Experience

Makes all the difference

Vasconcellos Spiedel Wealth Management emphasizes asset allocation and total portfolio management with a focus on retirement income planning, tax free income strategies, education funding, and structures for charitable giving and estate planning. Financial Planning is a focus. The team follows a comprehensive process to understand a client’s individual situation and the goals they are trying to accomplish, and then constructs an investment portfolio that is custom tailored to accomplish a client's specific goals.

In consultation with the results of a financial plan, an overall asset allocation is selected that provides a high probability of success balanced with appropriate individual investor risk. A combination of some of the most highly regarded portfolio managers in the world are chosen to manage each asset class (US dividend stocks, international dividend stocks, US bonds, municipal bonds and other appropriate asset classes). This is called the UBS Separately Managed Account (SMA) Strategy.

The team incorporates a process called the UBS Wealth Way which organizes one’s financial life into three strategies: 1.) Liquidity - to provide cash flow for spending needs in the next three years; 2.) Longevity - for longer term needs beginning four years out and continuing through one’s lifetime; 3.) Legacy - for goals that go beyond one’s own needs and to improve the lives of others.

William L. Vasconcellos, CIMA CRPC

Senior Vice President–Wealth Management

Financial Advisor

Registered States:
  • AK
  • AZ
  • CA
  • CO
  • DC
  • DE
  • FL
  • GA
  • HI
  • ID
  • IL
  • IN
  • MD
  • MN
  • MT
  • NE
  • NM
  • NV
  • NY
  • OR
  • PA
  • SC
  • TN
  • TX
  • UT
  • VA
  • WA
  • WI
  • WY

Recognized as an industry leader:

  • Forbes Best-in-State Wealth Management Teams, 2023, 2024The 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.

Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures

Education

  • UC Berkeley School of Law (Boalt Hall), J.D
  • Stanford University, B.A. Economics

Credentials

  • Certified Investment Management Analyst®
  • Chartered Retirement Planning Counselor
1161 West River Street
Suite 340
Boise, ID 83702

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Michael Spiedel, CRPC

Director

Market Director

Michael serves as the market director for Idaho in addition to being a financial advisor. 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.

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

Recognized as an industry leader:

  • Forbes Best-in-State Wealth Management Teams, 2023, 2024The 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.

Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures

Education

  • Northwest Nazarene University, M.B.A.
  • Pacific Lutheran University, B.A. Economics and Spanish Literature

Credentials

  • Chartered Retirement Planning Counselor
1161 West River Street
Suite 340
Boise, ID 83702

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Kevin J. Wang, CFP®, CEPA®, CPWA®

Senior Vice President–Wealth Management

Financial Advisor

Kevin expressed an early interest in finance, making his first investment at age 12 with his grandmother.  Following a successful competitive swimming career as both an athlete and a coach, Kevin dedicated himself to wealth management. He joined UBS as a new financial advisor in 2013. Kevin has earned his CFP®, CEPA®, and CPWA® designations, making him uniquely qualified to craft comprehensive financial plans for business owners and entrepreneurs.

In 2021, Kevin, Nick Harris, and Adam Olivas formed Entrepreneur Wealth Group at UBS – a committed team of financial professionals dedicated to developing thoughtful and cutting-edge solutions for individuals and businesses alike. An entrepreneur himself, Kevin has been drawn to the complex nature of the challenges posed to business owners. He enjoys tackling these obstacles with his team, and leveraging his knowledge to benefit his clients.

Kevin and his wife, Serena, live in Boise, ID with their four daughters.  In his free time Kevin enjoys training for and racing in triathlons.

Registered States:
  • AK
  • AZ
  • CA
  • CO
  • DC
  • DE
  • FL
  • GA
  • HI
  • ID
  • IL
  • IN
  • MA
  • MD
  • MN
  • MO
  • MT
  • NE
  • NM
  • NV
  • NY
  • OR
  • PA
  • SC
  • TN
  • TX
  • UT
  • VA
  • VT
  • WA
  • WY

Recognized as an industry leader:

  • 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, 2023, 2024The 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.

Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures

Education

  • Whitworth University, B.A. Theology and Philosophy

Credentials

  • CERTIFIED FINANCIAL PLANNER™
  • Certified Exit Planning Advisor
  • Private Wealth Advisor
1161 West River Street
Suite 340
Boise, ID 83702

Email Me

Nicholas Harris, CEPA®

Senior Vice President–Wealth Management

Financial Advisor

After growing up in McCall, ID, Nick moved to Philadelphia to study economics at the University of Pennsylvania.  He earned his degree and subsequently relocated to New York City where he began a career of 20+ years on Wall Street.  Nick worked as an analyst, strategist, and trader in one of the most challenging markets in the world before ultimately stepping into wealth management.  He has overseen billions of dollars in cumulative equity exposures through some of the most economically uncertain times in history.  Nick earned his Certified Exit Planning Advisor® (CEPA®) designation to offer tailored solutions for business owners as they begin preparations for significant liquidity events, such as the sale of a business or planning for retirement.  He is a founding member of Entrepreneur Wealth Group at UBS.

Nick currently lives in Boise, ID with his wife, Lori, and their four children.  As his children have grown, he has enjoyed coaching youth football, wrestling, and lacrosse.  Nick dedicates much of his free time to various public service initiatives.  He serves as co-chair of the philanthropy committee and a member of the executive committee for the American Red Cross of Greater Idaho, and he volunteers for various environmental conservation organizations.  Nick has shared his love of the outdoors with his family, and the Harris family can often be found camping, hiking, golfing, skiing, and biking throughout Idaho. 

Registered States:
  • AK
  • AZ
  • CA
  • CO
  • DC
  • DE
  • FL
  • GA
  • HI
  • ID
  • IL
  • IN
  • MA
  • MD
  • MN
  • MT
  • NE
  • NM
  • NV
  • NY
  • OR
  • PA
  • SC
  • TN
  • TX
  • UT
  • VA
  • VT
  • WA
  • WI
  • WY

Recognized as an industry leader:

  • Forbes Best-in-State Wealth Management Teams, 2023, 2024The 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.

Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures

Education

  • University of Pennsylvania, B.A. in Economics

Credentials

  • Certified Exit Planning Advisor
1161 West River Street
Suite 340
Boise, ID 83702

Email Me

Adam Olivas, CEPA®, AAMS®

Financial Advisor

Prior to joining UBS, Adam served 16 years as an active duty US Navy SEAL completing nine combat deployments in Afghanistan, Iraq, Bosnia, Yemen, and several other conflict zones. Following his military service, he pursued a more entrepreneurial route working as an operations and cultural development consultant for several professional sports teams and multinational businesses. This experience encouraged Adam to launch his own business in the outdoor recreation industry, focusing on luxury and concierge services.

Adam joined Nick Harris and Kevin J. Wang to co-found Entrepreneur Wealth Group at UBS in 2021. He curates advice for elite business teams, always wanting to improve operational efficiency and collective culture. His experience in addressing the unique needs of ultra-high net worth clients enables forward thinking and a more personalized suite of services.

Adam and his wife, Nidia, live in Eagle, ID with their Belgian Malinois, Duca.

Registered States:
  • AK
  • AZ
  • CA
  • CO
  • DC
  • DE
  • FL
  • GA
  • HI
  • ID
  • IL
  • IN
  • MA
  • MD
  • MN
  • MT
  • NE
  • NM
  • NV
  • NY
  • OR
  • PA
  • SC
  • TN
  • TX
  • UT
  • VA
  • WA
  • WY

Recognized as an industry leader:

  • 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.

Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures

Credentials

  • Certified Exit Planning Advisor
  • Accredited Asset Management Specialist
1161 West River Street
Suite 340
Boise, ID 83702

Email Me

Russell J. Cory, Jr. CEPA®

Senior Vice President–Wealth Management

Financial Advisor

Russell served as a field artillery surveyor in the United States Army at Fort Sill, Oklahoma. Following his service, Russell enrolled at the University of Idaho and earned a B.S. in Education.  He taught economics and geography at Coeur d'Alene High School before his fascination with economics drew him to the financial services industry.  After working in the field for ten years, Russell attended the Wharton School of Business to earn his Investment Consultant designation.

Russell has spent the last 25 years working as a financial advisor and portfolio manager.  Much of his practice involves assisting clients as they transition to retirement, review lending options, and develop estate plans.  He joined Entrepreneur Wealth Group and earned his CEPA® (Certified Exit Planning Advisor®) in 2022.  Entrepreneur Wealth Group focuses on offering tailored financial guidance for business owners and high-net-worth families.

In addition, Russell worked as a branch manager for many years until 2016 - first at Morgan Stanley and then at UBS.  During that time, he oversaw four offices and 96 employees. His leadership experience and his broad knowledge of UBS continue to inform the decisions he makes as a portfolio manager and as an investment advisor.

Russell and his wife, Wendy, have three daughters, a son, and two granddaughters. As his son grew up, Russell volunteered as an Assistant Scoutmaster and Scoutmaster with the Boy Scouts of America Troop 37 Incline Village for 7 years.  Russell enjoys spending time with his family, visiting Mexico as often as possible, and cycling whenever he can.

CA Insurance License:  0C61039

Registered States:
  • AK
  • AZ
  • CA
  • CO
  • DC
  • DE
  • FL
  • GA
  • HI
  • ID
  • IL
  • IN
  • KY
  • MD
  • MN
  • MO
  • MT
  • NE
  • NM
  • NV
  • NY
  • OR
  • PA
  • SC
  • TN
  • TX
  • UT
  • VA
  • WA
  • WI
  • WY

Recognized as an industry leader:

  • Forbes Best-in-State Wealth Management Teams, 2024The 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.

Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures

Education

  • University of Idaho, B.S. Education

Credentials

  • Certified Exit Planning Advisor
6900 South McCarran Boulevard
Suite 1020
Reno, NV 89509

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Kristina Owsley

Team Administrator

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 Kris' role is to make sure you are taken care of to the highest degree.  Her goal is to meet your needs 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 she 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.

 

Series 7, 63 and 65 Licenses

Registered States:
  • AZ
  • CA
  • CO
  • HI
  • ID
  • IN
  • MT
  • NM
  • NV
  • NY
  • OR
  • PA
  • SC
  • TX
  • UT
  • VT
  • WA
  • WY
1161 West River Street
Suite 340
Boise, ID 83702

Email Me

Kirsten Jensen

Client Associate

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.

Education

  • Boston Conservatory, B.F.A. Contemporary Dance Performance
1161 West River Street
Suite 340
Boise, ID 83702

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Cade Truscott

Client Associate

Cade hails from Saint Maries, ID - a small town along the St. Joe River in North Idaho.  In 2023, Cade earned his BBA in Finance from Boise State University while working as an intern for the Entrepreneur Wealth Group at UBS.  He is the first of his family to attend a 4-year university.  Following graduation, he joined the team full-time as a Client Associate.

Cade grew up playing baseball, football, and basketball.  His Idaho upbringing cultivated a passion for the outdoors which persists to this day.  He enjoys hunting and fishing with his father and brother, and spending time with his family and friends.

Education

  • Boise State University, B.B.A. Finance
1161 West River Street
Suite 340
Boise, ID 83702

Email Me