Experience

Rich provides insights and perspective, no matter how complex your situation. Most importantly, Rich can put to work for you our firm's industry-leading insights and extensive global resources so regardless of market conditions, you have a clear direction and a strategy to guide you.

Rich entered the financial services industry in 1973 and joined UBS 10 years later. He has been working in the industry long enough to have witnessed many business cycles, and as a result, possesses a long-term perspective that few financial advisors can boast.

Rich is passionate about helping clients explore their financial goals as well as helping them create a plan to achieve those goals. With the client's needs in mind, Rich creates customized portfolios to best serve each individual client's circumstances. Client satisfaction is of the utmost importance to Rich.

Rich's client base includes high net worth individuals and families, as well as corporate clients. His areas of expertise include long-term financial planning, individualized portfolio design, and estate planning.

Rich holds Series 3, 7, 9, 10 and 65 securities licenses and is accredited to offer insurance. He has a B.S. in finance from the University of Northern Colorado, in Greeley, Colorado. He is also a graduate of the School of Banking at the University of Colorado.

A highly decorated officer in the U.S. Army during the Vietnam War, Rich is a longtime resident of Greeley. He is involved with the Greeley Chamber of Commerce, the Boys & Girls Clubs of Weld County, and the North Colorado Medical Center (NCMC) Foundation. Rich and his wife, Nancy, enjoy a variety of outdoor activities, including golfing and fishing, as well as spending time with their two children and grandchildren.

California Insurance License #0D09810

It's easier to make the right decisions when you're guided by advice you can trust-advice that's focused on what matters to you. That's why Jennifer's priority is to talk with you about your personal and professional financial goals.

Jennifer partners with you to create a fully integrated plan for managing your wealth. Backed by the broadest selection of resources from UBS and our external partners, she will help you explore opportunities to grow and protect your wealth and prepare for any potential obstacles over time.

Jennifer entered the financial services industry in 1991. Since joining UBS in 2002, she has been providing professional financial advice and wealth management to individuals, families and corporate clients. Jennifer is a CERTIFIED FINANCIAL PLANNER™ professional. Jennifer's investment philosophy is based on a long-term vision of steady pace and growth. Her areas of expertise include retirement and estate planning, as well as comprehensive wealth management strategies.

The Certified Private Wealth Advisor® designation is an advanced professional certification for advisors who serve high net worth clients. It is designed for seasoned professionals who seek the latest, most advanced knowledge and techniques to address the sophisticated needs of clients.

Jennifer holds Series 7 and 66 securities licenses and is accredited to offer insurance. She received a B.A. in business administration from the University of Puget Sound in Tacoma, Washington.

Jennifer and her husband, Dave, are active members of their community. She is involved with Rotary is a current member of The Want to Know Club (WTK), a century old organization composed of professional and civic women leaders in the Greeley community. Jennifer is also active in the American Cancer Society's Relay for Life, and the Boys and Girls Clubs of Weld County. In her free time, she and Dave enjoy traveling, hiking, playing golf and spending time with family.

California Insurance License #0D083207

Mark’s first priority is to talk with you about your personal and professional financial goals. He maintains an open dialogue so that the course of action decided on is relevant today, but also look strategically toward the future.

Mark partners with you to create a fully integrated plan for managing your wealth. Backed by the broadest selection of resources from within UBS and our external partners, Mark will help you explore opportunities to grow and protect your wealth and prepare for any potential obstacles as we work together over time.

Mark’s 22 years of experience as an Audit Partner and Certified Public Accountant at KPMG working with clients in the financial services industry have provided a strong foundation for his role as a Financial Advisor. Clients benefit from his unique combination of skills as an advisor, professional accounting and tax experience and business management insight. 

By listening and building a trusted partnership with his clients, Mark works through the planning process and crafts customized solutions for retirement, as well as issues of insurance, education, long-term care and estate planning. Clients can expect a high level of service and accessibility from Mark, as he strives to earn and keep their trust.

Mark holds Series 7, 9, 10, and 66 licenses and is accredited to offer insurance. Mark earned a Bachelor of Business Administration with an Accounting emphasis from the University of Washington.

Mark and his wife have two children and enjoy spending time together with family. He also likes to stay active by cycling, skiing, and golfing. Mark understands the importance of giving back to his local community, and he is involved in the Mile High United Way Tocqueville Society, as well as Colorado Bike MS.

California Insurance License #0L51272

Marcey started her career in the financial services industry in 2014, where she worked as a Sales Consultant for Thornburg Investment Management. She joined UBS in 2015 and is now a part of the Mollandor Owens Wealth Management Group. Marcey’s attention to detail and strong interpersonal skills are assets in the role she currently holds. She is a problem solver and provides exceptional service. Marcey holds both Series 7 and Series 66 licenses. As a Senior Registered Client Service Associate, Marcey is prepared to respond to operational, administrative, planning concerns, as well as trade requests.

Marcey has a unique background and history. She worked at the National Laboratories in Los Alamos, New Mexico. She then moved to Turin, Italy, where she traveled extensively as she cultivated her interests and knowledge of Italian language, history, and culture. Marcey is a certified sommelier, and has a Master of Arts degree in Italian from Middlebury College. Outside of work, Marcey enjoys rock climbing, skiing, biking, cooking, printmaking, and teaching Italian.

Cassidy has worked in the financial services industry since 2018. She is well versed in the distinctive needs of sophisticated clients and assisting them with a wide range of administrative and operational needs. Cassidy enjoys helping people and her mission is to provide the best service to our clients and prospects.

Cassidy grew up in Eaton, Colorado. She attended Colorado State University – Pueblo, where she competed in cross country. Cassidy graduated with a degree in Mass Communication with an emphasis in Advertising and a minor in Marketing. She still enjoys running as well as fishing, reading, and spending time with family and friends. Her most enjoyable past time is following her son in all his sporting events.