With industry experience spanning over 20 years and advising clients through two major U.S. recessions, Peter serves as a resource and partner to his clients.  Having previous positions as a branch manager and training coordinator for a major investment firm in the Phoenix metropolitan area, his unique industry knowledge provides the additional insight clients value in navigating them toward their financial goals.

Drawing from his military experience as a Cadet at West Point and with a comprehensive perspective in wealth management, Peter is disciplined in developing customized investment strategies for high-net-worth clients.  He specializes in providing investment advice that often involves tax efficient investing, wealth transfer strategies, and retirement planning.  As your financial advisor, Peter will work tirelessly to manage your significant life changes by offering solutions that focus on the short and long term outcomes of your collective decision making.

His practice offers a suite of services catering to corporate executives and business owners to maximize their personal and business assets along with providing lending solutions.  With respect to the many recognized designations he holds, Peter is also a Retirement Plan Consultant with UBS.  This distinctive title allows Peter to assume a fiduciary role in the implementation and management of qualified plans.

Peter resides in Gilbert, Arizona with his wife and two daughters.  During his free time, Peter enjoys traveling, running, and finding worthy causes to make a difference in the world through his family foundation. 

•  Forbes I Shook Best-In-State Advisor (2019, 2020)
•  Director's Council (2017, 2019) I President's Council (2018)
•  Five Star Wealth Manager, Phoenix Magazine (2013 - 2016)

Registered States:
AK, AZ, CA, CO, FL, GA, HI, ID, IL, IN, KS, MA, MD, MI, MN, MO, MS, MT, NC, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, SC, TN, TX, UT, VA, WA, WI, WY

Scott’s goal is to help you uncover, prioritize, and realize your key financial milestones through sound financial planning. He manages money for high net-worth families and individuals. His clients appreciate his comprehensive approach that includes wealth accumulation and management, generational planning, liability management, estate planning, tax optimization, and philanthropic strategies, into their investment advice to create a thoughtful overall financial plan. With prior experience in the insurance industry he is able to navigate through detailed insurance portfolios and leverage them to enhance your financial security.

Scott will strive to earn your loyalty through hard work, appropriate advice and a dedication to developing a long-term relationship.

Scott is both a Certified Financial Planner® (CFP) and a Chartered Retirement Planning Counselor® (CRPC). He is a graduate of Illinois State University with a B.S. in Business Administration. Scott is proud to be a long-time coach with the Miracle League of Las Vegas and enjoys his family time with his wife Mimi and son, Cole. He also enjoys mountain biking, spending time outdoors, and is a huge fan of Chicago sports.

The credentials that help build confidence

• Certified Financial Planner™ (CFP®)
• Chartered Retirement Planning Counselor (CRPC®)
• UBS Directors Council

Registered States:
AZ, CA, CO, CT, FL, GA, ID, IL, IN, MA, MI, MO, MT, ND, NJ, NM, NV, NY, OH, OK, OR, PA, TX, UT, VA, WA, WI, WY

Kent's mission is to build long-term relationships with his clients, based on trust and a shared commitment to pursue their goals in life.

Kent is one of a small number of UBS Financial Advisors earning the designation of Wealth Advisor. As a Wealth Advisor, he is eminently qualified to provide highly personalized wealth management services to his clients.

Kent understands wealth management is more than a wide range of financial services and strategies you can access at UBS. It is how those services and strategies are developed and delivered to help you pursue your goals. For this reason he offers a customized approach to wealth management, built on personal relationship and shaped by an understanding of your needs and aspirations. To assist in managing your wealth, he utilizes the advisory and investment brokerage capabilities of UBS--one of the world's largest wealth management firms.

Growing up on a farm taught Kent the value and importance of hard work. Years later, living in Central America gave him greater appreciation for the opportunities and freedoms we enjoy in the United States. Kent was drawn to financial services because of the prospect of combining his ability to work hard with his appreciation of what this country offers. His goal as a Wealth Advisor is to teach individuals and families how to create and protect wealth in order to reach their financial goals.

Registered States:
AZ, CA, CO, CT, FL, GA, ID, IL, IN, MA, MI, MO, MT, ND, NJ, NM, NV, NY, OH, OR, PA, TX, UT, VA, WA, WI, WY

Jordan Grangard is a Wealth Advisor as well as the Assistant Market Head of the Desert Mountain Market at UBS Financial Services. As a Wealth Advisor, Jordan's aim is to provide the value-added services that help his clients develop a sustainable life plan to achieve the maximum value of their personal, business, and financial goals.

In his role as a manager, Jordan supports a team of 175 distinguished financial advisors located across 14 branches in 6 states, overseeing approximately $22 Billion in client assets and $215MM in revenue every year. Jordan will stop at nothing to ensure every finance professional and personal client he partners with obtains the specialized attention, guidance, and expertise they require and deserve to excel at driving sustainable growth for their business.

Raised in Jupiter, FL, Jordan attended Fordham University and graduated with his B.S. in Business Administration with a dual concentration in Finance and Marketing and a minor in Communications. Coming from a close-knit family with a history of volunteering and philanthropy and being a former collegiate athlete, Jordan commits his time as a coach and Board of Director's member for the Miracle League of Las Vegas. When not at work or on the ballfield, Jordan loves his family time with his wife, Jordan, and their newborn twin daughters, Addison and Ella.

The credentials that help build confidence

• Series 7, 66, 9, 10 Licensed
• Certified Exit Planning Advisor (CEPA®)
• UBS Wealth Advisor
• B.S. degree in Business Administration from Fordham University

Registered States:
AZ, CA, CO, CT, FL, GA, HI, ID, IL, IN, KS, MA, MD, MI, MN, MO, MS, MT, NC, ND, NH, NJ, NM, NV, NY, OH, OK, OR, PA, SC, TX, UT, VA, WA, WI, WY

Terri began her career in financial services in 1982 after earning a B.A. in Economics from Stanford University. She joined UBS in 2011 from Morgan Stanley Smith Barney. Previously, she worked for Bernstein Investment Research, Korn/Ferry International, and Arthur Andersen.

Terri is focused on understanding and meeting the unique needs of each client. Her client relationships are built around a structured wealth management consultative process with comprehensive financial planning as the focal point. Terri's investment strategy involves growing core portfolios, while managing risk through tactical asset allocation.

Terri and her husband, Ned, live in Tucson, AZ, where she has served as a board member for a number of local organizations, she is currently involved on the professional advisory councils for Community Foundation of Southern Arizona, University of Arizona Foundation and Interfaith Community Services. In her free time, Terri enjoys yoga, hiking, skiing and cheering for the Wildcats.

Registered States:
AZ, CA, CO, FL, GA, HI, ID, IL, MA, MD, MN, MO, MS, MT, NC, NJ, NM, OR, PA, TX, UT, VA, WA

Prior to his career in financial services, Michael worked in education and athletic coaching while attending the University of California in Los Angeles. He has a diverse background in the financial services industry lasting sixteen years thus far. His career began as a financial advisor in California and soon after had accumulated five years of experience in management, covering risk management, business development, sales management, and new advisor training. In 2010, Michael ultimately decided to return to his roots as a financial advisor to pursue his passion of helping and educating clients. He takes great joy in guiding them through the phases of their financial lives extending their legacies for generations to come.

He proudly serves as the Chief Marketing Officer for the team, leading event coordination and strategic partnership management as well as serving as an investment analyst and consult in area of risk management for the clients, as well as the practice. Michael resides in Gilbert, Arizona with his wife Kris and their children Skylar, Gunnar, and Rogan.

Registered States:
AK, AZ, CA, CO, FL, GA, HI, ID, IL, IN, MA, MD, MI, MN, MO, MS, MT, NC, NH, NJ, NM, NV, NY, OH, OK, OR, PA, SC, TN, TX, UT, VA, WA, WI, WY

Ryan started his career in financial services prior to graduating from Arizona State University with a B.S. in Finance. He began as an intern for a large west coast firm where he built his knowledge of investments and international markets and gained experience on the trading floor.  He then became a wealth advisor associate for a major Wall Street firm and helped senior financial advisors construct financial plans and investment strategies for clients. 

As a financial advisor for the past 5 years, Ryan continues to focus on making a difference by helping others. Clients look to him to help create a detailed strategy based on their wants and needs to preserve and accumulate wealth through their lifetime. His detailed business practice is modeled after a doctor's office, but instead of annual checkups, he gets together with his clients on a consistent basis to review their portfolios, plan and financial health.

Ryan is a second generation Arizonian, and currently resides in Tempe, AZ

Registered States:
AZ, CA, CO, FL, GA, HI, ID, IL, IN, MA, MD, MI, MN, MO, MS, MT, NC, NH, NJ, NM, NV, NY, OH, OK, OR, PA, SC, TN, TX, UT, VA, WA, WI, WY

Bridget Farrell is a Texas native who currently lives in Arizona. She played volleyball at the University of Alabama and professionally in Spain and Chile. She graduated cum laude with her BA in marketing.

Bridget has previously held business development and marketing leadership roles, most recently with BirdieBox, and has a passion for connecting with people to personalize and better every client experience. She is motivated by the team's success, and she is ecstatic about the opportunity to work with this team and their clients.

Bridget has a passion for traveling, fitness, and she most cherishes her time with her two sons, Kason and Kolby.

As the Business Development Specialist, Ryan focuses on assisting our team in the creation and management of our marketing campaigns, business development and team growth. After spending 18 years in the Rocky Mountains he began his career in finance while attending Arizona State University, interning for a major wall street firm. Today Ryan spends a significant amount of time personalizing, developing, and updating the abundant marketing materials offered by UBS to promote our team. As a team we pride ourselves on developing and maintaining relationships with our clients based on trust, integrity and respect. In his role as Business Development Specialist, he organizes and executes several client/prospect events throughout the year, allowing our talented Financial Advisors the opportunity to share their expertise.

Ryan holds his FINRA Series 7 and 66 licenses.

Registered States:
AZ, CA, CO, FL, HI, ID, IL, IN, MA, MD, MI, MN, MO, MS, MT, NC, NH, NJ, NM, NV, NY, OH, OK, OR, PA, SC, TX, UT, VA, WA, WI, WY

Ana moved to Las Vegas from San Antonio, Texas in July 2016, she brings 25 years of financial industry experience and knowledge. Ana’s years of experience provide clients the highest level of attentive and personal service. She enjoys working with clients and makes sure their needs are her first priority.  

Ana held a Series 7 (General Securities Representative) and 63 (State Securities Agent) licenses. She currently holds a Nevada Life and Health Insurance license. She is a supporter and participant of the Komen Race for the Cure and St. Jude’s Hospital.  

In her spare time Ana enjoys attending her son Austin school Marching and Jazz performances and exploring Jeep trails with her husband Brady.

Registered States:
AZ, CA, FL, NV, NY, TX

Melissa has worked in the financial services industry for over 20 years, the last three years at UBS. Her former roles as a financial advisor and financial paraplanner have given her a robust knowledge base which allows her to hone in on her specialty on the team - financial planning.

Originally from Colorado, Melissa has lived in Tucson for 23 years. Recently she has served Board President for Soroptimist International of Desert Tucson. Melissa enjoys spending time with her three children and is actively involved in their schools and extra-curricular activities. Her interests include family, playing soccer, yoga, swimming, hiking and the outdoors.

Registered States:
AK, AZ, CA, CO, FL, ID, NH, NJ, NM, OR, TX, UT, VA