Retirement planning. It's about time.

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Retirement isn’t just about the year you stop working, it's about you, your lifetime of hard work, your family and the lifestyle you want to preserve. Most important, it’s about feeling confident about the future – for many years to come. We believe retirement confidence begins with a plan.

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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.

  • Allen Pierce - Profile Photo

    Allen Pierce

    Senior Vice President–Wealth Management

    Financial Advisor

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    • AL
    • AZ
    • CA
    • CO
    • FL
    • GA
    • ID
    • MD
    • MI
    • MN
    • ND
    • NJ
    • NV
    • NY
    • TX
    • VA
    • WA

          370 17th Street
          Suite 4100
          Denver, CO 80202
        • Sterling Crowe - Profile Photo

          Sterling Crowe

          Vice President–Wealth Management

          Financial Advisor

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          • AL
          • AZ
          • CA
          • CO
          • FL
          • GA
          • ID
          • MD
          • MN
          • ND
          • NJ
          • NV
          • NY
          • TX
          • VA
          • WA
          • WY

                370 17th Street
                Suite 4100
                Denver, CO 80202
              • Thomas Michael Dodder - Profile Photo

                Thomas Dodder

                Senior Client Associate

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                • CO

                Thomas Dodder is a Senior Registered Client Service Associate at UBS Financial Services.  His primary role on the team is to assist in gathering and preparing the information required to advise clients on an ongoing basis.  His responsibilities include working directly with clients to enhance the level of service and communication we provide, ensure asset allocations are in-line with client's goals, objectives and risk tolerances; as well, enable the team to run as smooth as possible. 

                Thomas is a Colorado Native, growing up in Colorado Springs.  He started his own construction company as a sophomore while attending University of Colorado. He graduated in 2009 with a bachelor in finance; minor in business management. Upon graduation he completed several large projects he was working on. His work has been showcased in popular architectural magazines such as; Architectural Digest. He began working for Charles Schwab in 2011. His work encompassed trading strategist/specialist, asset allocation reviews, financial planning guidance, including both preparation and presentation. Thomas excels at working with clients, deepening relationships and collaborating with the advisors he works with to provide the best experience possible.

                Thomas lives in downtown Denver and loves the outdoors. He spends most of his time in the mountains, traveling abroad or with friends. If he is not doing one of these three things, you will find him studying to continually increase his knowledge base in the ever-changing world of the financial markets.

                      370 17th Street
                      Suite 4100
                      Denver, CO 80202

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