Global access. Strategic solutions.

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Mike joined UBS in 2014 and subsequently joined Sage Partners, joining a team dedicated to providing multigenerational wealth advice to a select group of affluent families, people in transition, successful business owners, corporate executives, foundation and non-profits organizations. Regardless of their source of wealth, Sage Partners leverages the global reach and resources of UBS to bring thoughtful solutions to address the financial needs of their clients and their families. Through a detailed multi-meeting process, his team's goal is to provided strategies and solutions that go beyond their clients expectations.

Prior to joining Sage Partners Mike managed all of the UBS Wealth Management offices in the Utah Market.

Mike served as a Senior Vice President and an Executive Director prior to being promoted to Managing Director.  Mike has earned the CERTIFIED FINANCIAL PLANNER™ designation, representing a standard of excellence and a high level of competency, ethics and professionalism.  He is a Certified Investment Management Analyst® completing his coursework at The Wharton School at the University of Pennsylvania.  He is a Senior Portfolio Manager as well as one of only 50 UBS advisors in the country to hold the distinguished designation of Endowment & Foundation Consultant.

Prior to UBS, Mike spent 13 years at Morgan Stanley serving as a Senior Vice President. 

He enjoys baseball and basketball having played the later collegiately at Utah Valley University.  He currently lives in the Salt Lake valley with his wife and their four children.

• Barron's Top 1,200 Financial Advisors, 2022, 2023
  The Barron's rating is awarded annually in March and is based on information from the prior year Q3. 
• Forbes Best-in-State Wealth Advisors, 2019, 2020, 2021, 2022, 2023The 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 Best-in-State Wealth Management Teams, 2023The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.

• Westminster College, Bachelor's Degree
• University of Chicago Booth School of Business, Consultants University

• Private Wealth Advisor
• CERTIFIED FINANCIAL PLANNER™
• Certified Investment Management Analyst®
• Endowment & Foundation Consultant
• Senior Portfolio Manager

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• NV
• NY
• OR
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• UT
• VA
• WA
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• WY

Focused on building lasting relationships
After decades of experience in financial services, Allison joined UBS Private Wealth Management to form Sage Partners in 2012. Since then, Allison has been able to help many clients navigate the complexities of their wealth with excellence and empathy. Through depth and experience, she helps clients determine their goals for family, charity and legacy.

With over 35 years of experience as a financial advisor, Allison particularly enjoys working with clients who are undergoing major life transitions such as retirement and divorce. Notably, she helps women improve their understanding of their wealth and arms them with knowledge and the tools to face their financial future with confidence.

The ratings are based on quantitative factors and are not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures

Experience
– Allison started her financial industry career at Dean Witter in 1986.
– Prior to joining UBS, Allison was a Senior Vice President at Morgan Stanley/Smith Barney for 18 years.

Life
– Allison is a member of the Salt Lake Estate Planning Council 
– She is an investment committee member of the Columbus Community Center, which supports the growth, development and independence of persons with disabilities.
– Allison is also a board member of Free a Girl USA. Free a Girl fights to end sexual exploitation of children.
– Outside of the office, Allison prioritizes time with her daughters, with whom she enjoys a weekly girls’ night out. She also loves traveling, fly fishing and plays golf and pickleball.

• Forbes America’s Top Women Wealth Advisors, 2020, 2021The 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, 2021, 2022, 2023The 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 Best-in-State Wealth Management Teams, 2023The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.
• Forbes Best-in-State Women Wealth Advisors, 2020, 2021, 2022, 2023The 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.

• Private Wealth Advisor
• Certified Divorce Financial Analyst
• CERTIFIED FINANCIAL PLANNER™
• Certified Investment Management Analyst®

• UT

Suzy brings knowledge in marketing, the financial industry, real estate and media to her Relationship Manager role within the UBS Private Wealth team, Sage Partners. Working closely with clients, she enjoys problem solving and discussing various opportunities available at UBS.  She draws on her previous experience as a Financial Consultant, Assistant Branch Manager and an Annuity Coordinator to better help clients achieve their goals. Suzy’s approach to her work: “Clients always come first.”

A Wisconsin native, Suzy has called Utah home since graduating from college. It was one of the best decisions she’s ever made.

Life
– In her spare time, Suzy enjoys spending time with her husband Kelly, their son and rescue pup.
– She also stays active with Nordic skiing, hiking, cooking, traveling and volunteering for organizations associated with youth sports, the outdoors and underprivileged youth.

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• NC
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After 13 years at Morgan Stanley, Danielle joined UBS in 2014. She brings her years of financial services experience to her role within Sage Partners, helping ensure each of the team’s relationships receive the highest level of attention and service. Danielle is particularly focused in managed account trading and various retirement platforms.

Past Experience:
– Morgan Stanley, Regional Manager of the Service Review Unit
– Morgan Stanley, Stock Plan Services
– Morgan Stanley, IPO desk

Life
– Outside the office, she enjoys supporting her local Utah Utes at football and basketball games, and loves running, hot yoga and weekend barbecues.

• University of Utah Eccles School of Business, Business Administration

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Annmarie has over 35 years of financial industry experience, starting with a decade at the American Stock Exchange, followed by over 20 years at Morgan Stanley Smith Barney. As a valued member of the Sage Partners team, she brings her knowledge of systems and processing abilities as well as her high level of responsiveness to the team’s roster of clients.

Past Experience:
– Morgan Stanley Smith Barney, Wire Operator
– Morgan Stanley Smith Barney, Senior Registered Sales Assistant
– American Stock Exchange, Manager of Membership Admissions Department

Life
– Annmarie and her husband Ken enjoy camping, fishing and spending as much time as possible with their children and grandson.
– Annmarie is active in her community and arranges monthly and annual service projects for UBS’s Salt Lake City office.

• Seton Hall University, Marketing

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Cassidy assists the rest of the team by providing highly responsive client service that is tailored to individual needs. Cassidy is particularly skilled in due diligence, asset allocation, portfolio construction and security selection. She strives to build strong relationships with clients through communication and attention to detail.

Life
– Cassidy lives in Sandy with her fiancé, Jesse, and two rescue dogs. During their free time, they enjoy camping, boating, snowmobiling and playing softball.
– Outside of the office, she volunteers at Operation Pay It Forward, which serves veterans.
– She is also active at the Columbus Community Center, which serves adults with disabilities.

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• AL
• AZ
• CA
• CO
• CT
• DC
• FL
• GA
• ID
• IL
• MA
• MI
• MN
• MT
• NC
• NM
• NV
• NY
• OR
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• TN
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• VA
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Instilling financial confidence
Brandon brings more than 16 years of experience working closely with clients to address their financial and retirement planning needs. With a desire to help clients gain financial confidence, he is adept at creating an environment where they feel comfortable asking questions and where they can feel they have been heard. His integrity and transparency help him create relationships based on trust and open communication. With this foundation, he helps clients develop and implement comprehensive financial plans to guide their decisions as they move toward their goals.

With a background in finance and management, it was important to Brandon to find a career that allowed him to help people solve challenges and improve their financial lives. He takes the time needed to listen to clients and what they want to accomplish. The tailored strategies and plans he develops are flexible, and he helps ensure that they stay aligned as each client’s life
circumstances and goals change over time.

Past Experience
– Financial Advisor, Smith Barney
– Strategic partner, Sage Partners, UBS Financial Services Inc., 2012 to present

Life
– Brandon is active in his community and served as a board trustee of Salt Lake’s Legal Aid Society from 2013 to 2016.
– An avid golfer, he also enjoys spending time outdoors backpacking.
– He enjoys time with his wife Christie and their six children, watching them play sports and other extra-curricular activities.

• Forbes Best-in-State Wealth Management Teams, 2023The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.

• University of Utah, B.S. Finance
• University of Utah, B.S. Business Management

• CERTIFIED FINANCIAL PLANNER™
• Portfolio Manager