Knowledge

Scott’s goal is to help you uncover, prioritize, and realize your key financial milestones through sound financial planning. He manages money for high net-worth families and individuals. His clients appreciate his comprehensive approach that includes wealth accumulation and management, generational planning, liability management, estate planning, tax optimization, and philanthropic strategies, into their investment advice to create a thoughtful overall financial plan. With prior experience in the insurance industry he is able to navigate through detailed insurance portfolios and leverage them to enhance your financial security.

Scott will strive to earn your loyalty through hard work, appropriate advice and a dedication to developing a long-term relationship.

Scott is both a Certified Financial Planner® (CFP) and a Chartered Retirement Planning Counselor® (CRPC). He is a graduate of Illinois State University with a B.S. in Business Administration. Scott is proud to be a long-time coach with the Miracle League of Las Vegas and enjoys his family time with his wife Mimi and son, Cole. He also enjoys mountain biking, spending time outdoors, and is a huge fan of Chicago sports.

The credentials that help build confidence

Certified Financial Planner™ (CFP®)
Chartered Retirement Planning Counselor (CRPC®)
UBS Directors Council

Jordan Grangard is a Wealth Advisor as well as the Assistant Market Head of the Desert Mountain Market at UBS Financial Services. As a Wealth Advisor, Jordan's aim is to provide the value-added services that help his clients develop a sustainable life plan to achieve the maximum value of their personal, business, and financial goals.

In his role as a manager, Jordan supports a team of 175 distinguished financial advisors located across 14 branches in 6 states, overseeing approximately $22 Billion in client assets and $215MM in revenue every year. Jordan will stop at nothing to ensure every finance professional and personal client he partners with obtains the specialized attention, guidance, and expertise they require and deserve to excel at driving sustainable growth for their business.

Raised in Jupiter, FL, Jordan attended Fordham University and graduated with his B.S. in Business Administration with a dual concentration in Finance and Marketing and a minor in Communications. Coming from a close-knit family with a history of volunteering and philanthropy and being a former collegiate athlete, Jordan commits his time as a coach and Board of Director's member for the Miracle League of Las Vegas. When not at work or on the ballfield, Jordan loves his family time with his wife, Jordan, and their newborn twin daughters, Addison and Ella.

The credentials that help build confidence

Series 7, 66, 9, 10 Licensed
Certified Exit Planning Advisor (CEPA®)
UBS Wealth Advisor
B.S. degree in Business Administration from Fordham University

Bridget Farrell is a Texas native who currently lives in Arizona. She played volleyball at the University of Alabama and professionally in Spain and Chile. She graduated cum laude with her B.A. in marketing.

Bridget has previously held business development and marketing leadership roles, most recently with BirdieBox, and has a passion for connecting with people to personalize and better every client experience. She is motivated by the team's success, and she is ecstatic about the opportunity to work with this team and their clients.

Bridget has a passion for traveling, fitness, and she most cherishes her time with her two sons, Kason and Kolby.

Ana moved to Las Vegas from San Antonio, Texas in July 2016, she brings 24 years of financial industry experience and knowledge. Ana’s years of experience provide clients the highest level of attentive and personal service. She enjoys working with clients and makes sure their needs are her first priority.  

Ana held a Series 7 (General Securities Representative) and 63 (State Securities Agent) licenses. She currently holds a Nevada Life and Health Insurance license. She is a supporter and participant of the Komen Race for the Cure and St. Jude’s Hospital.  

In her spare time Ana enjoys attending her son Austin school Marching and Jazz performances and exploring Jeep trails with her husband Brady.