With over 35 years of experience in the industry, Rich feels very fortunate to have witnessed many business cycles. His goal is to employ this experience in helping his clients preserve and grow their wealth. The team's typical clients have around $1 million or more in investable assets. A long-time resident of Greeley, Colorado, Rich has been very involved in his community, serving on several local boards and community organizations.
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Registered States:
AR, AZ, CA, CO, FL, IA, KY, MA, MI, MO, MT, NC, NE, NV, OK, TX, UT, VA, WA

Jennifer has been providing professional financial advice and wealth management to high net-worth individuals, families and businesses since 2002. She prides herself on designing custom-tailored portfolios for her clients who generally have around $1 million in assets. She earned her BA from the University of Puget Sound, and completed the rigorous training required to earn her Certified Financial Planner™, Wealth Advisor and  her Certified Private Wealth Advisor designations.
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Registered States:
AR, AZ, CA, CO, FL, IA, IL, KS, KY, MD, MI, MO, MT, NC, NE, NM, NV, NY, OK, PA, SD, TX, UT, VA, WA, WI, WY

Mark’s 22 years of experience as an Audit Partner and certified public accountant at KPMG working with public and private clients in the financial services industry have provided a strong foundation for his role as a financial advisor. Clients benefit from his unique combination of skills as an advisor, professional accounting and tax experience and business management insight.  Mark earned a Bachelor of Business Administration with an Accounting emphasis from the University of Washington.
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Registered States:
AR, AZ, CA, CO, FL, IA, KY, MI, MO, MT, NC, NE, NV, OK, TX, UT, VA, WA

Sheri joined UBS in 2013 after 26 years of experience with another financial institution. She is a member of the Mollandor Owens Wealth Management Group. She holds her Series 7 and Series 66 securities licenses as well as insurance license which allows her to assist clients with all of their investment needs.  Sheri grew up in Sheridan, Wyoming and moved to Greeley in 1975. She graduated with a Bachelor's Degree in Sociology and Criminal Justice from Colorado State University in Fort Collins, CO. Sheri and her husband Dave live in Greeley where they raised their two children. Sheri enjoys spending time with family and friends, especailly her grandsons, Blake, Brayden and Jack.
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Registered States:
CO

Marcey received a Bachelor of Science degree in Environmental Science from the University of New Mexico and the University of California at Santa Cruz. After five years' experience working at the National Laboratories in Los Alamos, New Mexico she moved to Turin, Italy. In this period Marcey travelled extensively cultivating her interest and knowledge of the Italian language, history, culture. Marcey is a certified sommelier. She then went on to complete a Master of Arts degree in Italian at Middlebury College.  

Marcey has worked in the Financial Services Industry over five years, and has worked at UBS since 2016.  As a client service associate, she is prepared to assist in operational, administrative and planning areas, as well as trading requests.  Marcey is a people person with strong interpersonal skills and attention to detail.   Outside of work, Marcey enjoys rock climbing, skiing, biking, cooking, printmaking and teaching Italian.

Registered States:
CO