Growing and protecting your family’s wealth

The Willenbrock Group

The Willenbrock Group is a collaborative team with more than three decades of devotion to financial planning. We are compassionate professionals who seek to help you address your financial needs and pursue the future you envision.

We understand your most important goals, such as planning for retirement, caring for aging parents, business succession planning, and transferring wealth to future generations. We enjoy taking the time to learn about your unique situation, and putting a plan in place that reflects it.

We work with multiple generations of families to deliver the confidence that a wealth management plan conveys.

We look beyond managing your money

Our clients’ complex financial life encompass much more than investing. Learn about how our approach we call Advice. Beyond investing. can help you find answers to your questions about pursuing the goals that matter—for every part of your life, at every stage of your life.

  • Tad Willenbrock

    Henry C. "Tad" Willenbrock III, CIMA

    Senior Vice President–Wealth Management

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    • AZ
    • CA
    • CO
    • DE
    • FL
    • GA
    • ID
    • IL
    • KS
    • MA
    • MD
    • MI
    • MN
    • MO
    • NC
    • NJ
    • NV
    • NY
    • OR
    • PA
    • SC
    • TX
    • UT
    • VA
    • WA
    • WY

    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, 2022The 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.

    • University of Colorado, Boulder, Colorado, B.S. Business Administration
    • Certified Investment Management Analyst®
    • Senior Portfolio Manager
    • Wealth Advisor
    4600 South Ulster Street
    Suite 700
    Denver, CO 80237
  • Elizabeth Willenbrock Profile Photo

    Elizabeth Willenbrock

    Senior Vice President–Wealth Management

    Wealth Advisor

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    • AZ
    • CA
    • CO
    • FL
    • ID
    • IL
    • KS
    • MA
    • MD
    • MI
    • MN
    • MO
    • NC
    • NJ
    • NM
    • NV
    • OR
    • PA
    • SC
    • TX
    • UT
    • VA
    • 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.

      • Arizona State University, B.S. Business Administration
      • Wealth Advisor
      4600 South Ulster Street
      Suite 700
      Denver, CO 80237
    • Fred Jauch Profile Photo

      Fred Jauch

      Senior Vice President–Wealth Management

      Financial Advisor

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      • AK
      • AZ
      • CA
      • CO
      • FL
      • ID
      • IL
      • KS
      • MD
      • MI
      • MN
      • MO
      • NC
      • NJ
      • NM
      • NV
      • OR
      • PA
      • SC
      • TX
      • UT
      • VA
      • WA
      • WI
      • 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.

        • The Pennsylvania State University, B.S. degree in Industrial Engineering
        • Portfolio Manager
        4600 S. Ulster St.
        Metro Point One
        Denver, CO 80237
      • Jennifer Heath Profile Photo

        Jennifer Heath

        Client Associate

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          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
              4600 South Ulster Street
              Suite 700
              Denver, CO 80237
            • Barb Headshot

              Barbara Adams

              Client Associate

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                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.  

                      4600 South Ulster Street
                      Suite 700
                      Denver, CO 80237

                    Global leader

                    UBS is a world-leading wealth manager

                    Financial strength

                    Driving confidence.
                    Aa3 (stable) Moody’s
                    A+ (stable) Standard & Poor’s

                    UBS AG, long-term senior secured debt rating. As of 11/23/2021

                    World's best bank

                    for wealth management

                    Euromoney Award for Excellence, 2020-2022

                    Defining your priorities. Pursuing what matters.

                    Our experience and structured planning process drives a comprehensive financial plan and customized investment strategies. Depending on where you are in your life and the priorities that matter most, our planning conversations may focus on liquidity management, your cash flow needs, asset replacement solutions such as insurance, estate planning strategies, or tax and legal structures such as trusts and philanthropic vehicles.

                    Financial Planning Process

                    Building on a foundation of trust

                    Mature couple

                    Liquidity. Longevity. Legacy.

                    Life's Transitions

                    Advice and support during life’s transitions

                    Legacy—Wealth for others

                    For needs that go beyond your own—to help you improve the lives of others

                    What will your legacy be?
                    It’s never too early to plan ahead. A Legacy strategy can help you gain more control over your financial future and what you leave behind, so you can move forward with confidence.

                    Learn more at ubs.com/wealthway.

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