$6 trn
UBS Group invested assets
As of 12/31/2024
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.
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.
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.
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.
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.
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.
Jaymi is a Registered Client Service Associate with fifteen years of experience in brokerage and finance. She enjoys getting to know clients, providing high quality customer service, and using her knowledge to help individuals and families feel confident as they prepare for and enjoy retirement. Jaymi earned a BS in Business Administration with a Finance concentration from the University of Louisiana at Lafayette. As a mother of four, her pursuits outside of work revolve around spending time with her family and enjoying all the natural beauty Colorado has to offer.
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.
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.
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.
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.
Jaymi is a Registered Client Service Associate with fifteen years of experience in brokerage and finance. She enjoys getting to know clients, providing high quality customer service, and using her knowledge to help individuals and families feel confident as they prepare for and enjoy retirement. Jaymi earned a BS in Business Administration with a Finance concentration from the University of Louisiana at Lafayette. As a mother of four, her pursuits outside of work revolve around spending time with her family and enjoying all the natural beauty Colorado has to offer.
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.
Are you ready?
In the first 100 days of a second Trump administration, policy uncertainty continues to dominate. Do you have questions about the impact of tariffs, inflation and geopolitical developments on your investment strategy?
We’re here to help you make sense of it all and move forward with confidence. Make sure your portfolio is prepared for ongoing market volatility.
What’s really important to you—today and for the long term? UBS Wealth Way starts with questions and discussions that can help you organize your financial life into three key dimensions: Liquidity—to help provide cash flow for short-term expenses, Longevity—for longer-term needs and Legacy—for needs that go beyond your own.
UBS Wealth Way is an approach incorporating Liquidity. Longevity. Legacy. strategies that UBS Financial Services Inc. and our Financial Advisors can use to assist clients in exploring and pursuing their wealth management needs and goals over different time frames. This approach is not a promise or guarantee that wealth, or any financial results, can or will be achieved. All investments involve the risk of loss, including the risk of loss of the entire investment. Time frames may vary. Strategies are subject to individual client goals, objectives and suitability.
A lot has changed since President Trump took office. His administration has initiated policy changes and markets have reacted. The Chief Investment Office (CIO) anticipates further volatility amid tariff concerns but continues to expect gains for the S&P 500 by year-end. A solid US economy and healthy corporate earnings growth should support the rally.
06 March 2025
For more than 160 years, UBS has proven its strength and guided clients through a wide range of market opportunities and financial challenges. Time and again, we’ve been tested and proven resilient, and our clients continue to put their trust in us and our wealth management expertise to help them achieve their goals. Today, UBS is stronger than ever.
$6 trn
UBS Group invested assets
As of 12/31/2024
51 countries
Our global footprint
Global leader
UBS is a leading and truly global wealth manager
This website uses cookies to make sure you get the best experience on our website. You can find more information under the Privacy Statement. You are free to change your cookies' settings in the privacy settings.
Go to privacy settings