Keep on track with the right financial advice

VWMG Team

As UBS Wealth Advisors, we understand that wealth management is more than just access to the wide range of financial services and solutions. You need those services and solutions tailored to your unique situation to help pursue your personal financial goals and dreams. We're here to help you embrace your financial future.

Road

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.

  • Bob headshot

    Robert Vorbeck

    Senior Vice President–Wealth Management

    Wealth Advisor

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    • AZ
    • CA
    • CO
    • DE
    • FL
    • GA
    • ID
    • IL
    • LA
    • MN
    • MO
    • MT
    • NC
    • NM
    • OR
    • TX
    • UT
    • VA
    • WA
    • WI

    Bob Vorbeck has lived in the Boise area since 1980, attended Bishop Kelly High School and Boise State University. He started his financial services career at Dean Witter in 1993 and moved to Merrill Lynch in 1997 then joined Piper Jaffray/UBS in 1999. Bob currently is active on the Board of the Arid Club and President of the Bronco Athletic Association. In his spare time, Bob and his family enjoy attending many different sporting events, collecting classic cars and travel. Bob and his wife, Tina, have a son, Mitchell - both Tina and Mitch are part of the Vorbeck Wealth Management Group.

      • Boise State University
      • Wealth Advisor
      • Certified Exit Planning Advisor
      1161 West River Street
      Suite 340
      Boise, ID 83702
    • Tina headshot

      Tina Vorbeck

      Financial Advisor

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      • AZ
      • CA
      • CO
      • DE
      • FL
      • GA
      • ID
      • IL
      • LA
      • MN
      • MO
      • MT
      • NC
      • NM
      • OK
      • OR
      • TX
      • UT
      • VA
      • WA
      • WI

      Tina Vorbeck was born and raised in Boise, graduated from Gem State Academy and Boise State University. She has had the opportunity to work in many interesting careers including Federal wildland fire management as both a Data and Program Analyst, residential real estate licensed as a sales person and a broker, cybersecurity as a Program Manager, and education software development and remote proctored testing as a Program Manager and SCRUM Master. She is very excited to be part of the Vorbeck Wealth Management Group and focus on financial planning with our clients. Tina enjoys travel, going to live sporting events, concerts and musical theater. Additionally, she serves on the Opera Idaho Board of Directors.

        • Boise State University, Bachelor of Business Administration in Business Management
        • Boise State University, Master of Business Administration
          1161 West River Street
          Suite 340
          Boise, ID 83702
        • Mitch Headshot

          Mitchell Avery Vorbeck

          Client Associate

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            Mitch Vorbeck is Boise-born and raised! He enjoys being outdoors any time of the year for activities like skiing, cycling and anything cars. Mitch also enjoys spending time with family and friends. Mitch looks forward to being able to help you in any way that you need.

                  1161 West River Street
                  Suite 340
                  Boise, ID 83702
                • Jacob Headshot

                  Jacob Howard

                  Client Associate

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                  • AK
                  • AL
                  • AR
                  • AZ
                  • CA
                  • CO
                  • CT
                  • DC
                  • DE
                  • FL
                  • GA
                  • HI
                  • ID
                  • IL
                  • IN
                  • KS
                  • KY
                  • LA
                  • MA
                  • MD
                  • MI
                  • MN
                  • MO
                  • MS
                  • MT
                  • NC
                  • ND
                  • NE
                  • NH
                  • NJ
                  • NM
                  • NV
                  • NY
                  • OH
                  • OK
                  • OR
                  • PA
                  • SC
                  • SD
                  • TN
                  • TX
                  • UT
                  • VA
                  • VI
                  • VT
                  • WA
                  • WI
                  • WY

                  Jacob Howard is a Registered Client Service Associate and a veteran of the United States Marine Corps. He has 7 years of experience in the financial sector and strives to create a more welcoming experience for every client. Jacob obtained a Bachelor of Science in Business and a Master of Business Administration from University of Phoenix. He is an avid golfer and enjoys coaching baseball. He currently resides in Meridian, Idaho with his wife Jeannette and their 3 sons.

                    • University of Phoenix, Bachelor of Science in Business
                    • University of Phoenix, Master of Business Administration
                      1161 West River Street
                      Suite 340
                      Boise, ID 83702

                    The Year Ahead - Sustainable Investing

                    Retirement planning

                    Retirement planning

                    Multigenerational planning

                    Multigenerational planning

                    Legacy—Wealth for others

                    For needs that go beyond your own—to help you improve the lives of others

                    What will your legacy be?
                    It’s never too early to plan ahead. A Legacy strategy can help you gain more control over your financial future and what you leave behind, so you can move forward with confidence.

                    Learn more at ubs.com/wealthway.

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                    A global leader in wealth management

                    $2.8 trillion

                    In invested assets globally 
                    As of 06/30/2022

                    51 countries

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                    UBS is a world-leading wealth manager

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