Experience

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 assist in strategic partnering.

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 skiing, pickleball and visiting his college age children, Luke, Graham and Audrey along with his wife Jami.
– He serves on the Board of Trustees at Taylor University, his alma mater.

Michael is the leader and founder of Montage Financial Group, one of the largest advisory teams at UBS. 
 
Michael's passion for wealth management is profound and consistent. He is committed to going the extra mile to find the ideal solution, strategy, and opportunity for each family-even when (and especially when) others have given up. Families rely on Michael's tireless work ethic, persistence, and integrity to solve problems and help pursue their goals while delivering an unmatched level of service.  
 
"No two clients with the same amount of money look the same. We take the time to understand what matters most to you. We want to learn how you measure success and help you get there.” -Michael Chudd 
 
Michael manages client relationships and leads all investment consulting, advanced planning, and relationship management efforts. His team consists of 25 full time specialists that work with him in these areas to serve their clients. 
 
Michael is a Senior Portfolio Manager and also among a select group of Private Wealth Advisors who have earned the prestigious Pinnacle level at UBS. For three years Michael served on the UBS Financial Advisor Advisory Committee, and was Chairman for 2 of those years. This group represents the UBS financial advisors to senior leaders to ensure we have accountability, impact and outcomes. 
 
"You created this wealth. Now what do you truly want to do with your life and wealth - what matters to you?" - Michael Chudd

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 all currently in college in the Florida area.
– Now empty nesters, he and his wife Lisa enjoy trying new restaurants, going to concerts, being active outdoors and supporting their local sports teams.
– As a way to give back, Michael often speaks to UNLV athletes about financial literacy and closely mentors several athletes each year and helps them get ready to enter the work force.

Prior to joining the Montage Financial Group, Mark worked for 8 years with a non-profit organization helping donors navigate various planned giving opportunities as well as helping them get their financial house in order by having a comprehensive estate plan in place to make sure their assets were distributed according to their wishes. This experience dovetails directly into the comprehensive Wealth Management advice Mark provides to clients today. 
 
“Trust, integrity, and character are the foundational principles and values we build with each of our clients in providing Wealth Management advice.” -Mark Geist 
 
Mark focuses on building strong client relationships through financial planning, retirement planning, and estate planning, along with providing comprehensive reviews of strategies being used to accomplish their goals. 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. 

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 beautiful wife Suzanne traveling and scuba diving. 
- He also loves weekend pool time and barbeques with his three children and their spouses, eleven grandchildren, and one great grandchild.  
- Mark and Suzanne also serve at their local church in the financial ministry, helping people discover Biblical Stewardship. 

Jeremy Keller’s journey in wealth management began at one of the most uncertain times in modern financial history — the 2008 financial crisis. As an intern entering the field during that turbulent period, he quickly learned the value of resilience, thoughtful planning, and genuine client relationships. Those lessons still shape his work today as a Managing Director at Montage Financial Group, where as an advisor he helps successful families navigate the complexities of wealth across generations. Jeremy is the CFO for the team, member of the Montage Chief Investment Office and has been dubbed the “spreadsheet guy” for his love of detailed work on behalf of clients. 
 
Throughout his 17+ year career, Jeremy has focused on more than just numbers — he’s focused on people. He builds lasting partnerships with families, helping them pursue financial clarity, legacy goals, and confident decision-making through every stage of life. 
 
“Being the trusted advisor and doing well for the people I care for is extremely rewarding. By spending time with family members together and individually, we’re able to help them through the challenges that wealth can bring.” - Jeremy Keller 

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 & 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 and his wife Kelly have four children. They enjoy spending time outdoors, golfing, boating, and watching the kids play sports. 

Brannon believes in simplifying with precision. As a Financial Advisor with the Montage Financial Group, he leverages his organizational expertise to help manage and implement all aspects of a a family's wealth plan-- from financial planning and estate strategies to mortgages, life insurance, and cash flow management.

“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 partnering with high-net-worth families to understand their goals and create strategies to help achieve them. The Montage Financial Group focuses on being many things for a few people, instead of the other way around. Through focusing on the family, including educating the next generation, Brannon builds lifelong relationships with clients that are built on integrity and care for the family.

Experience 
- Financial Advisor 12/2024-Present     
- Senior Wealth Strategy Associate, UBS Private Wealth Management, 2017 – 2024 
- Wealth Planning Analyst, UBS Private Wealth Management, 2017 
- Client Service Associate, UBS Private Wealth Management, 2016 
- Intern, UBS Wealth Management, 2015 
 
Education & 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 at their children's school, and in their church. 

Jeff brings nearly four decades of experience in the financial services industry to Montage Financial Group, having guided clients through every twist and turn of unpredictable market cycles. He is a graduate of the University of San Diego and previously worked at Boettcher & Company and Smith Barney before being with UBS for the last 22 years. He is driven by a disciplined work ethic and faith-based commitment to delivering exceptional service and goals-based results for his clients. As one of the team’s senior advisors, he also enjoys connecting with and mentoring the younger team members. 
 
“It’s important to be a student of the market. I read constantly to understand the current trading environment through historical context.” - Jeffrey Nemechek 
 
Life 
- Jeff enjoys spending time with his wife, three children, and two grandsons. 
- He served previously as a Trustee on the board of Regis Jesuit High School and is a current member of the Audit/Finance and Investment Committees. These roles support Catholic education in the Denver community—a cause about which he is deeply passionate. 
- He also enjoys many outdoor activities such as fly fishing, running, and biking. 

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 30 years.

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

Life 
- Mark and his wife Jen have 3 children. Their oldest daughter is an Art Director and newly married living in southern California, and their twin son and daughter are in the midst of their college years at Loyola Marymount University and the University of Michigan.  
- Mark has been a guest lecturer at the University of Southern California Marshall School of Business, as well as a Board Member for the Boys & Girls Clubs. 
- He enjoys traveling, golf, skiing, and collecting wine.  

Jeffrey Johnson

Jeff 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, Jeff is integral to Montage Financial Group, serving in both advisory and analytical roles that involve portfolio development and implementation, market research and commentary, portfolio analysis and family office services. He spent four years as an Associate Vice President at Christie’s Fine Auctioneers in New York. 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.

 “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
– Jeff enjoys traveling and attending sporting events with his wife Samantha.
– When not managing investments, much of his free time is spent managing the age gap between his teenage daughter Piper, and newborn daughter Parker.
– He also enjoys golf and distance running and has completed several half marathons.

As a dedicated Relationship Manager with over 13 years of experience, Aubrey specializes in helping clients pursue their financial dreams through a comprehensive and personalized approach. She brings deep expertise in retirement planning, estate and tax strategy coordination, and insurance reviews. 
  
“My passion lies in building lasting relationships and delivering tailored financial strategies that empower individuals and families to navigate life’s milestones with confidence. I love what I do—and I’m committed to making a meaningful difference in the lives of those I serve.” - 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, she also focuses on Financial Planning, including Insurance and Cash-flow Planning.

Experience
-Senior Wealth Strategy Associate, 2021-present

Team Administrator, UBS Private Wealth Management, 2014 – 2021
- 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 and daughter.
- She loves the Vegas restaurant scene, and enjoys relaxing by the pool when not at work.

Jennifer assists the team with financial planning, portfolio strategy, insurance review analysis, and portfolio reviews. She is passionate about helping people make sound financial decisions rooted in their goals and consistent with their view of risk. Jennifer and her husband, Troy, enjoy skiing, running, cycling, and keeping up with the activities of their two daughters, Caley and Keeghan. 
 
Education & Credentials 
B.S, Business, Miami University, Summa Cum Laude 
CERTIFIED FINANCIAL PLANNER® (CFP®) professional 

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.  
 
“We want to be everything to a select few, instead of a limited capacity to the masses.” - Meghan Nemechek 
 
In her free time, Meghan is a passionate cook who spends her weekends developing new recipes for her second cookbook. She is a loving dog mom of two french bulldogs, and an auntie to her two nephews. 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 Strategy Associate, 2023 – Present 
- Wealth Planning Analyst, UBS Wealth Management, 2020 – 2023 
- Intern, UBS Wealth Management, 2017 – 2023 
 
Education, Credentials, & Publications 
- CERTIFIED FINANCIAL® 2024 
- Accredited Wealth Management Advisor® 2021 
- M.B.A Business Administration, University of Colorado Business School, 2020 
- 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 Engagement 
- Project PAVE Board Member, 2024-present 
- Project PAVE acting Treasurer 
- Clayton Club, Entrepreneurship Club member 
- CU Denver Business School: adjunct professor of Undergraduate & Graduate courses 
- Parishioner at Risen Christ Catholic Parish 

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 17 years.  

Education

- CERTIFIED FINANCIAL PLANNER™ Professional (CFP®)
- Series 7 and 66 securities licenses
- Life, health and insurance licenses
- B.B.A. 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.

Alec values the core principle of compound interest. Not only as a financial mechanism but as a broader philosophy. He was first inspired by the way Malcolm Gladwell describes it in Outliers, where he shows how consistent effort over time—like the 10,000 hours of practice—can lead to extraordinary outcomes.  
 
“That same principle applies to building wealth: small intentional decisions made consistently can grow into something transformative. Helping clients harness that power—whether through long-term planning, strategic investing, or simply building good habits—it is what drives me every day.” - Alec Weber 
 
As a Wealth Strategy Associate, Alec supports advisors by researching investment opportunities, crafting customized strategies, and ensuring recommendations are both sound and actionable. He also plays a key role in preparing client meetings, managing internal processes, and collaborating across the team to provide consistent, high-level service. He comes from a background in data analytics and uses those skills to analyze complex scenarios and craft tailored strategies in this field where precision is increasingly essential.  
 
Education & Credentials 
B.B.A Finance and Marketing, TCU Neeley School of Business, Summa Cum Laude 
Series 7 and 66 securities licenses 
 
Life 
Alec loves spending time with his wife Abby, family and friends, especially exploring Colorado together. 
He enjoys playing basketball, skiing, and staying involved in his local church. 
Alec’s lifelong goal is to skydive on every continent and has completed two so far! 
 

Max approaches wealth management with a focus on strategic analysis and client-centered solutions, drawing on his experience in high-performance environments to craft thoughtful, tailored financial strategies. At Montage, he specializes in investment analysis, portfolio construction, and helping individuals, families, and foundations achieve their long-term goals through trusted relationships and clear, actionable advice. 
 
Max’s background is uniquely distinguished by a decade-long career as a professional golfer on the Korn Ferry Tour, where he developed the discipline, resilience, and composure under pressure that he brings to his role at Montage Financial Group. A Las Vegas native, Max earned a B.S. in Economics with a Finance concentration from the Wharton School at the University of Pennsylvania, where he captained the golf team, won a conference title, and earned Academic All-Ivy honors. 

Education & Credentials      
- B.S., Economics (Concentration in Finance), The Wharton School, University of Pennsylvania   
- Series 7 and 66 securities licenses 

Life 
- Max is married to his wife Collyn, and together they enjoy life in Las Vegas with their two dogs, Penny and Sadie.  
- Outside of work and golf, Max’s favorite hobbies are cooking and sharing meals with friends and family. 

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

- Senior Client Service Associate, UBS Private Wealth Management 2025 
- Team Administrator, UBS Private Wealth Management 2011-2025 
- Complex Administrative Manager, Great Plains Complex, UBS Financial Services., 2009-2011 
- Operations and Risk Management, 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 40 years.  They have 2 grown children and are proud grandparents to 2 grandsons.   
- In addition to treasuring time with her family, her greatest joy is training and playing with her Miniature American Shepherds, Renly, Alfie, and Lily. On weekends you will find her competing regionally in Agility as well as training in other dog sports. 
- Active in her local dog obedience club, Sherry enjoys volunteering at 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

Before taking on the role of Senior Client Service Associate at Montage Financial Group, Ashley spent several 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. My role is to provide high touch, personalized service to each family I work alongside, alleviating stress around everyday portfolio details, increasing their sleep-at-night quotient” – Ashley Butler 
  
Ashley 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 & Credentials 
- B.S. Secondary Education, Missouri Southern State University 
- Series 7 and 66 securities licenses. 
  
Life 
- Ashley’s happy place is spending time with her husband and daughter, Emerson. 
- She loves reading classic novels, Victorian history, and sitting on her back deck with a cold drink and a snack.

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 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 & 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.

Amalia takes pride in executing with precision daily account maintenance requirements that keep our clients serviced at the highest level. She is integral in completing the daily tasks needed to care for our clients with precision and high-level service. 
 
“I enjoy proactively and creatively improving our processes to ensure we are always meeting every client need.” - Amalia Ranck 
 
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 lives there with her husband and two stepchildren.  Amalia loves to cook, travel, and spend time with her family. 
 

Marge has been in the financial services industry since 1986 and has a passion for meeting and exceeding client expectations in customer service. Marge is Series 7 registered and is well versed in any situation or client need that comes her way. 
 
“It’s always the client first. No questions about it.” Marge Grimm 
 
Life 
- Marge enjoys spending time on her ranch in Larkspur with her husband of 45 years and spoiling their grandchildren. 
- She also enjoys organic gardening, quilting, cooking, and caring for their farm animals. 

Maja has extensive experience in auditing and was an assistant controller in accounting before joining the Montage Financial Group. Her attention to detail helps with providing full client service for the team. She works with the team to ensure that all the client's needs are met, while anticipating what the client will need in future events. Maja enjoys building relationships with clients by learning about their families and what is important to them.  
  
Experience
- Client Service Associate, UBS Private Wealth Management  
  
Education & Credentials 
- B.B.A, Accounting, University of Phoenix 
  
Life 
- Maja is originally from Serbia but considers Las Vegas as her home. 
- She enjoys traveling, playing volleyball, and is an avid Denver Nuggets and Jokic fan. 
 

Drew began his career as an intern for the team while attending Grand Canyon University, where he earned his bachelor's degree in business management. After graduating, he joined the Las Vegas office full-time as a Client Service Associate. He supports clients in achieving their financial goals through personalized service and attention to detail.   
 
Experience 
- Client Service Associate, UBS Private Wealth Management 2024 - present  
- Intern, UBS Private Wealth Management 2023, 2024 
  
Education & Credentials 
- B.A.S. Business Management, Grand Canyon University  
- Series 7 and 66 Securities Licenses 
- Life, Health, Annuities License 
 
Life 
- Drew recently got engaged to his fiancé Kassidy.  
- He enjoys golf, traveling, a good meal, and time spent with friends and family. 

Mia served as First Vice President at a family office from 2020-2024, driving efficiency and excellence in operational processes. Prior to that, she spent seven years at Merrill Lynch as a Senior Registered Client Associate and Financial Advisor, where she honed her skills in mastering complex investment operations and client support. 

“What I enjoy about my job most is being someone people can count on. I find fulfillment in making sure business operations are handled efficiently and helping the team and clients feel supported.” - Mia Cruz

She aims to bring her expertise and client-centered philosophy to our Montage team, continuing her legacy of delivering trust, care, and superior client service.

Life

Outside of her professional life, she is a proud dog parent to two pups and enjoys spending time with her mother, who also lives in Las Vegas.  Mia likes to visit family, take her pups out for walks, and enjoys taking golf and ski lessons.

Pam Missimer began her career with UBS when it was still PaineWebber in 1994. With nearly 31 years of dedicated service, she has had the opportunity to relocate within the firm to accommodate various life changes.

Pam's strength lies in the relationships she builds with clients, always striving to provide the best customer service possible. She strongly believes in the 'personal touch' and understands the importance of follow-up. Effective communication is a cornerstone of her business approach.

“I love to talk to people, to hear about their families and what is important to them. Through conversation, facts unfold that build a strong foundation of trust and competence.”

A native New Yorker, Pam studied Economics at the State University at Albany. She has two grown children, three grandchildren, and is a proud dog mom.

Pam is very active with her local American Legion and holds an officer position with the American Legion Auxiliary. In her spare time, she enjoys painting, spending time outdoors, and has recently discovered a love for kayaking.

Loralei assists the team with administrative tasks through scheduling meetings, coordinating travel, etc. She has a strong background in customer service with a love for attention to detail.  
 
“Support staff, in any industry, are essential to ensuring efficiency and operational excellence. If I can handle all the administrative and organizational details well it allows our advisors to meet freely with clients and handle the bigger aspects of our business without getting bogged down with small tasks.” - Loralei Bruce 
 
Education 
- B.A, Biblical Studies, Colorado Christian University 
 
Life 
- Loralei enjoys reading, hiking with her dog, and hosting friends for dinner parties. 
- She finds joy in all things creative such as cooking, painting, and pottery. 

Originally from Chattanooga, TN, Ashleigh recently relocated to Denver, CO to join the Montage Financial Group. She brings valuable experience in the financial services industry and excels at providing exceptional support to clients. She serves the team through ensuring a personalized, responsive, and seamless client experience. Ashleigh’s interest in the wealth management industry comes from her passion for building personal relationships and helping others achieve their financial goals. Beginning with an interest in the positive impact of financial planning, she now takes pride in supporting a team that values their clients' passions to help them leave behind their legacy.  
  
Education 
- B.S.B.A, dual majors in Finance and Business Analytics, The University of Tennessee, Knoxville.  
  
Life 
- Outside of work, she enjoys exploring Colorado through being outdoors. 
- She loves hiking, skiing, and running.  
- She is actively involved in her local church and passionate about serving her community. 
 

Brooke has been in the Financial Services industry since 2012, officially joining UBS in 2020. For the past thirteen years, Brooke has been known for her strong dedication to delivering high quality results, approaching all things with organization, efficiency, and the ability to thrive in fast-paced environments. She truly enjoys everyday knowing she is providing a memorable experience for our clients, extending operational support and attentive service. 

Education & Certifications
- BA, Economics, University of Chicago 
- Series 7 & 66 Securities Licenses 
- State of Colorado Life & Annuity Licenses

Life
- Brooke and her husband Zack have two children, Maverick and Zeppelin.  
- Brooke played NCAA soccer at the University of Chicago where she also received her education. Today, Brooke still enjoys playing soccer whenever she can. 
- When Brooke is not in the office, she loves running, backpacking, and is also an avid reader.