Let's move forward. Together.

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Chuck began his career in the Financial Services industry in 1994 with Merrill Lynch in Newark, New Jersey and worked as a Senior Financial Advisor for 11 years. He joined UBS in 2005, to pursue a management career and started as a Management Training Advisor in Lincoln Harbor training new FAs while participating in the firm's Leadership Management Development Program. In 2007, he became the UBS Branch Manager in Boise, Idaho. In September 2009, he became Complex Director for the Mountain Complex and in 2014, the Mountain Complex and Nevada/Utah Complex were merged with Chuck heading the new larger territory.  In July of 2016, UBS reorganized its operating model and Chuck was appointed Market Head of the Desert Market, headquartered in Las Vegas and also overseeing Arizona and New Mexico.  Chuck received his Bachelor of Science in Management Science from Lock Haven University in Lock Haven, Pennsylvania.  He lives in Las Vegas with his wife Fanny and three boys Luke, Markus and Quentin.

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Gina always knew she wanted to work in the financial services industry ever since she was young.  To make that dream a reality, she pursued business and finance education to develop the skills necessary to forge a successful career.  After years of helping clients achieve their dreams and increase their well-being, Gina still finds satisfaction with helping that become a reality.  Most enjoyable is the ability to educate clients and the community to help them make financially sound decisions that can make large impacts in the near term and in the future. 

“The most rewarding aspect of my career, is making a positive impact on those around me.  With our access and expertise, we have the ability to help change lives for the better.” 

-          Gina Wiegert

Experience
-Assistant Market Head, Desert Mountain Market- 2022- Present
-Sr. Registered Client Service Associate – 2007-2022

Education and Credentials
-Certified Financial Planner™ Certificant
-B.S. Business Administration, University of Minnesota, Morehead
-Series 7, 66, 9, 10 Licenses
-Nevada Insurance License

Life
-Gina lives in Henderson, Nevada with her family where they enjoy cycling, kayaking and fishing, and cheering on the Golden State Warriors

• AZ

Janet is currently the Market Administrative Officer for the Desert Mountain Market for UBS. She recently relocated from Seattle, where she  managed for UBS in the Puget Sound area for 19 years.

Prior to her current role, Janet was the Market Administrative Officer for the Seattle/Oregon Market area (6/2016 - 8/2019), the Seattle Complex Administrative Manager (2011–2016) and also served as the Administrative Manager for Seattle and Bellevue offices (2000-2011). Janet began her career in the financial services industry in 1991 at Paine Webber, New York and also worked at Kemper Securities (1992-1993) and Sutro & Co (1993-1999), both in Scottsdale, Arizona.

Janet is passionate about animal protection and rights and has served as a volunteer for Pasados Safe Haven in Sultan, WA.

Janet received her BA in Communications from Queens College of the City University of New York in 1991. She and her husband, Patrick, live in Scottsdale with their two Chesapeake Bay Retrievers and enjoy international traveling.

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Carla has worked in the Financial Services industry for 16 years.  Her career started as a Client Service Associate with UBS in Birmingham, MI in 2003 and she has since held numerous management positions within UBS. Carla graduated from Walsh College with a Bachelor in Finance.  She moved from Detroit, Michigan to Scottsdale, Arizona in 2007.  Carla enjoys yoga, camping and traveling (specifically to her hometown in Camporovere, Italy.)

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Jeff is currently the Supervisory Officer for the Desert Mountain Market for UBS.  He relocated to Las Vegas from Connecticut in 2018 & rejoined UBS in late 2019.

Prior to his current role, Jeff spent his entire financial services career in Fairfield County, Connecticut.  He started in financial services in 1997 at Prudential Securities (1997-2002).  He also worked at Wachovia Securities (2002-2005), Smith Barney/Morgan Stanley (2005-2012) & then UBS (2012-2018)

Jeff received his BS in Finance from the University of Maryland in 1997.  He obtained his CFP®  certification in 2010.  He currently lives in Las Vegas with his wife and 2 children.

• ID

Our Administrative Manager for Montana and Idaho! 

 Melissa Lewis has had a 13-year career in the Financial Services Industry. She graduated from Boise State University in 2010 with a degree in Sociology.  She tried out the social work field, but enjoyed the stability of the financial world and has built her career around her love for working with people.

 Melissa comes to us from Charles Schwab where she worked as a Senior Client Relationship Specialist.  She obtained her securities licenses and her Series 9/10 to excel and grow in her career as a manger.

 Melissa is very excited to join the UBS team and the immense opportunity to connect with people on a much deeper level. In her spare time, Melissa enjoys spending time with her husband, Tyler and her two kids, Peyton (16) and Jackson (8). She enjoys cooking in her newly remodeled kitchen and sitting on the rocking chairs on her front porch drinking coffee.