Rick began his career when the Dow Jones Index was at 776 and the inflation rate was in the double digits—and over the past 31 years he has helped clients manage their wealth throughout good times and bad.  With over 18 years at UBS, Rick attributes much of his success to the fact that he is fascinated by the inner workings of Wall Street and genuinely enjoys helping his clients succeed in reaching their financial goals.

Rick provides his clients, who are primarily high net worth individuals and corporate executives, with customized financial solutions and exceptional service.  His experience includes advising his clients on wealth planning strategies such as retirement planning, charitable giving strategies, and estate planning. 

Rick obtained his Bachelor's degree in Business Administration from the University of Arkansas – Little Rock, where he was a scholarship swimmer and water polo player.  He earned the Chartered Retirement Plans Specialist designation from the College for Financial Planning and has the title of Retirement Plan Consultant, and he is a Senior Portfolio Manager in the UBS Portfolio Management Program.  His securities licenses include the series 3, 7, 8, 52 and 66 and he has his license for Life and Health Insurance.  His experience also includes serving as the Branch Manager for UBS/PaineWebber and Piper Jaffray for 6 years.

Rick currently serves on the Board of Directors for the Boulder County Farmers Market and was on the Board for 9 years with the YMCA of Boulder Valley and supports many other charitable organizations in the community.  He and his wife, Diana, have one daughter and two grandchildren and have lived in Boulder for 24 years.  Outside the office, he enjoys traveling, biking, hiking, skiing, walking his dog and spending time with his grandchildren. 

Registered States:
AL, AR, AZ, CA, CO, FL, LA, MA, MD, MN, MO, NH, NY, PA, TX, VA, WA, WI, WY

Janae Rusin, Financial Advisor Associate, helps our high net worth and ultra-high net worth individuals and families with complex financial planning and investment strategies. At the forefront of her planning strategy, Janae believes that each family is unique, and thus each plan is meticulously crafted based on the goals, hopes and dreams of each client to help them create a lasting legacy. Janae is also passionate about coming alongside women though transitions in their life. Whether it's marriage, divorce, raising children, caring for aging parents, retiring, preparing for longevity, or navigating the loss of a loved one, Janae understands the unique challenges women face. For all her clients, she brings compassion and creativity to develop solutions though a systematic, process driven approach.

Janae received her BA in Economics from the University of Chicago in 2006 where she was captain of the varsity basketball team. After college, she went on to work at Credit Suisse in Fixed Income Sales in Chicago, working with an institutional client base that included several Fortune 500 companies. She analyzed bonds, proposed trade ideas and executed trades for money managers, insurance companies and hedge funds. Since the average trade size was $15 million per trade, her attention to detail was especially important. She went on to work for a boutique investment bank for several years, and success afforded her the opportunity to give back by teaching abroad. In 2012, over the course of the next three and a half years, she moved with her family to the Marshall Islands and Guatemala. While abroad, she was a part time Algebra and Calculus teacher as well as a stay-at-home mom to their daughter. Though she found it rewarding, in 2016 she moved back to Denver to be closer to family and to ultimately return to her passion of finance.

After careful thought, she decided to join UBS in Global Wealth Management with a focus in financial planning. Merging her desire to help people with her investment expertise, it has been a natural fit for her. As a lifelong learner, she earned the CERTIFIED FINANCIAL PLANNER™ certification which is the standard of excellence in financial planning. She has developed and implemented financial plans for business owners, real estate developers, entrepreneurs, executives, investors, families, and individuals. Though Wealth Management is complex, Janae uses her teaching background to deliver information in a way that is understandable.  

Janae, her husband Bryan, and their two children, Luca and Neyla, live in Jefferson Park. She enjoys hiking, running, yoga, reading about behavioral finance, riding horses and skiing.

Registered States:
AL, AR, AZ, CA, CO, FL, LA, MA, MD, MN, MO, NH, NY, PA, TX, VA, WA, WI, WY

Chester Wang was born in Laramie Wyoming, but grew up in Louisville, Colorado.  He was raised speaking 2 languages, English and Chinese (mandarin).  Upon the end of his hockey career, he decided to pursue a degree in Finance at the University of Colorado.  After receiving his degree in Finance, he pursued an opportunity to work in Paris, France where he spent almost 2 years working for a small firm out there.  Fluent in French upon returning, he began working in business banking and then shifted focus to wealth management.

On his down time, Chester enjoys the mountains of Colorado.  Having been a snowboarder since high school, Vail and Breckinridge have become his favorite mountain destinations in the winter.  He also enjoys going to the movies and spending time with family and friends.  When he is able, he loves to travel.  He has been to many parts of the world and continues to try to expand that list.

Registered States:
CO