Let's move forward. Together.

Team Photo 2024

With the complexity of today's markets and uncertainty about tomorrow's economy, good financial advice is more important than ever. As a team of dedicated Financial Advisors, we're committed to helping you organize your finances around your short term needs, your longer-term goals and what you envision for generations to come. Our knowledgeable perspective, good judgement and broad experience can help you meet your challenges and seize opportunities.

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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.

  • 2024

    Gary Rosenberg, CFP®

    Senior Vice President–Wealth Management

    Financial Advisor

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    • AL
    • AR
    • AZ
    • CA
    • CO
    • FL
    • GA
    • HI
    • ID
    • IL
    • IN
    • MA
    • MD
    • ME
    • MI
    • MN
    • MO
    • MT
    • NC
    • NH
    • NJ
    • NM
    • NV
    • NY
    • OH
    • OK
    • OR
    • PA
    • TN
    • TX
    • UT
    • WA
    • WI
    • WY

    As a CERTIFIED FINANCIAL PLANNER®™ (CFP®) I have extensive working knowledge of financial planning. I approach decision making from a risk oriented, goals-based perspective. Throughout my career, I’ve worked with various corporations, corporate executives and high net worth individuals.

    As a former adjunct professor at the Community College of Southern Nevada and the continuing education division of University of Nevada, Las Vegas, I enjoy educating those that entrust me with their hard-earned savings by providing time-tested sound financial advice.

    Recreationally, I love spending time with my wife and exploring all the different restaurants Las Vegas has to offer.

    I look forward to meeting with you, learning how I can assist, and earning your confidence, trust and business.

    CA Insurance License Number: 0A61860

      • California State University, Fullerton, B.S.
      • CERTIFIED FINANCIAL PLANNER®
      • Portfolio Manager
      • Wealth Advisor
      2475 Village View Drive
      Suite 150
      Henderson, NV 89074
      gary.rosenberg@ubs.com
      Gary Rosenberg, CFP®
      2475 Village View Drive,Henderson,NV,89074
    • 2024

      Brittany DiPace, CFP® AWMA

      Senior Vice President–Wealth Management

      Financial Advisor

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      • AL
      • AR
      • AZ
      • CA
      • CO
      • FL
      • HI
      • ID
      • IL
      • IN
      • MA
      • MD
      • MI
      • MN
      • MO
      • MT
      • NC
      • NJ
      • NM
      • NV
      • NY
      • OH
      • OK
      • OR
      • PA
      • TX
      • UT
      • WA
      • WI
      • WY

      As a CERTIFIED FINANCIAL PLANNER™ (CFP®) professional, I am well-versed in providing guidance on retirement planning, investing, insurance, education funding, debt management and estate planning strategies.

      I understand each client is different - from a new investor to one with years of experience - and I appreciate your individual circumstances. My goal is to work closely with you to better prepare you for the future you envision.

      In a prior role, I functioned as a Wealth Planning Analyst at UBS. In this position I worked collaboratively with financial advisors in Nevada, Utah, Idaho and Montana offices to help clients pursue their goals through comprehensive planning.

      I earned a B.S. from Purdue University and I am an Accredited Wealth Management Advisor. I hold the Series 7 and 66 securities licenses as well as life and health insurance licenses.

      I reside in Henderson and enjoy cooking, fitness and spending time with my family.

       

      CA Insurance License Number:0K96037

      • Forbes Best-in-State Wealth Advisors, 2024The 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.
      • Forbes Top Next-Gen (Generation) Wealth Advisors Best-in-State, 2024The Forbes rating is compiled by Shook Research and awarded annually in August based on information from a 12 month period ending in March of the award year.
      • Forbes Top Women Wealth Advisors Best-in-State, 2024, 2025The Forbes rating is compiled by Shook Research and awarded annually in February based on information from a 12 month period ending September of the prior year.

      • Purdue University , B.S.
      • CERTIFIED FINANCIAL PLANNER®
      • Accredited Wealth Management Advisor℠
      2475 Village View Drive
      Suite 150
      Henderson, NV 89074
      brittany.dipace@ubs.com
      Brittany DiPace, CFP® AWMA
      2475 Village View Drive,Henderson,NV,89074
    • 2024

      Sydney Szwyd, CRPC

      Client Associate

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

      As a financial professional, I pride myself on being a comforting influence on our clients and colleagues, always going above and beyond to help with transparency and integrity. As a registered client service associate, I hold the Series 7, 63, 65 in addition to life and health insurance licenses.  I obtained my B.S. in Business Administration, Finance from the University of Nevada, Las Vegas and earned the Chartered Retirement Planning Counselor designation.

      As a lifelong Las Vegas resident from a family of Las Vegas Strip and professional circus entertainers, I decided to forge my own path in the financial services industry, first gaining experience with ProShares ETFs in Bethesda, MD before joining UBS in 2022.  

      Outside of the office, I enjoy fitness, spending time with family, playing board games, and adventuring with my husband and our black lab, Otis. 

        • University of Nevada, Las Vegas, B.S.
        • Chartered Retirement Planning Counselor
        2475 Village View Drive
        Suite 150
        Henderson, NV 89074
        sydney.eastwood@ubs.com
        Sydney Szwyd, CRPC
        2475 Village View Drive,Henderson,NV,89074
      • 2024

        Kelly Neubauer

        Client Associate

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          With over a decade of experience in the financial services industry, I strive to deliver exceptional customer service and a positive experience for every client ensuring the smooth operation of our business.

          I was born in California, but soon after my dad was transferred to work at McCarran International Airport making Las Vegas my place to call home. I attended Community College of Southern Nevada and shortly after started a family of my own. I am proud to say I’m a mother of three wonderful adult children and one amazing grandson.

          Being a huge animal lover, I have dedicated 200 hours of volunteering at the Animal Shelter, and get the most pleasure from my own dog, LuLu. I also enjoy family time, music, nature and trying new restaurants with my boyfriend.

           

                2475 Village View Drive
                Suite 150
                Henderson, NV 89074
                kelly.neubauer@ubs.com
                Kelly Neubauer
                2475 Village View Drive,Henderson,NV,89074
              • 2024

                Joshua Reid

                Client Associate

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                  Born in Cebu, Philippines, and raised in Las Vegas, I began my career in hospitality with brands like MGM Resorts International and Hilton, working at iconic properties such as the Bellagio and Hotel Del Coronado. Through roles in meetings & events, VIP services, and sales, I developed strong communication, active listening, and relationship building skills, which I carried with me in my role as a Client Associate at UBS.

                  I started my journey with UBS as an intern, gaining valuable financial industry experience under the guidance of The Rosenberg-DiPace Group.

                  I am currently pursuing a Bachelor of Science in Accounting at the University of Nevada, Las Vegas while continuing to grow with UBS, combining my hospitality background and financial knowledge to help clients achieve their goals with integrity and professionalism.

                        2475 Village View Drive
                        Suite 150
                        Henderson, NV 89074
                        joshua.reid@ubs.com
                        Joshua Reid
                        2475 Village View Drive,Henderson,NV,89074

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