$2.8 trillion
In invested assets globally
As of 06/30/2022
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.
Craig joined UBS Financial Services in 2022 and has over 20 years’ experience in the financial services industry. Craig is relentless in his commitment to clients. His singular purpose is to provide the highest quality wealth management experience.
Craig does this by taking the time to listen to his clients and understand their goals. He prides himself on simplifying the complex and clarifying uncertainty by having a consistent process, clear communication and unwavering service. Craig delivers integrated wealth planning, analysis and strategy to help clients achieve their goals.
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, which may incorporate individual stocks and bonds, UBS Wealth Management model portfolios, and third-party investment strategies. A Senior Portfolio Manager may make their strategies available to clients working with UBS Wealth Management Advisors.
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 CounselorSM designation awarded by the College for Financial Planning.
Craig and wife Becca live in Greenwood Village with their three boys Jack, Will and Alex. 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.
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 BA in English from Hillsdale College and an MA in Liberal Arts from St. John’s College. She enjoys gardening, reading, and spending time with her husband and their three sons.
Kelly has been in the financial industry for 15 years and joined UBS in 2022. She is a dedicated Registered Wealth Management Client Associate focused on the client experience and is responsible for administrative, group operations and process tracking. Kelly earned her Bachelor’s degree in English Education from Colorado State University. She and her husband, Seneca, enjoy traveling the world, attending the theater, and spending time in the beautiful Rocky Mountains with their two dogs.
Sherrie Spitz has a blend of experience in both the legal and financial industries. She has served as an SEC Litigation Paralegal with Crowe & Dunlevy and as Senior Paralegal for the Energy Department with Phillips Murrah Law. Apart from her involvement in SEC cases, Sherrie gained knowledge of the financial industry as a Financial Advisor with UBS.
Sherrie is the team’s Registered Senior Wealth Management Client Associate. She is driven by her passion for delivering excellent service and helping clients achieve their goals. Sherrie is active in her community by volunteering with the Denver Rescue Mission as well as The United Way. Sherrie holds a B.S. in Organizational Leadership from Southern Nazarene University.
Jacob is a dedicated Registered Client Service Associate focused on the client experience and has been in this capacity for three years. He is a third generation financial professional. He graduated from the University of Denver in 2020 with a BS in Finance. Jacob is an avid skier and enjoys all things active such as ultimate frisbee, football, hiking, and jiu jitsu.
Craig joined UBS Financial Services in 2022 and has over 20 years’ experience in the financial services industry. Craig is relentless in his commitment to clients. His singular purpose is to provide the highest quality wealth management experience.
Craig does this by taking the time to listen to his clients and understand their goals. He prides himself on simplifying the complex and clarifying uncertainty by having a consistent process, clear communication and unwavering service. Craig delivers integrated wealth planning, analysis and strategy to help clients achieve their goals.
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, which may incorporate individual stocks and bonds, UBS Wealth Management model portfolios, and third-party investment strategies. A Senior Portfolio Manager may make their strategies available to clients working with UBS Wealth Management Advisors.
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 CounselorSM designation awarded by the College for Financial Planning.
Craig and wife Becca live in Greenwood Village with their three boys Jack, Will and Alex. 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.
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 BA in English from Hillsdale College and an MA in Liberal Arts from St. John’s College. She enjoys gardening, reading, and spending time with her husband and their three sons.
Kelly has been in the financial industry for 15 years and joined UBS in 2022. She is a dedicated Registered Wealth Management Client Associate focused on the client experience and is responsible for administrative, group operations and process tracking. Kelly earned her Bachelor’s degree in English Education from Colorado State University. She and her husband, Seneca, enjoy traveling the world, attending the theater, and spending time in the beautiful Rocky Mountains with their two dogs.
Sherrie Spitz has a blend of experience in both the legal and financial industries. She has served as an SEC Litigation Paralegal with Crowe & Dunlevy and as Senior Paralegal for the Energy Department with Phillips Murrah Law. Apart from her involvement in SEC cases, Sherrie gained knowledge of the financial industry as a Financial Advisor with UBS.
Sherrie is the team’s Registered Senior Wealth Management Client Associate. She is driven by her passion for delivering excellent service and helping clients achieve their goals. Sherrie is active in her community by volunteering with the Denver Rescue Mission as well as The United Way. Sherrie holds a B.S. in Organizational Leadership from Southern Nazarene University.
Jacob is a dedicated Registered Client Service Associate focused on the client experience and has been in this capacity for three years. He is a third generation financial professional. He graduated from the University of Denver in 2020 with a BS in Finance. Jacob is an avid skier and enjoys all things active such as ultimate frisbee, football, hiking, and jiu jitsu.
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures
Elena Guglielmin, CIO Credit Analyst for European Financials, David Lefkowitz, Head of Equities Americas, Bradley Ball, US Financials Sector Strategist, and Leslie Falconio, Head of Taxable Fixed Income Strategy Americas, sat down to discuss the latest developments in the wake of the collapse of Silicon Valley Bank and Signature Bank, the broader market and economic impact, and investment implications moving forward.
Are you ready for a retirement that could span 30 years or more? What’s the right plan to help make sure your retirement funds last? The longer you spend in retirement, the greater the impact these decisions can have. Our team will work with you to help preserve your lifestyle and livelihood in retirement by understanding your goals, risk and time horizon.
Talking about future financial responsibility can be an emotional and challenging topic for both parents and children. Whether you’re discussing an inheritance, insurance, a business transition or wealth transfer, an open, honest discussion among family members makes the process more rewarding for everyone. Let us show you how.
For needs that go beyond your own—to help you improve the lives of others
What will your legacy be?
It’s never too early to plan ahead. A Legacy strategy can help you gain more control over your financial future and what you leave behind, so you can move forward with confidence.
Learn more at ubs.com/wealthway.
$2.8 trillion
In invested assets globally
As of 06/30/2022
51 countries
Our global footprint
Global leader
UBS is a world-leading wealth manager
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