Our insights. Your plan. Simplified.

Benefits from our collaborative approach

At The Capitol Group, we recognize that individuals and businesses, alike, need sophisticated solutions and trusted advice to succeed in today's complex economy. Our approach combines knowledge, experience and resources across both personal wealth management and institutional consulting services to deliver comprehensive financial guidance throughout all aspects of our clients' lives.

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Your primary source for financial advice

We are here to provide quality strategies customized to your needs. We concentrate on developing long-term relationships through a commitment to quality client service. You can rely on our personalized advice, first-class solutions, and extensive wealth management experience.

Leland Bishop

Senior Vice President–Wealth Management

Senior Institutional Consultant, UBS Institutional Consulting Program
View bio Industry recognition
- AL
- AR
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- HI
- IA
- ID
- IL
- IN
- KY
- LA
- MA
- MD
- ME
- MI
- MN
- MS
- MT
- NC
- NH
- NJ
- NM
- NV
- NY
- OH
- OK
- OR
- PA
- PR
- SC
- SD
- TN
- TX
- UT
- VA
- WA
- WI
- WV
- WY
Leland is a Partner with The Capitol Group. Leland joined UBS Financial Services, Inc. in August of 2002, as a Financial Advisor. Leland has over 20 years of experience building and nurturing relationships with non-profits, foundations, endowments, and retirement plans. Leland has extensive experience in developing investment policy statements, asset allocation modeling, investment manager due diligence, portfolio analysis, portfolio reporting, risk management, and portfolio construction. His institutional clients include pension plans, foundations, endowments and corporate benefit plans.

Leland is available for trustee education meetings and will work with you to identify strategies to achieve your organization's investment goals. We believe in taking an active role in helping to shape and execute an investment plan, and have a great deal of experience integrating our services with those provided by your other professional relationships.

Professional Experience
• Financial Advisor, UBS Financial Services, Inc., 2002-Present

Hometown
Duxbury, MA

Alma Mater Teams
Northwestern Wildcats, Vermont Catamounts & Georgetown Hoyas

Interests
• Time with family
• Skiing
• Cycling
• Tennis
• Golf
• Cooking on the grill
• Discovering new wines

Why I Do What I Do
"I am excited to be a part of a team of advisors committed to driving positive change for clients. We have a real opportunity to shape our business by creating better outcomes for retirees."

My Philosophy on Client Service
"There are no traffic jams along the extra mile." - Roger Staubach

What I Love About Liberty Capitol Group
“The people we work with. I have never worked with a group of people that are more committed to doing what’s best for clients and each other. I feel like we are a family at Liberty Capitol Group.”
- Barron's Top 100 Institutional Consultants, 2023The Barron's rating is awarded annually in April and is based on information from the prior year Q4.
- Forbes America’s Top Wealth Management Teams (Private Wealth & High-Net Worth), 2022The Forbes rating is compiled by Shook Research and awarded annually in November based on information from a 12 month period ending in March of the award year.
- Forbes Best-in-State Wealth Management Teams, 2023, 2024, 2025The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.
- PLANADVISER Top Retirement Plan Advisers, 2023, 2024, 2025The PLANADVISOR rating is awarded in Q1 based on information from Q1 of the award year.
- Northwestern University, B.S.G.S., Organizational Behavior
- Georgetown University, M.B.A., Concentration in Securities Analysis
- Yale School of Management, Certified Investment Management Analyst®
- National Association of Plan Advisors (NAPA), Certified Plan Fiduciary Advisor
- Senior Institutional Consultant, UBS Institutional Consulting Program
- Senior Retirement Plan Consultant
- Portfolio Manager
Custom portfolios

Asset allocation

Institutional consulting

Retirement Plan consulting

1700 M Street NW
5th Floor
Washington, D.C., DC 20036

leland.bishop@ubs.com

Leland Bishop

1700 M Street NW,Washington, D.C.,DC,20036
Leif Springer

Senior Vice President–Wealth Management

Financial Advisor
View bio Industry recognition
- AL
- AR
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- HI
- IA
- ID
- IL
- IN
- KY
- LA
- MA
- MD
- ME
- MI
- MN
- MT
- NC
- NH
- NJ
- NM
- NV
- NY
- OH
- OK
- OR
- PA
- PR
- SC
- SD
- TN
- TX
- UT
- VA
- WA
- WI
- WV
- WY
- Forbes America’s Top Wealth Management Teams (Private Wealth & High-Net Worth), 2022The Forbes rating is compiled by Shook Research and awarded annually in November based on information from a 12 month period ending in March of the award year.
- Forbes Best-in-State Wealth Management Teams, 2023, 2024, 2025The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.
- PLANADVISER Top Retirement Plan Advisers, 2023, 2024, 2025The PLANADVISOR rating is awarded in Q1 based on information from Q1 of the award year.
1700 M Street NW
5th Floor
Washington, D.C., DC 20036

leif.springer@ubs.com

Leif Springer

1700 M Street NW,Washington, D.C.,DC,20036
Brock Van Selow

Senior Vice President–Wealth Management

Financial Advisor
View bio Industry recognition
- AL
- AR
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- HI
- IA
- ID
- IL
- IN
- KY
- LA
- MA
- MD
- ME
- MI
- MN
- MS
- MT
- NC
- NH
- NJ
- NM
- NV
- NY
- OH
- OK
- OR
- PA
- PR
- SC
- SD
- TN
- TX
- UT
- VA
- WA
- WI
- WV
- WY
Brock is a Partner with The Capitol Group. He joined UBS in 2016 as part of the UBS Wealth Planning Team which focused on High and Ultra-High net worth financial planning for individuals and families. Brock joined TCG in 2018 and works primarily with our private clients to organize, grow and protect their wealth. He specializes in retirement income and cash flow analysis, estate and multigenerational planning, insurance and charitable giving strategies. Additionally, Brock provides education services to our retirement plan clients through seminars and one-on-one meetings with participants.

Brock began his career in financial services at Edward D. Jones & Co., L.P., in 2012, where he worked as a Financial Advisor and Equity Sales Associate. He brings more than a decade of experience in relationship management, financial planning and portfolio construction to the team. Brock is a native of Tidewater, Virginia and currently resides in with his wife and daughter in Washington, DC.

Professional Experience
• Financial Advisor - UBS Financial Services, Inc., 2018 - Present
• Wealth Planning Associate - UBS Financial Services, Inc., 2016-2018
• Equity Sales Associate - Edward D. Jones & Co., L.P., 2015-2016
• Client Associate - Edward D. Jones & Co., L.P., 2013-2015
• Financial Advisor - Edward D. Jones & Co., L.P., 2012-2013

Hometown
Smithfield, VA

Interests
• Notre Dame Football
• Golf
• Learning about wine
• Spending time in Virginia Beach with my family

My Philosophy on Client Service
"I follow three rules: do the right thing, do the best you can, and always show people you care."
-Lou Holtz

What I Love About Liberty Capitol Group
"Liberty Capitol Group is a multigenerational financial services team. We draw upon each other's experience and expertise to deliver a truly customized client experience"
- Forbes America’s Top Wealth Management Teams (Private Wealth & High-Net Worth), 2022The Forbes rating is compiled by Shook Research and awarded annually in November based on information from a 12 month period ending in March of the award year.
- Forbes Best-in-State Wealth Management Teams, 2023, 2024, 2025The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.
- Forbes Top Next-Gen (Generation) Wealth Advisors Best-in-State, 2025The Forbes rating is compiled by Shook Research and awarded annually in August based on information from a 12 month period ending in March of the award year.
- Hampden-Syndey College, B.A., History
- College For Financial Planning, Accredited Wealth Management Advisor
951 East Byrd St.
Riverfront Plaza East, Suite 520
Richmond, VA 23219

brock.vanselow@ubs.com

Brock Van Selow

951 East Byrd St.,Richmond,VA,23219
Michael Whatley

Investment Associate

Chartered Retirement Plans Specialist℠
View bio
- AZ
- CA
- CT
- DC
- DE
- FL
- GA
- MD
- MT
- NC
- NJ
- NY
- PA
- PR
- TX
- UT
- VA
- VI
Mike Whatley joined UBS Financial Services Inc. in 2008. Prior to joining UBS, Mike worked as client service associate for high net worth clients in the private banking channel. Mike is an integral part of the UBS Institutional Consulting team. Mike assists our institutional clients with various operational day-to-day activities and quarterly deliverables. Mike is responsible for serving as an intermediary between client administrative assistants between partners and The Capitol Group to ensure set deadlines are met, efficient processes are established and operational task items are completed on a timely basis.

Professional Experience
• Senior Client Service Associate & Operations Manager, UBS Financial Services, Inc., 2008-Present
• 18 years experience in financial services industry

Education & Certification
• Bachelors of Business Administration Degree from Mars Hill College
• Concentration in Banking & Finance
• Chartered Retirement Plans Specialist^SM
• FINRA registered with Series 6, 7, and 66

Hometown
Port Charlotte, FL

Alma Mater Team
Mars Hill College Lions

Favorite Philanthropy
Madison House Senior Apartments

Interests
• Soccer
• Hiking
• Being active in my church
• Spending time with my family

Why I Do What I Do
"I enjoy working with clients to help them achieve their financial goals."

My Philosophy on Client Service
"Get it right the first time."

What I Love About Liberty Capitol Group
"The members of the Capitol Group are dedicated to doing what is in the client's best interest."
- Chartered Retirement Plans Specialist℠
1700 M Street NW
5th Floor
Washington, D.C., DC 20036

mike.whatley@ubs.com

Michael Whatley

1700 M Street NW,Washington, D.C.,DC,20036
Valerie Mayer Lopez

Team Administrator
View bio
- AZ
- CA
- CT
- DC
- DE
- FL
- GA
- MD
- MT
- NC
- NH
- NJ
- NY
- PA
- PR
- UT
- VA
- VI
1700 M Street NW
5th Floor
Washington, D.C., DC 20036

valerie.mayerlopez@ubs.com

Valerie Mayer Lopez

1700 M Street NW,Washington, D.C.,DC,20036

Leland Bishop

Senior Vice President–Wealth Management

Senior Institutional Consultant, UBS Institutional Consulting Program
View bio Industry recognition
- AL
- AR
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- HI
- IA
- ID
- IL
- IN
- KY
- LA
- MA
- MD
- ME
- MI
- MN
- MS
- MT
- NC
- NH
- NJ
- NM
- NV
- NY
- OH
- OK
- OR
- PA
- PR
- SC
- SD
- TN
- TX
- UT
- VA
- WA
- WI
- WV
- WY
Leland is a Partner with The Capitol Group. Leland joined UBS Financial Services, Inc. in August of 2002, as a Financial Advisor. Leland has over 20 years of experience building and nurturing relationships with non-profits, foundations, endowments, and retirement plans. Leland has extensive experience in developing investment policy statements, asset allocation modeling, investment manager due diligence, portfolio analysis, portfolio reporting, risk management, and portfolio construction. His institutional clients include pension plans, foundations, endowments and corporate benefit plans.

Leland is available for trustee education meetings and will work with you to identify strategies to achieve your organization's investment goals. We believe in taking an active role in helping to shape and execute an investment plan, and have a great deal of experience integrating our services with those provided by your other professional relationships.

Professional Experience
• Financial Advisor, UBS Financial Services, Inc., 2002-Present

Hometown
Duxbury, MA

Alma Mater Teams
Northwestern Wildcats, Vermont Catamounts & Georgetown Hoyas

Interests
• Time with family
• Skiing
• Cycling
• Tennis
• Golf
• Cooking on the grill
• Discovering new wines

Why I Do What I Do
"I am excited to be a part of a team of advisors committed to driving positive change for clients. We have a real opportunity to shape our business by creating better outcomes for retirees."

My Philosophy on Client Service
"There are no traffic jams along the extra mile." - Roger Staubach

What I Love About Liberty Capitol Group
“The people we work with. I have never worked with a group of people that are more committed to doing what’s best for clients and each other. I feel like we are a family at Liberty Capitol Group.”
- Barron's Top 100 Institutional Consultants, 2023The Barron's rating is awarded annually in April and is based on information from the prior year Q4.
- Forbes America’s Top Wealth Management Teams (Private Wealth & High-Net Worth), 2022The Forbes rating is compiled by Shook Research and awarded annually in November based on information from a 12 month period ending in March of the award year.
- Forbes Best-in-State Wealth Management Teams, 2023, 2024, 2025The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.
- PLANADVISER Top Retirement Plan Advisers, 2023, 2024, 2025The PLANADVISOR rating is awarded in Q1 based on information from Q1 of the award year.
- Northwestern University, B.S.G.S., Organizational Behavior
- Georgetown University, M.B.A., Concentration in Securities Analysis
- Yale School of Management, Certified Investment Management Analyst®
- National Association of Plan Advisors (NAPA), Certified Plan Fiduciary Advisor
- Senior Institutional Consultant, UBS Institutional Consulting Program
- Senior Retirement Plan Consultant
- Portfolio Manager
Custom portfolios

Asset allocation

Institutional consulting

Retirement Plan consulting

1700 M Street NW
5th Floor
Washington, D.C., DC 20036

leland.bishop@ubs.com

Leland Bishop

1700 M Street NW,Washington, D.C.,DC,20036
Leif Springer

Senior Vice President–Wealth Management

Financial Advisor
View bio Industry recognition
- AL
- AR
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- HI
- IA
- ID
- IL
- IN
- KY
- LA
- MA
- MD
- ME
- MI
- MN
- MT
- NC
- NH
- NJ
- NM
- NV
- NY
- OH
- OK
- OR
- PA
- PR
- SC
- SD
- TN
- TX
- UT
- VA
- WA
- WI
- WV
- WY
- Forbes America’s Top Wealth Management Teams (Private Wealth & High-Net Worth), 2022The Forbes rating is compiled by Shook Research and awarded annually in November based on information from a 12 month period ending in March of the award year.
- Forbes Best-in-State Wealth Management Teams, 2023, 2024, 2025The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.
- PLANADVISER Top Retirement Plan Advisers, 2023, 2024, 2025The PLANADVISOR rating is awarded in Q1 based on information from Q1 of the award year.
1700 M Street NW
5th Floor
Washington, D.C., DC 20036

leif.springer@ubs.com

Leif Springer

1700 M Street NW,Washington, D.C.,DC,20036
Brock Van Selow

Senior Vice President–Wealth Management

Financial Advisor
View bio Industry recognition
- AL
- AR
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- HI
- IA
- ID
- IL
- IN
- KY
- LA
- MA
- MD
- ME
- MI
- MN
- MS
- MT
- NC
- NH
- NJ
- NM
- NV
- NY
- OH
- OK
- OR
- PA
- PR
- SC
- SD
- TN
- TX
- UT
- VA
- WA
- WI
- WV
- WY
Brock is a Partner with The Capitol Group. He joined UBS in 2016 as part of the UBS Wealth Planning Team which focused on High and Ultra-High net worth financial planning for individuals and families. Brock joined TCG in 2018 and works primarily with our private clients to organize, grow and protect their wealth. He specializes in retirement income and cash flow analysis, estate and multigenerational planning, insurance and charitable giving strategies. Additionally, Brock provides education services to our retirement plan clients through seminars and one-on-one meetings with participants.

Brock began his career in financial services at Edward D. Jones & Co., L.P., in 2012, where he worked as a Financial Advisor and Equity Sales Associate. He brings more than a decade of experience in relationship management, financial planning and portfolio construction to the team. Brock is a native of Tidewater, Virginia and currently resides in with his wife and daughter in Washington, DC.

Professional Experience
• Financial Advisor - UBS Financial Services, Inc., 2018 - Present
• Wealth Planning Associate - UBS Financial Services, Inc., 2016-2018
• Equity Sales Associate - Edward D. Jones & Co., L.P., 2015-2016
• Client Associate - Edward D. Jones & Co., L.P., 2013-2015
• Financial Advisor - Edward D. Jones & Co., L.P., 2012-2013

Hometown
Smithfield, VA

Interests
• Notre Dame Football
• Golf
• Learning about wine
• Spending time in Virginia Beach with my family

My Philosophy on Client Service
"I follow three rules: do the right thing, do the best you can, and always show people you care."
-Lou Holtz

What I Love About Liberty Capitol Group
"Liberty Capitol Group is a multigenerational financial services team. We draw upon each other's experience and expertise to deliver a truly customized client experience"
- Forbes America’s Top Wealth Management Teams (Private Wealth & High-Net Worth), 2022The Forbes rating is compiled by Shook Research and awarded annually in November based on information from a 12 month period ending in March of the award year.
- Forbes Best-in-State Wealth Management Teams, 2023, 2024, 2025The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.
- Forbes Top Next-Gen (Generation) Wealth Advisors Best-in-State, 2025The Forbes rating is compiled by Shook Research and awarded annually in August based on information from a 12 month period ending in March of the award year.
- Hampden-Syndey College, B.A., History
- College For Financial Planning, Accredited Wealth Management Advisor
951 East Byrd St.
Riverfront Plaza East, Suite 520
Richmond, VA 23219

brock.vanselow@ubs.com

Brock Van Selow

951 East Byrd St.,Richmond,VA,23219
Michael Whatley

Investment Associate

Chartered Retirement Plans Specialist℠
View bio
- AZ
- CA
- CT
- DC
- DE
- FL
- GA
- MD
- MT
- NC
- NJ
- NY
- PA
- PR
- TX
- UT
- VA
- VI
Mike Whatley joined UBS Financial Services Inc. in 2008. Prior to joining UBS, Mike worked as client service associate for high net worth clients in the private banking channel. Mike is an integral part of the UBS Institutional Consulting team. Mike assists our institutional clients with various operational day-to-day activities and quarterly deliverables. Mike is responsible for serving as an intermediary between client administrative assistants between partners and The Capitol Group to ensure set deadlines are met, efficient processes are established and operational task items are completed on a timely basis.

Professional Experience
• Senior Client Service Associate & Operations Manager, UBS Financial Services, Inc., 2008-Present
• 18 years experience in financial services industry

Education & Certification
• Bachelors of Business Administration Degree from Mars Hill College
• Concentration in Banking & Finance
• Chartered Retirement Plans Specialist^SM
• FINRA registered with Series 6, 7, and 66

Hometown
Port Charlotte, FL

Alma Mater Team
Mars Hill College Lions

Favorite Philanthropy
Madison House Senior Apartments

Interests
• Soccer
• Hiking
• Being active in my church
• Spending time with my family

Why I Do What I Do
"I enjoy working with clients to help them achieve their financial goals."

My Philosophy on Client Service
"Get it right the first time."

What I Love About Liberty Capitol Group
"The members of the Capitol Group are dedicated to doing what is in the client's best interest."
- Chartered Retirement Plans Specialist℠
1700 M Street NW
5th Floor
Washington, D.C., DC 20036

mike.whatley@ubs.com

Michael Whatley

1700 M Street NW,Washington, D.C.,DC,20036
Valerie Mayer Lopez

Team Administrator
View bio
- AZ
- CA
- CT
- DC
- DE
- FL
- GA
- MD
- MT
- NC
- NH
- NJ
- NY
- PA
- PR
- UT
- VA
- VI
1700 M Street NW
5th Floor
Washington, D.C., DC 20036

valerie.mayerlopez@ubs.com

Valerie Mayer Lopez

1700 M Street NW,Washington, D.C.,DC,20036

The proof is in our numbers

3 Billion

Assets under management

Years in business as a team

Investment professionals on the team

"It's very important for both the client and the team to have an honest and open communication about risk, return and spending policies...if those are not in sync, then something has to change."

-Sandy Cunningham, Team Founder

This UBS Team Takes A High-Touch, Pro-Dividend App

Connecting you to the deep resources of UBS

By seeing the big picture, we provide access to the global platforms and the financial and intellectual strengths of UBS’s experts in Wealth Management, Asset Management and our Private and Investment Banks.

Wealth Management

Institutional Consulting

UBS Year Ahead 2025

Roaring 20s: The next stage

Our Chief Investment Office (CIO) looks to what awaits investors in the next half of the decade with the 2025 edition of Year Ahead.

A dramatic change in US politics, Chinese economic stimulus, ongoing geopolitical developments and falling interest rates are all at play. How should you prepare your portfolio? Let’s talk about how you can move confidently forward in the new year and beyond.

Read the report

A leader in wealth management

Backed by the strength of our parent company, UBS AG

^$6 trn

UBS Group invested assets
As of 12/31/2024

More than 160 years

offering financial advice

Financial strength

Driving confidence.
A- Standard & Poor’s
A Fitch
A3 Moody’s

UBS AG, long-term senior secured debt rating. As of 03/31/2024

Our insights. Your plan. Simplified.

Your primary source for financial advice

Leland Bishop

Leif Springer

Brock Van Selow

Michael Whatley

Valerie Mayer Lopez