Growing and protecting your family’s wealth

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Tad has been in the financial services industry for over 30 years and is a graduate of the Executive Education Program at the Wharton Business School, is a member of the Investment Management Association (IMCA), and has received the Certified Investment Management Analyst (CIMA®) designation.

He began his career as a Financial Advisor with Morgan Stanley in 1984. From 1988 until 1994, Tad held the position of Assistant Branch Manager in the downtown office. From 1990 to the present, he has held a position as an arbitration panelist for the New York Stock Exchange.

He joined the Wealth Management Division of UBS Financial Services in 2009 as a Senior Vice President. Tad is among a small number of UBS Financial Advisors who have earned the designation of “Wealth Advisor,” and has also been recognized with the "Senior Portfolio Manager" title. As a Wealth Advisor and Senior Portfolio Manager, Tad has extensive access to various specialists, scarce resources and select offerings necessary to serve high net worth clients.

Tad graduated with a B.S., Business Administration from the University of Colorado, Boulder, Colorado.

• Forbes Best-in-State Wealth Advisors, 2018, 2019, 2020, 2021, 2022, 2023The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.
• Forbes Best-in-State Wealth Management Teams, 2023The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.

• University of Colorado, Boulder, Colorado, B.S. Business Administration

• Certified Investment Management Analyst®
• Senior Portfolio Manager
• Wealth Advisor
• CA Insurance License #0E29373

• AK
• AZ
• CA
• CO
• DE
• FL
• GA
• HI
• IL
• IN
• KS
• KY
• MA
• MD
• ME
• MI
• MN
• NC
• NE
• NJ
• NM
• NV
• NY
• OK
• OR
• PA
• SC
• TX
• UT
• VA
• VT
• WA
• WY

Elizabeth has been in the financial services industry for over 30 years. She began her career as a Financial Advisor with Morgan Stanley in 1984.

While at Morgan Stanley, she completed the requirements to become a designated Retirement Planning Specialist. She joined the Wealth Management Division of UBS Financial Services in 2009 as a Senior Vice President.

She is a graduate of the Executive Education Program at the Wharton Business School. She also holds the designation of Wealth Advisor. She earned a B.S. Degree in business administration from Arizona State University.

Tad and Elizabeth have two sons and enjoy being involved in the Denver community. They are proud to partner with UBS in supporting numerous charities.

• Forbes Best-in-State Wealth Management Teams, 2023The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.

• Arizona State University, B.S. Business Administration

• Wealth Advisor

• AK
• AZ
• CA
• CO
• DE
• FL
• GA
• HI
• IL
• IN
• KS
• KY
• MA
• MD
• ME
• MI
• MN
• NC
• NE
• NJ
• NM
• NV
• NY
• OK
• OR
• PA
• SC
• TN
• TX
• UT
• VA
• VT
• WA
• WY

Fred has over 38 years of experience in the financial services industry, having started and trained with E. F. Hutton in 1980. His areas of focus include asset management, income and retirement planning, as well as customized investment and financial planning strategies designed to help families pursue their individual goals. Fred is active in the Rotary Club of Denver Southeast and Junior Achievement  and is a graduate of The Pennsylvania State University with a B.S. degree in Industrial Engineering.

• Forbes Best-in-State Wealth Management Teams, 2023The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.

• The Pennsylvania State University, B.S. degree in Industrial Engineering

• Portfolio Manager
• CA Insurance License #0B30236

Jennifer began her career as an intern at Morgan Stanley in the Boulder, Colorado office in 2013.  After graduating, she was hired on to run their operations department quickly moving up and being recruited to multiple teams within the branch, eventually relocating to the Denver branch, where she worked with both domestic and international clients on one of the firms’ largest teams as a Client Service Associate. 

Jennifer provides operational and administrative support to the clients of The Willenbrock Group.  She nurtures both new and existing client relationships by utilizing hard work and creativity to tackle special situations.

Jennifer was born and raised in Fort Collins, Colorado.  She is a graduate of Colorado State University and has lived in the U.K. where she attended Swansea University in Swansea, Wales.  Jennifer enjoys spending time on the river flyfishing throughout Colorado with her dog, cooking, and traveling any chance she gets.

• Colorado State University, Ft. Collins, Colorado, B.S. Business Administration - Corporate Finance: 2009 - 2013
• Swansea University, Swansea, Wales, U.K. : 2012

Barb brings over 20 years of Executive level administrative support to our team.  In 2021 she returned to her home state of Colorado in 2021 after spending 5 years in Sheridan, Wyoming working for a  non-profit performing arts facility - The WYO Theater.  In her role as Office Manager, she provided administrative and operational support to the Board of Directors and Executive Director and was instrumental in facilitating the growth of charitable community support.

Barb was born and raised in Denver, Colorado and attended Metropolitan State University.  As a musician, she spent 30 years performing with various bands and Jazz ensembles.  Her passions now are her young grandchildren, gardening & canning, piano and spending time in the mountains hiking.