Experience

Makes all the difference

Experienced financial advisors and good friends, Jonathan Beukelman and Michael Chudd partnered to help bring even greater insight to our clients. With our complementary experience and skills, and our large, diversified team of professionals, we’ve created a team that integrates critical generational planning with a systematic, process-driven approach to complex wealth management.

Jonathan Beukelman, CIMA®

Managing Director–Wealth Management

Financial Advisor

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.

“We take every single opportunity to gain a deeper understanding of our clients,” says Jonathan. “By working closely with each family member across generations, we develop a strategy that the entire family can embrace to build a lasting legacy.”

– Jonathan Beukelman

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

Recognitions
– Financial Times 400 Top Financial Advisers, 2013 – 2015, 2017, 2020
– Barron’s Top 1,000 Financial Advisors, 2011 – 2013
– Barron’s Top 1,200 Financial Advisors, 2014 – 2021
– Forbes/SHOOK Best-In-State Wealth Advisors, Colorado, 2018 – 2021
– Forbes/SHOOK Top 100 Wealth Advisors, 2016
– Forbes/SHOOK Top 250 Wealth Advisors, 2017 – 2020
– On Wall Street Top 40 Advisors Under 40, 2011 – 2014
– REP. magazine and WealthManagement.com Top 40 Wirehouse Advisors Under 40, 2013, 2014

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.

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

Recognized as an industry leader:

  • Financial Times Top 400 Financial Advisers, 2013, 2014, 2015, 2017, 2020
  • Barron's Top 1,000 Financial Advisors, 2011, 2012, 2013
  • Barron's Top 1,200 Financial Advisors, 2014, 2015, 2016, 2017, 2018, 2019, 2020, 2021
  • Forbes/SHOOK Top 100 Wealth Advisors, 2016
  • On Wall Street – Top 40 Advisors Under 40, 2011, 2012, 2013, 2014
  • REP. magazine and WealthManagement.com "Top 40 Wirehouse Advisors Under 40", 2013, 2014
  • Forbes/SHOOK Top Wealth Advisors, 2017, 2018, 2019, 2020, 2021
  • Forbes/SHOOK Best-In-State Wealth Advisors, 2018, 2019, 2020, 2021

Our advice is comprehensive. We help diverse clients in a broad range of areas, including:

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

Email Me

Michael Chudd

Managing Director–Wealth Management

Financial Advisor

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

Recognitions
– Forbes Best-In-State Wealth Advisors, Nevada, 2019, 2020
– Financial Times 400 Top Financial Advisors, 2015, 2016
– UBS Pinnacle Council

Life
– Michael is proud to be a “girl dad” to his three teenage 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 board and student athletes (football foundation).

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

Recognized as an industry leader:

  • Financial Times Top 400 Financial Advisers, 2015, 2016
  • Forbes/SHOOK Best-In-State Wealth Advisors, 2019, 2020, 2021

Our advice is comprehensive. We help diverse clients in a broad range of areas, including:

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

Email Me

Mark Geist, CFP®, CPWA®

Senior Vice President–Wealth Management

Financial Advisor

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

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

Our advice is comprehensive. We help diverse clients in a broad range of areas, including:

Financial planning
Long-term care planning
Retirement planning
Estate planning strategies
Philanthropy
Legacy planning
Exit planning
Entrepreneurs
5800 Hidcote
Suite 200
Lincoln, NE 68516

Email Me

Jeremy Keller, AAMS®

Senior Vice President–Wealth Management

Financial Advisor

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 rest of 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, 2009

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

Recognition
– Forbes Best-In-State Wealth Advisors, Nevada, 2021

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

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

Recognized as an industry leader:

  • Forbes/SHOOK Top 250 Next-Generation Wealth Advisors, 2021
  • UBS Rising Advisors, 2021
  • Forbes/SHOOK Best-In-State Wealth Advisors, 2021

Our advice is comprehensive. We help diverse clients in a broad range of areas, including:

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

Email Me

Jeffrey Johnson, CIMA®

Associate Director

Investment Associate

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 volunteers 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.

Registered States:
  • AL
  • AZ
  • CA
  • CO
  • CT
  • DE
  • FL
  • GA
  • IA
  • ID
  • IL
  • IN
  • KS
  • KY
  • MA
  • ME
  • MI
  • MN
  • MO
  • NC
  • NE
  • NH
  • NV
  • NY
  • OH
  • OK
  • OR
  • PA
  • SC
  • SD
  • TN
  • TX
  • UT
  • VA
  • VT
  • WA
  • WI
  • WY

Our advice is comprehensive. We help diverse clients in a broad range of areas, including:

Investing
Custom portfolios
Asset allocation
Alternative investments
Sustainable investing
Impact investing
Cash management
5800 Hidcote
Suite 200
Lincoln, NE 68516

Email Me

Brannon Johnson, CFP®, AWMA®

Authorized Officer

Senior Wealth Strategy Associate

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, their one-year-old son, Merrick and newborn daughter Marlowe

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

               

Registered States:
  • AL
  • AZ
  • CA
  • CO
  • CT
  • DE
  • FL
  • GA
  • IA
  • ID
  • IL
  • IN
  • MA
  • MD
  • ME
  • MI
  • MN
  • MO
  • NC
  • NE
  • NH
  • NV
  • NY
  • OH
  • OK
  • OR
  • PA
  • SC
  • TN
  • TX
  • UT
  • WA
  • WI
  • WY

Our advice is comprehensive. We help diverse clients in a broad range of areas, including:

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

Email Me

Jennifer Edwards

Senior Wealth Strategy Associate

Registered States:
  • AZ
  • CA
  • CO
  • GA
  • MA
  • NV
  • PA
  • WA

Our advice is comprehensive. We help diverse clients in a broad range of areas, including:

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

Email Me

Christian O'Dwyer, CFA®

Director

Senior Wealth Strategy Associate

Christian always takes the time to understand each client’s individual vision and long-term goals. Only then does he develop a plan that he believes will yield success. “I bring that personalized plan to life by using a full array of financial, investment and estate planning strategies,” he explains.

“We earn our clients’ trust by helping them plan for their future.” – Christian O’Dwyer

In addition to help leading the practice, Christian’s main focus within Montage Financial Group is investment strategy and portfolio construction. Christian is passionate about the financial markets and draws upon his vast experience working at the Chicago Board of Options Exchange and as an institutional investment advisor to construct client portfolios.

To build individualized portfolios that balance risk and return given each client’s objectives, Christian, a designated UBS Institutional Consulting Analyst, uses the full breadth and scope of global resources at UBS to create investment solutions that adapt to various market environments. “I have intuitive insights into the opportunities and risks in various market conditions and deep knowledge of both traditional asset classes and alternatives,” notes Christian.

Experience
– Senior Wealth Strategy Associate, UBS Private Wealth Management, 2019 – present
– Vice President, Innovest Portfolio Solutions, 2014 – 2019
– Equity Derivatives Trader, Spot Trading LLC, 2008 – 2014

Education and credentials
– Chartered Financial Analyst® (CFA®)
– B.A., business Administration, finance, University of Notre Dame

Life
– Christian and his wife enjoy life with their three young children—Paul, James and Grace—who keep them laughing and active.
– He is a board director of Boys Hope Girls Hope Colorado, an organization that provides support to academically motivated students from disadvantaged backgrounds.
– He helps oversee the endowment of Regis Jesuit High School, his alma mater.

Registered States:
  • AL
  • AZ
  • CA
  • CO
  • CT
  • DE
  • FL
  • GA
  • HI
  • IA
  • ID
  • IL
  • IN
  • KS
  • KY
  • 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

Our advice is comprehensive. We help diverse clients in a broad range of areas, including:

Institutional consulting
Investing
Custom portfolios
Asset allocation
Alternative investments
Sustainable investing
Impact investing
Cash management
4600 South Ulster Street
Suite 700
Denver, CO 80237

Email Me

Gary Chase, Strategic Partner

First Vice President–Wealth Management

Financial Advisor

Registered States:
  • AR
  • AZ
  • CA
  • CO
  • FL
  • HI
  • ID
  • IL
  • MI
  • MN
  • MT
  • NM
  • NV
  • NY
  • OH
  • OR
  • TX
  • UT
  • VA
  • WA
10801 W Charleston Boulevard
Suite 400
Las Vegas, NV 89135

Email Me

James Bingham, CIMA, Strategic Partner

Senior Vice President–Wealth Management

Financial Advisor

Registered States:
  • AL
  • AZ
  • CA
  • FL
  • GA
  • IA
  • ID
  • IN
  • MI
  • MO
  • MT
  • NV
  • OH
  • SC
  • TX
  • UT
  • WA
10801 W Charleston Boulevard
Suite 400
Las Vegas, NV 89135

Email Me

Keira Rawlings

Authorized Officer

Team Administrator

Registered States:
  • AR
  • CO
  • FL
  • MA
  • UT
205 N Detroit Street
5th Floor
Denver, CO 80206

Email Me

Aubrey Liddell, CFP®, AAMS®

Team Administrator

Aubrey Liddell, CFP®, AAMS®
Team Administrator
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.

Registered States:
  • NV

Our advice is comprehensive. We help diverse clients in a broad range of areas, including:

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

Email Me

Sherry Tomes

Associate Director

Team Administrator

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

Registered States:
  • AZ
  • CO
  • FL
  • IA
  • IN
  • NE

Our advice is comprehensive. We help diverse clients in a broad range of areas, including:

Banking
Lending services
Securities-backed lending
5800 Hidcote
Suite 200
Lincoln, NE 68516

Email Me

Leslie Evert

Senior Client Service Associate

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.

Registered States:
  • CO
  • NE

Our advice is comprehensive. We help diverse clients in a broad range of areas, including:

Banking
Lending services
Securities-backed lending
5800 Hidcote
Suite 200
Lincoln, NE 68516

Email Me

Ashley Butler

Senior Client Service Associate

Ashley Butler
Senior Client Service Associate 303-486-5604
ashley.butler@ubs.com
Montage Financial Group advisors.ubs.com/montage

About 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.

Registered States:
  • CO
  • NE
  • OH

Our advice is comprehensive. We help diverse clients in a broad range of areas, including:

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

Email Me

Jelena Stanojevic

Client Service Associate

Jelena Stanojevic
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.

Registered States:
  • NV

Our advice is comprehensive. We help diverse clients in a broad range of areas, including:

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

Email Me

Amy Gilbert

Senior Client Service Associate

Amy Gilbert
Client Service Associate
702-792-3132
amy.gilbert@ubs.com
Montage Financial Group advisors.ubs.com/montage

About Amy Gilbert
Private Wealth Management

Amy takes pride in taking care of others. When she was hired as a Client Service Associate (CSA) nearly 14 years ago to help take care of her team’s clients, she knew it was an industry she’d never leave.

“ All of our clients should know that they’re important and can always count on me for whatever it is that they need.”
– Amy Gilbert

“I’ve been lucky to have spent my entire career with UBS,” says Amy, who pays it forward by coaching and mentoring new CSAs. “I love training others and sharing any tips that might help them.”

As a CSA with Montage Financial Group, Amy takes pride in “going above and beyond to help clients as quickly as possible with transparency and integrity,” she says. “It is so fulfilling to know that I’m helping each client and supporting the team in growing our practice.”

Experience
- Client Service Associate, UBS Private Wealth Management, 2008 – present

Education
- College of Southern Nevada

Life
- Amy loves spending time with her big family, which includes her six siblings and their families, and involves many game nights, barbeques, picnics and movie nights.
- She and her husband, Joe, have four boys and two grandsons.
- Amy enjoys long walks, hiking and just getting out in nature.
- Giving back to the community has always been important to Amy, who participates in many local fundraisers, including food, toy and blood drives.

Our advice is comprehensive. We help diverse clients in a broad range of areas, including:

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

Email Me

Amalia Ranck

Client Service Associate

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.

 

Registered States:
  • NV

Our advice is comprehensive. We help diverse clients in a broad range of areas, including:

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

Email Me

Ryan Wetmore

Client Service Associate

4600 South Ulster Street
Suite 700
Denver, CO 80237

Email Me