Experience

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.

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.

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.