Experience Makes all the difference

Our team of professionals distinguishes itself with both financial experience and personal service. We strive to earn your loyalty through hard work, the right advice and a dedication to developing long-term relationships.

Sandra M. "Sandy" Cunningham, CFP®, CIMA®

Senior Vice President - Investments
Senior Institutional Consultant
Senior Retirement Plan Consultant
202-585-5348

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Professional Experience

  • Senior Vice-President - Investments, UBS Financial Services, Inc.: 1998-Present
  • Small Business Owner, 1978-1998

Education 

  • Graduate of University of North Carolina at Greensboro
  • CERTIFIED FINANCIAL PLANNER™(CFP®), Georgetown University 
  • Certified Investment Management Analyst(CIMA®), Wharton Business School


Registered States:
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY


Leland B. Bishop, III, CIMA®

Vice President - Wealth Management
Institutional Consultant, UBS Institutional Consulting
Senior Retirement Plan Consultant
Portfolio Manager
202-585-4044

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Professional Experience

  • Financial Advisor, UBS Financial Services, Inc., 2002-Present

Education

  • Graduate of Northwestern University
  • Graduate of Georgetown University, MBA
  • Certified Investment Management Analyst(CIMA®), Yale School of Management


Registered States:
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY


Leif Springer, RPA, CRPC®

Financial Advisor
Senior Retirement Plan Consultant
202-585-5362

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Professional Experience

  • Financial Advisor, UBS Financial Services, Inc., 2018 - Present
  • Regional Vice President - Transamerica Retirement Solutions, 2016 - 2018
  • Vice President - John Hancock, 2006 - 2016
  • Financial Advisor - Morgan Stanley, 2002 - 2006

Education

  • Graduate of Harvard University
  • Graduate of Boston University, MBA
  • Retirement Plans Associate (RPA), IFEBP/The Wharton School
  • Chartered Retirement Planning Counselor (CRPC®), College for Financial Planning


Registered States:
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY


Brock William Van Selow, AWMA®

Financial Advisor
Relationship Manager
202-585-5353

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Professional Experience

  • Financial Advisor - UBS Financial Services, Inc., 2018 - Present
  • Wealth Planning Associate - UBS Financial Services, Inc., 2016-2018
  • Equity Sales Associate - Edward D. Jones & Co., L.P., 2015-2016
  • Client Associate - Edward D. Jones & Co., L.P., 2013-2015
  • Financial Advisor - Edward D. Jones & Co., L.P., 2012-2013

Education

  • B.A., Hampden-Sydney College
  • Accredited Wealth Management Advisor (AWMA®), College for Financial Planning


Registered States:
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY


Brandon Park, CFP®, CIMA®, CPWA®

CERTIFIED FINANCIAL PLANNER™
Certified Investment Management Analyst (CIMA®)
Certified Divorce Financial Analyst (CDFA®)
202-585-5328

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Professional Experience

  • Vice President - Wealth Management, UBS Financial Services, Inc., 2010 - Present
  • Financial Advisor, Merrill Lynch, 2006 - 2010

Education

  • Graduate of University of Maryland (Summa Cum Laude)
  • CERTIFIED FINANCIAL PLANNER™ - (CFP®) - The American College
  • Certified Private Wealth Advisor™ (CPWA® )- IMCA/Chicago Booth
  • Certified Investment Management Analyst™ (CIMA®)- IMCA/The Wharton School
  • Certified Divorce Financial Analyst™ (CDFA)- Institute of Divorce Financial Analysts
  • Chartered Retirement Planning Counselor (CRPC) - College for Financial Planning


Registered States:
CA, CT, DC, DE, FL, HI, ID, KY, MA, MD, NC, NJ, NV, NY, PA, SC, TN, TX, VA


Michael "Mike" Whatley

Investment Associate
202-585-5376

email



Professional Experience

  • Senior Client Service Associate & Operations Manager, UBS Financial Services, Inc., 2008-Present
  • 18 years experience in financial services industry

Education

  • Graduate of Mars Hill College


Registered States:
AZ, CA, DC, DE, MD, MT, NC, NJ, NY, PR, VA, VI


Philip T. Willauer

Investment Associate
202-585-5349

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Professional Experience 

  • Investment Associate & Business Manager, UBS Financial Services, Inc., 1998-Present
  • 35+ years experience as a CPA, CFO, & COO

Education

  • Graduate of Western Michigan University


Registered States:
CA, CO, DC, DE, FL, KS, MD, MT, NC, NJ, NY, PA, SC, TN, VA