Brett C. Stone – Certified Financial Planner (CFP®) and Certified Exit Planning Advisor (CEPA®)

Life is full of transitions, and for more than 23 years, I have helped clients plan for complex “transition” events.  Regardless of how you earned your wealth, having someone who understands your needs and can anticipate your financial opportunities and challenges can have a meaningful impact on your life. 

The cornerstones of any relationship are trust, integrity and honest communication.  With this foundation, I work with a select group of entrepreneurs, business owners, executives and their families, helping them realize the full value of what they have worked so hard to create. 

Whether you are selling a business, entering into retirement, or considering other exit planning strategies, I operate as a key trusted advisor.  My methodical, defined, planning process enables me to take a collaborative approach by partnering on your behalf with UBS specialists, tax and legal professionals and other trusted advisors.  By taking the guess work out of the equation, I work to ensure you have peace of mind knowing that there is a fully customized plan in place that can address your needs for today and tomorrow, as well as your future legacies.

I currently reside in Greenwood Village with my wife Tani and our three children; Ben, Elsie and Tess.  I am an avid KU basketball fan and when I am not at lacrosse/basketball/theater practice I can likely be found on the golf course or the ski hill.  Additionally, I am active in several local charities in Colorado and have served on the Corporate Leadership Team of Habitat for Humanity. 

Registered States:
AZ, CA, CO, CT, FL, GA, HI, IL, IN, KS, MA, MI, MO, MT, NJ, NM, NV, NY, OH, OR, SC, TN, TX, UT, VA, WA, WY

Greg Segal is a Senior Vice President and a partner in the Stone-Segal Wealth Management Group at UBS Financial Services.  His role in the group includes managing relationships, strategic planning and investment management.  Greg's passion for educating and communicating with clients has earned Stone-Segal Wealth Management Group accolades both from industry publication and, more importantly, its clients.  Greg is passionate about the role his team plays in the lives of its clients and takes tremendous pride in the depth of those relationships.

He began his career in Financial Services in 2004 as a Financial Advisor.  Since that time he has received several awards and promotions but is most proud of the partnership he formed with Brett Stone in 2009.  Segal took a less conventional road to a career in Finance.  After graduating from college he taught Elementary School in California for five years.  From there he moved to Colorado and partnered with his father to run a fine art publishing business licensed by Harley-Davidson. 

In 2001 Greg enthusiastically married his long time sweetheart, Heather.  After the birth of their first child in 2003, he decided he wanted to settle into a career that combined the things in which he was most passionate, teaching and investing.  At the recommendation of his own Financial Advisor, he joined UBS in January 2004.  More than a decade later, it appears that was a good decision

Greg, Heather and their two children Marissa and Charlie, live in Castle Pines.  Greg is a lifetime Los Angeles Kings hockey fan and considers his life complete now that they have won the Stanley Cup.  He is particularly active in the community having served as a soccer, baseball and basketball coach.  Currently, Greg is deeply involved in the Castle Pines Chamber of Commerce, serving as Chairman of their Board of Directors. 

Registered States:
AZ, CA, CO, CT, FL, GA, HI, IN, KS, MD, MI, MO, MT, NJ, NM, NV, NY, OH, OR, SC, TN, TX, UT, VA, WA, WI, WY

Anna Christenson is a Wealth Strategy Associate for the Stone-Segal Wealth Management Group at UBS Financial Services.  Her primary role on the team is to assist Brett and Greg in gathering and preparing the information they require to intelligently advise the team's family of clients.  Her responsibilities include helping to keep the team current on the constantly changing landscape of financial planning as well as working directly with clients to enhance the level of service and communication we provide.  Anna is a genuine and very intelligent woman with a strong passion to help others. 

Anna grew up in Lincoln, Nebraska.  She was able to parlay a love of golf into a scholarship to attend the University of Denver and earn her degree in finance and economics.  From a young age, Anna was inspired by the relationship her family had with their financial advisor.  Upon graduation, she began working at AXA Advisors as a financial consultant focusing on retirement planning for Denver Public School employees.  From there she moved to Denver Retirement Partners as a Life Insurance and Financial Planning specialist. 

In late 2014 Anna Christenson was introduced to Brett and Greg of Stone-Segal Wealth Management Group by a joint friend.  The connection was both immediate and mutual; she was a perfect fit for their team.  Very shortly thereafter, she accepted a position with the team and as of January 2015, she was a part of our family. 

Anna lives in Greenwood Village and loves the outdoors.  She spends most of her weekends hiking, golfing and spending time with friends. 

Registered States:
CA, CO, FL, KS, MI, OH

Tom Behnfield brings more than 30 years of financial services experience to Stone-Segal Wealth Management Group. Over his 28+years with UBS and its predecessors, Tom has honed his skills and developed a valuable network of resources within the company. His knowledge of firm policies and technology allows him to provide our clients the ultimate "client experience" through exceptional service and attention to detail. Tom supports the team in their daily business practices and is committed to the highest level of client service. He helps to facilitate clients' daily operational requests, administers accounts, and processes complex securities transactions. Tom holds Series 7, 63, 6

Tom and Debbie, his wife of 35 years, have lived in the Denver area since 1990 and have two sons, both Eagle Scouts, who are married and on their own. No grandchildren yet! In their leisure time, they are avid bird watchers. Tom currently serves on the Board of Directors for “Denver Field Ornithologists,” the local bird club.

Licensing:

FINRA Series 7, 63 & 66. FINRA/National Futures Association Series 3

Registered States:

AZ, CA, CO, FL, KS, MI, MO, OH

Registered States:
AZ, CA, CO, FL, KS, MI, MO, OH

Nancy Rezek joined the Stone-Segal Wealth Management Group at UBS Financial Services as a Client Service Associate.  She attended the University of Illinois and began her career at the Chicago Board of Trade working in Treasury note and bond options.  Noticing the upward trend in electronic trading, she moved on to a position with UBS as an E-Trade Support Analyst.  While she found success in the trading industry, she had a long held desire to positively impact children’s lives.  This drove her to earn her Master of Education from DePaul University in the evenings while continuing to work at UBS.  Upon graduation, Nancy became an elementary school teacher and found joy in helping kids achieve higher goals.

Working with children was extremely fulfilling, but the financial field is where Nancy has always felt at home.  Through time and experience, she realized that she could combine both of her passions into one career by working in wealth management.  To Nancy, being trusted with one’s finances is like being trusted with their children.  It is a responsibility she takes very seriously because she recognizes how financial success impacts all aspects of a person’s life.  The opportunity to educate and help others reach their financial goals is what drives Nancy to be a trusted source for her clients. 

Nancy grew up in Chicago and moved to Colorado in the summer of 2017.  She currently resides in Denver with her husband Rick.  She loves to ski, hike and take advantage of the outdoor activities that Colorado has to offer.  She also enjoys watching football, roots for the Avalanche and loves to cheer on the Cubbies when they’re in town!

Registered States:
CO