Elaine has been offering investment guidance and a full range of investment services since 1977, when she was hired as the first female trainee in the Paine Webber Denver office.  Since then, she has provided high net worth individuals, families and foundations expertise in all aspects of wealth management.

Elaine grew up in Connecticut, has a BS in Special Education from Boston University and an MS in Counseling from Southern Connecticut State University.  She is a member of the Investments and Wealth Institute (IWI) and has earned its designation of Certified Investment Management Analyst (CIMA®) from The Wharton School.  She has been recognized as among the best in her business, most recently being named a Forbes Best-in-State Wealth Advisor for Colorado in 2018 and 2019.

Elaine has a passion for community service, having served on the boards of The Women's Foundation of Colorado, Jewish Family Service, United Cerebral Palsy, Judy's House, University of Colorado Parent Association Executive Committee and most recently Project PAVE.  She is a 2004 Girl Scout's Mile-Hi Woman of Distinction and was honored as a 2004 Women's Leader of Excellence by the Colorado Women's Leadership Coalition.

In her free time, Elaine loves to play golf, is an avid reader and tinkers around with the piano.  She also loves spending time with her husband Alan, sons Matt and Zach and her lovely daughter-in-law Whitney.

Registered States:
AK, AL, AZ, CA, CO, CT, DE, FL, IL, IN, KS, KY, MA, MD, 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