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

Meet the BRECHT-EN team

Jeffrey Brecht

Senior Vice President–Wealth Management

Financial Advisor
View bio
- AL
- AZ
- CA
- CO
- DC
- FL
- GA
- IA
- IL
- IN
- KS
- MD
- MI
- MN
- MT
- NE
- NJ
- NV
- NY
- OH
- 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

jeffrey.brecht@ubs.com

Jeffrey Brecht

6225 South Pinnacle Place,Sioux Falls,SD,57108
Shelly Ritchie

Registered Client Associate
View bio
- AL
- AZ
- CA
- CO
- FL
- IA
- IL
- IN
- MD
- MI
- MN
- MT
- NE
- NJ
- NY
- 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

shelly.ritchie@ubs.com

Shelly Ritchie

6225 South Pinnacle Place,Sioux Falls,SD,57108

Christine Coughlin

Digital Specialist

View bio

As the Digital Specialist for the Midwest Market, Christine is responsible for training and education on the Digital tools that help an Advisors business grow. Being a former Client Service Associate and Branch Technology Liaison, her experience with the platforms allows her to know the importance of technology being efficient on both the employee and client side.

After graduating from Augustana University in Sioux Falls, SD in 2017, she worked at McDowell Financial Group with a focus on Life Insurance, and then joined UBS in 2018.

In her spare time you can find her outdoors hiking, running, and adventuring with her husband Dillon, son Theo, and dog Murphy.
Tobin Johnson

NMLS #947868

Senior Wealth Management Banker, UBS Bank USA

View bio

Current role and areas of expertise

Tobin joined UBS Bank USA in 2017 and he is currently a Senior Wealth Management Banker covering offices in the Midwest Market.

Tobin has an extensive background in relationship banking. He is focused on providing Financial Advisors and their clients a variety of cash management resources along with banking solutions that may complement their overall wealth management objectives.

Professional history

Tobin began his career in financial services in 1994. Prior to joining UBS, he held a similar role at Merrill Lynch along with roles at Wells Fargo, Ameriprise and elsewhere.

Education and personal information

In Tobin’s role as a Senior Wealth Management Banker his NMLS # is 982743. He holds his Series 7 and 66 securities licenses and CFP®. He also holds a bachelor’s degree from Concordia College.

Outside of the office, Tobin enjoys spending time with his family as well as playing golf and pickleball.

Senior Wealth Management Bankers are employees of UBS Bank USA. UBS Bank USA is a subsidiary of UBS Group AG. UBS Bank USA, Member FDIC, NMLS No. 947868. Equal Housing Lender.

Jeffrey Brecht

Senior Vice President–Wealth Management

Financial Advisor
View bio
- AL
- AZ
- CA
- CO
- DC
- FL
- GA
- IA
- IL
- IN
- KS
- MD
- MI
- MN
- MT
- NE
- NJ
- NV
- NY
- OH
- 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

jeffrey.brecht@ubs.com

Jeffrey Brecht

6225 South Pinnacle Place,Sioux Falls,SD,57108
Shelly Ritchie

Registered Client Associate
View bio
- AL
- AZ
- CA
- CO
- FL
- IA
- IL
- IN
- MD
- MI
- MN
- MT
- NE
- NJ
- NY
- 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

shelly.ritchie@ubs.com

Shelly Ritchie

6225 South Pinnacle Place,Sioux Falls,SD,57108

Christine Coughlin

Digital Specialist

View bio

As the Digital Specialist for the Midwest Market, Christine is responsible for training and education on the Digital tools that help an Advisors business grow. Being a former Client Service Associate and Branch Technology Liaison, her experience with the platforms allows her to know the importance of technology being efficient on both the employee and client side.

After graduating from Augustana University in Sioux Falls, SD in 2017, she worked at McDowell Financial Group with a focus on Life Insurance, and then joined UBS in 2018.

In her spare time you can find her outdoors hiking, running, and adventuring with her husband Dillon, son Theo, and dog Murphy.
Tobin Johnson

NMLS #947868

Senior Wealth Management Banker, UBS Bank USA

View bio

Current role and areas of expertise

Tobin joined UBS Bank USA in 2017 and he is currently a Senior Wealth Management Banker covering offices in the Midwest Market.

Tobin has an extensive background in relationship banking. He is focused on providing Financial Advisors and their clients a variety of cash management resources along with banking solutions that may complement their overall wealth management objectives.

Professional history

Tobin began his career in financial services in 1994. Prior to joining UBS, he held a similar role at Merrill Lynch along with roles at Wells Fargo, Ameriprise and elsewhere.

Education and personal information

In Tobin’s role as a Senior Wealth Management Banker his NMLS # is 982743. He holds his Series 7 and 66 securities licenses and CFP®. He also holds a bachelor’s degree from Concordia College.

Outside of the office, Tobin enjoys spending time with his family as well as playing golf and pickleball.

Senior Wealth Management Bankers are employees of UBS Bank USA. UBS Bank USA is a subsidiary of UBS Group AG. UBS Bank USA, Member FDIC, NMLS No. 947868. Equal Housing Lender.

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.

From success to succession

Wealth transfer across generations

Turn possibilities into a plan

What’s really important to you—today and for the long term? UBS Wealth Way starts with questions and discussions that can help you organize your financial life into three key dimensions: Liquidity—to help provide cash flow for short-term expenses, Longevity—for longer-term needs and Legacy—for needs that go beyond your own.

^{UBS Wealth Way is an approach incorporating Liquidity. Longevity. Legacy. strategies that UBS Financial Services Inc. and our Financial Advisors can use to assist clients in exploring and pursuing their wealth management needs and goals over different time frames. This approach is not a promise or guarantee that wealth, or any financial results, can or will be achieved. All investments involve the risk of loss, including the risk of loss of the entire investment. Time frames may vary. Strategies are subject to individual client goals, objectives and suitability.}

A leader in wealth management

Backed by the strength of our parent company, UBS AG

for High Net-Worth clients

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

More than 160 years

offering financial advice

^$5.9+ trn

UBS Group invested assets
As of 06/30/2024

Family. Wealth. For Generations.

Invested for Generations

Meet the BRECHT-EN team

Jeffrey Brecht

Shelly Ritchie

Christine Coughlin

Tobin Johnson