Disciplined wealth management and corporate services

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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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    • 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
    • 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

    • Forbes America’s Top Women Wealth Advisors, 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, 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, 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.
    • Working Mother Magazine/SHOOK Top Wealth Advisor Moms, 2021The Working Mother Magazine/SHOOK rating is awarded annually in October and is based on information from March of the prior year to March of the award year. 

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

        Sandra Cunningham

        Senior Vice President–Investments

        Senior Institutional Consultant, UBS Institutional Consulting Program

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        • AK
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        • 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 

        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. 
        • 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, 2022The PLANADVISOR rating is based on information from January of the award year. 
        • PLANADVISER Top Retirement Plan Advisers, 2014The 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 Consultant
          1501 K Street North West
          Suite 1100
          Washington, DC 20005
        • Leland Bishop

          Leland Bishop

          First Vice President–Wealth Management

          Financial Advisor

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          • 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 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

                1501 K Street North West
                Suite 1100
                Washington, DC 20005
              • Leif Springer

                Leif Springer

                Financial Advisor

                Certified Investment Management Consultant

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                • 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 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.”

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

                    Brock Van Selow

                    Financial Advisor

                    Accredited Wealth Management Advisor℠

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                    • 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

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

                        Michael Whatley

                        Investment Associate

                        Chartered Retirement Plans Specialist℠

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                        • 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."

                            • Chartered Retirement Plans Specialist℠
                            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.

                          retirement

                          Private Wealth Analysis

                          business man

                          Corporate and executive services

                          Legacy—Wealth for others

                          For needs that go beyond your own—to help you improve the lives of others

                          What will your legacy be?
                          It’s never too early to plan ahead. A Legacy strategy can help you gain more control over your financial future and what you leave behind, so you can move forward with confidence.

                          Learn more at ubs.com/wealthway.

                          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