Family. Wealth. For Generations.

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.

We're ready to listen.

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.

Jeffrey Brecht

Senior Vice President–Wealth Management

Financial Advisor
View bio
- AL
- AZ
- CA
- CO
- DC
- FL
- GA
- IA
- IL
- IN
- MD
- MI
- MN
- MT
- NE
- NJ
- NY
- OR
- PA
- SC
- SD
- TX
- VA
- WA
- WI
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
Shelly Ritchie

Client Associate
View bio
- AL
- AZ
- CA
- CO
- FL
- IA
- IL
- IN
- MD
- MI
- MN
- MT
- NE
- NJ
- NY
- OR
- PA
- SC
- SD
- TX
- VA
- WA
- WI
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
Eric Looby

Wealth Strategy Associate
View bio
- AL
- SD
Eric joined UBS in 2022 with Jeffrey Brecht's team. He gained valuable industry experience while interning for Jeffrey's team in 2019 and 2020. He holds FINRA Series 7 and 66 registrations, as well as SD Life, Health & Accident Insurance licenses. Currently, Eric is working toward further accreditation while providing excellent client service through relentless attention to detail and deliberate communication.

While attending Occidental College in Los Angeles, Eric earned his degree in economics. He competed in long jump and triple jump on the Track and Field team, serving as team captain from 2020-2022. Eric earned All-Conference honors in long jump, and received the 2019 Jim Harvey Outstanding Jumper Award.

Eric was born and raised in Sioux Falls, graduating from Lincoln HS in 2017. He enjoys weight training, golfing, bowling in the winter, and spending time with his family. As a current resident of Downtown Sioux Falls, Eric is eager to watch his native city continue to flourish.
6225 South Pinnacle Place
Suite 201
Sioux Falls, SD 57108

Jeffrey Brecht

Senior Vice President–Wealth Management

Financial Advisor
View bio
- AL
- AZ
- CA
- CO
- DC
- FL
- GA
- IA
- IL
- IN
- MD
- MI
- MN
- MT
- NE
- NJ
- NY
- OR
- PA
- SC
- SD
- TX
- VA
- WA
- WI
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
Shelly Ritchie

Client Associate
View bio
- AL
- AZ
- CA
- CO
- FL
- IA
- IL
- IN
- MD
- MI
- MN
- MT
- NE
- NJ
- NY
- OR
- PA
- SC
- SD
- TX
- VA
- WA
- WI
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
Eric Looby

Wealth Strategy Associate
View bio
- AL
- SD
Eric joined UBS in 2022 with Jeffrey Brecht's team. He gained valuable industry experience while interning for Jeffrey's team in 2019 and 2020. He holds FINRA Series 7 and 66 registrations, as well as SD Life, Health & Accident Insurance licenses. Currently, Eric is working toward further accreditation while providing excellent client service through relentless attention to detail and deliberate communication.

While attending Occidental College in Los Angeles, Eric earned his degree in economics. He competed in long jump and triple jump on the Track and Field team, serving as team captain from 2020-2022. Eric earned All-Conference honors in long jump, and received the 2019 Jim Harvey Outstanding Jumper Award.

Eric was born and raised in Sioux Falls, graduating from Lincoln HS in 2017. He enjoys weight training, golfing, bowling in the winter, and spending time with his family. As a current resident of Downtown Sioux Falls, Eric is eager to watch his native city continue to flourish.
6225 South Pinnacle Place
Suite 201
Sioux Falls, SD 57108

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.

Business transition and succession planning

Multigenerational families

Advice. Beyond investing.

For some of life's questions you're not alone. Together we can find an answer.

To make the right choices you need to ask the right questions. And because your life keeps changing, we keep on asking.

Advice that's all about you and what you need starts with a plan that we develop together. It’s part of a strategy for managing your wealth and pursuing your personal goals for every part of your life, at every stage of your life. It's what we call: Advice. Beyond investing.

Managing wealth is our craft

We’re committed to understanding what wealth means for you.

At UBS, excellence comes from nurturing the best of our heritage, mastering the details and delivering the expertise you need to turn your financial vision into a reality. The result? Financial advice that is finely crafted for what matters most to you.

Backed by the strength of UBS

A global leader in wealth management

Serving Business Owners

Euromoney Private Banking and Wealth Management Survey, 2020

for High Net-Worth clients

Euromoney Private Banking and Wealth Management Survey (peer review), 2015-2022

Serving the next generation

Euromoney Private Banking and Wealth Management Survey, 2020-2022

Insights

Start the conversation

Are you a UBS Client?

Leave this empty:

Family. Wealth. For Generations.

Your primary source for financial advice

Jeffrey Brecht

Shelly Ritchie

Eric Looby