Denver, CO 4600 South Ulster Street Office

John Klaasen IV is a financial advisor at UBS Financial Services with 21 years of industry experience. He holds the Series 66 designation and has previously worked at Bank of America and Merrill Lynch. Klaasen is based in Denver, CO. 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 and leverages proprietary research and model-based asset allocations to tailor strategies to client goals.

Rishi Oad is a financial advisor with UBS Financial Services in Denver, CO, holding a Series 66 designation and nine years of industry experience. He previously worked at Bank of America and Merrill from 2016 to 2022 before joining UBS in 2022. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, offering financial planning, portfolio management, and access to mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management, providing a range of capital markets services and proprietary research to support client strategies.

Louise Wood is a Series 66-registered financial advisor with UBS Financial Services in Denver, Colorado, bringing 15 years of industry experience. Her prior roles include positions at Bank of America and Merrill. Outside of her advisory work, she serves as an English instructor in the Department of Adult and Online Studies at Belhaven University and is involved with the Douglas County Libraries Foundation, supporting its fundraising and community outreach efforts. 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 aligned with clients’ goals and risk tolerances.

Jennifer Edwards is a financial advisor with UBS Financial Services in Denver, Colorado, holding a Series 66 designation and over 25 years of industry experience. She has been with UBS since 2014. Outside of her advisory role, she is a limited partner in Timber Lake 647 Association, an investment-related LLC. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, including 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 customize client strategies.

Brannon Johnson is a CFP® and holds a Series 66 license with 10 years of industry experience. He has been with UBS Financial Services Inc. in Denver, CO since 2016. 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 and utilizes proprietary research and model-based asset allocations to tailor client plans.

Michael Robben is a financial advisor at UBS Financial Services with 29 years of industry experience. He holds the Series 63 and Series 65 designations and has been with UBS since 2013. Based in Denver, CO, Robben's career spans nearly three decades in financial services. UBS Financial Services serves individual, corporate, and institutional clients with 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 proprietary research and model-based asset allocations to tailor client solutions.

Jack Scherer is a Financial Advisor at UBS Financial Services with the Series 66 designation and no prior industry experience. His work history includes roles at UBS Financial Services, Arrowhead Golf Course, Indiana University, and various educational institutions. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and advisory offerings, combining institutional trading capabilities with wealth management services supported by proprietary research and model-based asset allocations.

Terrance Nugent is a financial advisor with UBS Financial Services in Denver, CO, holding Series 63 and Series 65 licenses and possessing 39 years of industry experience. He has been with UBS since 2013. Outside of his advisory role, he advises his son on managing a sports-related LLC that receives endorsement income. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and investment advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor plans for clients.

Thomas Mills is a financial advisor at UBS Financial Services with 33 years of industry experience. He holds Series 63 and Series 66 credentials and has been with UBS since 2013. Outside of his advisory work, he serves as Chairman of the Board for Denver Kids, a child welfare organization. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, offering a range of investment products and research-driven strategies.

Leigh Cundiff is a financial advisor at UBS Financial Services in Denver, CO, holding Series 63 and Series 66 designations with 25 years of industry experience. Prior to joining UBS, Cundiff worked at Merrill Lynch Pierce, Fenner & Smith, Inc. since 1999. Outside of advisory work, Cundiff holds power of attorney responsibilities for a family member. UBS Financial Services serves individual, corporate, and institutional clients by offering brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management through proprietary research, model-based asset allocations, and a broad range of capital markets services.

Alec Weber is a financial advisor at UBS Financial Services with one year of industry experience. He holds the Series 66 designation and has prior professional experience at Alteryx and Texas Christian University. 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 utilizes proprietary research and model-based asset allocations to tailor plans to clients’ goals and risk tolerances.

Bonnie Gibbs is a financial advisor with UBS Financial Services in Denver, Colorado, holding a Series 63 designation and bringing 40 years of industry experience. She has been with UBS since 2011. Outside of her advisory role, she serves as a trustee for a survivor trust managing family financial matters. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining proprietary capital market research and model-based asset allocations to tailor financial plans. The firm integrates institutional trading capabilities with wealth management services, providing a broad range of capital markets and advisory solutions.

Hunter Rowland is a financial advisor at UBS Financial Services with 14 years of industry experience. He holds a Series 66 designation and previously worked at Bank of America and Merrill Lynch. Rowland is also a partner in Razzle Retreats, LLC, a real estate venture based in Denver, CO. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services.

Matthew Parish is a financial advisor with UBS Financial Services in Denver, Colorado, holding Series 63 and Series 65 licenses. He has 35 years of industry experience and has been with UBS Financial Services since 2013. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings. The firm provides services including fee-based financial planning, discretionary and non-discretionary portfolio management, and distribution of mutual funds and alternative products, leveraging proprietary research and model-based asset allocations.

Timothy Young is a Series 66-licensed financial advisor at UBS Financial Services in Denver, Colorado, with 16 years of industry experience. He has been with UBS Financial Services since 2008. 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 integrates institutional trading capabilities with wealth management services, utilizing proprietary research and model-based asset allocations in its advisory approach.