Financial planning and beyond

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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).  He earned his B.S. in Finance from Northwest Missouri State University.  In *2009 he was honored as one of the nations "Top 1,000 Advisors" by Barron's magazine and in *2019 by Forbes magazine as "Best in State" for Missouri.

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.

Barron's is based on asset under management, revenue, and quality of practices.

Forbes' "Best-in-State Wealth Advisors" list is comprised of approximately 3,000 financial advisors.  It was developed by SHOOK Research and is based on in-person and telephone due diligence meetings to measure factors such as: quality of practice, industry experience, compliance record, assets under management (which vary from state to state) and revenue.  Neither UBS Financial Services Inc. or its employees pay a fee in exchange for these ratings.  Past performance is not an indication of future results. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. Rankings are based on the opinions of SHOOK Research, LLC and not indicative of future performance or representative of any one client’s experience.

• Forbes Best-in-State Wealth Advisors, 2019, 2020, 2021, 2022, 2023The 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.

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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. 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.

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Andrew began his financial services career in 2014 at Mariner Wealth Advisors. He joined UBS in 2017 as a Wealth Planning Associate, where he worked with financial advisors throughout the UBS Midwest market to help clients pursue goals through comprehensive financial planning. In 2020, he joined Midwest Wealth Management Partners and works with business owners, multigenerational families and select individuals as a trusted advisor.

Prior to financial services, Andrew worked at Lockton Companies in the Health and Welfare practice. Andrew earned a bachelor's degree from The University of Kansas and a Masters of Science in Finance with a Financial Analyst Concentration from The University of Missouri-Kansas City.

Andrew coaches youth boys lacrosse for The Pembroke Hill School, is an active member of The Children's Mercy Hospital Donald H. Chisholm Planned Giving Council and Mercury Club, and enjoys time with his wife, Megan, and their two children, Henry and Vivian.

• CERTIFIED FINANCIAL PLANNER™
• Accredited Wealth Management Advisor℠

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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.

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.