Experience

Amie has been in the wealth management industry since 2004, starting as a Client Associate with Merrill Lynch. After spending 15 years in a client facing capacity, she shifted to a leadership position and now covers the states of Kansas, Missouri, Oklahoma, and Nebraska as Market Administrative Officer.

Amie is passionate about serving in her community and church. As a mom of an Autistic child, she is especially passionate about connecting with other special needs parents and kids. Outside of work, she can usually be found spending time outside with her family, cooking out with neighbors, or finding a new hiking trail to explore.

Marchelle joined UBS Financial Services in 2012 and has over 31 years of experience in the financial industry in various client facing roles at leading brokerage firms before going into management roles which focus on areas regarding risk and regulatory compliance.  In 2012 Marchelle joined UBS as Complex Supervisory Officer for the Kansas City Market and currently serves as Supervisory Officer of the Midwest Market where she oversees compliance and regulatory duties primarily for the Kansas City, Missouri, Leawood and Wichita Kansas branches.  She believes that the ultimate UBS experience is having the tools to provide sound financial advice as a result of working in the best interest of the client.  Marchelle graduated from University of Central Missouri former Central Missouri State University with a BS in Business Administration and Personnel Management and has earned the Series 7, 9, 10, 31, 63,  65 securities licenses as well as a Health, Life and Annuity insurance licenses.

In her free time Marchelle enjoys her passion for singing by working in her church’s music ministry.   She also loves to spend time relaxing with her family by watching movies, reading a good suspense novel or traveling when time permits.