Experience

Justin Brolyer is a seasoned financial advisor with over 20 years of experience in the industry. He started his career as an intern with Smith Barney in 2001 and quickly rose through the ranks to become a sales assistant and then a financial advisor in 2004. Justin's dedication to his clients and passion for the financial industry have been the driving force behind his success.

In 2009, Justin made the move to UBS Financial Services, where he helped build a successful team and continues to provide customized financial advice to his clients. As a financial advisor, Justin takes a hands-on approach to helping clients reach their financial goals. He provides a full range of services, including customized asset allocation advice, cash management strategies, financial goal analysis, investment management search and selection, and portfolio construction. With a focus on equities and fixed income strategies, Justin has a wealth of knowledge and experience to draw upon when helping clients navigate the financial markets.

Justin's background in the financial services industry is personal as well as professional. His father was also a financial advisor, and Justin was inspired to follow in his footsteps. This legacy has given Justin a deep understanding of the importance of building long-lasting relationships with his clients and providing them with the personalized attention and support they need to achieve their financial goals. 

When he's not helping clients reach their financial goals, Justin enjoys spending time with his wife and children. He is an avid outdoor enthusiast and enjoys the mountains, and loves watching his kids play sports. Justin is a dedicated family man and a professional who is committed to providing the highest level of service and financial advice to his clients. 

Justin brings over 15 years of experience in financial services, currently serving as the Market Director for UBS in Southern Colorado and New Mexico where he is responsible for overseeing and managing financial advisors and their teams. Justin’s dynamic forward-thinking and hands-on approach to problem solving make him a key asset in the Rockies Market and to the advisors and clients he serves.

Justin’s combined experience, passion, and industry confidence allow him to build trusting and long-lasting relationships with clients. Listening to and understanding client concerns allow him to identify and customize solutions to ensure client financial well-being and that long-term financial goals are met. Justin’s drive and standard for excellence enhance client satisfaction and foster team growth and positive culture.

Justin is a native of Fort Collins, Colorado. As a remarkable high school basketball player, Justin progressed to an exciting and successful basketball career at the University of Wyoming and is still very involved in the game of basketball. Volunteering with many athletic organizations as a board member and coach, Justin has served as a mentor and inspiration to many.

Justin and his wife, Kendra, currently reside in Colorado Springs, Colorado. They enjoy golf, traveling, family, and community involvement. Justin has one daughter who is studying finance at the University of Colorado Boulder. 

Carrie is a highly experienced Senior Client Service Associate with an impressive 27 years in the industry. Her dedication to enhancing the client experience and providing operational and administrative support has made her an invaluable asset to her team. Carrie's vast knowledge of operations and firm policies ensures that clients receive the highest level of service and support. In her role, Carrie is responsible for a variety of tasks, including:

#1 Enhancing the client experience: Carrie is dedicated to ensuring that every client interaction is positive and productive. She is always ready to go the extra mile to make sure that clients are satisfied with the services provided. 

#2 Providing operational and administrative support: Carrie's experience and knowledge enable her to provide top-notch support to her team, ensuring that operations run smoothly and efficiently.

#3 Knowledge of operations and firm policies: With her extensive experience, Carrie has a deep understanding of the company's operations and policies. This knowledge allows her to provide accurate information and guidance to clients and colleagues alike. 

Outside of work, Carrie enjoys traveling and spending time with her family. She cherishes moments with her husband, children and her lovely granddaughter. Her passion for both her work and personal life make her a well-rounded and highly respected member of her community. 

Certifications: Carrie is FINRA Series 7 and 66 licensed.