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

    Branch Manager

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    • AR
    • AZ
    • MA
    • NM
    • NV
    • 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

          Assistant Market Head

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          • AR
          • AZ
          • CA
          • CO
          • CT
          • DE
          • FL
          • GA
          • HI
          • ID
          • IL
          • MD
          • MT
          • NC
          • NJ
          • NV
          • NY
          • OK
          • OR
          • SD
          • TN
          • TX
          • UT
          • VA
          • WA
          • WI

          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

                10801 W Charleston Boulevard
                Suite 400
                Las Vegas, NV 89135
              • Janet Leahy

                Janet Leahy

                Director

                Admin Manager

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                • 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.

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

                      Carla Ozog

                      Director

                      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.)

                            4800 N Scottsdale Road
                            Suite 4500
                            Scottsdale, AZ 85251
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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

                                  Admin Manager

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                                  • 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.

                                   

                                        1161 West River Street
                                        Suite 340
                                        Boise, ID 83702

                                      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.

                                      US banking sector update: Where we are now

                                      Retirement planning

                                      Retirement planning

                                      Multigenerational planning

                                      Multigenerational planning

                                      Legacy—Wealth for others

                                      For needs that go beyond your own—to help you improve the lives of others

                                      What will your legacy be?
                                      It’s never too early to plan ahead. A Legacy strategy can help you gain more control over your financial future and what you leave behind, so you can move forward with confidence.

                                      Learn more at ubs.com/wealthway.

                                      Backed by the strength of UBS

                                      A global leader in wealth management

                                      $2.8 trillion

                                      In invested assets globally 
                                      As of 06/30/2022

                                      51 countries

                                      Our global footprint

                                      Global leader

                                      UBS is a world-leading wealth manager