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.

Bruce Gerard Lanser, CIMA®, CRPC®, CPRS®

First Vice President - Wealth Management
Financial Advisor
Institutional Consultant, UBS Institutional Consulting
Certified Investment Management Analyst (CIMA®)
Chartered Retirement Plans Specialist (CRPS®)
Visit my personal page
414-289-3817

email   Connect with me on LinkedIn



The experience to guide you forward
For more than 30 years, Bruce has been helping plan sponsors strengthen their employee retirement plans. He focuses his practice on delivering insights and results in three key areas within corporate retirement planning: sponsor and participant success, investment consulting, and fiduciary guidance.

Customized retirement plan design
Bruce addresses several priorities for each relationship—clarifying client needs, identifying goals and implementing plan changes to drive outcomes. His engagements start with an analysis to understand the current state of an organization and its retirement plan. Plan design, the investment menu, fiduciary liability, fees, service providers and participant retirement readiness are all evaluated in order to outline where things are today and discuss opportunities moving forward. From there, he applies his experience and in-depth knowledge of the 401(k) to match client needs with strategies and partners that can best support their organization and employees.

Going above and beyond
To Bruce, advising a 401(k) plan is not just about investments and fees. It’s about people, families and helping them feel confident about their future. That’s why Bruce goes above and beyond to attend employee meetings and support communication campaigns. He provides retirement committees with a well-documented process designed to help them comply with fiduciary responsibilities and optimize participants’ retirement outcomes. Bruce works primarily with mid- to large-size businesses that want to protect and enhance their current retirement plan. He and his team work best with clients who are concerned about their employees’ retirement and need help building a plan that can make a real difference in their lives as they work toward their retirement goals.

Professional achievements and education

  • Certi¿ed Investment Management Analyst®
  • Chartered Retirement Plans Specialist®
  • Accredited Investment Fiduciary®
  • Certified Portfolio Manager®
  • Chartered Retirement Planning CounselorSM
  • Series 7, 63 and 65 securities licenses
  • B.S.B.A., accounting, Marquette University

Outside of UBS
Bruce is passionate about giving back to the community and serves as Chairman of the Investments Committee of Junior Achievement of Wisconsin. He also enjoys speed skating—he is an International Offcial and part of an elite group of just 24 starters in the world who qualify to be an offcial at the Olympic Games.He and his wife, Bernadette, have been married 37 years. They have two wonderful children.


Registered States:
FL, IL, MA, MI, MN, TN, TX, WI


Bernadette Therese Lanser

First Vice President - Wealth Management
Financial Advisor
Chartered Retirement Planning Counselor (CRPC®)
Senior Retirement Plan Consultant
Visit my personal page
414-289-3819

email   Connect with me on LinkedIn



The experience to guide you forward
For more than 24 years, Bernadette has helped empower individuals to maximize their wealth and create the future they envision for themselves and their families. Because deep relationships form the foundation of her practice, she provides each client with an extraordinary level of service and attention as they work together toward financial wellness today and for the future. From budgeting and investment management to charitable giving and estate planning strategies, Bernadette makes every effort to serve as a trusted source of advice for her clients and their families.

A comprehensive planning approach to helping you pursue your goals
Bernadette takes a planning approach to understanding client needs, identifying goals and creating a financial road map for today and for the future. It all starts with a discovery conversation to uncover her client’s current financial situation and the concerns that are top of mind. From there, she then determines the best course of action and strategies to help achieve short- and long-term goals. Every client is different, so every conversation and plan is unique to ensure it is best suited for the client and their family.

Professional achievements and education

  • Chartered Retirement Planning CounselorSM (CRPS®), The College for Financial Planning
  • Series 7, 63 and 65 securities licenses
  • B.S, business administration, Marquette University

Outside of UBS
A strong believer in giving back to the community, Bernadette has been a volunteer for over 10 years with the St. Ben’s Community Meal Program, preparing and serving meals to those in need in downtown Milwaukee and participating in a variety of fundraising activities. She has also served four years on the parish council at St. Jude the Apostle Parish in Wauwatosa and worked as a leader of the parish’s successful capital campaign. She is a member of the Marquette University Parents Association, The Marquette University Business Alumni Association, Professional Dimensions and TEMPO.

Married for 37 years, Bernadette and her husband, Bruce, have two wonderful children. BJ is Assistant Professor of Pediatrics in the Division of Allergy and Clinical Immunology at National Jewish Health and the University of Colorado in Denver. Erica graduated cum laude from Marquette University and is a medical student at Creighton University Medical School. Erica has a background as a world-class speed skater and plans to pursue a career in radiology.


Registered States:
CO, FL, IL, MA, MN, SC, TN, TX, VA, WI


Kathleen Ann Mayo

Senior Client Service Associate
CERTIFIED FINANCIAL PLANNER™
414-289-3805

email



I have been in the financial services industry since 1999 assisting clients and financial advisors. Prior to joining UBS in August 2013, I provided trade and operational support to several top producing Advisors.

My husband and I moved to Wisconsin from Pennsylvania in the early summer of 2013. We were both volunteers on the management staff for seven years in the county program for Special Olympics and grew the program exponentially. I bring that same passion to providing the highest level of servicing clients for Bruce and Bernadette.

I have a B.S. in Business Administration/Computer Information Systems.