Experience

Eric Uhlberg has been providing Wealth Management advice and guidance for clients since December 12, 1983 when he began his career at Merrill Lynch. In January of 2009, Eric and his team transitioned their practice to the Wealth Management Group of UBS.

Eric believes there are three crucial aspects to helping clients reach their highest and best level of success: Creating a personalized financial plan, developing a customized investment strategy, and incorporating an understanding of behavioral finance to help guide clients in the decision making process.

Eric received his undergraduate degree in Managerial Economics from Marietta College in 1981. He received the Certified Investment Management Analyst credential in August of 2003 and is a member of the Investment Management Consultants Association. He received his Certified Financial Planner (TM) designation in August of 2005. He is a frequent lecturer for the Evelyn Brust Research and Education Foundation.

Eric enjoys spending time with his wife, daughters, and dog, and also enjoys competing in triathlons, writing, and volunteering.

Since 1999, Bert has helped affluent families with financial planning, estate planning, wealth transfer strategies and concentrated position management.

When advising clients, he applies a positive, optimistic and realistic investment perspective to help investors create predictable cash flow while preserving capital and pursuing their goals.

Bert obtained his Certified Retirement Planning Consultant & Corporate Stock Benefit Consultant designations. He is FINRA-registered and holds Series 7, 31, and 66 securities licenses as well as licenses for life, accident and health insurance and variable annuities.

Bert graduated from Colorado State University with a degree in finance and real estate.

Bert and his wife, Kat, have been married for 15 years and have a daughter, Abby, and a son, Jack. In his free time, he enjoys taking advantage of the Colorado lifestyle by fly-fishing, skiing, golfing, and spending time outdoors, and enjoys sharing these activities with clients.

Jessi prides herself on supporting the Uhlberg Palmer team with excellent client service.

She holds her Series 7, 66 and 24 licenses.  She previously worked with Charles Schwab and most recently with D A Davidson in a compliance role.  Jessi was born in Denver and moved to Texas when she was 2.  She graduated from Texas State University with a degree in Finance. 

In her free time she enjoys boxing, reading, eating all the carbs, and reality television.