Family. Wealth. For Generations.

Invested for Generations

engage | enable | entrust | enjoy

engage - We engage you to learn what is most important in your life.

enable - Our engagement with you enables us to provide world class advice and guidance.

entrust - You entrust us with the financial well-being of you and your family.

enjoy - Through this process you are given the ability to enjoy life to the fullest.

Connect with us

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.

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 has 22 years of industry experience, and recently 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). Him and his family split their time between Sioux Falls and Western Michigan, and he is active in both communities with various organizations. Jeffrey’s wife Lauren is a Corporate Attorney for a publicly traded company. They enjoy their children Jeff, Ellie, Anna, Nate, and Sam along with dog Gus and travel the US to spend time together when possible.

Jeffrey holds the Series 7, Series 66 FINRA registrations, and Life, Annuity and Health Insurance licenses.
- Luther College
- Portfolio Manager
- Retirement Plan Consultant
Financial planning

Legacy planning

Retirement planning

Business succession

Custom portfolios

Retirement Plan consulting

Women investors

Business owners

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
- Occidental College: 2017 - 2022
6225 South Pinnacle Place
Suite 201
Sioux Falls, SD 57108

Megan Landon , AWMA®

Wealth Planning Associate

View bio

Megan Landon joined UBS as a Wealth Planning Associate out of the Sioux Falls, SD office in 2022. She covers any financial planning related requests for the Midwest Market, which includes 9 states and 22 offices. Before working for UBS, she was a broker for another firm for two years, where she obtained her FINRA Series 7, 63 and 66 registrations. She is currently working towards further accreditation.

Megan graduated from Michigan State University with a Bachelor’s degree in Journalism and minors in sports and Spanish. Currently back in her hometown, she enjoys being able to spend time with her family after being away for 5 years. She lives in downtown Sioux Falls with her dog Cash and she loves watching Michigan State sports, playing pickleball and running in her free time.

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 has 22 years of industry experience, and recently 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). Him and his family split their time between Sioux Falls and Western Michigan, and he is active in both communities with various organizations. Jeffrey’s wife Lauren is a Corporate Attorney for a publicly traded company. They enjoy their children Jeff, Ellie, Anna, Nate, and Sam along with dog Gus and travel the US to spend time together when possible.

Jeffrey holds the Series 7, Series 66 FINRA registrations, and Life, Annuity and Health Insurance licenses.
- Luther College
- Portfolio Manager
- Retirement Plan Consultant
Financial planning

Legacy planning

Retirement planning

Business succession

Custom portfolios

Retirement Plan consulting

Women investors

Business owners

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
- Occidental College: 2017 - 2022
6225 South Pinnacle Place
Suite 201
Sioux Falls, SD 57108

Megan Landon , AWMA®

Wealth Planning Associate

View bio

Megan Landon joined UBS as a Wealth Planning Associate out of the Sioux Falls, SD office in 2022. She covers any financial planning related requests for the Midwest Market, which includes 9 states and 22 offices. Before working for UBS, she was a broker for another firm for two years, where she obtained her FINRA Series 7, 63 and 66 registrations. She is currently working towards further accreditation.

Megan graduated from Michigan State University with a Bachelor’s degree in Journalism and minors in sports and Spanish. Currently back in her hometown, she enjoys being able to spend time with her family after being away for 5 years. She lives in downtown Sioux Falls with her dog Cash and she loves watching Michigan State sports, playing pickleball and running in her free time.

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.

Backed by the strength of UBS

A global leader in wealth management

for High Net-Worth clients

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

Serving Business Owners

Euromoney Private Banking and Wealth Management Survey, 2020

Serving the next generation

Euromoney Private Banking and Wealth Management Survey, 2020-2022

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Family. Wealth. For Generations.

Invested for Generations

Managing wealth is our craft

Jeffrey Brecht

Shelly Ritchie

Eric Looby

Megan Landon , AWMA®