Navigating wealth, life and all that matters.

Private Wealth Management

Why do clients choose Montage Financial Group? We believe our expertise and experience in managing significant wealth are more important than ever today.  Our advice is direct and insightfully tailored for the life you lead and your most important priorities. As a seasoned, UBS Private Wealth Management team, we've guided generations of sophisticated families, senior executives and entrepreneurs through complex wealth challenges. We are passionate financial advocates who believe education and collaboration are key to building trusted, long-lasting relationships.  

How do we work together? To us, a well-coordinated, well-implemented plan can help you achieve even your most formidable wealth goals. Whether you're transitioning your business, or establishing a more comprehensive estate, wealth preservation or liquidity solution for your future, we start with developing a plan that is uniquely yours and flexible over time.

Simply, there is nothing more important to the Montage Financial Group than the well-being of our clients. With the care and skill  of our entire team, we’ll access the extensive resources of UBS to help you and your family flourish.

Our office locations

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Money and strategies can only go so far....

“a families values about money are what lasts. Many are concerned that money causes problems, but we have found our process around families and money has allowed money to be very healthy within a family unit. Instead of strife we see strength. “ - Jonathan Beukelman, CIMA

  • Jonathan Beukelman

    Jonathan Beukelman, CIMA

    Managing Director–Wealth Management

    Private Wealth Advisor

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    • AK
    • AL
    • AR
    • AZ
    • CA
    • CO
    • CT
    • DC
    • DE
    • FL
    • GA
    • HI
    • IA
    • ID
    • IL
    • IN
    • KS
    • KY
    • LA
    • MA
    • MD
    • ME
    • MI
    • MN
    • MO
    • MS
    • MT
    • NC
    • ND
    • NE
    • NH
    • NJ
    • NM
    • NV
    • NY
    • OH
    • OK
    • OR
    • PA
    • PR
    • SC
    • SD
    • TN
    • TX
    • UT
    • VA
    • VT
    • WA
    • WI
    • WV
    • WY

    Jonathan operates by a set of core beliefs—having a bold vision, building trusted relationships and discovering personalized wealth management solutions that recognize each client’s unique needs. He uses this philosophy with his team, Montage Financial Group, a large and diversified team of individuals with complementary skill sets—whether in investment management, portfolio construction or exceptional client service.

     

    Working closely with multigenerational families, Jonathan helps them build legacies by gaining a deep understanding of each client’s passions, concerns and fears. He and the entire team is unwavering in their commitment to taking the time to build generational impact, bringing insights, expertise and financial education to every family member.

    Family Office Consultant (FOC)

    FOC is a UBS business designation reserved for Financial Advisors with a track record of understanding the investment, business, passion and legacy needs of sophisticated, exceptional clients and aligning them to the full suite of UBS capabilities. FOCs undergo rigorous training to strengthen their industry knowledge, and will be available for strategic partnering with other Financial Advisors and Private Wealth Advisors at UBS to cultivate relationships with Ultra High Net Worth clients.

    Experience
    – Managing Director, Senior Portfolio Manager, Family Office Consultant and Private Wealth Advisor, UBS Private Wealth Management, 2008 – present
    – Senior Vice President, Investments, Morgan Stanley, 2000 – 2008
    – Financial Advisor, Piper Jaffray, 1998, 1999

    Education and credentials
    – Certified Investment Management Analyst (CIMA), UC Berkeley Haas School of Business
    – Family Office Consultant, Investment Consultant Program, Wharton School, University of Pennsylvania
    – B.A., business, Taylor University

    Life
    – Jonathan enjoys boating with his children, as well as rowing, biking and snow skiing.
    – He serves on the Board of Trustees at Taylor University, his alma mater.

    • Barron’s Top 100 Private Wealth Management Teams, 2022, 2023The Barron's rating is awarded annually in April based on information from the prior year Q4.
    • Barron's Top 1,000 Financial Advisors, 2011, 2012, 2013The Barron's rating is awarded annually in March and is based on information from the prior year Q3. 
    • Barron's Top 1,200 Financial Advisors, 2014, 2015, 2016, 2017, 2018, 2019, 2020, 2021, 2022, 2023
      The Barron's rating is awarded annually in March and is based on information from the prior year Q3. 
    • Forbes America’s Top Wealth Management Teams, 2023The Forbes rating is compiled by Shook Research and awarded annually in November based on information from a 12 month period ending in March of the award year.
    • Forbes America's Top Wealth Advisors, 2016, 2017, 2018, 2019, 2020, 2021, 2022, 2023The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.
    • Forbes Best-in-State Wealth Advisors, 2018, 2019, 2020, 2021, 2022, 2023The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.
    • Forbes Best-in-State Wealth Management Teams, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.
    • On Wall Street – Top 40 Advisors Under 40, 2011, 2012, 2013, 2014The Financial Planning rating is awarded annually in Q1 based on information from a 12 month period ending in September of the prior year.

    Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures

      • Private Wealth Advisor
      Institutional consulting
      Multi-generational families
      Family Offices
      Retirement planning
      Estate planning strategies
      Philanthropy
      Legacy planning
      Exit planning
      4600 South Ulster Street
      Suite 700
      Denver, CO 80237
    • Michael Chudd

      Michael Chudd

      Managing Director–Wealth Management

      Private Wealth Advisor

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      • AK
      • AL
      • AZ
      • CA
      • CO
      • CT
      • DC
      • DE
      • FL
      • GA
      • HI
      • IA
      • ID
      • IL
      • IN
      • KS
      • KY
      • MA
      • MD
      • ME
      • MI
      • MN
      • MO
      • MT
      • NC
      • ND
      • NE
      • NH
      • NJ
      • NM
      • NV
      • NY
      • OH
      • OK
      • OR
      • PA
      • PR
      • SC
      • SD
      • TN
      • TX
      • UT
      • VA
      • VT
      • WA
      • WI
      • WV
      • WY

      To help families build legacies, Michael gains a deep understanding of their passions, goals and concerns. He helps them work through issues rooted in finance and family dynamics and connects them with the firm’s global experts and resources. Together, he and his team build enduring relationships with sophisticated families and the institutions they support, delivering advice and guidance.

      “My client relationships go beyond the financial. I build deep and lasting connections with them and their families. I’m someone they can rely on for help—no matter what their concern.”

      – Michael Chudd

      “It gives me a great sense of pride when a client calls to ask for my perspective and values, and trusts my opinion,” he says. “I am here to help them with all things important to them. I will always be true to my clients and give them advice, even when it is something they might not want to hear.” 

      Michael is quick to admit that work is his number-one passion. He and the team at Montage Financial Group have created a boutique business that integrates multigenerational financial planning with a solutions-driven approach to helping clients grow and preserve their wealth.

      Experience
      – Managing Director, Senior Portfolio Manager, Private Wealth Advisor, UBS Private Wealth Management, 1997 – present
      – Financial Advisor, Smith Barney, 1995 – 1997

      Education
      – B.S., finance, University of Nevada, Las Vegas

      Life
      – Michael is proud to be a “girl dad” to his three daughters.
      – He and his wife Lisa enjoy trying new restaurants, time with friends, being active outdoors and supporting their local sports teams.
      – Michael is involved with the University of Nevada, Las Vegas board and student athletes (football foundation).

      • Barron’s Top 100 Private Wealth Management Teams, 2022, 2023The Barron's rating is awarded annually in April based on information from the prior year Q4.
      • Forbes America’s Top Wealth Management Teams, 2023The Forbes rating is compiled by Shook Research and awarded annually in November based on information from a 12 month period ending in March of the award year.
      • Forbes Best-in-State Wealth Advisors, 2019, 2020, 2021, 2022, 2023The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.
      • Forbes Best-in-State Wealth Management Teams, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.

      Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures

        • Private Wealth Advisor
        Financial planning
        Multi-generational families
        Retirement planning
        Estate planning strategies
        Philanthropy
        Legacy planning
        Exit planning
        Business owners
        10801 W Charleston Boulevard
        Suite 400
        Las Vegas, NV 89135
      • Mark Geist

        Mark Geist, CFP, CPWA, CEPA

        Senior Vice President–Wealth Management

        Financial Advisor

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        • AK
        • AL
        • AZ
        • CA
        • CO
        • CT
        • DC
        • DE
        • FL
        • GA
        • HI
        • IA
        • ID
        • IL
        • IN
        • KS
        • KY
        • MA
        • MD
        • ME
        • MI
        • MN
        • MO
        • MT
        • NC
        • ND
        • NE
        • NH
        • NJ
        • NM
        • NV
        • NY
        • OH
        • OK
        • OR
        • PA
        • PR
        • RI
        • SC
        • SD
        • TN
        • TX
        • UT
        • VA
        • VT
        • WA
        • WI
        • WV
        • WY

        Mark Geist

        Mark had been serving a nonprofit foundation for eight years, helping donors develop and execute philanthropic giving and estate plans, when he was tapped to join Montage Financial Group. Today, he helps the team’s clients with comprehensive wealth strategies, including financial planning, retirement planning, estate planning and special projects.
        Mark is passionate about building a deep level of trust with clients while advising them on the personal and financial situations they encounter during their lives. Regular client meetings and reviews ensure their investments are in line with their planning goals and future needs.
        He takes great pride in helping clients to prioritize, organize and simplify their investment planning process.

        Mark’s guiding principles are: “Treat others as you would like to be treated, and live a life of integrity with the highest level of character every day.”

        Experience
        – Senior Vice President–Wealth Management, UBS Private Wealth Management, 2008 – present
        Education
        – CERTIFIED FINANCIAL PLANNER™ professional (CFP®)
        – Certified Private Wealth Advisor® (CPWA®)
        – Certified Exit Planning Advisor® (CEPA®)
        – B.S., business administration, emphasis in Finance, University of Nebraska, Lincoln

        Life
        – Mark enjoys spending time with his wife, Suzanne, traveling, scuba diving, dining out and entertaining friends.
        – They relish family dinners with their parents, three children and their spouses, and eight grandchildren.
        – Mark and Suzanne are active in their church and various local charities.

        “We’re committed to building long-term client relationships based on trust, exceptional service and sound investment strategies.”
        —Mark Geist

        • Barron’s Top 100 Private Wealth Management Teams, 2022, 2023The Barron's rating is awarded annually in April based on information from the prior year Q4.
        • Forbes America’s Top Wealth Management Teams, 2023The Forbes rating is compiled by Shook Research and awarded annually in November based on information from a 12 month period ending in March of the award year.
        • Forbes Best-in-State Wealth Advisors, 2022, 2023The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.
        • Forbes Best-in-State Wealth Management Teams, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.

        Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures

            Financial planning
            Long-term care planning
            Retirement planning
            Estate planning strategies
            Philanthropy
            Legacy planning
            Exit planning
            Entrepreneurs
            8415 Maddox Drive
            Suite 101
            Lincoln, NE 68520
          • Jeremy Keller

            Jeremy Keller, AAMS

            Managing Director–Wealth Management

            Private Wealth Advisor

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            • AK
            • AL
            • AZ
            • CA
            • CO
            • CT
            • DC
            • DE
            • FL
            • GA
            • HI
            • IA
            • ID
            • IL
            • IN
            • KS
            • KY
            • MA
            • MD
            • ME
            • MI
            • MN
            • MO
            • MT
            • NC
            • ND
            • NE
            • NH
            • NJ
            • NM
            • NV
            • NY
            • OH
            • OK
            • OR
            • PA
            • PR
            • SC
            • SD
            • TN
            • TX
            • UT
            • VA
            • VT
            • WA
            • WI
            • WV
            • WY

            Jeremy began his wealth management career during the height of the 2008 financial crisis. Starting out as an intern, he worked his way up in the business until finally becoming a financial advisor and a team partner. This well-rounded experience is one of the reasons why Jeremy and the rest of the team at Montage Financial Group serve their clients so well. Today, he enjoys all aspects of his profession, especially the lifelong relationships he’s established with multigenerational families.

            “Being the trusted advisor and doing well for the people I care about is extremely rewarding. By spending time with family members together and individually, we’re able to help them through the challenges that generational wealth can bring.”

            - Jeremy Keller

            At Montage Financial Group, our diverse team structure helps Jeremy and the team communicate effectively with successful multigenerational families. With team members of varying ages, we can connect with and educate clients, young and old, about basic finance and issues that may affect them. Our team is dedicated to managing virtual family offices and all other aspects of our clients’ financial lives in pursuit of outcomes that align with their goals and dreams.

            Experience
            – Senior Vice President–Wealth Management, UBS Private Wealth Management, 2019 – current
            – Account Vice President–Wealth Management, UBS Financial Services Inc., 2009 – 2019
            – Financial Advisor, Waddell & Reed, 2009
            – Financial Advisor Associate, Merrill Lynch, 2008

            Education and credentials
            – Accredited Asset Management Specialist (AAMS)
            – M.B.A., finance, University of Nevada, Las Vegas
            – B.S., finance, California State University, Long Beach
            – B.S., marketing, California State University, Long Beach

            Life
            – Jeremy lives in Las Vegas with his wife and three children. They enjoy spending time outdoors, skiing and playing golf.
            – Jeremy was a scholarship golfer in college.

            • Barron’s Top 100 Private Wealth Management Teams, 2022The Barron's rating is awarded annually in April based on information from the prior year Q4.
            • Financial Planning Top 40 Financial Advisors Under 40, 2023, 2024The Financial Planning rating is awarded annually in Q1 based on information from a 12 month period ending in September of the prior year.
            • Forbes America’s Top Next-Gen (Generation) Wealth Advisors, 2021, 2022, 2023The Forbes rating is compiled by Shook Research and awarded annually between June and September based on information from a 12 month period ending in March of the award year.
            • Forbes America’s Top Next-Gen (Generation) Wealth Advisors Best-in-State, 2022, 2023The Forbes rating is compiled by Shook Research and awarded annually between June and September based on information from a 12 month period ending in March of the award year.
            • Forbes America’s Top Wealth Management Teams, 2023The Forbes rating is compiled by Shook Research and awarded annually in November based on information from a 12 month period ending in March of the award year.
            • Forbes Best-in-State Wealth Advisors, 2021, 2022, 2023The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.
            • Forbes Best-in-State Wealth Management Teams, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.

            Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures

              • Private Wealth Advisor
              Multi-generational families
              Retirement planning
              Estate planning strategies
              Philanthropy
              Legacy planning
              Exit planning
              Business owners
              Corporate executives
              10801 W Charleston Boulevard
              Suite 400
              Las Vegas, NV 89135
            • Jeff Nemechek

              Jeffrey Nemechek

              Senior Vice President–Wealth Management

              Financial Advisor

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              • AK
              • AL
              • AR
              • AZ
              • CA
              • CO
              • CT
              • DC
              • DE
              • FL
              • GA
              • HI
              • IA
              • ID
              • IL
              • IN
              • KS
              • KY
              • MA
              • MD
              • ME
              • MI
              • MN
              • MO
              • MT
              • NC
              • ND
              • NE
              • NH
              • NJ
              • NM
              • NV
              • NY
              • OH
              • OK
              • OR
              • PA
              • PR
              • SC
              • SD
              • TN
              • TX
              • UT
              • VA
              • VT
              • WA
              • WI
              • WV
              • WY

              Jeff has over 30 years experience in the financial services industry and has weathered the most tumultuous of markets. He previously worked at Smith Barney and Boettcher & Company, and has been with UBS the last 14 years. Peers and associates admire his disciplined work ethic, faith based drive to provide the best customer service and goals-based results to his clients. He is a graduate of the University of San Diego. Jeff enjoys spending time with his wife and three children and has served on the board of Regis Jesuit High School and is currently a member of the Audit/Finance Committee.

              • Forbes America’s Top Wealth Management Teams, 2023The Forbes rating is compiled by Shook Research and awarded annually in November based on information from a 12 month period ending in March of the award year.
              • Forbes Best-in-State Wealth Management Teams, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.

              Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures

                  4600 South Ulster Street
                  Suite 700
                  Denver, CO 80237
                • Mark Broughton

                  Mark Broughton, CFA®

                  Senior Vice President

                  Financial Advisor

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                  • AK
                  • AR
                  • AZ
                  • CA
                  • CO
                  • CT
                  • DC
                  • DE
                  • FL
                  • GA
                  • HI
                  • IA
                  • ID
                  • IL
                  • IN
                  • KS
                  • KY
                  • LA
                  • MA
                  • MD
                  • MI
                  • MN
                  • MO
                  • MS
                  • MT
                  • NC
                  • ND
                  • NE
                  • NH
                  • NM
                  • NV
                  • NY
                  • OH
                  • OK
                  • OR
                  • PA
                  • PR
                  • SC
                  • SD
                  • TN
                  • TX
                  • UT
                  • VA
                  • VT
                  • WA
                  • WI
                  • WV
                  • WY

                  Mark joined Montage in 2022, having previously served as owner and board member of Seattle-based Ranier Investment Management where he helped the firm increase their assets under management from $1.8 billion to over $20 billion. Marks’ latest roles at Rainier included Chief Investment Officer and lead portfolio manager on the firm’s growth equity strategies. He was also Lead Portfolio Manager of Blackrock’s large-cap core equity product and most recently was associated with one of the top nationally ranked teams with First Republics Private Wealth Management Group

                  He received his Bachelor of Science degree in Finance and Entrepreneurship and a Master of Business Administration in Finance and International Finance and Economics from the University of Southern California.  Mark has also held the Chartered Financial Analyst designation for 27 years.

                  His extensive expertise within equity portfolio management, research and executive management functions will add even greater depth to Montage Financial Group.

                  Mark and his wife Jen have 3 children.  His twin son and daughter are heading off to college and his oldest daughter is a senior graphic designer and is also engaged to be married.  Mark has been a guest lecturer at University of Southern California Marshall School of Business as well as a Board Member for the Boys & Girls Clubs.  Mark enjoys travel, golf, skiing and collecting wine.

                   

                    Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures

                        925 Fourth Avenue
                        31st and 32nd Floors
                        Seattle, WA 98104
                      • Brannon Johnson

                        Brannon Johnson, CFP®, AWMA®

                        Authorized Officer

                        Senior Wealth Strategy Associate

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                        • AK
                        • AL
                        • AR
                        • AZ
                        • CA
                        • CO
                        • CT
                        • DC
                        • DE
                        • FL
                        • GA
                        • HI
                        • IA
                        • ID
                        • IL
                        • IN
                        • KS
                        • KY
                        • LA
                        • MA
                        • MD
                        • ME
                        • MI
                        • MN
                        • MO
                        • MS
                        • MT
                        • NC
                        • NE
                        • NH
                        • NJ
                        • NM
                        • NV
                        • NY
                        • OH
                        • OK
                        • OR
                        • PA
                        • SC
                        • SD
                        • TN
                        • TX
                        • UT
                        • VA
                        • VT
                        • WA
                        • WI
                        • WV
                        • WY

                        Brannon Johnson
                        brannon.johnson@ubs.com
                        +1 303 488-3195

                        When it comes to serving clients, Brannon believes in simplifying with precision. As Senior Wealth Strategy Associate on the Montage Financial Group team, he uses his organizational acumen to help manage and implement all aspects of a family’s wealth plan, including financial planning, estate plans, mortgages, life insurance and managing cash flow needs.

                        “I find it humbling and rewarding to know that we play a big part in simplifying people’s lives, both high level and on a granular level. Earning their trust is hard to do, and we never take for granted the position we hold to effect positive change to help families.”

                        -Brannon Johnson

                        Brannon takes great pride in strategizing with high net worth families, understanding their goals and helping them obtain them. “At the end of the day, we try to be lots of things to a few people, not the other way around,” he says. “We recognize that to be effective, this starts with the family and specifically with educating the next generation. This process takes time, trust and lifelong relationships.”

                        Experience

                        – Senior Wealth Strategy Associate, UBS Private Wealth Management, 2017 – present

                        – Wealth Planning Analyst, UBS Private Wealth Management, 2017

                        – Client Service Associate, UBS Private Wealth Management, 2016

                        – Intern, UBS Wealth Management, 2015

                        Education and credentials

                        – Accredited Wealth Management Advisor (AWMA®)

                        – CERTIFIED FINANCIAL PLANNER™ professional (CFP®)

                        – B.A., business management and marketing, Taylor University

                        Life

                        – Brannon lives in Denver with his wife, Kim, and his three small children Merrick, Marlowe, and Maelin.

                        Brannon enjoys Saturday morning coffee before anyone is awake, PB&Js in the park, Nebraska Football (don’t laugh), and traveling back to his small hometown in Iowa for Christmas.

                        – Brannon and Kim are active with their local rotary club and in their church.

                                       

                          Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures

                              Retirement planning
                              Philanthropy
                              Legacy planning
                              Exit planning
                              Business owners
                              Entrepreneurs
                              Professionals
                              Corporate executives
                              4600 South Ulster Street
                              Suite 700
                              Denver, CO 80237
                            • Jeff Johnson

                              Jeffrey Johnson, CIMA®

                              Associate Director

                              Investment Associate

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                              • AK
                              • AL
                              • AR
                              • AZ
                              • CA
                              • CO
                              • CT
                              • DC
                              • DE
                              • FL
                              • GA
                              • HI
                              • IA
                              • ID
                              • IL
                              • IN
                              • KS
                              • KY
                              • MA
                              • ME
                              • MI
                              • MN
                              • MO
                              • MS
                              • MT
                              • NC
                              • NE
                              • NH
                              • NM
                              • NV
                              • NY
                              • OH
                              • OK
                              • OR
                              • PA
                              • PR
                              • SC
                              • SD
                              • TN
                              • TX
                              • UT
                              • VA
                              • VT
                              • WA
                              • WI
                              • WV
                              • WY

                              Jeffrey Johnson

                              Jeffrey is fascinated by the financial markets, driven by a passion that was ignited in him at a young age. “My father taught me a lot about saving, investing and the markets,” he reflects. “When I was 10, he gave me The Wall Street Journal Guide to Money and Investing. That pretty much laid the foundation for my lifelong interest in finance.”


                              "Through teamwork, we help our clients flourish and solve complicated problems by organizing and simplifying their financial lives."
                              - Jeffrey Johnson


                              Today, Jeffrey is integral to Montage Financial Group, serving in both advisory and analytical roles that involve trading for client portfolios. Having started his career at Christie’s, he learned about art as an investment, how multigenerational family relationships are cultivated, the liquidity needs of estates and how taking care of clients with exceptional service is paramount.

                              Jeffery enjoys the many relationships he’s developed over the years. He finds great satisfaction in helping clients establish efficient portfolios and make the right financial decisions for their objectives. “I like to think, if this were my money and I were in their same situation, what would I do for myself? What allocation would I be comfortable with?”

                              Experience
                              – Investment Associate, UBS Private Wealth Management, 2008 – present
                              – Financial Advisor, Morgan Stanley, 2004 – 2008
                              – Business Manager, Christie’s, 1999 – 2003

                              Education and credentials
                              – Certified Investment Management Analyst® (CIMA®)
                              – Series 7 and 66 securities licenses
                              – Life, health and insurance licenses
                              – B.S.B.A., economics, University of Nebraska, Lincoln

                              Life
                              – Jeffrey loves to run, play golf, travel and learn new languages. In fact, he’s fluent in French and is now studying Italian.
                              – He has volunteered in the community on civic art boards.
                              – Jeffrey is also an English tutor with Lincoln Literacy, an organization that offers language support to new immigrants in the community.

                                Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures

                                    Investing
                                    Custom portfolios
                                    Asset allocation
                                    Alternative investments
                                    Sustainable investing
                                    Impact investing
                                    Cash management
                                    8415 Maddox Drive
                                    Suite 101
                                    Lincoln, NE 68520
                                  • Aubrey Liddell

                                    Aubrey Liddell, CFP®, AAMS®

                                    Senior Wealth Strategy Associate

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                                    • AZ
                                    • CA
                                    • CO
                                    • FL
                                    • IL
                                    • NV
                                    • NY
                                    • WA
                                    • WY

                                    Aubrey Liddell, CFP®, AAMS®
                                    Senior Wealth Strategy Associate - Planning Specialist
                                    702-792-3136
                                    aubrey.liddell@ubs.com
                                    Montage Financial Group advisors.ubs.com/montage

                                    About Aubrey Liddell
                                    Private Wealth Management
                                    When it comes to finance, Aubrey finds it easy to identify with the many people she gets to help. She recognizes the importance of making sure their voices are heard but also that they understand everything they need to know in terms of their wealth.

                                    “ I pride myself on going above and beyond to make things happen for our clients and them knowing they can depend on me.”
                                    – Aubrey Liddell

                                    On the Montage Financial Group team, Aubrey gets to help clients every day. Not only does she help keep her colleagues and clients organized, but, given her dual degrees in finance and marketing, she focuses on financial planning, including insurance and cash-flow planning, and handles the team’s marketing.

                                    “I love our clients, building relationships and being their trusted go-to person,” she says. “I enjoy financial planning and helping clients realize their goals while building deep connections with them.”

                                    Her guiding principle in doing so?
                                    “Being kind and always having their best interests at heart.”

                                    Experience
                                    - Team Administrator, UBS Private Wealth Management, 2014 – present
                                    - Analytics Intern, UBS Financial Services Inc., 2012 – 2014
                                    - Executive Assistant, Waddell & Reed, 2011 – 2012

                                    Education
                                    - CERTIFIED FINANCIAL PLANNER (CFP) professional
                                    - Accredited Asset Management Specialist (AAMS)
                                    - B.S. in marketing, Edgewood College, Madison, WI
                                    - B.S. in finance, Edgewood College, Madison, WI

                                    Life
                                    - Aubrey lives in Las Vegas with her husband.
                                    - She loves to check out new restaurants in town and take their dog for walks.

                                      Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures

                                          Financial planning
                                          Education planning
                                          Retirement planning
                                          10801 W Charleston Boulevard
                                          Suite 400
                                          Las Vegas, NV 89135
                                        • Jennifer Edwards

                                          Jennifer Edwards, CFP®

                                          Senior Wealth Strategy Associate

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                                          • AZ
                                          • CA
                                          • CO
                                          • GA
                                          • MA
                                          • NV
                                          • PA
                                          • WA

                                          Jennifer assists the team with financial planning, portfolio strategy, insurance review analysis, investment manager evaluation, and portfolio reviews. Jennifer graduated Summa Cum Laude from Miami University with a B.S. in business and is a Certified Financial Planner (CFP®) professional.  Jennifer and her husband, Troy enjoy skiing, running, cycling, and keeping up with the activities of their two daughters, Caley and Keeghan.

                                            Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures

                                                Multi-generational families
                                                Retirement planning
                                                Estate planning strategies
                                                Philanthropy
                                                Legacy planning
                                                Exit planning
                                                Women investors
                                                Professionals
                                                4600 South Ulster Street
                                                Suite 700
                                                Denver, CO 80237
                                              • Meghan Nemechek

                                                Meghan Nemechek, AWMA®

                                                Wealth Strategy Associate

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                                                • AK
                                                • AL
                                                • AR
                                                • AZ
                                                • CA
                                                • CO
                                                • DC
                                                • DE
                                                • FL
                                                • GA
                                                • HI
                                                • IA
                                                • ID
                                                • IL
                                                • IN
                                                • KS
                                                • KY
                                                • LA
                                                • MA
                                                • MD
                                                • ME
                                                • MI
                                                • MN
                                                • MO
                                                • MS
                                                • MT
                                                • NC
                                                • NE
                                                • NH
                                                • NJ
                                                • NM
                                                • NV
                                                • NY
                                                • OH
                                                • OK
                                                • OR
                                                • PA
                                                • RI
                                                • SC
                                                • SD
                                                • TN
                                                • TX
                                                • UT
                                                • VA
                                                • VT
                                                • WA
                                                • WI
                                                • WV
                                                • WY

                                                Meghan followed in her father, Jeff’s, footsteps and entered the financial services field after completing her MBA. Her keen attention to detail and passion for solving complex issues helps her develop strong, lasting relationships with clients. As a team quarterback, Meghan ensures that the needs of clients are met, and new strategies are efficiently implemented. With a background in financial planning, she encourages clients to see the bigger picture even if it is still being painted. Meghan acts as the team’s Sudden Wealth expert, helping clients navigate the complexities of new-found wealth, whether through death, divorce, or structured settlements. Her process involves education, compassion, and resolution. Meghan also works with next generation clients, showing how inherited wealth can create opportunities for their own success, independent of that of their parents or grandparents. 

                                                In her free time, Meghan is a passionate cook who spends her weekends developing new recipes for her second cookbook. As a Colorado native, she also enjoys checking out the new restaurants Denver has to offer. If you need a restaurant recommendation as an accoutrement to your private wealth management, you’ve come to the right place!  

                                                Experience

                                                Wealth Planning Analyst, UBS Wealth Management, 2020 – Present
                                                Intern, UBS Wealth Management, 2017 – 2020 

                                                Education and Credentials

                                                Accredited Wealth Management Advisor ® 2021
                                                Masters of Business Administration, University of Colorado Business School 2020 (graduated cum laude)
                                                B.A., Finance, University of Colorado Business School 2019
                                                Series 7 and 66 securities licenses
                                                “Political Cycles and Oil Prices: Understanding the Geopolitical Oil Supply”, 2019

                                                Volunteering/Community

                                                Project PAVE Finance Committee Member, 2019 – Present
                                                Regis Jesuit High School Finance Committee Volunteer, 2022 – Present
                                                 

                                                 

                                                 

                                                  Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures

                                                      Philanthropy
                                                      Retirement planning
                                                      Business succession
                                                      Women investors
                                                      Business owners
                                                      Professionals
                                                      4600 South Ulster Street
                                                      Suite 700
                                                      Denver, CO 80237
                                                    • Nels Griebel

                                                      Nels Griebel

                                                      Senior Wealth Strategy Associate

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                                                      • AZ
                                                      • CA
                                                      • CO
                                                      • FL
                                                      • GA
                                                      • IA
                                                      • ID
                                                      • IL
                                                      • IN
                                                      • KS
                                                      • KY
                                                      • MO
                                                      • MT
                                                      • NC
                                                      • NE
                                                      • NV
                                                      • NY
                                                      • OK
                                                      • SD
                                                      • TN
                                                      • TX
                                                      • UT
                                                      • WA

                                                      Nels graduated with a finance degree from the University of Denver. Prior to working at Montage, he had careers in the Marine Corps as an intelligence officer and Deloitte as a consultant. Nels contributes to portfolio development and implementation, market research, portfolio analysis, and family office services. He holds his Series 7 and Series 66 licenses.  He is a Denver native and an avid Colorado Avalanche supporter. During his spare time, he enjoys staying active and fit, cooking, finding new projects around his new house.

                                                        Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures

                                                            4600 South Ulster Street
                                                            Suite 700
                                                            Denver, CO 80237
                                                          • Keira Rawlings

                                                            Keira Rawlings, CWS®

                                                            Associate Director

                                                            Team Administrator

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                                                            • AR
                                                            • CO
                                                            • FL
                                                            • MA
                                                            • NE
                                                            • NV
                                                            • UT

                                                            Team Business Manager

                                                             As the Team Business Manager Keira takes great pride in being surrounded by excellence in the Advisors and the Team Associates at Montage Financial Group helping to ensure clients are serviced at the very highest level that you would come to expect from Private Wealth. With extensive industry experience from Operations Management, Financial Principal, to Marketing and Administrative Management she brings a depth of financial services knowledge to the team. 

                                                            “ I enjoy working with our staff and our clients to help answer questions and ensure a seamless client experience.  Seeing the results of our team’s efforts in our clients lives is truly rewarding.”  - Keira Rawlings

                                                                                                  

                                                            Keira holds her Series 7, 66 and 9/10 licenses as well as earned the Certified Wealth Strategist CWS® designation and has previously held the Series 24, 28, 63 and 3 licenses. Keira and her husband Steve enjoy 2 children, Alexis and Zach as well as a grandson, Kashton. Outside the office she enjoys hiking, spinning, tennis and a good book.

                                                              Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures

                                                                  4600 South Ulster Street
                                                                  Suite 700
                                                                  Denver, CO 80237
                                                                • Tim Young

                                                                  Timothy Young, CFP®

                                                                  Senior Wealth Strategy Associate

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                                                                  • AK
                                                                  • AL
                                                                  • AZ
                                                                  • CA
                                                                  • CO
                                                                  • CT
                                                                  • DC
                                                                  • DE
                                                                  • FL
                                                                  • GA
                                                                  • IA
                                                                  • ID
                                                                  • IL
                                                                  • IN
                                                                  • KS
                                                                  • KY
                                                                  • LA
                                                                  • MA
                                                                  • MD
                                                                  • ME
                                                                  • MI
                                                                  • MN
                                                                  • MO
                                                                  • MT
                                                                  • NC
                                                                  • NE
                                                                  • NH
                                                                  • NJ
                                                                  • NM
                                                                  • NV
                                                                  • NY
                                                                  • OH
                                                                  • OK
                                                                  • OR
                                                                  • PA
                                                                  • PR
                                                                  • SC
                                                                  • TN
                                                                  • TX
                                                                  • UT
                                                                  • VA
                                                                  • WA
                                                                  • WI
                                                                  • WY

                                                                  Senior Wealth Strategy Associate

                                                                  303-486-5611

                                                                  timothy.young@ubs.com

                                                                  Tim grew up playing a lot of baseball, and was considered a utility player (someone who can play several positions competitively). He has since carried his team player mentality to the Montage Financial Group,  believing a strong team needs someone with the ability to jump in and quickly navigate complex situations.   

                                                                  Tim’s primary role is to manage the team’s trading. This is accomplished by working closely with advisors on updating existing allocations, implementing new strategies, and insuring clients are receiving prompt execution on trades.

                                                                  Experience

                                                                  Prior to joining the team, Tim was executing trades for an Institutional Sales Team, and has been with UBS for 15 years.  

                                                                  Education

                                                                  - CERTIFIED FINANCIAL PLANNER™ Professional (CFP®)
                                                                  - Series 7 and 66 securities licenses
                                                                  - Life, health and insurance licenses
                                                                  - Bachelor of Business Administration- Anderson School of Management at the University of New Mexico

                                                                  Life:

                                                                  - Tim and his wife Jenni, have two beautiful children. 
                                                                  - He enjoys playing tennis and is active in his church.

                                                                   

                                                                    Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures

                                                                        4600 South Ulster Street
                                                                        Suite 700
                                                                        Denver, CO 80237
                                                                      • Sherry Tomes

                                                                        Sherry Tomes

                                                                        Associate Director

                                                                        Team Administrator

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                                                                        • AZ
                                                                        • CO
                                                                        • FL
                                                                        • IA
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                                                                        • NE
                                                                        • NV

                                                                        Sherry Tomes

                                                                        Those who know Sherry are quick to describe her laser focus on client service and keen ability to “get things done.” Intuitive and resourceful, Sherry excels in her role managing all administrative functions of Montage Financial Group as its Team Administrator.

                                                                        “ Working amongst such a talented group of people, we continually strive to do whatever it takes to simplify the financial lives of our clients.”
                                                                        – Sherry Tomes

                                                                        Sherry’s passion for people is evident. She has worked in the financial services industry for more than 30 years. Her various positions have ranged from cashier, operations manager and risk manager to complex administrative manager and client support. Today, she applies these experiences every day in a role she cherishes.

                                                                        Experience
                                                                        – Team Administrator, UBS Private Wealth Management, 2011 – present
                                                                        – Complex Administrative Manager, Great Plains Complex, UBS Financial Services Inc., 2009 – 2011
                                                                        – Operations Manager, Morgan Stanley, 1999 – 2008

                                                                        Education
                                                                        – Series 7, 9/10, 63 and 65, securities licenses
                                                                        – State of Nebraska life and annuities licenses

                                                                        Life
                                                                        – Sherry has been married to her husband, Ted, for 36 years. They have two grown children and are proud grandparents to a young grandson.
                                                                        – Outside of work, her greatest joy is training and competing in the sport of dog agility with her two miniature American shepherds.
                                                                        – Active in her local dog obedience club, Sherry also enjoys volunteering at their educational events throughout the year.

                                                                        “Working amongst such a talented group of people, we continually strive to do whatever it takes to simplify the financial lives of our clients.”
                                                                        —Sherry Tomes

                                                                          Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures

                                                                              Banking
                                                                              Lending services
                                                                              Securities-backed lending
                                                                              8415 Maddox Drive
                                                                              Suite 101
                                                                              Lincoln, NE 68520
                                                                            • Jelena Stanojevic

                                                                              Jelena Draganic

                                                                              Senior Client Associate

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                                                                              • CA
                                                                              • CO
                                                                              • FL
                                                                              • ID
                                                                              • IL
                                                                              • MD
                                                                              • MO
                                                                              • NV
                                                                              • OK
                                                                              • PA
                                                                              • WY

                                                                              Jelena Stanojevic
                                                                              Senior Registered Client Service Associate
                                                                              702-792-3149
                                                                              jelena.stanojevic@ubs.com
                                                                              Montage Financial Group advisors.ubs.com/montage

                                                                              About Jelena Stanojevic
                                                                              Private Wealth Management

                                                                              During college, Jelena worked in the hospitality industry, where she learned all that she could about customer service.

                                                                              “ I pride myself on being operationally concise and making things happen on time. I excel in complicated situations with our most sophisticated clients.”
                                                                              – Jelena Stanojevic

                                                                              Today, she applies that knowledge as a Client Service Associate with Montage Financial Group, a role that is structured around operational support, including account maintenance, investments and handling complex client situations.

                                                                              Jelena enthusiastically goes above and beyond to solve complex problems and to meet, and exceed, all of their clients’ needs. Resourceful and self-sufficient, she has a calming and comforting influence on clients and her colleagues and prides herself on being “someone that doesn’t get complacent and always strives for more,” she says. “In an industry like finance, there’s a lot to learn. Working with my team constantly gives me the opportunity to expand my knowledge.”

                                                                              Experience
                                                                              - Client Service Associate, UBS Private Wealth Management, 2018 – present

                                                                              Education
                                                                              - Bachelor’s degree in finance, University of Nevada, Las Vegas
                                                                              - Series 7 and 66 securities licenses

                                                                              Life
                                                                              - Jelena is a huge foodie and enjoys trying foods from all cultures.
                                                                              - She also loves working out at the gym and bingeing Netflix.

                                                                                Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures

                                                                                    Banking
                                                                                    Lending services
                                                                                    Securities-backed lending
                                                                                    10801 W Charleston Boulevard
                                                                                    Suite 400
                                                                                    Las Vegas, NV 89135
                                                                                  • Leslie Evert

                                                                                    Leslie Evert

                                                                                    Senior Client Associate

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                                                                                    • CO
                                                                                    • NE
                                                                                    • NV

                                                                                    Leslie Evert
                                                                                    Senior Client Service Associate 402-328-2075
                                                                                    leslie.evert@ubs.com
                                                                                    Montage Financial Group advisors.ubs.com/montage

                                                                                    About Leslie Evert
                                                                                    Private Wealth Management

                                                                                    When it comes to serving families of the Midwest, Leslie is guided by three principles: integrity, honesty and reliability. She’s honed her ability to deliver excellence over her nearly two decades in client-facing roles in the financial services industry. Still, she continues to expand her knowledge of wealth management to meet the increasingly sophisticated needs of our clients.

                                                                                    “ I believe in supporting my clients with integrity and honesty in helping them meet their immediate and future financial needs.”
                                                                                    – Leslie Evert

                                                                                    Leslie always takes pride in adopting a holistic outlook when it comes to understanding the needs of multigenerational families and helping them achieve their financial goals. She thrives on juggling multiple priorities and offers seamless operational support to Montage Financial Group, where she is integral to delivering personalized, attentive service to individuals and families.

                                                                                    Experience
                                                                                    - Senior Client Service Associate, UBS Private Wealth Management

                                                                                    Education and credentials
                                                                                    - Series 7 and 66 securities licenses
                                                                                    - B.S., business administration, University of Nebraska

                                                                                    Life
                                                                                    - Leslie lives with her husband and two children, who are active in sports.
                                                                                    - In her free time, she enjoys spending time outdoors with her family.

                                                                                      Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures

                                                                                          Banking
                                                                                          Lending services
                                                                                          Securities-backed lending
                                                                                          8415 Maddox Drive
                                                                                          Suite 101
                                                                                          Lincoln, NE 68520
                                                                                        • Ashley Butler

                                                                                          Ashley Butler

                                                                                          Senior Client Associate

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                                                                                          • CO
                                                                                          • IN
                                                                                          • NE
                                                                                          • NV
                                                                                          • NY
                                                                                          • OH
                                                                                          • OK
                                                                                          • UT

                                                                                          Ashley Butler
                                                                                          Senior Client Service Associate

                                                                                          303-486-5604
                                                                                          ashley.butler@ubs.com
                                                                                          Montage Financial Group advisors.ubs.com/montage

                                                                                          Ashley Butler
                                                                                          Private Wealth Management

                                                                                          Before taking on the role of Senior Client Service Associate at Montage Financial Group, Ashley spent a number of years in roles that taught her the value of customer service. From retail to restaurants to real estate and now financial services, “each part of my journey added a layer of care and concern for the person in front of me,” she says.

                                                                                          “ People love to be remembered and seen. Making sure all the details are considered and taken care of is a large part of that.”
                                                                                          – Ashley Butler

                                                                                          Ashley’s vision is to provide high-touch service for her team’s clients and their families. She provides day-to-day client and team support, assisting with every detail when it comes to account management. Her guiding principles are responsibility, integrity and follow-through. “We are about more than the client’s portfolio,” says Ashley. “We care deeply about their family’s holistic well-being.”

                                                                                          Experience
                                                                                          - Senior Client Service Associate, UBS Private Wealth Management, 2018 – present
                                                                                          - Executive Assistant, UBS Financial Services Inc., 2017, 2018
                                                                                          - Realtor, Keller Williams Realty DTC, 2015 – 2017
                                                                                          - Assistant Preschool Teacher, Primrose Schools, 2013, 2014

                                                                                          Education and credentials
                                                                                          - Bachelor’s in secondary education, Missouri Southern State University
                                                                                          - Series 7 and 66 securities licenses.

                                                                                          Life
                                                                                          - “My happy place is spending time with my husband and our newborn daughter, Emerson,” says Ashley.
                                                                                          - She also enjoys reading and learning to cook.

                                                                                            Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures

                                                                                                Banking
                                                                                                Lending services
                                                                                                Securities-backed lending
                                                                                                4600 South Ulster Street
                                                                                                Suite 700
                                                                                                Denver, CO 80237
                                                                                              • Mandy Vigil

                                                                                                Mandy Vigil, CTFA®

                                                                                                Senior Client Associate

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                                                                                                • AK
                                                                                                • AL
                                                                                                • AR
                                                                                                • AZ
                                                                                                • CA
                                                                                                • CO
                                                                                                • CT
                                                                                                • DC
                                                                                                • DE
                                                                                                • FL
                                                                                                • GA
                                                                                                • HI
                                                                                                • IA
                                                                                                • ID
                                                                                                • IL
                                                                                                • IN
                                                                                                • KS
                                                                                                • KY
                                                                                                • LA
                                                                                                • MA
                                                                                                • MD
                                                                                                • ME
                                                                                                • MI
                                                                                                • MN
                                                                                                • MO
                                                                                                • MS
                                                                                                • MT
                                                                                                • NC
                                                                                                • ND
                                                                                                • NE
                                                                                                • NH
                                                                                                • NJ
                                                                                                • NM
                                                                                                • NV
                                                                                                • NY
                                                                                                • OH
                                                                                                • OK
                                                                                                • OR
                                                                                                • PA
                                                                                                • PR
                                                                                                • RI
                                                                                                • SC
                                                                                                • SD
                                                                                                • TN
                                                                                                • TX
                                                                                                • UT
                                                                                                • VA
                                                                                                • VI
                                                                                                • VT
                                                                                                • WA
                                                                                                • WI
                                                                                                • WV
                                                                                                • WY

                                                                                                Mandy Vigil, CTFA®

                                                                                                Senior Client Service Associate

                                                                                                303-820-5813

                                                                                                mandy.vigil@ubs.com

                                                                                                 

                                                                                                Mandy is a Registered Client Service Associate and previously worked as an Associate Vice President for a private wealth trust company.  Her warmth is immediately felt as she interacts with clients.  She is series 7 and 66 registered and has earned the Certified Trust Fiduciary Advisor designation CTFA®. 

                                                                                                Mandy and her husband Paul enjoy a son, Paul Jr. who is a freshman in high school.  She loves the outdoors, including camping, hiking and spending time with her family at Lake McConaughy.

                                                                                                  Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures

                                                                                                      4600 South Ulster Street
                                                                                                      Suite 700
                                                                                                      Denver, CO 80237
                                                                                                    • Amalia Ranck

                                                                                                      Amalia Ranck

                                                                                                      Client Associate

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                                                                                                      • CA
                                                                                                      • FL
                                                                                                      • NV
                                                                                                      • NY
                                                                                                      • PR
                                                                                                      • WY

                                                                                                      Amalia Ranck

                                                                                                      Registered Client Service Associate

                                                                                                      702-792-3153

                                                                                                      Amalia.ranck@ubs.com

                                                                                                      Montage Financial Group

                                                                                                      Advisors.ubs.com/montage

                                                                                                       

                                                                                                      Amalia takes pride in executing with precision daily account maintenance requirements that keeps our clients serviced at the highest level.

                                                                                                       

                                                                                                      “I enjoy proactively and creatively improving our processes to ensure we are always meeting every client need.”

                                                                                                      Amalia started in financial services with Merrill Lynch and has been with UBS since 2008.  Amalia has earned both her Series 7 license and Series 66 license.  She is a Las Vegas native and is married and enjoying two step children.  Amalia loves to cook, travel and spend time with her family.

                                                                                                       

                                                                                                        Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures

                                                                                                            Banking
                                                                                                            Lending services
                                                                                                            Securities-backed lending
                                                                                                            10801 W Charleston Boulevard
                                                                                                            Suite 400
                                                                                                            Las Vegas, NV 89135
                                                                                                          • Jeamilette Berastain

                                                                                                            Jeamilette Berastain

                                                                                                            Client Associate

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                                                                                                              Client Service Associate

                                                                                                              303-267-3028

                                                                                                              jeamilette.berastain@ubs.com

                                                                                                               

                                                                                                              ABOUT:

                                                                                                              Jeamilette Berastain is a Client Service Associate and executive assistant to Jonathan Beukelman. Prior to joining the team, Jeamilette worked at UBS in Plano, Texas where she was the receptionist, Branch Technology Liaison, and Branch Office Admin. Jeamilette also owned Dallas School of Movement, a traveling studio where she taught dance and tumbling and organized yearly recitals for her students. Originally from Peru, Jeamilette is bilingual in Spanish.

                                                                                                               

                                                                                                              EXPERIENCE:

                                                                                                              Client service Associate, UBS Private Wealth Management, 2022-Present
                                                                                                              Branch Office Admin, UBS Wealth Management, 2021-2022
                                                                                                              Receptionist, UBS Wealth Management, 2019-2021
                                                                                                              Lead Mentor Teacher, FUMC Weekday Program, 2013-2019
                                                                                                              Owner and Teacher, Dallas School of Movement, 2014-2019
                                                                                                               

                                                                                                              LIFE:

                                                                                                              Jeamilette loves spending time outside- whether it’s hiking with her dog, Maya or just reading a book on the patio.

                                                                                                              She loves dance and hopes to continue taking technique classes in Denver.

                                                                                                                Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures

                                                                                                                    4600 South Ulster Street
                                                                                                                    Suite 700
                                                                                                                    Denver, CO 80237
                                                                                                                  • Marge Grimm

                                                                                                                    Marjorie Grimm

                                                                                                                    Senior Client Associate

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                                                                                                                      Marge has been in the financial services industry for 31 years and has a passion for meeting and exceeding client expectations in customer service.  Marge is series 7 registered.  She enjoys spending time on her ranch in Larkspur with her husband of 38 years and spoiling their grandchildren.  She also enjoys organic gardening, quilting, cooking and caring for their farm animals

                                                                                                                        Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures

                                                                                                                            4600 South Ulster Street
                                                                                                                            Suite 700
                                                                                                                            Denver, CO 80237
                                                                                                                          • Stephanie Cerda

                                                                                                                            Stephanie Cerda

                                                                                                                            Client Associate

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                                                                                                                              Stephanie enjoys providing superior client service and helping others.  She has extensive banking experience and attended the College of Southern Nevada.  Stephanie loves video games, sushi and spending time with her husband and two cats Nani and Tuna.

                                                                                                                                Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures

                                                                                                                                    10801 W Charleston Boulevard
                                                                                                                                    Suite 400
                                                                                                                                    Las Vegas, NV 89135
                                                                                                                                  • Samantha Cutone

                                                                                                                                    Samantha Cutone

                                                                                                                                    Intern

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                                                                                                                                        Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures

                                                                                                                                            4600 South Ulster Street
                                                                                                                                            Suite 700
                                                                                                                                            Denver, CO 80237
                                                                                                                                          two men planning

                                                                                                                                          Ready to sell your business?

                                                                                                                                          The five hallmarks of a successful sale

                                                                                                                                          Move forward with confidence in possibly the biggest venture of your life. We can help advise and orchestrate your entire team of experts throughout the sale process and beyond.

                                                                                                                                          Every detail matters to us.

                                                                                                                                          ''That’s why we focus on them, follow up on them, and integrate them into the bigger picture of your financial life.''

                                                                                                                                          - Michael Chudd

                                                                                                                                          Every detail matters to us.

                                                                                                                                          Shaping multigenerational wealth

                                                                                                                                          Shaping multigenerational wealth

                                                                                                                                          Family estate planning strategies

                                                                                                                                          Family estate planning strategies

                                                                                                                                          Business transition, exit and succession planning

                                                                                                                                          Business transition, exit and succession planning

                                                                                                                                          Our clients are deeply concerned about the role—positive and negative—that wealth will play in their families. But talking about future financial responsibility can be an emotional and challenging topic for both parents and children. Whether you’re discussing an inheritance, insurance, a business transition or wealth transfer, an open, honest discussion among family members makes the process more rewarding for everyone. Let us show you how.

                                                                                                                                          Whether you’re looking to reduce estate tax exposure or pass on a family legacy to the next in line, we can work with you to develop a custom strategy for pursuing those goals. We’ll connect with our extensive network of estate planning professionals to help you build a comprehensive plan that looks holistically at your priorities so you can confidently transfer assets to future generations.

                                                                                                                                          Our team understands the passion and vision that's necessary to build a successful company—and the concerns that arise when transitioning your ownership role. Whether you are keeping the business in the family, or exiting to pursue a new venture, we address the full cycle of your business goals. From start-up to growth to sale or succession, our team helps you pursue critical liquidity, estate planning and investment priorities.

                                                                                                                                          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