Experience. Advice. Collaboration.

Planning for your family’s entire financial needs

Person standing on mountaintop

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.

Adult couple on cell phone

  • Logan Pesses

    Logan Pesses, CFP®

    Vice President–Wealth Management

    CERTIFIED FINANCIAL PLANNER™

    • image
    • image
    • image
    • image
    • CA
    • CO
    • FL
    • IL
    • MA
    • MD
    • MI
    • NY
    • OH
    • PA
    • TX
    • VT

    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

      • image
      • image
      • image
      • AZ
      • CA
      • CO
      • DE
      • FL
      • IL
      • KY
      • MA
      • MI
      • MN
      • OH
      • OK
      • TX
      • WY

            2840 E. Skyline Drive
            Tucson
            Tucson, AZ 85718

          Is housing turning in a new direction?

          CIO House View monthly livestream

          Tree

          UBS and Credit Suisse—stronger than ever

          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

          A global leader in wealth management

          $5+ trillion

          In invested assets globally 
          As of 11/07/2023

          51 countries

          Our global footprint

          Global leader

          UBS is a world-leading wealth manager

          Insights