Lasting relationships. For all that matters

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Keep moving forward with confidence. You don't have to go it alone. We can help you with clear advice, wherever you are in life. We start by listening and understanding what drives your passions and what impact you want to make in the world. Then we'll make a plan together, get you on the right path and help you make the smart moves every step of the way.

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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.

  • richard-mollander

    Richard Allen Mollandor

    Senior Vice President–Wealth Management

    Financial Advisor

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    • AR
    • AZ
    • CA
    • CO
    • FL
    • IA
    • KY
    • MA
    • MI
    • MO
    • MT
    • NC
    • NE
    • NV
    • OH
    • OK
    • TX
    • UT
    • VA
    • WA
    • WY

    With more than 45 years of experience in the financial services industry, Rich's primary objective is to employ his vast knowledge in helping advisors preserve and grow their client's wealth.  He entered the financial services industry in 1973 and joined UBS in 1983.  He has been working in the industry long enough to have witnessed many business cycles, and as a result, possesses a long-term perspective that few Branch Managers can boast.

    A highly decorated officer in the U.S. Army during the Vietnam War, Rich is a longtime resident of Weld County.  He has served on the boards of the Greeley Country Club and the Fox Acres Country Club and as chairman of the Greeley Stampede.

    Rich is a graduate from the School of Banking at the University of Colorado.  He and his wife, Nancy, enjoy golfing, fishing and spending time with their 2 children and grandchildren.

          1901 56th Avenue
          Suite 300
          Greeley, CO 80634
        Retirement planning

        Retirement planning

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        Multigenerational planning

        Advice for business owners and entrepreneurs

        Advice for business owners and entrepreneurs

        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.

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