Family. Wealth. For generations

Three generations in the front yard

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.

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Your primary source for financial advice

We are here to provide quality strategies customized to your needs. We concentrate on developing long-term relationships through a commitment to quality client service. You can rely on our personalized advice, first-class solutions, and extensive wealth management experience.

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    Jeffrey Brecht

    Senior Vice President–Wealth Management

    Financial Advisor

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    • AK
    • AZ
    • CA
    • CO
    • CT
    • DC
    • DE
    • FL
    • GA
    • IA
    • ID
    • IL
    • IN
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    Jeffrey Brecht joined UBS as a Financial Advisor in 2022. He provides a boutique experience with professional knowledge in multigenerational family wealth management, retirement benefits consulting, and personalized wealth management strategies. Through attention to detail, thoughtful listening, and a client centered approach, Jeffrey strives to provide world class advice and guidance around what matters most – you and your family.

    Jeffrey is a qualified Portfolio Manager who, in addition to providing traditional advice and guidance, can help clients pursue their objectives by building and managing his own personalized or defined strategies, which may incorporate individual stocks and bonds, UBS model portfolios, and third-party investment strategies. 

    Jeffrey received a B.A. in Psychology from Luther College (Decorah, IA). He is active in his community serving as Chairman of the ”Solving Addiction on the Green” golf event for the benefit of Face it Together. He is also a board member at Face it Together.

    Jeffrey holds the Series 7, Series 66 FINRA registrations, and Life, Annuity and Health Insurance licenses.

      • Luther College
        6225 South Pinnacle Place
        Suite 201
        Sioux Falls, SD 57108
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        Shelly Ritchie

        Client Associate

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

        Shelly Ritchie recently joined UBS in 2022, and had been with Merrill Lynch since 1999. With over 30 years of industry experience, she provides first-class service to clients by handling daily needs including client account service and maintenance. She attended Northwestern College and Worthington Community College and has her A.A. in Liberal Arts and A.A.S. in Human Services. In her free time Shelly enjoys traveling and spending time with her grandson. Shelly holds the Series 7, Series 65 FINRA registrations.

              6225 South Pinnacle Place
              Suite 201
              Sioux Falls, SD 57108
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              Eric Looby

              Client Associate

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                      6225 South Pinnacle Place
                      Suite 201
                      Sioux Falls, SD 57108

                    The Year Ahead - Sustainable Investing

                    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