Let's move forward. Together.

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Bill received a BA in economics from Stanford University, and then received a Juris Doctor from the University of California at Berkeley School of Law. He went on to clerk for the Idaho Supreme Court for two years, and then practiced law for about 10 years as an attorney and partner at the Eberle & Berlin Law Firm. He then decided to pursue his true passion, which is investments, and joined Merrill Lynch as a financial advisor. He was at Merrill Lynch for 20 years, and has been at UBS for the past 11 years. He is also a Chartered Retirement Planning Counselor (CRPC), and additionally holds the Certified Investment Management Analyst (CIMA) designation which reflects his expertise in analyzing and evaluating investment managers.

• 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.

• Certified Investment Management Analyst®
• Chartered Retirement Planning Counselor℠

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Michael serves as the branch manager of the UBS offices in Boise and Sun Valley, Idaho in addition to being a Financial Advisor for Vasconcellos Spiedel Wealth Management. Prior to his current role he held various operational, administrative and compliance management positions for nearly 20 UBS offices across the western United States. He started his career as a financial advisor with Merrill Lynch in 2004 and has been with UBS since 2009. He holds a BA in international economics and Spanish literature from Pacific Lutheran University and an MBA from Northwest Nazarene University. He has also earned the Chartered Retirement Planning Counselor (CRPC) designation.

• 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.

• Chartered Retirement Planning Counselor℠

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• Forbes America’s Top Next-Gen (Generation) Wealth Advisors, 2020, 2021The Forbes rating is compiled by Shook Research and awarded annually between June and September based on information from a 12 month period ending in March of the award year.
• Forbes America’s Top Next-Gen (Generation) Wealth Advisors Best-in-State, 2019The Forbes rating is compiled by Shook Research and awarded annually between June and September based on information from a 12 month period ending in March of the award year.
• Forbes Best-in-State Wealth Advisors, 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.

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• DC
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• HI
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• IL
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• MA
• MD
• MI
• MN
• MT
• NE
• NM
• NV
• NY
• OR
• PA
• SC
• TN
• TX
• UT
• VA
• WA
• WI
• WY

• 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.

• AK
• AR
• AZ
• CA
• CO
• DC
• DE
• FL
• GA
• HI
• ID
• IL
• KY
• MA
• MD
• MI
• MN
• MT
• NE
• NM
• NV
• NY
• OR
• PA
• SC
• TN
• TX
• UT
• VA
• WA
• WI
• WY

• 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.

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• AR
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• CO
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• MO
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• NV
• NY
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Finances are deeply personal. And after three decades in the financial services industry, Kris knows how important forming a connection with the team handling your financial planning can be.  That's why she loves cultivating relationships with clients so they have the best experience possible.

It takes a team to succeed and -- working with Vasconcellos Spiedel Wealth Management -- her role is to make sure clients are taken care of to the highest degree.  She personally ensures your needs are met with excellence and care -- whether that is opening or maintaining accounts, transferring funds, or exploring securities-backed lending solutions.

Kris has lived in Boise since 1987 and loves spending time with family and friends.  When she is not reading anything she can get her hands on, you can find Kris working in her garden.

Certificates

Series 7, 63 and 65 Licenses

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Danielle Morriss joined UBS as a Senior Wealth Strategy Associate. Prior to UBS, Danielle acquired over 10 years of experience in operations, portfolio analysis and performance reporting. For 4 years she held the role of Financial Planning Director for two separate Registered Investment Advisory firms in Idaho and Utah. Danielle loves solving a daunting problem and building a good spreadsheet. She enjoys helping clients increase their knowledge about their wealth. Danielle’s previous experience servicing wealthy families, individuals and business owners allows her to dive deep into complex problems and develop strategies to overcome them in a holistic financial plan. Danielle is a team-player who enjoys collaboration, a strategy session and a well-earned team win. She embodies an ambitious ‘divide and conquer’ attitude. Plus, she’s got great shoes.

Danielle grew up in California and Texas and was recruited to play volleyball at a small university in Virginia where she graduated early with a Bachelor’s degree in History. She stills plays recreational volleyball as often as she can! She’s been travelling the globe since high school, has traveled to over 15 countries, 45 states and still has a long list of places she’d like to visit. When she is not playing volleyball 3 times a week, she enjoys reading history books and plans frequent outdoor activities with her family including hiking, splash pads and paddle boards. Danielle and her husband reside in Boise with their two sons.

Kirsten is thrilled to join UBS as a Client Associate. She holds a BFA in Contemporary Dance Performance from the Boston Conservatory (2017). Following completion of her degree, she returned home to Boise, ID and began working for a local registered investment advisor. She found a new fascination in financial services and is studying to earn her CFP (Certified Financial Planner) designation. In her spare time, you can find her teaching barre classes, hiking, reading, or haunting local coffeeshops with friends and family.