Your goals. Our comprehensive plan.

JMR Partners - Team Photo

With the complexity of today's markets and uncertainty about tomorrow's economy, good financial advice is more important than ever. As a team of dedicated Financial Advisors, we're committed to helping you organize your finances around your short term needs, your longer-term goals and what you envision for generations to come. Our knowledgeable perspective, good judgement and broad experience can help you meet your challenges and seize opportunities.

Oculus NYC

Pursuing your goals together

Our mission is to provide quality strategies customized to your needs. Our goal is to be your primary source of financial advice. To this end, we concentrate our efforts on developing long-term relationships through a commitment to quality client service.

  • Jane McMillan - Profile Photo

    Jane McMillan, CFP, CIMA

    Senior Vice President–Wealth Management

    Financial Advisor

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    • AZ
    • CA
    • CO
    • DC
    • DE
    • FL
    • GA
    • IL
    • KS
    • LA
    • MD
    • MI
    • MN
    • MO
    • MT
    • NC
    • NE
    • NM
    • NY
    • OH
    • OK
    • OR
    • PA
    • SD
    • TN
    • TX
    • UT
    • VA
    • WA
    • WI
    • WV
    • WY

    Jane McMillan has been a Financial Advisor since 1987 and is a Senior Vice President of Wealth Management. Jane holds both the Certified Financial Planner ™ (CFP®) and Certified Investment Management Analyst® (CIMA®) designations.  Jane coordinates all aspects of a client's experience with the firm and strongly advocates a comprehensive financial plan as a foundation to assist clients in attaining their short-term and long-term goals.

    Jane received her BS in Biology from Simmons College in Boston and her MS and Ph.D degrees in Immunology from Purdue University. Prior to becoming a Financial Advisor, she was a Cancer Research Scientist with a specialty in Melanoma.  Jane's analytical skills and humanitarian approach are uniquely suited to the development of investment plans that are tailored to each client's goals.

    Jane and her husband, Michael, also a member of the Team, have been married since 1983. They have three grown children:  David, Rebecca and Daniel.  Jane is active in the community and charitable organizations.  She enjoys reading, entertaining friends and family, and exploring Colorado.

      • Simmons College in Boston, BS in Biology
      • Purdue University, MS, Immunology
      • Purdue University, Ph.D, Immunology
      • CERTIFIED FINANCIAL PLANNER™
      • Certified Investment Management Analyst®
      • Wealth Advisor
      4600 South Ulster Street
      Suite 700
      Denver, CO 80237
    • Mark A. Ruccolo - Profile Photo

      Mark Ruccolo

      Senior Vice President–Wealth Management

      Financial Advisor

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      • AZ
      • CA
      • CO
      • DC
      • DE
      • FL
      • GA
      • IL
      • KS
      • LA
      • MD
      • MI
      • MN
      • MO
      • MT
      • NC
      • NE
      • NM
      • NY
      • OH
      • OK
      • OR
      • PA
      • SD
      • TN
      • TX
      • UT
      • VA
      • WA
      • WI
      • WV
      • WY

      Mark Ruccolo has been with UBS since 1995 and is a Vice President of Wealth Management. He began his career as a Financial Advisor with American Express in 1992. Mark holds the respected CERTIFIED FINANCIAL PLANNER™ (CFP®) designation. He obtained his (CFP®) through a rigorous program of study and training. In addition, Mark holds Series 7, 31, 63, and 65 securities licenses and is licensed in life and health insurance.

      Mark offers a wide array of wealth management services, including financial planning, retirement planning, estate planning and investment planning strategies. Ultimately, the value he brings to his clients is a combination of trust, expertise and understanding of their needs. With all that, Mark helps his clients achieve their financial goals and provides them with peace of mind.

      From 1986 to 1992, Mark served in the United States Navy. He is active in a number of community organizations. Mark also volunteers for American Corporate Partners as a mentor for honorably discharged Military Personel entering the workforce. Mark enjoys snowboarding, camping, cooking, and photography. Mark and his wife Andrea have been married since 1991and have two sons, Sebastian and Theodore. They reside in Highlands Ranch, Colorado.

          • CERTIFIED FINANCIAL PLANNER™
          • Portfolio Manager
          4600 South Ulster Street
          Suite 700
          Denver, CO 80237
        • Shelly Krantz - Profile Photo

          Shelly Krantz

          Senior Client Associate

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            Shelly Krantz has extensive experience in financial services, entering the banking industry in 1979 and joining UBS Financial Services Wealth Management in 2006. As a Senior Client Service Associate (CSA), she is invloved in all aspects of new client orientation and client service support. In addition, Shelly is a CSA coach and mentors other CSAs at UBS.

            Shelly is an avid reader and crafter. She especially enjoys making jewelry. On Sunday afternoons, she can often be found creating new gourmet recipes for her family and friends. She has been married to her husband, Michael, since 1980. they have two sons  Ian (29) and Paul (25).

                  4600 South Ulster Street
                  Suite 700
                  Denver, CO 80237

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                Modern Retirement Monthly

                A shift in the current

                Authorities recently announced important provisions that could affect your decisions as you plan for retirement. With significant changes to Social Security and Medicare, plus the retirement reform coming from the SECURE 2.0 Act, now is a good time to consult with your plan provider, financial advisor and tax advisor about possibly adjusting your retirement strategy.

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