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 40 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 focusing on 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 33 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. His hobbies include golfing, running, skiing, reading, and giving back to the community through philanthropic pursuits.

Adam is a Senior Wealth Strategy Associate on The Willenbrock Group team at UBS, providing thoughtful, comprehensive 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 wife, Valerie, golfing, snowboarding, mountain biking, fly fishing, SCUBA diving, and playing with his Golden Retriever, Hobbes.

Barb brings more than 20 years of executive-level administrative and human resources experience to the Willenbrock Group. A Series 7 license holder, she has been an integral part of the team for five years, building trusted relationships with clients and helping ensure their needs are understood and met with attentive, personalized service.

Before joining UBS, Barb spent much of her career as a human resources director, where she developed a strong foundation in relationship management, organizational support, and thoughtful problem-solving. Her professionalism, attention to detail, and genuine commitment to helping others continue to shape the care she provides to clients and colleagues.

A third-generation Colorado native, Barb enjoys spending time with her young grandchildren, gardening and canning, playing the piano, and hiking in the mountains. Her deep Colorado roots and appreciation for family and community bring a warm, personal perspective to her work.