Wealth advice that helps inspire confidence

2 2022 Stone Segal

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.

  • Brett Stone Profile Photo

    Brett Stone, CFP, CEPA

    Senior Vice President–Wealth Management

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    Brett C. Stone – Certified Financial Planner (CFP®) and Certified Exit Planning Advisor (CEPA®)

    Life is full of transitions, and for more than 23 years, I have helped clients plan for complex “transition” events.  Regardless of how you earned your wealth, having someone who understands your needs and can anticipate your financial opportunities and challenges can have a meaningful impact on your life. 

    The cornerstones of any relationship are trust, integrity and honest communication.  With this foundation, I work with a select group of entrepreneurs, business owners, executives and their families, helping them realize the full value of what they have worked so hard to create. 

    Whether you are selling a business, entering into retirement, or considering other exit planning strategies, I operate as a key trusted advisor.  My methodical, defined, planning process enables me to take a collaborative approach by partnering on your behalf with UBS specialists, tax and legal professionals and other trusted advisors.  By taking the guess work out of the equation, I work to ensure you have peace of mind knowing that there is a fully customized plan in place that can address your needs for today and tomorrow, as well as your future legacies.

    I currently reside in Greenwood Village with my wife Tani and our three children; Ben, Elsie and Tess.  I am an avid KU basketball fan and when I am not at lacrosse/basketball/theater practice I can likely be found on the golf course or the ski hill.  Additionally, I am active in several local charities in Colorado and have served on the Corporate Leadership Team of Habitat for Humanity. 

    • Forbes Best-in-State Wealth Advisors , 2019, 2020, 2021, 2022
    • University of Denver, Finance and Marketing
    • Certified Exit Planning Advisor
    • CERTIFIED FINANCIAL PLANNER™
    4600 South Ulster Street
    Suite 700
    Denver, CO 80237
  • Greg Pic 2022

    Greg Segal

    Senior Vice President–Wealth Management

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    • AK
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    • IN
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    Greg Segal is a Senior Vice President and a partner in the Stone-Segal Wealth Management Group at UBS Financial Services.  His role in the group includes managing relationships, strategic planning and investment management.  Greg's passion for educating and communicating with clients has earned Stone-Segal Wealth Management Group accolades both from industry publication and, more importantly, its clients.  Greg is passionate about the role his team plays in the lives of its clients and takes tremendous pride in the depth of those relationships.

    He began his career in Financial Services in 2004 as a Financial Advisor.  Since that time he has received several awards and promotions but is most proud of the partnership he formed with Brett Stone in 2009.  Segal took a less conventional road to a career in Finance.  After graduating from college he taught Elementary School in California for five years.  From there he moved to Colorado and partnered with his father to run a fine art publishing business licensed by Harley-Davidson. 

    In 2001 Greg enthusiastically married his long time sweetheart, Heather.  After the birth of their first child in 2003, he decided he wanted to settle into a career that combined the things in which he was most passionate, teaching and investing.  At the recommendation of his own Financial Advisor, he joined UBS in January 2004.  More than a decade later, it appears that was a good decision

    Greg, Heather and their two children Marissa and Charlie, live in Castle Pines.  Greg is a lifetime Los Angeles Kings hockey fan and considers his life complete now that they have won the Stanley Cup.  He is particularly active in the community having served as a soccer, baseball and basketball coach.  Currently, Greg is deeply involved in the Castle Pines Chamber of Commerce, serving as Chairman of their Board of Directors. 

    • Forbes Best-in-State Wealth Advisors , 2019, 2020, 2021, 2022
        4600 South Ulster Street
        Suite 700
        Denver, CO 80237
      • 2022 Anna

        Anna Christenson, CFP, CDFA

        Wealth Strategy Associate

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        Anna Christenson is a Wealth Strategy Associate for the Stone-Segal Wealth Management Group at UBS Financial Services.  Her primary role on the team is to assist Brett and Greg in gathering and preparing the information they require to intelligently advise the team's family of clients.  Her responsibilities include helping to keep the team current on the constantly changing landscape of financial planning as well as working directly with clients to enhance the level of service and communication we provide.  Anna is a genuine and very intelligent woman with a strong passion to help others. 

        Anna grew up in Lincoln, Nebraska.  She was able to parlay a love of golf into a scholarship to attend the University of Denver and earn her degree in finance and economics.  From a young age, Anna was inspired by the relationship her family had with their financial advisor.  Upon graduation, she began working at AXA Advisors as a financial consultant focusing on retirement planning for Denver Public School employees.  From there she moved to Denver Retirement Partners as a Life Insurance and Financial Planning specialist. 

        In late 2014 Anna Christenson was introduced to Brett and Greg of Stone-Segal Wealth Management Group by a joint friend.  The connection was both immediate and mutual; she was a perfect fit for their team.  Very shortly thereafter, she accepted a position with the team and as of January 2015, she was a part of our family. 

        Anna lives in Greenwood Village and loves the outdoors.  She spends most of her weekends hiking, golfing and spending time with friends. 

          • University of Denver, Finance and Economics
          • CERTIFIED FINANCIAL PLANNER™
          • Certified Divorce Financial Analyst
          4600 South Ulster Street
          Suite 700
          Denver, CO 80237
        • 2022 Shannon

          Shannon Graham

          Senior Client Associate

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          Shannon Graham is a Senior Client Service Associate and Team Administrator for the Stone-Segal Wealth Management Group at UBS.  She will lead the operational team and will work closely with clients to ensure they are receiving the best of what our team and UBS have to offer.   While joining Stone-Segal Wealth Management Group in April of 2022, she has worked with UBS for the past 6 years in the Private Wealth Division.  She brings a wealth of knowledge to the team that will enable us to take our customer experience to the next level. 

          Shannon has Series 7 and 66 licenses and holds a Certified Private Wealth Advisor®(CPWA®) designation.  Through her time in the Private Wealth Division, she has demonstrated a unique ability to connect with clients on a genuine level.   She is one of the rising stars at UBS and we are both proud and grateful she elected to take her talents to Stone-Segal!  

          Shannon is from Wisconsin, and a graduate from University of Wisconsin- Whitewater with a degree in International Studies and Public Diplomacy.

          When she is not working, she and her husband, Taylor, are soaking in every minute of being new parents as they welcomed their daughter Marley in 2021.  Alongside their Pit-Boxers Mugsy and Darla, they take full advantage of the outdoor activities that Colorado has to offer. 

                4600 South Ulster Street
                Suite 700
                Denver, CO 80237
              • Sarah 2022

                Sarah Whittington-Mason

                Client Associate

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                Sarah is a Client Service Associate for the Stone-Segal Wealth Management Group at UBS.   She is an industry veteran with more than 30 years of experience in similar roles for Merrill Lynch and an 18 year tenure with Janus Capital Group .  In November of 2021 we were able to entice her to join UBS and into the Stone-Segal Family.  Sarah works closely with Shannon to handle our team’s administrative needs and has become an integral part of our operations.  She is an exceptionally hard worker, demonstrating the commitment to serve that is at the core of our team’s values.  Sarah’s previous positions were in similar roles at Merrill Lynch and, for 18 years, at Janus Capital Group.  She lives in Central Denver and loves to read, ride her bike, hike the beautiful mountains of Colorado.  Sarah is also a huge fan of the NFL with conflicting loyalties to both the hometown Broncos and her original hometown Chiefs.   We encourage you to join us in overlooking that fact.    

                      4600 South Ulster Street
                      Suite 700
                      Denver, CO 80237
                    • 2022 Jonathan Ameen

                      Jonathan Ameen

                      Authorized Officer

                      Wealth Strategy Associate

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                      • AK
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                      • FL
                      • GA
                      • HI
                      • IA
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                      • IN
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                      • KY
                      • LA
                      • MA
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                      Jonathan Ameen is a Wealth Strategy Associate on the Stone-Segal Wealth Management Group at UBS.  He will focus on our client’s investment allocations and identify other investment opportunities that fit well for client’s needs.  Jonathan joined Stone-Segal in February of 2022 after an illustrious 16 years career with the UBS Workplace Wealth Solutions Group.  Inside this group he managed a team of equity compensation specialists that assisted corporate clients exercise restricted stock units and options.  

                      While at the Workplace Wealth Solutions Group, Jonathan advanced his career by receiving his MBA in Business at Belmont University.  This empowered him to pursue his passion in exploring data and identifying attractive investment opportunities.  He will work with the team and clients to ensure client’s investments are allocated correctly, monitored and reviewed with precision.   

                      Jonathan was born and raised in Youngstown, Ohio and is a graduate graduate of the University of Toledo.  While at the University of Toledo he was a walk on for their Division I football team.  He and his wife, Marti, have two young children, Claire and Ben.  They love to go on day trips, attend sporting events and spend quality time together.  Full disclosure, he is an avid Cleveland Browns fan, which demonstrates a high degree of loyalty to be sure.    

                            4600 South Ulster Street
                            Suite 700
                            Denver, CO 80237

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                          Selling your business: Proceed with passion

                          UBS Business Transition Services can help unlock the possibilities

                          Too many business owners don't plan in advance for when they’re ready to exit. We can provide guidance, along with UBS Business Transition Services, to help you prepare early for the transition and what comes next.

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