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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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
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    • CA
    • CO
    • CT
    • DE
    • FL
    • GA
    • HI
    • IA
    • ID
    • IL
    • IN
    • KS
    • LA
    • MA
    • MD
    • ME
    • MI
    • MN
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    • MT
    • NC
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    • NY
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    • OR
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    • UT
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    • 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
      • UBS The Kinard Group

        Louise Wood

        Senior Wealth Strategy Associate

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        • AK
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        • CA
        • CO
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        • 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
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        • 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
          • thekinardgroup

            Kelly Gaskins Widvey

            Senior Client Associate

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

            Kelly has been in the financial industry for 15 years and joined UBS in 2022. She is a dedicated Senior Registered Client Service Associate focused on the client experience. Kelly is responsible for administration, group operations, and process tracking. Kelly earned her Bachelor’s degree in English Education from Colorado State University. She and her husband enjoy traveling, attending the theater, and spending time in the beautiful Rocky Mountains with their dogs and children.

                  4600 South Ulster Street
                  Suite 700
                  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
                      • The Kinard Group

                        Jacob Schuster

                        Client Associate

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                        • AZ
                        • CA
                        • CO
                        • CT
                        • FL
                        • GA
                        • HI
                        • ID
                        • IL
                        • IN
                        • MA
                        • 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

                          Managing wealth is our craft

                          We’re committed to understanding what wealth means for you.

                          At UBS, excellence comes from nurturing the best of our heritage, mastering the details and delivering the expertise you need to turn your financial vision into a reality. The result? Financial advice that is finely crafted for what matters most to you.

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