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 Aubrey along with his wife Jami.
– He serves on the Board of Trustees at Taylor University, his alma mater.

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).

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 ten grandchildren and one great-grandchild.
– 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

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 and his wife have four children. They enjoy spending time outdoors, skiing, kids sports and playing golf.
– Jeremy was a scholarship golfer in college.

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.

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.

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.

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 to sporting events with his wife Samantha and step-daughter Piper.  He also enjoys golf and distance running, and has completed several half-marathons.
– He has volunteered in the community on civic art boards.
– Jeff is also an English tutor with Lincoln Literacy, an organization that offers language support to new immigrants in the community.

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.

“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
-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 to check out new restaurants in town, motherhood and taking their dog for walks.

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.

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
 

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.

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.

Alec will serve as a Wealth Strategy Associate at Montage Financial Group, where he focuses on analyzing investments and crafting tailored financial strategies to meet the unique needs of clients. Leveraging a background in data analytics and marketing, plus a B.B.A. in Finance from TCU’s Neeley School of Business, Alec offers a unique perspective on market trends and investment opportunities.

Originally from Boise, Idaho, Alec recently relocated to Denver, Colorado, where he enjoys an active lifestyle, including skiing and basketball. He and his wife, Abby, love exploring new restaurants, engaging with their church community, and spending time in the mountains together, embracing all that Colorado has to offer.

Max joined the team as a Client Associate after playing professional golf for the past 10 years; several of which were on the Korn Ferry Tour.  He was born in Chicago but grew up in Las Vegas.  He attended the Wharton School at the University of Pennsylvania and graduated with a B.S Economics (concentration in Finance) in 2014. He was captain of the Penn golf team and was a conference champion and Academic All-Ivy.

He is engaged to Collyn and will be getting married later this year. They love their two dogs, Penny and Sadie and in his free time when he isn’t golfing his favorite hobby is cooking with friends and family.

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

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 daughter, Emerson,” says Ashley.
- She also enjoys reading and learning to cook.

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.

Mandy is a Registered Client Service Associate and previously worked as an Associate Vice President for a private wealth trust company.  She exudes warmth when interacting 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 in high school.  She loves the outdoors, including camping, hiking and spending time with her family at Lake McConaughy.

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.

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

Maja has extensive experience in audit and was an assistant controller in finance. She will provide full client service for the team. She enjoys travelling to other countries, volleyball and is an avid Denver Nuggets and Jokic fan. Maja is from Serbia and immigrated here with her parents in 2002 and now considers Las Vegas home. Maja graduated from the University of Phoenix with a degree in Business Administration Accounting.

Drew joined the team as an intern while attending Grand Canyon University earning his degree in Business Management.  After graduating he joined our Las Vegas location as a full time Client Associate.   Drew has his Series 7 license.  He enjoys sports, outdoor activities including golf and fishing.  

Loralei graduated with a Bachelors degree in biblical studies from Colorado Christian University.  She has a strong background in customer service with a love for attention to details.  Loralei enjoys cooking, reading, pottery and watercolor art.  She also enjoys spending time with her beautiful goldendoodle named Wally.