Boulder, CO 13th Street Office

Elizabeth Gardinier is a Series 66-licensed financial advisor with UBS Financial Services in Boulder, Colorado, where she has worked for 12 years. She has 11 years of industry experience. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, providing a broad range of capital markets and investment solutions.

Janae Winner is a financial advisor at UBS Financial Services with 14 years of industry experience. She has been with UBS since 2018 and holds Series 63 and Series 66 licenses. Prior to joining UBS, she worked at Stive Preparatory School - Rise for one year. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and advisory services, including financial planning, portfolio management, and distributions of mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor advice to clients.

John Mowry is a financial advisor with UBS Financial Services in Boulder, CO, holding the Series 66 designation and 14 years of industry experience. He has been with UBS Financial Services since 2013. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm provides fee-based financial planning, portfolio management, and distributes mutual funds and alternative products while leveraging proprietary research and asset allocation models.

Antony D Pougnet is a financial advisor with UBS Financial Services in Boulder, Colorado, holding Series 63 and Series 65 credentials and possessing 33 years of industry experience. He has been with UBS since 2013. Outside of his advisory role, he serves on the Parish Finance Council for Nativity of Our Lord Catholic Church, providing financial advice to the church’s leadership. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management services and employs proprietary research and model-based asset allocations to tailor client plans.

Luke Naes is a financial advisor at UBS Financial Services with 10 years of industry experience. He holds a Series 66 designation and has worked previously at Bank of America, Merrill, and TD Ameritrade. Outside of his advisory role, Naes serves as a board member for Boulder Country Day School and is involved in art investment through Masterworks. UBS Financial Services serves individual, corporate, and institutional clients by offering brokerage and investment advisory services, including financial planning, portfolio management, and access to a wide range of investment products. The firm combines institutional trading capabilities with wealth management services, utilizing proprietary research and model-based asset allocations to tailor client strategies.

John Witherspoon is a financial advisor at UBS Financial Services with 44 years of industry experience and holds Series 63 and Series 65 designations. He has been with UBS since 2013. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor client strategies.

Rory Lindquist is a Certified Financial Planner® with 26 years of industry experience. He currently works at UBS Financial Services and previously held roles at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2011. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. Advisors at UBS use proprietary research and model-based asset allocations to tailor financial plans based on clients’ goals and risk tolerances.

Laura Kurtz is a financial advisor with UBS Financial Services in Boulder, Colorado, holding Series 63 and Series 66 licenses and 23 years of industry experience. She has been with UBS Financial Services since 2013. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and leverages proprietary research and model-based asset allocations to tailor client plans.

Sharon Hart is a financial advisor at UBS Financial Services with 15 years of industry experience. She holds a Series 66 designation and previously worked at Morgan Stanley for 11 years before joining UBS in 2024. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and uses research and model-based asset allocations to tailor investment plans to clients' goals and risk tolerances.

Matthew Rich is a financial advisor at UBS Financial Services with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has been with UBS since 2013. Outside of his advisory work, he serves as Treasurer and a member of the Board of Directors for LiFT Academy, an educational organization focused on supporting traditional students and those with neurodiversities. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory services, including financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management, employing research-driven, model-based asset allocations tailored to clients’ goals and risk tolerances.

Stewart Swan is a financial advisor at UBS Financial Services in Boulder, CO, holding a Series 66 designation with 18 years of industry experience. He has been with UBS Financial Services since 2013. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and offers a range of capital markets and research resources to support its advisors.

Brian Clancy is a Series 66-licensed financial advisor with seven years of industry experience. He is currently with UBS Financial Services in Boulder, Colorado, where he has worked since 2021. His prior experience includes roles at Equitable Advisors, Bank of America, and Merrill. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm employs proprietary research and model-based asset allocations to tailor financial plans to clients’ goals and risk tolerances.

Donald Boyd is a financial advisor at UBS Financial Services in Boulder, CO, with 19 years of industry experience. He holds a Series 66 designation and has previously worked at Morgan Stanley Private Bank. Boyd serves as co-treasurer and board member of the Monarch PK-8 School PTO in Louisville, Colorado. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm provides fee-based financial planning, portfolio management, and distributes mutual funds and alternative products.

Edgar Bachrach is a financial advisor at UBS Financial Services with 29 years of industry experience. He has been with UBS Financial Services since 2003. He holds Series 63 and Series 65 designations and is based in Boulder, CO. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm uses proprietary research and model-based asset allocations to tailor financial plans and portfolio management to clients’ goals and risk tolerances.

Kyle Krajewski is a financial advisor at UBS Financial Services in Boulder, CO, holding a Series 66 designation with four years of industry experience. His prior roles include positions at Morgan Stanley and Prudential Insurance Company of America. He also founded SkyFox Golf, a business focused on SEO services for golf tours. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory offerings, combining proprietary research, model-based asset allocations, and institutional trading capabilities to meet diverse client needs.