Your goals should form the basis of nearly all investment and estate planning decisions.  Developing and updating your goals requires deliberate action and Ethan enjoys working with his clients to help them determine an actionable plan that can be tracked together.

Ethan has been in the financial services industry for 15 years and joined UBS eight years ago.  His breadth of knowledge and capabilities coupled with a leading global wealth management firm offers their clients unmatched resources.  Ethan is a Colorado native and primarily works with high net worth, and ultra-high net worth individuals and families as well as business owners.  Each segment has its own unique financial nuances that Ethan enjoys helping his clients navigate. Ethan has earned the designation as an Accredited Portfolio Management Advisor as well as the UBS Wealth Advisor designation.   

Ethan graduated from the University of Colorado @ Denver.  He and his wife Meghan have a five year old son, a two year old daughter and a two year old chocolate lab.  They enjoy camping, hiking, sports and motorcycles.

Registered States:
AZ, CA, CO, DC, DE, FL, GA, ID, IL, IN, KS, MA, MD, MI, MN, MO, MS, MT, NE, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, TX, UT, VA, VT, WA, WI, WY

Rachelle is responsible for the team's operations, oversight and client management.  Rachelle is known for providing stellar support and a wonderful experience to our team's clients.  She has over 15 years of financial services industry experience, and holds the Series 7 and 66 Licenses from FINRA. 

Rachelle earned her B.A. in Business Administration - International Business with a Minor in French from Fort Lewis College in Durango, CO.  Rachelle and her husband Dave enjoy traveling the world, eating good food and experiencing other cultures. She also enjoys summer gardening, hiking, and playing co-ed recreational softball.

Registered States:
AZ, CA, CO, FL, ID

Sophia comes from Chicago, Illinois. She is a graduate of Lake Forest College where she majored in Finance. She attended on a Presidential Scholarship, she accomplished dean's list status and is a member of the Phi Eta Sigma Honor Society.

She started her career in the RIA space at Trilogy Financial as a Wealth Associate and Operations Manager. She later transferred to Fidelity Investments as a Financial Consultant.

Sophia's FINRA certifications include, Series 7, 63 & 65.

In her spare time, she enjoys riding horses and recently adopted an Akita named Tommie.

Registered States:
CA, CO, ID

Registered States:
AZ, CA, CO, CT, DC, DE, FL, GA, IL, IN, KS, KY, LA, MA, MD, MI, MN, MO, MS, MT, NC, NE, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, TX, UT, VA, VT, WA, WI, WY

Registered States:
AZ, CA, CO, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, LA, MA, MD, MI, MN, MO, MS, MT, NC, NE, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, TX, UT, VA, VT, WA, WI, WY

Registered States:
AZ, CA, CO, CT, DC, FL, GA, IL, IN, KS, MA, MD, MI, MN, MS, MT, NE, NM, NV, NY, OK, OR, PA, RI, SC, TX, UT, VA, VT, WA, WI, WY

Registered States:
CA, CO, MT, NJ, NM, NY, UT, WY

Registered States:
CO