscores her commitment to building strong, supportive relationships in every aspect of her work.  Natalie received a B.S. in business from the University of Kansas and an M.B.A. from Rockhurst University and holds her Series 7, 63, and 65 security licenses.  She and her husband live in Prairie Village, KS where you will often find them cheering for their two boys on the sidelines of the soccer field.

Jessica joined UBS in 2006 after beginning her career at a local mutual fund company. Prior to joining the team, she gained experience within UBS as both an Operations Manager and Administrative Manager.  Jessica brings a wealth of expertise to her current role, where she assists retail clients.  She leads major work streams to solve complex client issues, making her an invaluable member of the team. Jessica graduated from Missouri State University and holds the Series 7, 9, 10 and 66 securities licenses.  Jessica and her husband, Matt, live in Lee’s Summit with their three children.

Michele's father, a stockbroker for over three decades, inspired her to embark on her career in financial services. Since joining the team at UBS in 1998, she specializes in administration and client services while also demonstrating a strong team-oriented approach. With her extensive experience at UBS and industry knowledge, Michele continues to build strong client relationships and provides exceptional service. 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.

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. He enjoys spending his free time with his fiancé, Elle.

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, holds her Series 7 security license, 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.

Barb has been with UBS since 1999, where her primary focus is delivering exceptional customer service. With extensive knowledge in qualified plans, she takes the time to understand her clients' needs, ensuring they feel valued. Barb is committed to connecting clients with one our advisors, facilitating a seamless transition to the support they require. Barb graduated from University of Missouri, Kansas City. She and her husband, Jim, have two daughters.

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 and holds her Series 7 security license.  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.