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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

    Vice President–Wealth Management

    Financial Advisor

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    • 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

          Laurel Almgren

          Client Associate

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            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

                Selecting retirement savings plans

                Retirement planning

                Retirement planning

                Multigenerational planning

                Multigenerational planning

                How do you plan confidently for the retirement you want?

                Start by building a strategy based on the resources and needs over the course of your life.

                Imagine the retirement you want. Then, let’s build a framework to help you pursue it. 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