Let's move forward. Together.

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.

Start the conversation

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.

Gary Rosenberg, CFP®

Senior Vice President–Wealth Management

Financial Advisor
View bio
- AL
- AR
- AZ
- CA
- CO
- FL
- GA
- HI
- ID
- IL
- IN
- MA
- MD
- ME
- MI
- MN
- MO
- NC
- NH
- NJ
- NM
- NV
- NY
- OH
- OK
- OR
- PA
- TN
- TX
- UT
- VA
- 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. I work with corporations, corporate executives and high net worth individuals and look forward to meeting you, learning how I can assist, and earning your confidence, trust and business. 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.

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
Brittany DiPace, CFP® AWMA

Senior Vice President–Wealth Management

Financial Advisor
View bio Industry recognition
- AL
- AR
- AZ
- CA
- CO
- FL
- HI
- ID
- IL
- IN
- MA
- MD
- MI
- MN
- MO
- 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 America's Top Women Wealth Advisors Best-in-State, 2024The 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.
- 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.
- Purdue University , B.S.
- CERTIFIED FINANCIAL PLANNER™
- Accredited Wealth Management Advisor℠
2475 Village View Drive
Suite 150
Henderson, NV 89074
Sydney Eastwood

Client Associate
View bio
- 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. Having earned my B.S. in Business Administration, Finance from the University of Nevada, Las Vegas, I am proud to call Las Vegas my home.

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 fiancé and our black lab.
- University of Nevada, Las Vegas, B.S.
2475 Village View Drive
Suite 150
Henderson, NV 89074

Gary Rosenberg, CFP®

Senior Vice President–Wealth Management

Financial Advisor
View bio
- AL
- AR
- AZ
- CA
- CO
- FL
- GA
- HI
- ID
- IL
- IN
- MA
- MD
- ME
- MI
- MN
- MO
- NC
- NH
- NJ
- NM
- NV
- NY
- OH
- OK
- OR
- PA
- TN
- TX
- UT
- VA
- 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. I work with corporations, corporate executives and high net worth individuals and look forward to meeting you, learning how I can assist, and earning your confidence, trust and business. 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.

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
Brittany DiPace, CFP® AWMA

Senior Vice President–Wealth Management

Financial Advisor
View bio Industry recognition
- AL
- AR
- AZ
- CA
- CO
- FL
- HI
- ID
- IL
- IN
- MA
- MD
- MI
- MN
- MO
- 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 America's Top Women Wealth Advisors Best-in-State, 2024The 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.
- 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.
- Purdue University , B.S.
- CERTIFIED FINANCIAL PLANNER™
- Accredited Wealth Management Advisor℠
2475 Village View Drive
Suite 150
Henderson, NV 89074
Sydney Eastwood

Client Associate
View bio
- 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. Having earned my B.S. in Business Administration, Finance from the University of Nevada, Las Vegas, I am proud to call Las Vegas my home.

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 fiancé and our black lab.
- University of Nevada, Las Vegas, B.S.
2475 Village View Drive
Suite 150
Henderson, NV 89074

A focus on personalized access and service

Working with diverse clients with specific needs, our team sees it as our top responsibility to understand each aspect of your unique and often complicated financial life.

Goals-based planning

Women on the rise

Senior executives

As a successful executive, you understand the importance of careful and robust planning and the right personal wealth management advice.

Whether you are in your wealth building years or contemplating an exit from corporate life, looking for guidance on managing concentrated positions or stock options, we are well versed in the issues and opportunities that may shape your decisions. By helping you construct a disciplined plan that moves you toward your personal and business goals, we can help you enhance and preserve your success, today and for many years to come.

Managing wealth is our craft

We’re committed to understanding what wealth means for you.

At UBS, excellence comes from nurturing the best of our heritage, mastering the details and delivering the expertise you need to turn your financial vision into a reality. The result? Financial advice that is finely crafted for what matters most to you.

Backed by the strength of UBS

A global leader in wealth management

^$5+ trillion

In invested assets globally
As of 11/07/2023

51 countries

Our global footprint

Global leader

UBS is a world-leading wealth manager

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Let's move forward. Together.

Pursuing your goals together

Gary Rosenberg, CFP®

Brittany DiPace, CFP® AWMA

Sydney Eastwood

Gary Rosenberg, CFP®

Brittany DiPace, CFP® AWMA

Sydney Eastwood

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A focus on personalized access and service

Goals-based planning

Women on the rise

Senior executives

Managing wealth is our craft

Backed by the strength of UBS

A global leader in wealth management

Insights

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