Financial planning and beyond

KC Skyline

Your financial life is unique. The same should be true of your financial plan. We take the time to get to know you, your family and all your most important priorities. As your circumstances change over time and as new opportunities arise, we'll work with you to adjust your plan to help keep you on track. When you look to the future, you should like what you see.

Gary & Tim 2024
Swimmer

UBS Sports & Entertainment

When incredible financial opportunities come your way

Despite undisputed success in the sports and entertainment world, many pros still need guidance in the financial world. That’s why we have a team dedicated to providing exceptional advice and guidance to help agents, managers, owners, executives, and professionals see the big picture.

A focus on personalized access and service

Working with diverse clients with specific needs, our team sees it as our top responsibility to understand each aspect of your unique and often complicated financial life.

A team approach

Each member of our team has a specific role and responsibility. Beyond our specialties and experience, you have the strength of a dedicated and accessible team eager to solve your most pressing challenges. 

 

Your lifelong financial plan. UBS Wealth Way

Estate planning strategies

Why does A.I. in space matter?

A leader in wealth management

Backed by the strength of our parent company, UBS AG

Global leader

UBS is a leading and truly global wealth manager

Pursuing your goals together

Our mission is to provide quality strategies customized to your needs. Our goal is to be your primary source of financial advice. To this end, we concentrate our efforts on developing long-term relationships through a commitment to quality client service.

  •  Gary D. Smith

    Gary D. Smith, CPWA

    Senior Vice President–Wealth Management

    Financial Advisor

    • image
    • image
    • image
    • AL
    • AR
    • AZ
    • CA
    • CO
    • CT
    • FL
    • IA
    • IL
    • IN
    • KS
    • KY
    • MD
    • MN
    • MO
    • MT
    • NC
    • NE
    • NJ
    • NM
    • OR
    • TN
    • TX
    • VA
    • VT
    • WY

    Gary D. Smith began his investment management career in 1986 at Smith Barney Harris Upham.  Gary and his father Jerry joined UBS in 2009 to enhance investment management capabilities.  After many years of working together, Jerry retired in 2018.  Gary and his team focus on a financial planning process to achieve individualized client goals.  A thorough contact management plan is essential to their process and the client experience.

    Gary is one of a small number of UBS Financial Advisors who have earned the designation of Wealth Advisor.  As a Wealth Advisor, Gary is qualified to provide highly personalized wealth management services to his clients.  He also maintains the CPWA® (Certified Private Wealth Advisor®)  designation from the Investments and Wealth Institute (formerly known as IMCA). Gary has also earned the Forbes Best-in-State Wealth Advisors, 2019, 2020, 2021, 2022, 2023, 2024 for Missouri.  He earned his B.S. in Finance from Northwest Missouri State University. 

    Gary resides with his wife, Therese, and their four children in Kansas City.  He is active in his community and church.  An avid runner, Gary's other interests include golf, hunting and fishing.

    CPWA® is a service mark of the Investment Management Consultants Association, Inc. in the United States of America and worldwide.

    • Forbes Best-in-State Wealth Advisors, 2019, 2020, 2021, 2022, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.

      • Certified Private Wealth Advisor
      Legacy planning
      Investing
      Alternative investments
      4622 Pennsylvania Ave
      8th Floor
      Kansas City, MO 64112
      gary.d.smith@ubs.com
      Gary D. Smith, CPWA
      4622 Pennsylvania Ave,Kansas City,MO,64112
    •  Timothy Laughlin

      Timothy Laughlin, MBA

      Vice President–Wealth Management

      Financial Advisor

      • image
      • image
      • image
      • AL
      • AR
      • AZ
      • CA
      • CO
      • CT
      • FL
      • IA
      • IL
      • IN
      • KS
      • KY
      • MD
      • MN
      • MO
      • MT
      • NC
      • NE
      • NJ
      • NM
      • OR
      • SC
      • TN
      • TX
      • VA
      • VT
      • WY

      Tim Laughlin joined UBS in 2019 and began his career in financial services in 1991. Tim has been focused on investments since 1996 when he became an institutional bond salesman while employed at UMB in Kansas City, Missouri. More recently, Tim was a Lead Director in the Wealth Management Division at First National Bank of Omaha where he was a portfolio manager and was responsible for crafting strategy and managing the wealth management department in the Kansas marketplace.

      Tim has a well-rounded financial background. He has gained years of extensive knowledge related to credit markets while managing the investment portfolios of various community banks. He co-managed an equity strategy that emphasized investments in large cap, blue chip, dividend-paying companies. Tim's background also includes being a voting member of an asset allocation committee and implementing a framework around strategic and tactical asset allocations. More recently, Tim's focus has been on wealth management and delivering solutions to enable clients to pursue their financial goals and aspirations in the most optimal manner.

      Tim graduated with honors from the University of Central Missouri in 1991. He received his MBA from the Helzberg School of Management at Rockhurst University in 2003. He also maintains the CPWA® (Certified Private Wealth Advisor®) designation from the Investments and Wealth Institute (formerly known as IMCA®). CPWA® is a service mark of the Investment Management Consultants Association, Inc. in the United States of America and worldwide.

      Tim has been a trustee at Village Presbyterian Church in Prairie Village. He resides in Prairie Village, Kansas with his wife, Kim. They have two children: Sadie and Abe. Tim enjoys reading and spending time at the lake.

          • Certified Private Wealth Advisor
          4622 Pennsylvania Ave
          8th Floor
          Kansas City, MO 64112
          timothy.laughlin@ubs.com
          Timothy Laughlin, MBA
          4622 Pennsylvania Ave,Kansas City,MO,64112
        • Andrea Uptegrove

          Andrea Uptegrove

          Wealth Management Associate

          • image
          • image
          • KS
          • MO
          • NE

          Andrea earned a B.S. degree in Business and Accounting from Baker University, and holds both Series 7 and Series 66 licenses.  Andrea has been with UBS Financial Services since 2006.  Prior to joining UBS Andrea spent six years with Piper Jaffray.  Andrea will be providing order entry, scheduling, client communications, and various investment planning services for the team.

                4622 Pennsylvania Ave
                8th Floor
                Kansas City, MO 64112
                andrea.l.uptegrove@ubs.com
                Andrea Uptegrove
                4622 Pennsylvania Ave,Kansas City,MO,64112
              •  Lauren Baker

                Lauren Baker

                Client Associate

                • image
                • image
                • image

                  Lauren began her career at UBS in January 2022, after spending more than 10 years at Merrill Lynch/Bank of America Corporation.

                  Lauren’s love for people is what makes her role as client service associate and our onboarding specialist so important to the team.  She is dedicated to forming lasting relationships with all of our new and existing clients, and her goal is to make the client onboarding process as smooth and easy as possible.

                  Lauren attended The University of Missouri-Kansas City where she majored in Education and Communication studies.

                  A resident of Blue Springs, Missouri, Lauren and her husband Zach have two daughters, Tinnley and Presley.  Lauren and Zach are active in their church and local community, and can often be found serving in various aspects in their town.  When she is not working or serving through church, Lauren’s favorite pastimes include reading new books and spending time at the lake with her family.

                        4622 Pennsylvania Ave
                        8th Floor
                        Kansas City, MO 64112
                        lauren.baker@ubs.com
                        Lauren Baker
                        4622 Pennsylvania Ave,Kansas City,MO,64112

                      Insights