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Planning for your family’s entire financial needs

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.

Logan Pesses

Vice President–Wealth Management

Financial Advisor
View bio
- CA
- CO
- FL
- IL
- IN
- MA
- MI
- MN
- NY
- OH
- OK
- PA
- TX
- VT
- WA
Logan has over 8 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.

Logan lives in Denver with his wife, Brittany, their son Milo, and their rescue dog, Zuma. When he's not working, Logan enjoys hiking, backpacking, snowshoeing, skiing, and building up his vinyl record collection.
370 17th Street
Suite 4100
Denver, CO 80202
Laurel Almgren

Client Associate
View bio
As a Client Service Associate, Laurel makes sure to develop strong working relationships with clients. Her passion for helping people informs her focus on client service. Laurel’s strong communication skills and attention to detail help her to achieve positive outcomes for clients.

Laurel guides clients through the onboarding process, initiates and monitors account transfers, processes disbursements, and regulates account maintenance items.

Laurel attended the University of Vermont and majored in Public Communications. Laurel is originally from Lenox, Massachusetts and currently lives in Boulder, Colorado. In her free time, she enjoys skiing, climbing, hiking, painting, and taking care of her many plants.
1801 13th Street
Suite 100
Boulder, CO 80302

Logan Pesses

Vice President–Wealth Management

Financial Advisor
View bio
- CA
- CO
- FL
- IL
- IN
- MA
- MI
- MN
- NY
- OH
- OK
- PA
- TX
- VT
- WA
Logan has over 8 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.

Logan lives in Denver with his wife, Brittany, their son Milo, and their rescue dog, Zuma. When he's not working, Logan enjoys hiking, backpacking, snowshoeing, skiing, and building up his vinyl record collection.
370 17th Street
Suite 4100
Denver, CO 80202
Laurel Almgren

Client Associate
View bio
As a Client Service Associate, Laurel makes sure to develop strong working relationships with clients. Her passion for helping people informs her focus on client service. Laurel’s strong communication skills and attention to detail help her to achieve positive outcomes for clients.

Laurel guides clients through the onboarding process, initiates and monitors account transfers, processes disbursements, and regulates account maintenance items.

Laurel attended the University of Vermont and majored in Public Communications. Laurel is originally from Lenox, Massachusetts and currently lives in Boulder, Colorado. In her free time, she enjoys skiing, climbing, hiking, painting, and taking care of her many plants.
1801 13th Street
Suite 100
Boulder, CO 80302