Experience

Jonathan established Montage Financial Group in 1998 and has since grown the practice into one of the industry's most respected wealth management teams. Under his leadership, the team has earned recognition from leading publications, including Forbes, Barron's, and the Financial Times, reflecting a longstanding commitment to excellence in client service, investment management, and wealth planning.

Working closely with multigenerational families, Jonathan helps clients build enduring legacies by developing a deep understanding of their values, aspirations, concerns, and long-term goals. He and his team are unwavering in their commitment to creating meaningful generational impact, providing thoughtful guidance, specialized expertise, and financial education that empowers every member of the family to make informed decisions with confidence.

As a UBS Family Office Consultant (FOC), Jonathan is recognized for his ability to serve the complex needs of sophisticated clients and families. This designation is reserved for Financial Advisors who demonstrate expertise in addressing clients' investment, business, lifestyle, and legacy objectives while connecting them to the full breadth of UBS resources and capabilities. Family Office Consultants complete rigorous training that strengthens their industry knowledge and enhances their ability to deliver strategic, holistic advice.

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 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. 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 several 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 career in wealth management began during one of the most challenging periods in modern financial history: the 2008 financial crisis. Entering the industry as an intern during a turbulent period, he quickly learned the importance of resilience, disciplined planning, and building meaningful client relationships. Those lessons continue to guide his work today as a Managing Director at Montage Financial Group.

With more than 18 years of experience, Jeremy specializes in helping families navigate the complexities of wealth across generations. As the team’s CFO and a member of the Montage Chief Investment Office, he combines strategic oversight with meticulous attention to detail. Jeremy enjoys diving deep into the numbers to uncover insights that help clients make informed financial decisions.

While his analytical expertise is a valuable asset, Jeremy believes wealth management is, at its heart, about people. He is dedicated to building long-term relationships with families, helping them pursue financial clarity, achieve legacy goals, and make confident decisions through every stage of life. By engaging with multiple generations, both together and individually, Jeremy helps families address the opportunities and challenges that wealth can bring, fostering alignment, understanding, and lasting financial stewardship.

“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 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. 

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 over 35 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 a Creative Director and newly married living in southern California, and their twin son and daughter are in the midst of their college years at University of Southern California and the University of Michigan.  
- Guest lecturer at the University of Southern California Marshall School of Business and Board Member for the Boys & Girls Clubs, 2007-2024
- He enjoys traveling, golf, skiing, and collecting wine.  

Daniel (Dan) Merians is a Senior Vice President - Wealth Management at UBS Financial Services, Inc.  A Financial Advisor since 1997, Dan's primary focus is portfolio management and financial planning.  He has a BA from Stanford University as well as an MBA and a Masters of Public Health from the University of California, Berkeley.  Dan moved to New Mexico in 1991 to conduct medical research as an Epidemiologist with the New Mexico Department of Health.  In 1997, he returned to the private sector as a Financial Advisor with Merrill Lynch in Santa Fe.  In 2003, Dan joined Smith Barney CitiGroup which was purchased by Morgan Stanley in 2009 where he was a Senior Vice President and Portfolio Management Director until he moved to UBS in June 2015.  Dan enjoys the great outdoors and traveling with Elizabeth, his wife, and their three sons.  Dan is also an avid tennis player and wine collector.

California Insurance License 0C44164

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 college aged daughter Piper, and toddler 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.

Mariana is a Senior Wealth Strategy Associate with the Montage Financial Group at UBS Financial Services, Inc. Mariana joined the team in 2019 while also pursuing her graduate education. As a CERTIFIED FINANCIAL PLANNER® professional, Mariana assists our clients with financial planning, investment planning and retirement planning. Mariana also supports the team with investment analysis and portfolio construction. 

Mariana has a B.B.A. in Economics from Cleveland State University, and a Master of Science in Economics from Purdue University, with specializations in Financial Economics and Public Policy. Mariana grew up in Brazil and moved to the U.S. in 2014. In her spare time, Mariana enjoys traveling, fishing, and spending time with her family.

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 

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 is a Wealth Strategy Associate with Montage Financial Group at UBS. He supports the team by analyzing investment opportunities, developing customized wealth planning strategies, and translating complex financial decisions into clear, actionable recommendations. 
  
With a background in data analytics and athletics, Alec brings a thoughtful and detail-oriented approach to each client’s financial picture. He is fascinated by the many paths clients take to create wealth and enjoys helping them build strategies around what they ultimately want that wealth to accomplish.  
  
Education & Credentials: 
- CERTIFIED FINANCIAL PLANNER® professional 
- Series 7 and 66 Securities Licenses 
- B.B.A. in Finance and Marketing, summa cum laude, TCU Neeley School of Business 
  
Life: 
Originally from Boise, Idaho, Alec now lives in Denver with his wife, Abby. Outside the office, he enjoys skiing, playing basketball, hosting friends and family, and staying involved in their local church. Alec and Abby also love to travel, whether exploring a new part of the world or taking a road trip through their own backyard in the Mountain West. 
 

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 daughter, Palmer and dog, Penny.  
- Outside of work and golf, Max’s favorite hobbies are cooking and sharing meals with friends and family. 

Luke began his career with Montage as an intern while attending the Taylor University Cornwall School of Business and Leadership. After earning a Bachelor of Science in Finance and Accounting, he joined the Denver team full-time as a Senior Wealth Strategy Associate. Passionate about helping individuals, families, and business owners achieve their financial goals, Luke focuses on delivering comprehensive financial planning, thoughtful investment management, and personalized wealth strategies. He is committed to building long-term relationships and providing an exceptional client experience through a collaborative, team-oriented approach. 

Experience 
- Sr. Wealth Strategy Associate, UBS Private Wealth Management, 2026-Presnt 
- Wealth Strategy Intern, Montage, 2025-2026 
 
Education & Credentials 
- B.S. in Finance and Accounting, Taylor University  
- Series 7 & Series 66 Licenses
 
Life  
Luke enjoys spending time with family and friends, staying active through strength training, running, pickleball, and cheering on the Denver Nuggets and Nebraska Cornhuskers. 

Jack began his career with Montage as an intern while attending the Indiana University Kelley School of Business. After earning his Bachelor of Science degree in Finance and Accounting, he joined the team full-time in Denver as a Wealth Strategy & Investment Analyst. 
Jack is passionate about helping clients work toward their financial goals through thoughtful planning, investment analysis, and exceptional service. He values building lasting relationships and contributing to a team-focused approach that helps address the unique needs of each client and family. 

Experience 
- Wealth Strategy Associate, UBS Private Wealth Management, 2026–Present 
- Client Associate, UBS Private Wealth Management, 2024–2026 
- Intern, UBS Private Wealth Management, 2024 

Education & Credentials 
- B.S., Finance and Accounting, Indiana University Kelley School of Business 
- Series 7 & Series 66 licenses 

Life 
- Jack enjoys golfing, traveling, playing pickleball, and spending time with friends and family. 
- He is currently training for the Spokane Marathon. 

Before joining Montage Financial Group, Theresa spent 21 years serving ultra-high-net-worth families in multifamily office environments. Throughout her career, she has been passionate about bringing order, clarity, and confidence to complex financial  
situations. Whether through financial reporting, operational management, or helping educate the next generation, Theresa has found fulfillment in understanding clients’ unique needs and delivering thoughtful, tailored solutions. 
  
At Montage Financial Group, Theresa oversees operations and works closely with advisors to support the firm’s strategic objectives and commitment to exceptional client service. She is dedicated to fostering a collaborative culture where every team member feels valued, supported, and empowered. Theresa takes pride in helping the firm deliver the highest level of care and attention to each client relationship. 
  
Experience 
- Team Business Manager, UBS Private Wealth Management, 2026 – Present 
- Client Engagement Manager, Granite Peak Advisors, 2021–2026 
- Member and Manager, Woody Creek Management LLC, 2006–2020 
  
Education & Credentials 
- M.B.A., Regis University 
- B.A. in Communications, Wartburg College 
  
Life 
- Theresa’s favorite part of her day is spending time with her husband, David, and sons, August and Henrik. 
- She enjoys relaxing on her back deck, watching her sons play basketball, spending time with friends, and attending church. 

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.

“ 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 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

Life

- Sherry has been married to her husband, Ted, for 40 years. They have 2 grown children and are proud grandparents to 2 grandsons and a granddaughter coming soon.  
- A dog-sport enthusiast, on weekends you will find her competing regionally in Agility and volunteering in support of local dog events.

Before taking on the role of Senior Registered Client 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 Registered Client 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 Registered Client 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. 
 

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 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

- CERTIFIED FINANCIAL PLANNER®™ Professional (CFP®)
- Series 7 and 66 Securities Licenses 
- Life, Health, Annuities License 
 
Life 
- Drew recently got married to his wife Kassidy.  
- He enjoys golf, traveling, a good meal, and time spent with friends and family. 

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.

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. 

Kelly is a Registered Client Associate with the Montage Financial Group at UBS Financial Services, Inc. Kelly has a bachelors degree in Business Administration from Western Colorado University, with an emphasis in finance and marketing. She has experience working for a tax company and administrative assistant work. Kelly was born and raised in Santa Fe, New Mexico and enjoys many outdoor activities like rafting, rock climbing, and skiing while spending time with family and friends.

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. 
 

Lauren joined Montage as an intern while attending Taylor University. After earning her Bachelor of Science degree in Management and Marketing from the Cornwall School of Business and Leadership, she joined the team full-time as a Client Associate. Lauren is passionate about delivering a thoughtful client experience and takes pride in serving clients with excellence, care, and enthusiasm. She enjoys building meaningful relationships and supporting the team in helping clients navigate their financial lives with confidence. 
 
Experience 
- Client Associate, UBS Private Wealth Management 2026 – present 
- Intern, UBS Private Wealth Management 2024, 2025 

Education 
- B.S. Management and Marketing, Taylor University 

Life 
- Lauren grew up skiing in Northern Michigan and is super excited to trade the Midwest hills for the Rocky Mountains. 
- She loves board game nights, crafting, hiking, exploring new coffee shops, and staying active in her local church. 

With over fourteen years of experience in retail banking and mortgage lending, Kenzie brings a deep understanding of client service to Montage. Before joining the team as a Client Associate, she built her career in retail banking and lending. Starting as a Customer Service Representative, advancing to Branch Manager, and ultimately becoming a NMLS licensed Mortgage Banker, Kenzie has encountered many different scenarios and has helped countless clients with their financial needs. This background shaped her commitment to helping individuals and families make confident, informed financial decisions. 
 
In her role at Montage, Kenzie focuses on building strong, lasting relationships with clients and ensuring they feel supported at every step. She believes that what sets this team apart is its unwavering dedication to service and its willingness to go above and beyond for their clients. Known for her reliability, organization and her client first mindset, she takes pride in being someone clients can count on.

Life
- Kenzie has been married to her husband, Johan, for almost ten years. They have two goldendoodles and have moved from Arkansas to Texas and now reside in Las Vegas, NV.  
- Kenzie enjoys spending time with her dogs, hiking and trying new restaurants.