Let's move forward. Together.

Mountains in the desert

Where are you today and where do you want to be tomorrow? We recognize that a lasting relationship starts by listening and understanding your priorities and concerns. We'll work together to look at the big picture, discuss your vision for the future and help you confidently pursue your life goals.

Adult couple on cell phone

Pursuing your goals together

Our mission is to provide quality strategies customized to your needs. Our goal is to be your primary source of financial advice. To this end, we concentrate our efforts on developing long-term relationships through a commitment to quality client service.

  • Charles Powers

    Charles Powers

    Managing Director

    Financial Advisor

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    • AZ
    • ID
    • NM
    • NV
    • PA
    • UT

    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.

          10801 W. Charleston Blvd.
          Suite 400
          Las Vegas, NV 89135
        • Gina Wiegert Profile Photo

          Gina Wiegert

          Associate Director

          Financial Advisor

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          • AL
          • AR
          • AZ
          • CA
          • CO
          • FL
          • HI
          • ID
          • IL
          • IN
          • MA
          • MD
          • MI
          • MN
          • MO
          • NC
          • NJ
          • NM
          • NV
          • NY
          • OH
          • OK
          • OR
          • TX
          • UT
          • WA
          • WI
          • WY

          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

                2475 Village View Drive
                Suite 150
                Henderson, NV 89074
              • Janet Leahy

                Janet Leahy

                Director

                Admin Manager

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                • AZ
                • CA

                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.

                      2575 East Camelback Road
                      Suite 900
                      Phoenix, AZ 85016
                    • Carla Ozog

                      Carla Ozog

                      Director

                      Market Supervisory Officer

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                      • AZ

                      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.)

                            14624 N Scottsdale Road
                            Suite 150
                            Scottsdale, AZ 85254
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                            Jeffrey Potter

                            Director

                            Market Supervisory Officer

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                            • AZ
                            • CA
                            • ID
                            • MT
                            • NM
                            • NV
                            • UT

                            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.

                                  10801 W Charleston Boulevard
                                  Suite 400
                                  Las Vegas, NV 89135
                                • Melissa Lewis

                                  Melissa Lewis

                                  Associate Director

                                  Assistant Operations Manager

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                                  • ID
                                  • IN
                                  • MI
                                  • OH

                                   

                                  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.

                                   

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                                      • Cathy Le

                                        Cathy Le

                                        Associate Director

                                        Admin Manager

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                                        • CO
                                        • ID
                                        • NM
                                        • UT

                                        Please join us in welcoming Cathy Le, our new Administrative Manager for Utah and New Mexico!

                                        Cathy has been in the Financial Services Industry for 17 years. Cathy previously worked at Fidelity Investments and most recently at Goldman Sachs. During that time, she held several different roles. She worked as a customer service representative at the call center, managed a book of business for institutional clients, worked on the operational and auditing side and supervised various global projects.

                                        Cathy was born and raised in Salt Lake City, UT. She received her undergrad and MBA from the University of Utah – go Utes!  She also has 2 fluffy Pomeranians named Token & Ollie.

                                        Cathy loves being active and enjoys paddleboarding in the summer and snowboarding in the winter.  She teaches yoga at Bernales Institute of Martial Arts and trains in several different mixed martial arts - Kali (Filipino Martial Arts), Jeet Kune Do, Silat, Muay Thai and Jiu Jitsu.

                                        Please feel free to introduce yourself to Cathy and welcome her to UBS and the Desert Mountain Market!

                                        She is located in our Salt Lake City Branch.

                                              95 State Street
                                              Suite 2210
                                              Salt Lake City, UT 84111
                                            • Melanie Pearson

                                              Melanie Pearson

                                              Associate Director

                                              Assistant Operations Manager

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                                              • AK
                                              • ID
                                              • MT
                                              • OR
                                              • WA
                                              • WY

                                              Please join us in welcoming Melanie Pearson, our new Market Service Manager (MSM) for the Desert Mountain Market!

                                              Melanie started working in the Financial Services Industry at Northwestern Mutual in 2008 after graduating from Boise State University.  Since then,  Melanie has worked for a local Broker/Dealer in Eagle, Idaho and more recently Charles Schwab.  At Schwab, Melanie was a Financial Consultant Partner for 5 years. 

                                              Born and raised in Idaho, Melanie lives in Boise with her husband Michael and their two children Bodhi (10) and Zoe (6 months).  When not at work, Melanie enjoys decorating, travel and food, but not necessarily cooking.  

                                              Please feel free to introduce yourself to Melanie and welcome her to UBS and the Desert Mountain Market!  She is located in our Boise Branch.

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                                                    Marietta Perkins

                                                    Authorized Officer

                                                    Admin Manager

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                                                    • AZ
                                                    • CA

                                                    Marietta is the Administrative Manager for Phoenix and Scottsdale.

                                                    Marietta was most recently a Business Service Manager at Morgan Stanley. She started off as an intern with a Morgan Stanley branch when she was a Junior in college at Arizona State University. Once she graduated, she accepted a full-time position as a Client Service Associate where she then obtained her SIE, Series 7 and Series 66.

                                                    Marietta found her passion for leadership and eventually became a Team Lead. During that time, she went through a 9 month leader program to help strengthen her leadership skills. During this period, she obtained her Series 9/10. In her free time, Marietta enjoys traveling, spending time with family and friends, and hiking. 

                                                          2575 East Camelback Road
                                                          Suite 900
                                                          Phoenix, AZ 85016
                                                        • Steve Trifoglio Profile Photo

                                                          Steve Trifoglio

                                                          Director

                                                          Digital Specialist

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                                                            In my various technology training & support roles
                                                            over the years, including as a Divisional Digital
                                                            Specialist and as a Digital Specialist, I have
                                                            supported FA Teams in developing innovative and
                                                            efficient practices that allow them to manage,
                                                            grow, and execute a comprehensive Wealth
                                                            Management practice. Successfully guiding and
                                                            helping them leverage the numerous tools and
                                                            capabilities of our FA facing & client facing Digital
                                                            Technology Tools & Platforms.

                                                            My professional achievements and education
                                                            – Series 7, 66 securities licenses
                                                            – B.A., Rutgers University
                                                            – Wealth Management Education Program Certification

                                                            Outside the office
                                                            I am based in San Diego, where I live with my wife, Tanna, our
                                                            2 boys, Anthony & Michael, along with our 2 dogs, Cali & Duke.
                                                            My favorite hobbies include playing softball, attending concerts,
                                                            going to the beach, and traveling both here in the US and abroad.

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                                                                  Susan Plante

                                                                  Executive / Team Assistant

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                                                                    Susan joined UBS in 2017 after an 18-year tenure with Arrow Electronics, Inc., a Global Fortune 150 Electronics Company where she was most recently the Business Operations Manager for North America, and also held several other key roles in Business Operations, support and executive administration over the years at Arrow.  Having moved to Las Vegas from Southern California in Aug 2016, Susan has three grown children that still live throughout California. Susan is originally from Calgary, Alberta, Canada.

                                                                          10801 W Charleston Boulevard
                                                                          Suite 400
                                                                          Las Vegas, NV 89135

                                                                        Connecting you to the deep resources of UBS

                                                                        By seeing the big picture, we provide access to the global platforms and the financial and intellectual strengths of UBS’s experts in Wealth Management, Asset Management and our Private and Investment Banks.

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                                                                        We’re committed to understanding what wealth means for you.

                                                                        At UBS, excellence comes from nurturing the best of our heritage, mastering the details and delivering the expertise you need to turn your financial vision into a reality. The result? Financial advice that is finely crafted for what matters most to you.

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