Disciplined wealth management and corporate services

Meeting in a office

Our team combines personalized multigenerational wealth management for individuals and families with institutional consulting and retirement plan services for businesses. We help private investors and executive employees develop comprehensive wealth management strategies, including the integration of pension and retirement plan benefits.

In today’s complex economy, you require an experienced team that delivers sophisticated solutions and comprehensive planning for all aspects of your financial life. Providing access to valuable resources and expertise is central to our approach. By working closely with your accountants, attorneys and our broad network of financial professionals, we can incorporate all perspectives into one integrated approach.

By managing all aspects of their financial life , we help provide for all of our clients the confidence to pursue the life they envision.

- Holidae H. Hayes

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.

  • Holidae Hays

    Holidae Hayes

    Senior Vice President–Wealth Management

    Financial Advisor

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    • AL
    • AZ
    • CA
    • CO
    • CT
    • DC
    • DE
    • FL
    • GA
    • HI
    • IA
    • ID
    • IL
    • IN
    • KY
    • LA
    • MA
    • MD
    • ME
    • MI
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    • RI
    • SC
    • SD
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    • UT
    • VA
    • VT
    • WA
    • WI
    • WV
    • WY

    Holidae Hayes combines a strong background as a banking and securities attorney and two decades of financial services experience to deliver uniquely insightful advice to clients. Holidae serves as a financial advisor and consultant to business owners, executives, families, and foundations. By providing truly comprehensive advice to her clients, Holidae is able to leverage her decades of experience to help ensure that clients are able to achieve their goals. A strong commitment to integrity and trust have been hallmarks of Holidae’s enduring client relationships.

    Professional Experience

    • UBS Financial Services Inc., Senior Vice President–Wealth Management, 2009 – present
    • Morgan Stanley, Senior Vice President, Wealth Advisor, Institutional Consultant, 2002 – 2009
    • Sanford C. Bernstein, Financial Advisor, 1996 – 2002
    • U.S. Senate Committee on Banking, Housing & Urban Affairs, Majority Counsel, 1993 – 1996
    • Federal Reserve Board of Governors, Enforcement Attorney, 1991 – 1993

    Designations and accomplishments

    • Senior Veteran Advisor & Field Director of Veteran Affairs, UBS Financial Services Inc.
    • UBS Global Employee Volunteer Award Recipient
    • Series 7, 31 and 66 securities licenses

    Community involvement and personal interests

    • Currently serves on the Board of Directors for No Greater Sacrifice and the Great Meadow Outdoors Foundation
    • Meridian International Center Global Leadership Council Member
    • Previously served on Board of Directors of Wolf Trap Foundation, Arena Stage, Helen Hayes Theater Awards, Columbia Lighthouse for the Blind and Chaired annual fundraisers for Make a Wish, Knock Out Abuse and numerous other community organizations
    She and her husband, Dr. Matt Gavin, have two daughters

    • 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, 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 America’s Top Women Wealth Advisors, 2021The Forbes rating is compiled by Shook Research and awarded annually in February based on information from a 12 month period ending September of the prior year.
    • Forbes Best-in-State Wealth Advisors, 2021, 2022, 2023The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.
    • Forbes Best-in-State Wealth Management Teams, 2023, 2024The 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 Best-in-State Women Wealth Advisors, 2021, 2022, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in February based on information from a 12 month period ending September of the prior year.
    • Working Mother Magazine/SHOOK Top Wealth Advisor Moms, 2021The Working Mother Magazine/SHOOK rating is compiled by Shook Research and awarded annually in October based on information from a 12 month period ending in March of the award year.

        1501 K Street North West
        Suite 1100
        Washington, D.C., DC 20005
      • Sandra Cunningham

        Sandy Cunningham, CFP®, CIMA®

        Senior Vice President–Investments

        Senior Institutional Consultant, UBS Institutional Consulting Program

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        • AL
        • AZ
        • CA
        • CO
        • CT
        • DC
        • DE
        • FL
        • GA
        • HI
        • IA
        • ID
        • IL
        • KY
        • LA
        • MA
        • MD
        • ME
        • MI
        • MN
        • MT
        • NC
        • NH
        • NJ
        • NM
        • NV
        • NY
        • OH
        • OK
        • OR
        • PA
        • RI
        • SC
        • SD
        • TN
        • TX
        • UT
        • VA
        • VI
        • VT
        • 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 

        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."

        • 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. 
        • 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, 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 America’s Top Women Wealth Advisors, 2020, 2021The Forbes rating is compiled by Shook Research and awarded annually in February based on information from a 12 month period ending September of the prior year.
        • Forbes Best-in-State Wealth Advisors, 2019, 2020, 2021, 2022, 2023The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.
        • Forbes Best-in-State Wealth Management Teams, 2023, 2024The 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 Best-in-State Women Wealth Advisors, 2020, 2021, 2022, 2023The Forbes rating is compiled by Shook Research and awarded annually in February based on information from a 12 month period ending September of the prior year.
        • NAPA Top Women Advisors, 2016, 2017, 2018, 2021, 2022The NAPA rating is awarded annually in October based on information from September of the award year.
        • PLANADVISER Top Retirement Plan Advisers, 2014, 2022, 2023The PLANADVISOR rating is awarded in Q1 based on information from Q1 of the award year.

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

          Leland Bishop, CIMA®

          First Vice President–Wealth Management

          Senior Institutional Consultant, UBS Institutional Consulting Program

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          • AL
          • AZ
          • CA
          • CO
          • CT
          • DC
          • DE
          • FL
          • GA
          • HI
          • IA
          • ID
          • IL
          • KY
          • LA
          • MA
          • MD
          • ME
          • MI
          • MN
          • MS
          • MT
          • NC
          • NH
          • NJ
          • NM
          • NV
          • NY
          • OH
          • OK
          • OR
          • PA
          • RI
          • SC
          • SD
          • TN
          • TX
          • UT
          • VA
          • VT
          • 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 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

          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, taught in conjunction with The Yale School of Management.

          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

          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

          • 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, 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, 2024The 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, 2023The PLANADVISOR rating is awarded in Q1 based on information from Q1 of the award year.

            • Senior Institutional Consultant, UBS Institutional Consulting Program
            1501 K Street North West
            Suite 1100
            Washington, D.C., DC 20005
          • Leif Springer

            Leif Springer, CIMA®

            First Vice President–Wealth Management

            Senior Retirement Plan Consultant

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            • AL
            • AZ
            • CA
            • CO
            • CT
            • DC
            • DE
            • FL
            • GA
            • HI
            • IA
            • ID
            • IL
            • KY
            • LA
            • MA
            • MD
            • ME
            • MI
            • MN
            • MT
            • NC
            • NH
            • NJ
            • NM
            • NV
            • NY
            • OH
            • OK
            • OR
            • PA
            • RI
            • SC
            • SD
            • TN
            • TX
            • UT
            • VA
            • VT
            • WA
            • WV
            • WY

            Leif is a Partner and lead consultant in Liberty Capital Group, with a focus on nonprofit reserves, foundations and private clients, managing investments and fiduciary responsibility. Leif also works with small businesses and corporations on qualified and non-qualified retirement plans, in addition to providing comprehensive financial planning and wellness resources for owners, executives and plan participants. Leif serves on the UBS Retirement Plan Consulting Services Advisory Council, where he helps steer innovation to improve the client experience and drive positive change. Leif joined UBS after working for 12 years in the pension industry as a VP with John Hancock and Transamerica, giving him unique insights that can benefit clients. Leif is passionate about helping clients achieve their objectives and sharing in their success, making lasting relationships along the way. Leif cares deeply about sustainable development goals and the intersection between health and wealth, which informs his approach to consulting and 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, Harvard University
            • Master's in Business Administration (MBA) Boston University
            • Certified Retirement Plan Counselor (CRPC) – College for Financial Planning
            • Retirement Plans Associate (RPA) – IFEBP & The Wharton School

            Hometown
            Brielle, NJ

            Alma Mater Teams
            Harvard Crimson, Boston University Terriers

            Favorite Philanthropy
            Ocean Conservancy

            Interests
            • Time with Family – Wife Jan, Children Savannah, Natasha and Renzo
            • Traveling
            • Skiing
            • Sailing

            Why I Do What I Do
            “I love helping people enjoy financial independence and tap into their purpose.”

            My Philosophy on Client Service
            “Call the client before they have a reason to call me.”

            • Forbes America’s Top Wealth Management Teams, 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, 2024The 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, 2023The PLANADVISOR rating is awarded in Q1 based on information from Q1 of the award year.

              • Senior Retirement Plan Consultant
              1501 K Street North West
              Suite 1100
              Washington, D.C., DC 20005
            • Brock Van Selow

              Brock W. Van Selow, AWMA

              Account Vice President

              Financial Advisor

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              • AL
              • AZ
              • CA
              • CO
              • CT
              • DC
              • DE
              • FL
              • GA
              • HI
              • IA
              • ID
              • IL
              • KY
              • LA
              • MA
              • MD
              • ME
              • MI
              • MN
              • MS
              • MT
              • NC
              • NH
              • NJ
              • NM
              • NV
              • NY
              • OH
              • OK
              • OR
              • PA
              • RI
              • SC
              • SD
              • TN
              • TX
              • UT
              • VA
              • VT
              • 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 over 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

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

              Hometown
              Smithfield, VA

              Interests
              • Notre Dame Football
              • Golf
              • Wine
              • 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

              • Forbes America’s Top Wealth Management Teams, 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, 2024The 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.

              • Hampden-Sydney College, B.A., History
              • Accredited Wealth Management Advisor℠
              1501 K Street North West
              Suite 1100
              Washington, D.C., DC 20005
            • Michael Whatley

              Mike Whatley, CRPS

              Investment Associate

              Chartered Retirement Plans Specialist℠

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              • AZ
              • CA
              • DC
              • DE
              • FL
              • GA
              • 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."

                  • Chartered Retirement Plans Specialist℠
                  1501 K Street North West
                  Suite 1100
                  Washington, D.C., DC 20005
                • David Dorsett

                  David Dorsett

                  Client Associate

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                    Professional Experience
                    • Client Service Associate, UBS Financial Service, Inc., August 2022-Present

                    Education & Certification
                    • Bachelors of Economics Degree from Fairfield University

                    Hometown
                    Alexandria, VA

                    Alma Mater Team
                    Fairfield University Stags

                    Favorite Philanthropy
                    Travelers United, Inc.

                    Interests
                    • Sports
                    • Fishing
                    • Traveling
                    • Spending time with family and friends

                    Why I Do What I Do
                    “I love working with clients to make their lives easier”

                    My Philosophy on Client Service
                    "Make the complicated, uncomplicated."

                     

                     

                          1501 K Street North West
                          Suite 1100
                          Washington, D.C., DC 20005
                        • Valerie Mayer

                          Valerie Mayer

                          Client Associate

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                          • DC

                          Professional Experience
                          • Client Service Associate, UBS Financial Services, Inc., 20023-Present
                          • Client Service Associate, Raymond James Financial Services, Inc., 2021-2023

                          Education & Certifications
                          • Bachelor of Science in Finance - George Mason University
                          • Concentration in Economics

                          Hometown
                          Fairfax, VA

                          Alma Mater Team
                          George Mason Patriots

                          Favorite Philanthropy
                          Loudoun Therapeutic Riding

                          Interests

                          • Riding Horses
                          • [Solidcore]
                          • Traveling
                          • Spending time with family & friends

                          Why I Do What I Do
                          A love for both people, problem solving, and finance

                          My Philosophy on Client Service

                          The devil is in the details: These details are critical - whatever one does should be done thoroughly.

                                1501 K Street North West
                                Suite 1100
                                Washington, D.C., 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.

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                              Managing wealth is our craft

                              We’re committed to understanding what wealth means for you.

                              At UBS, excellence comes from nurturing the best of our heritage, mastering the details and delivering the expertise you need to turn your financial vision into a reality. The result? Financial advice that is finely crafted for what matters most to you.

                              Backed by the strength of UBS

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                              In invested assets globally 
                              As of 11/07/2023

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