Your wealth. For generations.

• AL
• AZ
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• FL
• HI
• IL
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• KS
• MA
• MI
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• NV
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Michael’s provided financial guidance & encouragement to successful professionals, families, and business owners for over 25 years. He is enthusiastic about helping clients continue to find financial success while being supportive toward some of life’s challenges; helping children prepare for college or launching their career, navigating aging/ailing parents, divorce, widowhood, new career opportunities, healthcare surprises or selling a business.  Michael’s been married to his wife Hillary 30+ years and they have three adult children.

Credentials & Education ~ Certified Private Wealth Advisor® (CPWA®) ~ University of Chicago Booth School of Business, Chartered Retirement Planning Counselor® (CRPC®) ~ College for Financial Planning, Certified Investment Management Analyst® (CIMA®) ~ Wharton School of Business University of Pennsylvania, Certified Financial Planner® (CFP®) ~ CFP® Board of Standards, B.S. Finance University of Colorado, Denver

• Wealth Advisor
• CERTIFIED FINANCIAL PLANNER
• Certified Investment Management Analyst

• AL
• AZ
• CA
• CO
• CT
• DE
• FL
• HI
• IL
• IN
• KS
• MA
• MI
• MN
• MT
• NC
• NE
• NH
• NM
• NY
• OH
• OK
• SC
• SD
• TX
• UT
• VA
• WA
• WI
• WV
• WY

Scott began his wealth management career in 2003. He is a CERTIFIED FINANCIAL PLANNER® professional and a graduate of the UBS Wealth Advisor program. He holds a B.S. in Business Administration from Boston University, where he also pitched for the Terrier baseball team. Scott was an Army officer for 12 years and is an Operation Iraqi Freedom veteran. He held various roles at GE Capital prior to becoming a financial advisor. He was also a part of the UBS Leadership Team in Colorado for 6 years before joining the RMW Partners team.  Scott is an avid fly fisherman, snowboarder and golfer, an active member of his church, and enjoys volunteering with a few local charities. He and his wife, Betty, have been married for 31 years and have three adult children.

California Insurance License #0H43891

• Boston University, B.S. in Business Administration

• CERTIFIED FINANCIAL PLANNER
• Wealth Advisor

• AZ
• CA
• CO
• FL
• MA
• MN
• NC
• NE
• SC
• TX
• VA
• WA
• WV

Amber is a Senior Registered Client Services Associate with over 20 years experience in the financial services industry.  She started with Merrill Lynch in 1996 and moved to UBS in 2008.  Amber is also a Client Service Associate trainer, participating and supporting several UBS initiatives.  She leads the client and team operational and administrative efforts, and specifically focuses on helping clients stay connected with their UBS accounts

Amber is married with two children and enjoys spending her free time at any lake when given the chance...if not a local reservoir, then preferably anchored somewhere in Lake Powell.

• AZ
• CA
• CO
• FL
• NE
• OK
• SC
• TX
• WA

Being with UBS since 2004, Lara realized she has a passion for financial markets and is committed to assisting client achieve their financial goals.  She strives to provide exceptional personalized client service by delivering the full range of our finest products and solutions.  She is a 4th generation native of Colorado with strong roots to Colorado's farming and ranching communities.  Lara graduated in 1998 with a Bachelors of Science degree from CSU Fort Collins.  She lives in the Colorado Springs area with her husband, Vince, and their three children.  

• Colorado State University, Bachelors of Science