Your plan. Your plan participants.

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Customized Retirement Plan Design
Bruce addresses several priorities for each relationship—clarifying client needs, identifying goals and implementing plan changes to drive outcomes. His engagements start with an analysis to understand the current state of an organization and its retirement plan. Plan design, the investment menu, fiduciary liability, fees, service providers and participant retirement readiness are all evaluated in order to outline where things are today and discuss opportunities moving forward. From there, he applies his experience and in-depth knowledge of the 401(k) to match client needs with strategies and partners that can best support their organization and employees.

Professional Achievements and Education

• Certified Investment Management Analyst®
• Chartered Retirement Plans Specialist®
• Accredited Investment Fiduciary®
• Certified Portfolio Manager®
• Chartered Retirement Planning CounselorSM
• Series 7, 63 and 65 securities licenses
• B.S.B.A., Accounting, Marquette University

Outside of UBS
Bruce is passionate about giving back to the community and serves as Chairman of the Investments Committee of Junior Achievement of Wisconsin. He also enjoys speed skating—he is an International Official and part of an elite group of just 24 starters in the world who qualify to be an official at the Olympic Games. He and his wife, Bernadette, have been married for over 40 years. They have two wonderful children.

• PLANADVISER Top Retirement Plan Advisers, 2014, 2019, 2023The PLANADVISOR rating is awarded in Q1 based on information from Q1 of the award year.

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The experience to guide you forward
For more than 25 years, Bernadette has helped empower individuals to maximize their wealth and create the future they envision for themselves and their families. Because deep relationships form the foundation of her practice, she provides each client with an extraordinary level of service and attention as they work together toward financial wellness today and for the future. From budgeting and investment management to charitable giving and estate planning strategies, Bernadette makes every effort to serve as a trusted source of advice for her clients and their families.

Professional achievements and education

• Chartered Retirement Planning Counselor (CRPS®), The College for Financial Planning
• Series 7, 63 and 65 securities licenses
• B.S, Business Administration, Marquette University

Outside of UBS
A strong believer in giving back to the community, Bernadette has been a volunteer for over 10 years with the St. Ben’s Community Meal Program, preparing and serving meals to those in need in downtown Milwaukee and participating in a variety of fundraising activities. She has also served four years on the parish council at St. Jude the Apostle Parish in Wauwatosa and worked as a leader of the parish’s successful capital campaign. She is a member of the Marquette University Parents Association, The Marquette University Business Alumni Association, Professional Dimensions and TEMPO.

Married for over 40 years, Bernadette and her husband, Bruce, have two wonderful children. BJ is Assistant Professor of Pediatrics in the Division of Allergy and Clinical Immunology at National Jewish Health and the University of Colorado in Denver. Erica graduated cum laude from Marquette University and is a medical student at Creighton University Medical School. Erica has a background as a world-class speed skater and plans to pursue a career in radiology.

• NAPA Top Women Advisors, 2016The NAPA rating is awarded annually in September based on information from June to August of the award year.

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Paul specializes in 401(k) fiduciary risk management, portfolio construction, and educating plan participants on retirement readiness. Paul is also a Senior Retirement Plan Consultant. He adds experience, as well as youth, to our team. He has a Master's of Business Administration from The University of Wisconsin-Milwaukee and has over 18 years of experience in the financial advising industry.

• Chartered Retirement Plans Specialist℠

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Spencer is a 2018 graduate from the University of Wisconsin-Madison with a degree in Personal Finance. He has 3 years of industry experience, and has been with the Lanser Team since January 2020. He is also Series 7, 66, Life and Health licensed. Spencer is originally from the Milwaukee area, growing up in Wauwatosa and attending Marquette University High School. He currently lives in the Washington Heights neighborhood of Milwaukee and is an avid golfer, home cook, and jazz music enthusiast.

Outside of work, Spencer enjoys spending time with his fiancée and traveling looking for exciting new places to eat and things to see.