Managing Director–Wealth Management
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.
Senior Wealth Strategy Associate
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.
Senior Client Associate
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.
Senior Client Associate
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.