Disciplined Wealth Management and Institutional Consulting

LCGIC

At Liberty 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.

Aerial buildings

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.

  • Sandra Cunningham

    Sandra Cunningham

    Senior Vice President–Investments

    Senior Institutional Consultant, UBS Institutional Consulting Program

    • image
    • image
    • image
    • AK
    • AL
    • 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
    • RI
    • SC
    • SD
    • TN
    • TX
    • UT
    • VA
    • VI
    • WA
    • WV
    • WY

    Sandy is a Senior Partner with Liberty Capitol Group. Sandy joined UBS Financial Services Inc. in 1998, following an initial career as a successful entrepreneur running her own business. Sandy founded The Capitol Group Institutional Consulting practice at UBS, where her business acumen and tireless work ethic have helped institutional clients achieve their goals for over 20 years. She provides consulting services to clients' retirement plans and reserve accounts, including plan design, investment policy assistance, fiduciary training, fees and services benchmarking, investment due diligence, plan governance support, and participant education to organizations of all types and sizes. Sandy serves as the co-chair of the UBS Retirement Plan Consulting Services Advisory Council, where she helps steer innovation to better serve clients and drive positive change in the retirement industry. Sandy also advises a select group of individual clients with their personal wealth.

    Professional Experience
    • Senior Vice-President - Investments, UBS Financial Services, Inc.: 1998-Present
    • Small Business Owner, 1978-1998

    Education, Certification & Recognition
    • Bachelor's Degree from University of North Carolina at Greensboro
    • CERTIFIED FINANCIAL PLANNER™ (CFP®), Georgetown University
    • Certified Investment Management Analyst® (CIMA®), The Wharton School

    Hometown
    Beacon Falls, Connecticut

    Alma Mater Team
    UNC Greensboro Spartans

    Favorite Philanthropy
    Zonta Club of Washington DC

    Interests
    • Tennis
    • Being active in my church
    • Spending time with family & friends at the beach in South Carolina

    Why I Do What I Do
    "It's wonderful to see our clients' tremendous growth over the years and getting to know new clients who trust us with their business."

    My Philosophy on Client Service
    "Our clients always come first."

    What I Love About Liberty Capitol Group
    "It's a family atmosphere where we work hard and celebrate our shared success with clients."

    • Barron's Top 1,200 Financial Advisors, 2015, 2018, 2019, 2020
      The Barron's rating is awarded annually in March and is based on information from the prior year Q3. 
    • Forbes America’s Top Women Wealth Advisors, 2020, 2021, 2022The Forbes rating is awarded annually between February and May and is based on information from September of the prior year to September of the award year. 
    • Forbes Best-in-State Wealth Advisors, 2019, 2020, 2021, 2022The Forbes rating is awarded annually in January or February and is based on information from June of the prior year to June of the award year. 
    • Forbes Best-in-State Women Wealth Advisors, 2020, 2021, 2022The Forbes rating is awarded annually between February and May and is based on information from September of the prior year to September of the award year.
    • NAPA Top Women Advisors, 2016, 2017, 2018, 2021, 2022The NAPA rating is awarded annually in September and is based on information from June to August of the award year.
    • PLANADVISER Top Retirement Plan Advisers, 2014The PLANADVISOR rating is based on information from January of the award year. 
    • PLANADVISER Top Retirement Plan Advisers, 2022The PLANADVISOR rating is based on information from January of the award year. 

      • Senior Institutional Consultant, UBS Institutional Consulting Program
      • Senior Retirement Plan Consultant
      • CERTIFIED FINANCIAL PLANNER™
      • Certified Investment Management Analyst®
      1501 K Street North West
      Suite 1100
      Washington, DC 20005
    • Leland Bishop

      Leland Bishop

      First Vice President–Wealth Management

      Institutional Consultant, UBS Institutional Consulting Program

      • image
      • image
      • image
      • AK
      • AL
      • 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
      • RI
      • SC
      • SD
      • TN
      • TX
      • UT
      • VA
      • WA
      • WV
      • WY

      Leland is a Partner with Liberty Capitol Group. Leland joined UBS Financial Services, Inc. in August of 2002, as a Financial Advisor. Leland has 16 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 investmentgoals. 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

      Education & Certification
      • B.S.G.S. in Organizational Behavior from Northwestern University
      • M.B.A. with a concentration in securities analysis from Georgetown University
      • Certified Investment Management Analyst® certification administered by Investment Management Consultants Association® and taught in conjunction with The Yale School of Management, Yale University.

      Hometown
      Duxbury, MA

      Alma Mater Teams
      Northwestern Wildcats, Vermont Catamounts & Georgetown Hoyas

      Favorite Philanthropy
      • St. Jude's Children's Research Hospital
      • Teach for America
      • Lift Me Up – Therapeutic Riding Program
      • Days End Farm - Horse Rescue

      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 groupof people that are more committed to doing what’s best forclients and each other. I feel like we are a family at Liberty Capitol Group.”

          • Institutional Consultant, UBS Institutional Consulting Program
          • Portfolio Manager
          • Senior Retirement Plan Consultant
          • Certified Investment Management Analyst®
          Custom portfolios
          Asset allocation
          Institutional consulting
          Retirement Plan consulting
          1501 K Street North West
          Suite 1100
          Washington, DC 20005
        • Leif Springer

          Leif Springer

          Financial Advisor

          Institutional Consultant, UBS Institutional Consulting Program

          • image
          • image
          • image
          • AK
          • AL
          • 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
          • RI
          • SC
          • SD
          • TN
          • TX
          • UT
          • VA
          • WA
          • WV
          • WY

          Leif is a Partner with Liberty Capitiol Group. He is a Financial Advisor & Senior Retirement Plan Consultant at UBS. He specializes in building stronger retirement plans for corporations and nonprofits by offering thoughtful advice on plan design, providing investment due diligence as a co-fiduciary, making sure costs are reasonable, partnering with vendors to deliver service excellence and pinch hitting for one-onone financial planning session with our plan participants. Leif joined UBS after working for 12 years on the retirement plan provider side of the business as a VP with John Hancock and Transamerica, giving him unique insights that can benefit clients. Leif started his career in financial services in 2002, after working summers for 8 years for his father's landscaping and construction business. These blue collar roots and work ethic help give Leif valuable perspective working with business owners and workers from all walks of life.

          Professional Experience
          • Financial Advisor, UBS Financial Services, Inc., 2018 - Present
          • Regional Vice President - Transamerica Retirement Solutions, 2016 - 2018
          • Vice President - John Hancock, 2006 - 2016
          • Financial Advisor - Morgan Stanley, 2002 - 2006

          Education & Certification
          • Bachelor's degree from Harvard University
          • Master's degree in Business Administration (MBA) from Boston University
          • Certified Retirement Plan Counselor (CRPC) – College for Financial Planning
          • Retirement Plans Associate (RPA) – Joint program of IFEBP & The Wharton School

          Hometown
          Brielle, NJ

          Alma Mater Teams
          Harvard Crimson and Boston University Terriers

          Favorite Philanthropy
          Ocean Conservancy

          Interests
          • Time with Family – Wife Jan, Daughters Savannah (2 yrs.) and Natasha (6 mos.)
          • Traveling
          • Skiing
          • Sailing

          Why I Do What I Do
          “Building successful retirement plans is an excellent way to help a lot of people at once achieve financial security and get on track for retirement. It's also very rewarding to do one-onone financial planning when opportunities arise to hear people's stories and give them the direction they need to become good savers and successful investors."

          My Philosophy on Client Service
          “Follow through and follow up."

          What I Love about Liberty Capitol Group
          “We have real chemistry and a healthy sense of humor. We are also a team that spans three generations, so we can see things from different perspectives and relate to just about everyone."

              • Institutional Consultant, UBS Institutional Consulting Program
              • Senior Retirement Plan Consultant
              • Certified Investment Management Analyst®
              • Certified Retirement Plan Counselor
              1501 K Street North West
              Suite 1100
              Washington, DC 20005
            • Brock Van Selow

              Brock Van Selow

              Financial Advisor

              Accredited Wealth Management Advisor℠

              • image
              • image
              • image
              • AK
              • AL
              • 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
              • RI
              • SC
              • SD
              • TN
              • TX
              • UT
              • VA
              • WA
              • WV
              • WY

              Brock is a Partner with Liberty 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 LCG 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 nearly 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 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

              Education & Certification
              • B.A., History, Hampden-Sydney College
              • Accredited Wealth Management Advisor (AWMA®), College for Financial Planning

              Hometown
              Smithfield, VA

              Interests
              • College Football Season
              • Backpacking
              • Wine Tasting
              • Traveling with my wife
              • 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"

                  • Accredited Wealth Management Advisor℠
                  1501 K Street North West
                  Suite 1100
                  Washington, DC 20005
                • Mike Whatley

                  Michael Whatley

                  Investment Associate

                  Chartered Retirement Plans Specialist℠

                  • image
                  • image
                  • image
                  • AZ
                  • CA
                  • DC
                  • DE
                  • FL
                  • MD
                  • MT
                  • NC
                  • NJ
                  • NY
                  • PR
                  • 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 Liberty 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 SpecialistSM 
                  • 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℠
                      1501 K Street North West
                      Suite 1100
                      Washington, DC 20005
                    • Profile Pic

                      Vincent Fallon

                      Client Associate

                      • image
                      • image
                      • DC

                      Vincent Fallon joined UBS Financial Services in the summer of 2021, making him the newest member of the UBS Institutional Consulting team. Vincent graduated from Johns Hopkins University in May of 2021 with a bachelors degree in economics, and is excited to begin his career as a client service associate at UBS. In his role, Vince serves as a first point of contact between clients and advisors, as well as assists clients with operational activities.

                      Professional Experience

                      • UBS Financial Services, Client Service Associate, 2021-Present

                      • Summer associate at Savills in D.C, 2020

                      Education & Certification

                      • Bachelors in Economics from Johns Hopkins University, 2021

                      Hometown

                      • Los Angeles, CA

                      Alma Mater Team

                      • Johns Hopkins Blue Jays

                      Favorite Philanthropy

                      • Juvenile Diabetes Research Foundation (JDRF)

                      Interests

                      • Los Angeles Dodgers baseball

                      • Playing Chess

                      • Reading

                      Why I Do What I Do

                      • Knowing the positive impact that an ideal financial plan can have for individuals and institutions. 

                      My Philosophy on Client Service

                      • It's not strictly business, its personal. 

                      What I Love About Liberty Capitol Group

                      • A smart, talented group of individuals working together to help you actualize the future you envision.

                            1501 K Street North West
                            Suite 1100
                            Washington, DC 20005

                          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

                          What's your vision?

                          We can help you bring your vision to life.

                          Our 150-year heritage of managing the wealth of generations of the world’s visionaries—creative thinkers, driven doers, legacy builders—is a testament to our passion for what we do.

                          Backed by the strength of UBS

                          A global leader in wealth management

                          $2.8 trillion

                          In invested assets globally 
                          As of 06/30/2022

                          51 countries

                          Our global footprint

                          Global leader

                          UBS is a world-leading wealth manager