Knowledge Powered by experience

Matthew Lasko, CFP®

Managing Director - Wealth Management
Financial Advisor
Senior Retirement Plan Consultant
Senior Institutional Consultant
214-965-6129

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Matt Lasko is the founding member and leader of Flagship Financial, an elite advisory team with locations in Texas, Connecticut, Maine, Florida and Michigan.  A Certified Financial Planner and nationally recognized specialist on corporate retirement plans, Matt is strategically positioned as the architect of the team's overall strategies for both affluent families and institutional clients.

Serving multiple verticals of business, every member of the team holds themselves to high standards of service and advice, which is why Flagship Financial is one of the fastest growing teams within UBS. Additionally, Matt pioneered a successful partnering business, creating a custom retirement plan solution for hedge funds and private equity firms. This dichotomy of service is rare in the industry and presents clients with unique opportunities for advice.

Matt previously served as Co-Chair of the UBS Senior Retirement Plan Consultant Committee and was a Principal Financial Group Elite Advisor Council member. Committed to providing relevant advice on the retirement plan market, Matt often speaks on panels and lectures on topics related to retirement and the 401(k) plans.

Having graduated from Tufts University, Matt now lives in New Canaan, CT with his wife and two children. In spare time Matt enjoys traveling, marathon running/training, fly fishing, contemporary art & theatre.

At a glance:

  • B.A. Tufts University
  • Certified Financial Planner (CFP™)
  • Former Co-Chair of the UBS Senior Retirement Plan Consultant Committee
  • Former Principal Financial Group Elite Advisor Council member
  • Financial Times Top 401k Advisor – 2016, 2018, 2019
  • Forbes Best-in-State Wealth Advisor - 2020
  • Top 100 Retirement Plan Advisors - 2020


Registered States:
AZ, CA, CO, CT, DE, FL, GA, HI, IA, IL, LA, MA, MD, ME, MI, MN, MO, MT, NC, NE, NH, NJ, NM, NV, NY, OH, OK, PA, PR, RI, SC, TN, TX, VA, VT, WI


Dean H. Gaugler, CFP®, CDFA®

Senior Vice President - Wealth Management
Wealth Advisor
Senior Retirement Plan Consultant
Portfolio Manager
203-602-6934

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Dean combines his desire to help people with analytical skills honed by a background of engineering experience and corporate finance, and broadened by professional certifications. He is a Certified Financial Planner™ (CFP®), a Certified Divorce Financial Analyst (CDFA® ), Portfolio Manager and Senior Retirement Plan Consultant.

The opportunity to make a difference in people’s lives is what has driven Dean during his 27 years as a financial advisor. He focuses on private clients – those families who need financial planning, portfolio management and retirement planning as well as divorced clients and special needs families. A benefit for those families is Dean's ability to draw on his team's institutional resources. The Flagship team includes four Certified Financial Planner™ (CFP®) professionals, two Chartered Financial Analyst (CFA®) charterholders, four Senior Retirement Plan Consultants and Senior Institutional consultant. 

Prior to entering the financial services industry, Dean was the Director of Finance for the Consumer Products Group at Olin Corporation. He has a B.S. degree in engineering from the University of Maryland and an M.B.A. in finance from the University of Connecticut. Dean is active with the Eagle Scout program in the Connecticut Yankee Boy Scout Council, a member of the Board of Directors for the Jewish Senior Services Men's Club, and past President of the Connecticut Society of the Sons of the American Revolution. Dean lives in Fairfield, Connecticut, with his wife, Laurie, and their three children. They are members of Congregation B'nai Israel in Bridgeport. Dean and his family are also members of the Fairfield Beach Club where he enjoys playing tennis. Dean is also an avid motorsports fan.

At a glance:

    • B.S. in Engineering, University of Maryland / M.B.A. in Finance, University of Connecticut
  • Wealth Advisor
  • Portfolio Manager
  • Certified Financial Planner (CFP™)
  • Certified Divorce Planner (CDFA™)
  • Financial Times Top 400 US Advisors of 2014
  • Barron's Top 30 Institutional Consulting teams in 2015, 2016 and 2017.


Registered States:
AK, AZ, CA, CO, CT, DE, FL, GA, IL, LA, MA, MD, ME, MI, NC, NH, NJ, NM, NY, OR, PA, PR, SC, TN, TX, VA, WA, WI


Richard W. Ball, CFP®

Vice President - Wealth Management
Financial Advisor
Portfolio Manager
203-977-7246

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As a Certified Financial Planner, trust and long-term personal relationships are the cornerstones that guide each of Richard’s client interactions. Creating a financial plan including customized individual asset selection allows Richard and the team to help families manage their current financial assets and plan for their future well-being.

Becoming a financial planner was a natural extension of Richard’s experience before joining UBS in 1998. Twenty-two years in various corporate management positions with senior financial responsibilities provided him with a good background in understanding the financial underpinnings of investments in stocks and bonds. Immediately prior to joining UBS, he consulted with small and mid-sized businesses, developing financial models and assisting with the construction of business plans and the raising of capital. 

Richard holds an MBA from the Wharton School of the University of Pennsylvania and a BS in Economics/Business Administration from Wagner College. He has completed course work for the UBS Wealth Manager designation. 

Richard is an active aviator, certified flying instructor and aircraft owner. He and his wife Chloe have lived in Ridgefield, Connecticut, for 35 years. They have one son, Mark, and two grandchildren. Richard has served on the board of the Ridgefield Community Center. When not flying, he enjoys golf, travel and reading.

At a glance:

  • B.S. in Economics / Business Administration Wagner College
  • M.B.A. Wharton School of the University of Pennsylvania
  • Coursework UBS Wealth Manager designation
  • Certified Financial Planner™ (CFP®)

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Registered States:
CA, CO, CT, FL, MA, MD, ME, MI, MN, NC, NJ, NY, PA, SC, TN, TX, VA, VT


Megan L. Smith, CFA

Vice President - Wealth Management
Financial Advisor
Senior Retirement Plan Consultant
Institutional Consultant, UBS Institutional Consulting
Wealth Advisor
214-965-6126

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Bringing over a decade of experience as a Senior Retirement Plan Consultant, Megan is an integral part of Flagship Financial Partners. Based in our Dallas, Texas office, she works with retirement plan clients across the country providing keen insight and strategies to a number of companies.  A CFA charterholder, Megan spearheads our team's investment manager and record keeper due diligence, portfolio construction and financial planning practices.

Megan is a graduate of the University of Texas. She lives in Dallas with her husband, Sean, and two young daughters, Charlotte and Claire. She  loves UT sports, is a member of her neighborhoods book club.

At a glance:

  • B.B.A in International Business, University of Texas
  • Chartered Financial Analyst 
  • NAPA Top Women Retirement Advisors-2015, 2018
  • NAPA Top Advisors under 40, 2018
  • Financial Times Top Retirement Advisor, 2018
  • Institutional Consultant
  • Co-chair UBS Retirement Consulting Advisory Council
  • Member, Principal Financial Group Elite Advisor Council
  • Member, Prudential Financial Advisor Council


Registered States:
AZ, CA, CO, CT, DE, FL, GA, HI, IA, IL, LA, MA, MD, ME, MI, MN, MO, MT, NC, NE, NH, NJ, NM, NV, NY, OH, OK, PA, PR, RI, SC, TN, TX, VA, VT, WI


William Lewis, CPWA, CEPA

Senior Vice President - Wealth Management
Financial Advisor
Certified Exit Planning Advisor (CEPA®)
Wealth Advisor
203-977-7276

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As the newest member of Flagship Financial Partners, Bill brings over 25 years of private client and institutional advisor experience to the team. Bill works with business owners and executives in a holistic planning based wealth management approach. He specifically chose UBS for the firm's financial strength of the largest global wealth management business, and a strong commitment to an open architecture platform.  

Bill is a member of the Investments and Wealth Institute and earned the Certified Private Wealth Advisor (CPWA) designation to better serve the complex needs of wealthy clients. He also holds the Certified Exit Planning designation (CEPA) which focuses on helping business owners grow and protect their businesses, while maximizing their after-tax proceeds of a sale.

Using the most up to date planning tools and investment strategies while leveraging the deep resources of a 19-person team, Bill is extremely passionate about helping clients and enjoys the significant responsibility that comes with being a wealth advisor. Over his career, Bill has experienced periods of extreme volatility over multiple economic cycles.  His clients can expect steady guidance in volatile markets. He is passionate about helping clients maximize their after-tax returns and increase wealth across all of their assets, not just those held at UBS.

Bill is based in Stamford, CT and Vero Beach, Florida enabling him to advise clients based in, or moving to Florida.  Bill along with his wife Kelly, and three children reside in Rowayton, CT.  He enjoys spending time with his family outdoors and on the water. Bill is an active supporter of conservation organizations such as Bonefish Tarpon Trust, Ducks Unlimited, the International Game Fish Association, and Indian River Land Trust.

 

At a glance:

  • Bachelor of Arts, Government, St. Lawrence University 1991
  • MBA – Finance, University of Denver 1994
  • Certified Private Wealth Advisor (CPWA), Investments and Wealth Institute
  • Certified Exit Planning Advisor (CEPA), Exit Planning Institute
  • UBS Wealth Advisor designation


Registered States:
CA, CO, CT, FL, IN, MA, MD, ME, MI, MN, NJ, NY, PA, PR, SC, TN, TX, VA


Christopher Doherty

Vice President - Wealth Management
Financial Advisor
Portfolio Management Program Financial Advisor
Portfolio Manager
203-705-4235

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As a Portfolio Manager and Private Wealth Advisor, Chris is uniquely positioned to work with business owners, families and individuals with substantial wealth.  He is a trusted advisor to a select group of clients helping to streamline complexities and capitalize on opportunities.  His capabilities include comprehensive wealth planning, pre-liquidity planning, investment management, risk management and philanthropy management.

Chris began his career in financial services in 1993 working on the capital markets desk at Merrill Lynch and eventually became an Institutional Equity Sales Trader. In 2013 he joined UBS and transitioned into working with private clients.

A native of Long Island, NY, Chris attended Chaminade High School where he is still an active member of the alumni association.  Following High School, Chris attended Fordham University earning a Bachelor of Science in Finance.  A father of two adult children, Chris enjoys golf, fishing and is an avid cycler- competing in the Pan Mass Challenge annually- a 200 mile ride to raise money for the Dana Farber Foundation,  


Registered States:
CA, CO, CT, FL, IL, MA, MD, ME, MN, NJ, NY, PA, SC, TN, TX, VA


Nathaniel William Kibbe

207-791-5514

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Nat joined UBS as a Financial Advisor in 2016. Having worked in the financial services industry since 2003, he brings a wide range of experience to the Flagship team. His area of expertise is employer-sponsored retirement plans, education and employee engagement. Nat focuses on partnering with other advisors to drive the retirement plan business for the team.

He also leads the institutional client engagement efforts for Flagship, designing and implementing custom engagement strategies for retirement plan clients to drive participation and positive retirement outcomes for all employees. He especially values the opportunity to effect positive change in the lives of plan participants.

Prior to joining UBS, Nat spent 12 years with MFS Investment Management, where he helped advisors and consultants focused on the institutional retirement plan markets.

Nat hold Series 6, 7, 63 and 65 securities licenses and has a B.A. from Colby-Sawyer College. 

 Outside UBS

Nat lives in Portland, Maine, and loves sailing, skiing, golf, and spending time with family and friends.


Registered States:
AL, CA, CO, CT, DC, DE, FL, GA, IL, IN, KS, KY, MA, ME, MI, MO, NH, NJ, NM, NY, OH, OK, PA, SC, TN, TX, VA


Meredith Farber

Financial Advisor
203-602-6939

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A financial advisor with a diverse background within the industry, Meredith has over a decade of experience and is Flagship’s investment analyst.   

She joined UBS in 2016 out of a desire to work more closely with clients and is committed to instilling financial confidence and providing clarity for her high net worth clients. Working in tandem with the rest of the Flagship team, she provides thoughtful analysis and advises on investment strategy and tactical positioning per the current macroeconomic landscape.

 Her experience includes work within both equity and fixed income product areas. As an Investment Analyst at  Mirae Asset Global Investments, she covered the Consumer Staples sector globally. At AllianceBernstein she worked as an Associate Portfolio Manager focusing on fixed income portfolio management roles, handling separately managed institutional accounts and mutual funds across various fixed income strategies. She began her career at Bank of America Merrill Lynch, focusing on risk management of the firm's Structured Credit Products trading desk.

 Meredith graduated from Penn State University with a B.S. in Economics from the Smeal College of Business. She holds the FINRA series 7, 63, and 65 securities licenses and is a Level III CFA candidate.

Meredith is committed to UBS and to her community. She is co-chair of the firm’s All Bar None chapter, covering Westchester and Fairfield counties. She also volunteers for Ali Forney Center, , and is a former TEAK Fellowship mentor. Meredith lives in New York and loves to travel, cook and swim.

 At a glance:

  • B.S. in Economics Penn State University, Smeal College of Business
  • Level III CFA Candidate


Registered States:
CA, CO, CT, DE, FL, HI, IL, LA, MA, MD, ME, MI, MN, NC, NJ, NY, OH, PA, SC, TN, TX, VA, WA


Maureen Mendoza, CAIA®, CRPS®

Financial Advisor
Corporate Stock Benefit Consultant
214-965-6132

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Based in our Dallas office, Maureen has a dual focus on both institutional and private clients. Her attention to alternative investment allocations and manager due diligence provides reasoned advice and reassurance to our private clients. Maureen's institutional work on Retirement Plans includes working with Hedge Funds and Private Equity Funds to maximize their plan design and retirement benefits both for sponsors and participants. Maureen has earned the Chartered Alternative Investment AnalysisSM (CAIA®), and the Chartered Retirement Plans SpecialistSM designations (CRPS®). She is also in the firm's Financial Advisor Associate training program.

Maureen graduated from Texas Christian University with a Bachelor of Science. She lives in Dallas with her husband Patrick, their Boston terrier Molly, and they are expecting their first child in early 2020. In her free time, Maureen enjoys yoga, traveling, and volunteering with Dallas Animal Services.

 At a glance:

  • B.S. in Political Science from Texas Christian University
  • Corporate Stock Benefit Consultant


Registered States:
AZ, CA, CO, CT, DE, FL, GA, HI, IA, IL, LA, MA, MD, ME, MI, MN, MO, MT, NC, NE, NH, NJ, NM, NV, NY, OH, OK, PA, PR, RI, SC, TN, TX, VA, VT, WI


Joseph Edmund St. Onge, CFA

Senior Wealth Strategy Associate
203-602-6921

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Joe has been a member of Flagship Financial Partners since 2016 and serves as the team's investment analyst for its institutional clients.  His primary responsibilities are investment manager search and selection and closely working with the team's institutional clients in a relationship management capacity.  He also assists the team's defined contribution and defined benefit retirement plan clients with plan design, fiduciary best practices and governance.  Joe's chief goal is to help investment committees and their plan participants and/or beneficiaries achieve positive financial outcomes.

Joe attended Loyola University of Maryland, where he earned a bachelor's degree in Business Administration, and is a CFA® charterholder.  Joe contributes to the Cystic Fibrosis Foundation and Live4Evan Organization, which supports the families of children with congenital heart disease. 

 At a glance:

  • Bachelors of Business Administration with a concentration in Marketing, Loyola University Maryland
  • Chartered Financial Analyst
  • Holds FINRA Series 7 and Series 66 licenses  


Registered States:
CT, MA, NY


Laurie Pallas

Wealth Management Associate
203-977-7217

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Laurie has worked in finance for 24 years and brings a wide range of experience to Flagship Financial Partners.  As a Wealth Management Associate, Laurie provides exceptional service and support on all wealth matters, seamless account administration and reliable communication. She collaborates closely with client's tax and legal advisors, and utilizes the full resources of the firm to produce optimal outcomes for clients. Account operations, recordkeeping and responding to inquiries are all a part of her day-to-day responsibilities.  In addition to her client service and administrative functions, Laurie also focuses on project management, ensuring that the business operations are optimized.

 

Prior to joining UBS, Laurie worked at Credit Suisse for 14 years both in NYC and Greenwich, CT.  In her role at Credit Suisse,  she partnered with advisors helping to manage and develop client relationships.  Laurie also served as Branch Operations Manager and Office Administrator for the Greenwich,CT office until joining UBS in 2013.   She began her career in operations at Warburg Pincus and has experience as a Portfolio Administrator at Credit Suisse Asset Management before moving into the Private Client side of the business.   

 

Laurie received a B.A. in Economics and Finance from Muhlenberg College and holds the Series 6, 7, 63, 66, 9 and 10 securities licenses.   In her free time, she enjoys running and traveling.

 

At a glance:

  • B.A. in Economics and Finance from Muhlenberg College
  • Wealth Management Associate


Registered States:
CT, NY


Lisa Giordano-Eckert

Registered Client Service Associate
203-602-6938

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Lisa began her career working in finance over 20 years ago.  Lisa prides herself on providing the ultimate client experience. As the lead trader for the team, Lisa assists with both the private client and institutional businesses.   Lisa provides the client with support in everything from opening a new account, raising cash, security movements, investing in the many Alternative Investment options, and prepares performance reports on a monthly and quarterly basis.  Lisa also works with the design team at UBS to create marketing products for the team. Lisa's financial knowledge, organization, communication and interpersonal skills, all add tremendous value to the team.

 Lisa graduated with a BBA in Finance and a minor in Economics from Iona college, she also holds a Master's in Education from Manhattanville College. Prior to joining UBS, Lisa worked at TBP Advisors/Alexandria Capital as the Vice President of Business Development.  She hold the Series 7 and Series 66 security licenses.

 Lisa is a certified yoga teacher, teaching six classes a week and a teacher trainer and mentor.  She volunteers for numerous UBS sponsored events and hosts benefit classes at her yoga studio. She and her daughter, Olivia, enjoy traveling together and spending time in New York City. Lisa is also an excellent cook and loves taking walks on the beach.


Registered States:
AZ, CA, CO, CT, DE, FL, GA, IL, LA, MA, MD, ME, MI, NC, NH, NJ, NY, OR, PA, SC, TX, VA, WA, WI


Sharon Robertson

Client Service Associate
214-965-6110

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As Flagship’s Team Administrator, Sharon works closely with both institutional and private clients. She is responsible for overseeing all areas of client operations and service and can assist clients with all steps of the of the investment process-from opening new accounts, to processing wire transfers, to working on client performance reports. She is known for building a strong rapport with clients and is committed to providing a high level of client service and resolving operational issues. Additionally, she is critical in keeping the internal team operations running smoothly and provides operational support for the team's Financial Advisors.

Sharon graduated from Tarleton State University with a B.S. in Agricultural Economics. She lives in Dallas with her Australian Shepherds, Cash and Bluebell, and enjoys spending time at the gym. In her free time she volunteers for D.A.S.H. (Dallas Australian Shepherd Rescue) and Cane Rosso Rescue both dog rescues that are near and dear to her heart.

 At a glance:

  • B.S. in Agricultural Economics from Tarleton State University
  • Team Administrator
  • Institiional Consulting and Retirement Plan Consulting Admin & Ops Council member


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