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Planning for your family’s entire financial needs

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We believe that good financial planning advice is invaluable—it helps prepare you for whatever life brings. But it is especially important during times of major life change. Our process focuses on you and the priorities, goals, concerns and beliefs that will ultimately impact your financial well-being for years to come. We're here to help you tackle your concerns and embrace the opportunities that can enrich and empower you today and for years to come.

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  • Logan Pesses

    Logan Pesses, CFP®

    Vice President–Wealth Management

    CERTIFIED FINANCIAL PLANNER™

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    • CA
    • CO
    • FL
    • IL
    • IN
    • MA
    • MI
    • MN
    • NY
    • OH
    • OK
    • PA
    • TX
    • VT
    • WA

    Logan has over 9 years of financial and client services experience.  Before joining UBS, he successfully completed the 3-year Financial Advisor Associate program at Morgan Stanley.

    He currently splits time between the UBS branches in Denver, Colorado and Westlake, Ohio, where he focuses on retirement planning through the Financial Goal Analysis Program, and working with families to help them navigate the early stages of financial planning and investing.

    A 2007 graduate of University of Colorado with a BA in Economics, Logan subsequently acquired his Series 7 and 65 licenses, as well as Life, Health, Variable Life, Variable Annuity Insurance, and Long Term Care licenses. He obtained his CERTIFIED FINANCIAL PLANNER™ certification in 2022.

    Logan lives in Denver with his wife, Brittany, their son Milo, and their rescue dog, Zuma.  When he's not working, Logan enjoys traveling, hiking, snowshoeing, skiing, volunteering in his community, and building up his vinyl record collection.

      • Northwestern University, Certificate of Financial Planning: 2021 - 2022
      • University of Colorado, BA in Economics: 2007
      • CERTIFIED FINANCIAL PLANNER™
      370 17th Street
      Suite 4100
      Denver, CO 80202
    • Terri Riedel-Manary

      Terri Riedel-Manary

      Senior Client Associate

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      • AZ
      • CA
      • CO
      • DE
      • KY
      • MI
      • MN
      • NV
      • OH
      • OK
      • TX
      • WY

            370 17th Street
            Suite 4100
            Denver, CO 80202

          The Year Ahead - Sustainable Investing

          Retirement planning

          Retirement planning

          Multigenerational planning

          Multigenerational planning

          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.

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          In invested assets globally 
          As of 06/30/2022

          51 countries

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          UBS is a world-leading wealth manager