How can you pursue what matters most?

Joe Lembeck has provided wealth management services to high net-worth individuals since 1990.  Joe joined UBS Financial in 2020 after spending 18 years at Merrill Lynch.  Joe focuses on forming quality relationships with high net-worth clients.   Joe has a unique ability to get to know his clients, educate them and most importantly develop strategic plans to ensure their financial well-being for the long term. Joe is committed to identifying the specific financial goals of each investor and combine that with outstanding personal service he provides which results in cultivating long-term quality relationships. These characteristics have put Joe at the top of his league in providing financial planning services and portfolio management for both individuals, families and small businesses.

Joe’s competitive nature has served him well in all areas of his life and career. In the financial service industry his hard work and talent quickly became apparent. In 1996, he joined First Union Securities where he held the position of Managing Director. After departing First Union Securities, Joe joined Merrill Lynch where he quickly exceled and became a Senior Vice President before leaving after 18 years to join UBS Financial as a Senior Vice President- Wealth Management.

Joe lives in Lakewood close to his 3 children and 5 grandchildren and enjoys spending time outdoors and golfing and biking in both Colorado and Arizona.

Matt Johnson started his financial career after retiring from professional baseball with the Toronto Blue Jays. As an athlete and a student, Matt achieved numerous honors both on and off the field. His success in sports and his passion for financial strategy and management led him to seek out a way to help benefit others. In 1996, he joined First Union Securities where he developed a unique specialization-working with those in professional sports. Matt then spent 17 years at Merrill Lynch before joining UBS Financial Services in 2020 , growing his business beyond the sports world. Matt maintains his initial, significant, and notable Major League Baseball and National Football League athletes that started with him, while continuing to grow into other sports, including the NFL and PGA.

The cornerstone of Matt’s practice is providing investment and financial planning strategies built around the unique financial goals and dreams of each client. Matt creates lasting relationships by taking time to educate, finding solutions to reach specific goals, and takes time to listen to what is important to you and your family.

Matt attended the University of Iowa.  He lives in Lakewood, Colorado with his 3 daughters. He also enjoys skiing, golfing, attending sporting events, and enjoying the great outdoors.

• AZ
• CA
• CO
• CT
• FL
• IA
• ID
• IL
• KS
• ME
• MI
• MN
• MO
• NC
• ND
• NV
• NY
• OR
• PA
• TN
• TX
• VA
• WA
• WY

Leigh is a Senior Registered Client Service Associate with the J&L team.  Leigh brings years of experience and vast knowledge to her role.  She is well versed in the distinctive needs of sophisticated clients assisting them with a wide range of administrative and operational needs.  From the onset of a new relationship, Leigh is skilled in relationship building, issue resolution and timely follow through with client inquires.  Leigh is fully registered and able to help with trading transactions.  Leigh has worked in the financial services industry since 1998.  Her previous firms include Franklin Templeton and Merrill Lynch. 

Leigh is a graduate of Florida State University.  She currently resides in Highlands Ranch with her husband and 2 children.