Experience

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. With a background in financial planning, she encourages clients to see the bigger picture even if it is still being painted. Meghan is an expert in 'Sudden Wealth', helping clients navigate the complexities of new-found wealth, whether through death, divorce, business sales, or structured settlements. Meghan also emphasizes education and preparation of the next generation, demonstrating 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 and her husband, Alec, also enjoys checking out the new restaurants Denver has to offer. If you need a restaurant recommendation as an accoutrement to your wealth management, you’ve come to the right place!   
 
Experience 

- Financial Advisor, 2025 - Present 
- Wealth Strategy Associate, 2023 – 2025
- Wealth Planning Analyst, UBS Wealth Management, 2020 – 2023 
- Intern, UBS Wealth Management, 2017 – 2023 
 
Education, Credentials, & Publications 

- CERTIFIED FINANCIAL PLANNER® 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

- Regis Jesuit High School Investment Committee 
- Project PAVE Board Member and Treasurer 
- Clayton Club, Entrepreneurship Club member 
- CU Denver Business School: adjunct professor of Undergraduate & Graduate courses 
- Parishioner at Risen Christ Catholic Parish 

Jeff brings nearly four decades of experience in the financial services industry to Nemechek Legacy Partners, 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 (2000 - 2009) 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.

Joan began her career with Merrill Lynch in 2013, starting as a cashier and steadily advancing through roles of increasing responsibility. She went on to serve as a Market Executive Assistant before becoming a licensed Client Associate. With more than a decade of experience at Merrill Lynch through 2024, her professional journey has been grounded in growth, dedication, and a strong commitment to client service. Since August 2024, Joan has been with UBS Financial Services, where she serves as a Senior Registered Client Associate. Serving clients and supporting their financial goals is at the core of everything she does.