Let's move forward. Together.

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Where are you today and where do you want to be tomorrow? We recognize that a lasting relationship starts by listening and understanding your priorities and concerns. We'll work together to look at the big picture, discuss your vision for the future and help you confidently pursue your life goals.

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The Kinard Group

Service Approach

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.

  • The Kinard Group

    Craig Kinard

    Managing Director–Wealth Management

    Financial Advisor

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    • AK
    • AR
    • AZ
    • CA
    • CO
    • CT
    • DE
    • FL
    • GA
    • HI
    • IA
    • ID
    • IL
    • IN
    • KS
    • LA
    • MA
    • MD
    • ME
    • MI
    • MN
    • MO
    • MT
    • NC
    • NE
    • NJ
    • NM
    • NY
    • OH
    • OK
    • OR
    • PA
    • SC
    • SD
    • TN
    • TX
    • UT
    • VA
    • WA
    • WI
    • WY

    Craig joined UBS Financial Services in 2022 and has over 20 years’ experience in the financial services industry. Along with his team, Craig delivers integrated wealth planning and investment management to help clients achieve their goals. 

    Craig's objective is to provide the highest quality wealth management experience. He takes the time to listen to his clients and understand their goals. He prides himself on his ability to simplify complex financial topics and provide clarity in times of uncertainty. Craig's team has a consistent process, clear communication, and unwavering service. 

    Craig is one of a limited number of advisors across UBS to have a Senior Portfolio Manager title. A Senior Portfolio Manager can help clients pursue their objectives by managing, on a discretionary basis, his own personalized or defined strategies. These strategies may incorporate individual stocks and bonds, UBS Wealth Management model portfolios, and third-party investment strategies.  Clients of the Kinard Group hold portfolios individually tailored to their needs and goals.

    Craig earned his Bachelor’s degree from the University of Redlands. He holds his Certified Private Wealth Advisor® (CPWA®) designation awarded by the Investments & Wealth Institute as well as his Chartered Retirement Planning Counselor(SM) designation awarded by the College for Financial Planning. 

    Craig lives in Greenwood Village with his wife and their three sons. Craig is involved in his community through his service on the Board of the Rocky Mountain Children’s Health Foundation as well as the ACE Scholarship Board of Advisors. He enjoys hiking, fly fishing, camping and traveling.

        • Certified Private Wealth Advisor (R)
        4600 South Ulster Street
        Suite 700
        Denver, CO 80237
        craig.kinard@ubs.com
        Craig Kinard
        4600 South Ulster Street,Denver,CO,80237
      • UBS The Kinard Group

        Louise Wood

        Senior Wealth Strategy Associate

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        • AK
        • AZ
        • CA
        • CO
        • CT
        • DE
        • FL
        • GA
        • HI
        • IA
        • ID
        • IL
        • IN
        • LA
        • MA
        • MD
        • ME
        • MI
        • MO
        • MT
        • NC
        • NE
        • NJ
        • NM
        • NY
        • OH
        • OK
        • OR
        • SC
        • SD
        • TN
        • TX
        • UT
        • VA
        • WA
        • WY

        Louise Wood is the Kinard Group’s Wealth Strategies Associate, and her focus is helping clients clarify and plan for their financial and life goals. Having spent some years as a teacher, she enjoys taking the time to help clients understand how the pieces of their financial plans fit together. Louise earned her CERTIFIED FINANCIAL PLANNER (TM) certification in 2007, and holds a bachelor's degree from Hillsdale College and a master's degree from St. John’s College. Outside the office, Louise volunteers with the Douglas County Libraries Foundation and is active in her church. She is a native of Michigan, and loves to get home and spend time on Lake Huron. Louise enjoys gardening, reading, and spending time with her husband and their three sons.

            • CERTIFIED FINANCIAL PLANNER®
            4600 South Ulster Street
            Suite 700
            Denver, CO 80237
            louise.wood@ubs.com
            Louise Wood
            4600 South Ulster Street,Denver,CO,80237
          • thekinardgroup

            Sherrie Spitz

            Senior Client Associate

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            • AK
            • AZ
            • CA
            • CO
            • CT
            • DE
            • FL
            • GA
            • IA
            • ID
            • IL
            • KS
            • LA
            • MD
            • ME
            • MI
            • MN
            • MT
            • NC
            • NE
            • NJ
            • NM
            • NY
            • OH
            • OK
            • SC
            • SD
            • TN
            • TX
            • UT
            • VA
            • WA
            • WI
            • WY

            Sherrie is a Senior Registered Client Service Associate. She is driven by her passion for delivering excellent service and helping clients achieve their goals. Sherrie has a wealth of experience in both the legal and financial industries, and enjoys leading the Kinard Group's administrative team. Sherrie holds a B.S. in Organizational Leadership from Southern Nazarene University. She is active in her community by volunteering with the Denver Rescue Mission and the United Way. Above all, she loves her grandchildren, traveling with friends and family, and pursuits that engage her boundless creativity.

                  4600 South Ulster Street
                  Suite 700
                  Denver, CO 80237
                  sherrie.spitz@ubs.com
                  Sherrie Spitz
                  4600 South Ulster Street,Denver,CO,80237
                • The Kinard Group

                  Jacob Schuster

                  Wealth Strategy Associate

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                  • AZ
                  • CA
                  • CO
                  • CT
                  • DE
                  • FL
                  • GA
                  • HI
                  • ID
                  • IL
                  • IN
                  • MA
                  • MD
                  • ME
                  • MI
                  • MN
                  • MO
                  • MT
                  • NC
                  • NE
                  • NJ
                  • NM
                  • NY
                  • OH
                  • OK
                  • OR
                  • PA
                  • SC
                  • SD
                  • TN
                  • TX
                  • UT
                  • VA
                  • WA
                  • WY

                  Jacob is a dedicated Registered Client Service Associate focused on the client experience. A third-generation financial professional, Jacob brings his skills in market analysis and client service to the Kinard Group. Jacob graduated from the University of Denver in 2020 with a BS in Finance. Jacob is an avid skier and enjoys Colorado's active lifestyle with his fiancee and their dog.

                      • Financial Paraplanner Qualified Professional™
                      4600 South Ulster Street
                      Suite 700
                      Denver, CO 80237
                      jacob.schuster@ubs.com
                      Jacob Schuster
                      4600 South Ulster Street,Denver,CO,80237

                    UBS Year Ahead 2025

                    Roaring 20s: The next stage

                    Our Chief Investment Office (CIO) looks to what awaits investors in the next half of the decade with the 2025 edition of Year Ahead.

                    A dramatic change in US politics, Chinese economic stimulus, ongoing geopolitical developments and falling interest rates are all at play. How should you prepare your portfolio? Let’s talk about how you can move confidently forward in the new year and beyond.

                    Read the report
                    Three generations in apple orchard

                    Turn possibilities into a plan

                    House View Monthly

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                    A leading global wealth manager

                    A leader in wealth management

                    Backed by the strength of our parent company, UBS AG

                    $5.9+ trn

                    UBS Group invested assets
                    As of 06/30/2024

                    51 countries

                    Our global footprint

                    Global leader

                    UBS is a leading and truly global wealth manager

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