Tricia is an industry veteran, having been in the financial services industry since 1999.  She has earned the designation of Certified Financial Planner (CFP®), Certified Divorce Financial Analyst (CDFA®), and her Certified Private Wealth Advisor (CPWA®) designation from the Investments & Wealth Institute.  She works in collaboration with her team and clients to create comprehensive and long-term wealth management strategies. Her expertise in the financial planning process forges trust and reassurance with clients and families.  Tricia enjoys spending time educating her clients and providing them with clear insights and a complete picture of their financial circumstances.  She does this using a defined process that breaks down clients' goals into three parts: Liquidity, Longevity and Legacy.  This approach actively engages individuals in the planning process to help bring clarity to the complexities of investing.

Tricia grew up in Minnesota and graduated from Luther College in Iowa with a double major in Business Management and German.  She minored in International Studies because of her love of travel.  She has been a proud Colorado resident since 2005 and enjoys volunteering and being active in her community.  Tricia is the immediate past chair of the Boulder County Estate Planning Council and was a board member of ArtReach. Currently, she is an Associate Board Member of Alliance for Choice in Education (ACE) and a member of the Rocky Mountain Tri Club.  In her free time, she enjoys riding her bike, trail running and reading.

Registered States:
AK, AL, AZ, CA, CO, CT, DE, FL, IL, IN, KS, KY, MA, MI, MN, MT, NC, NJ, NM, NV, NY, OK, OR, PA, SD, TX, WA, WI, WY

Terri has been in the financial services industry since 2006.  She started at the Investment Center at Bellco Credit Union before joining UBS in 2011.  Since joining UBS she has earned her Series 7 and 66 licenses.

Terri is an excellent problem solver who provides superior customer and administrative assistance to clients and each member of the team.  Her responsibilities include account maintenance, online services and administrative support. Clients turn to Terri to help solve the complexities of managing the behind-the-scenes details of investment accounts in a timely and easy to understand manner.

As a Colorado native, Terri enjoys spending time family and friends, traveling to tropical locations and riding her motorcycle around Denver and the United States.

Registered States:
CA, CO, DE, KY, MI, MN, NV, OK, SD, TX, WY