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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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  • Nick Bode

    Nick Bode

    First Vice President–Wealth Management

    Market Director

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    • CA
    • CO
    • DE
    • FL
    • ID
    • MI
    • MO
    • NJ
    • NM
    • NV
    • NY
    • PA
    • TX
    • UT
    • WI

    Nick began his career shortly after graduating from Colorado State University, where he played rugby and earned a business degree concentrating in finance.

    Nick enjoys helping his clients with wealth planning strategies involving retirement, estate planning, corporate stock plans and many other pieces of their financial lives.  He draws his knowledge from  over 14 years of experience.

    His love for finance dates back to his childhood, when he joined his 6th grade stock club.  In college he interned at Charles Schwab before joining Merrill Lynch after graduation where he worked for the next 10 years.

    He earned his Certified Financial Planner™ certification in 2005.

    In January of 2009 he joined UBS in the downtown Boulder office and became the Ft. Collins Branch Manager in March 2021.

    He lives in Broomfield with his wife, Richelle, and their 3 kids.  Outside the office he enjoys skiing, golf, hiking, running, playing hockey, and spending time with his family.

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