Experience

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.

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.

Scott is a Wealth Advisor whose focus is on portfolio management as well as fixed income securities.  He graduated from the University of Colorado at Boulder in 1991 with a bachelor's degree in Finance.  Scott began his career in the financial services industry by specializing in municipal bonds and bond portfolios with Piper Jaffray.  Upon the acquisition of Piper by UBS in 2006, Scott continued working with municipalities, non-profit organizations, as well as families to assist in private banking activities and investment strategies.  Now a Wealth Advisor, Scott has been assisting families for the past 26 years with preparing for and transitioning into retirement, in addition to managing reserve accounts for numerous Home Owner's Associations around Colorado.

Outside of the office, Scott enjoys spending time with his wife, Kelle, and is the proud father of two children currently pursuing undergraduate and graduate degrees.  His hobbies include golfing, running, skiing, reading, and giving back to the community through philanthropic pursuits.

Adam is a Senior Wealth Strategist providing expert advice for clients on the development as well as ongoing monitoring of their financial plans and wealth management strategies.  Prior to joining UBS, Adam began his career as an advisor with Edward Jones Investments in Colorado Springs.  He holds his Series 7, Series 66, Colorado Health/Life/VA insurance licenses, as well as the Accredited Wealth Management Advisor™ (AWMA®) designation and the Chartered Retirement Planning Counselor™SM (CRPC®) accreditation.

Born and raised in Saint Louis, Missouri, Adam earned his degree in Psychology & Management from the University of Miami in Oxford, Ohio, where he also served as President of Sigma Nu fraternity.  Upon graduation, Adam moved to Colorado in early 2016, and has since been joined by his parents, older sister, brother-in-law, and nephews.

Outside of the office, he enjoys hiking with his fiancé, Valerie, golfing, snowboarding, mountain biking, fly fishing, SCUBA diving, and playing with his Golden Retriever, Hobbes.

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.

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.