Diane Veenendaal - UBS Financial Services Inc.

David Perrigo - UBS Financial Services Inc. is a wealth management firm located in Brookfield, WI. They offer personalized financial planning and advisory services to help clients achieve their long-term goals while managing their short-term needs. With a focus on liquidity management and a commitment to understanding each client's unique financial vision, they provide expert guidance and support to turn that vision into a reality. Backed by the strength of UBS, a global leader in wealth management with $5 trillion in invested assets globally, David Perrigo - UBS Financial Services Inc. has a global footprint and a history of resilience in guiding clients through various financial challenges and market opportunities. Their team of experienced wealth advisors is dedicated to crafting finely tailored financial advice that aligns with what matters most to each individual client.Generated from the website

Bruce Gerard Lanser, CIMA, CRPC, CPRS, is a seasoned financial advisor at UBS Financial Services Inc. in Brookfield, WI, with over 30 years of experience in corporate retirement planning, investment consulting, and fiduciary guidance. He specializes in customizing retirement plan designs that meet organizational goals and optimize employee outcomes through thorough analysis and strategic partnerships. Outside of his professional pursuits, Lanser is dedicated to community service, serving as the Chairman of the Investments Committee of Junior Achievement of Wisconsin. An accomplished speed skater, he is among a select group of officials qualified to preside at the Olympic Games, showcasing his commitment to excellence both personally and professionally. Generated from the website

Lee McCarthy - UBS Financial Services Inc. is a reputable financial advisory firm located in Brookfield, WI. With over 15 years of experience in the financial services industry, Lee McCarthy offers personalized financial planning and wealth management services to clients, guiding them through major life events and helping them preserve and pass on their wealth. Lee holds various securities licenses and is working towards becoming a Certified Financial Planner, ensuring that clients receive expert advice and guidance. Outside of work, Lee enjoys golfing, running, and spending time with his family. Backed by the strength of UBS, a global leader in wealth management with $5 trillion in invested assets globally, Lee McCarthy - UBS Financial Services Inc. is committed to understanding each client's unique financial goals and crafting tailored solutions. Their comprehensive approach to financial planning goes beyond investments, encompassing all aspects of clients' financial lives. With a focus on liquidity management and a team of experienced professionals, Lee McCarthy - UBS Financial Services Inc. provides clients with the expertise and support they need to turn their financial vision into a reality.Generated from the website