Mike joined UBS in 2014 and subsequently joined Sage Partners, joining a team dedicated to providing multigenerational wealth advice to a select group of affluent families, people in transition, successful business owners, corporate executives, foundation and non-profits organizations. Regardless of their source of wealth, Sage Partners leverages the global reach and resources of UBS to bring thoughtful solutions to address the financial needs of their clients and their families.  Through a detailed multi-meeting process, his team provides strategies and solutions that go beyond their clients expectations.

In 2018 he was invited to join UBS Private Wealth Management, the firm's distinguished group of 450 Financial Advisors with extensive training and resources tailored for serving ultra-high net worth clients and their families.

With his nearly 20-year career defined by many leadership roles, Mike has been recognized with multiple awards and designations for his achievements--from Forbes as a Best-in-State Wealth Advisor to UBS Presidents Council, including managing all of the UBS Wealth Management offices in the Utah Market.

Mike served as a Senior Vice President prior to being promoted to Executive Director.  Mike has earned the CERTIFIED FINANCIAL PLANNER designation, representing a standard of excellence and a high level of competency, ethics and professionalism.  He is a Certified Investment Management Analyst completing his coursework at The Wharton School at the University of Pennsylvania.  He is a Senior Portfolio Manager as well as one of only 50 UBS advisors in the country to hold the distinguished designation of Endowment & Foundation Consultant.  He received a bachelor's degree from Westminster College in Salt Lake City, Utah and completed the Consultants University at the University of Chicago Booth School of Business.

Prior to UBS Mike spent 13 years at Morgan Stanley serving as a Senior Vice President. 

He enjoys baseball and basketball having played the later collegiately at Utah Valley University.  He currently lives in the Salt Lake valley with his wife and their four children.

Registered States:
AK, AL, AZ, CA, CO, CT, DC, FL, GA, ID, IL, LA, MA, MI, MN, MO, MT, NC, NM, NV, NY, OK, OR, SC, TX, UT, VA, VT, WA, WI, WY

Allison joined UBS Private Wealth Management to form Sage Partners in 2012. She began her career in the financial industry in 1986.

Over that time Allison has been able to help many clients navigate the complexities of their wealth with excellence and empathy. Through depth and experience, she helps clients determine their goals for family, charity, and legacy.

Allison attended the Wharton School of Business at the University of Pennsylvania to obtain the Certified Investment Management Analyst® designation. CIMA professionals integrate a complex body of investment knowledge, ethically contributing to prudent investment decisions.

Her other professional designations include CERTIFIED FINANCIAL PLANNER™, which include rigorous professional standards for certification, Certified Divorce Financial Analyst®, the leading designation in financial planning for divorce.

Registered States:
AK, AL, AZ, CA, CO, CT, DC, FL, GA, ID, IL, KY, LA, MA, MI, MN, MO, MT, NM, NV, NY, OK, OR, SC, TX, UT, VA, VT, WA, WI

Elizabeth joined UBS Private Wealth Management to form Sage Partners in 2012.

Prior to joining UBS Private Wealth Management, Elizabeth owned Nielson & Associates, PC, a Utah-based CPA firm, which she founded in 1991. Her background as a CPA and business owner provides a unique perspective to the financial and personal needs of business owners, high net worth individuals, and their families. She thinks strategically to define opportunities and risks as plans are developed to address critical issues for clients.

In 2014, Elizabeth obtained the professional designation of Certified Investment Management Analyst® through the Wharton School of Business and the Investment Management Consultants Association. Prior to that, she received the designation of Accredited Domestic Partnership Advisor from the College of Financial Planning. Elizabeth received her Master of Business Administration from Westminster College in 2010.

Registered States:
AK, AZ, CA, CO, DC, FL, ID, LA, MA, MI, MN, MO, MT, NM, NV, NY, OR, TX, UT, VT, WA, WI

LeAna Robison

Wealth Strategy Associate

LeAna Robison is joining Sage Partners to work with high-net worth individuals, families and institutions helping them advance their wealth management goals. LeAna brings years of progressive experience as a trusted tax and business advisor to clients.  Her experience includes  mergers and acquisition planning, entity formation analysis, complex family investment partnership planning, and other tax and business analysis.

LeAna is a graduate of the David Eccles School of Business at the University of Utah and has a Masters of Taxation Degree from Georgia State University.  She is a Certified Public Accountant, member of the AICPA and the Tax Executive Institute.  LeAna is involved in the Utah community as a President Ambassador for the Salt Lake Chamber of Commerce and serves as a board member of the David Eccles School of Business Alumni Association at the University of Utah.  She has served as the past Board Chair for the March of Dimes and as a patient advocate for a biotechnology company developing predictive tests to determine expectant mother’s risk of premature birth. LeAna is an outdoor enthusiast enjoying cycling, fly-fishing, golf, and home improvement projects. She lives in Draper with her teenage son and daughter. 

Annmarie holds Series 7, 63, and 66 licenses. Annmarie grew up in New Jersey and graduated from Seton Hall University in 1986 with a B.S. in Marketing. She is often commended for her knowledge of systems and processing abilities as well as her high level of responsiveness to customer needs.

After working at the American Stock Exchange for 10 years in the Membership Admission department, Annmarie and her husband, Ken, along with their son, Kyle, moved to Utah; their daughter, Melissa, was born here. Annmarie joined UBS in 2012 after more than 22 years at Morgan Stanley Smith Barney. She has over 35 years of experience in the financial industry.

Annmarie has been active in church and community projects and arranges monthly and annual service projects for our Salt Lake City office. Annmarie and Ken have recently taken up backpacking and also enjoy camping and fishing. Spending as much time as humanly possible with their grandson is top priority.

Registered States:
AK, AZ, CA, CO, DC, FL, ID, LA, MA, MI, MN, MO, MT, NC, NM, NV, NY, OR, TX, UT, VT, WA, WI, WY

Danielle joined UBS in October 2014 after 13 years at Morgan Stanley. Danielle graduated from the University of Utah Eccles School of Business with a bachelor's degree in Business Administration. She currently holds her series 7, 66 and 31 licenses. Danielle is well- versed in managed account trading and various retirement platforms.

Danielle currently resides in Riverton, Utah with her husband, Matt and their three children. Outside the office, she enjoys supporting the Utah Utes at football and basketball games. In addition she also enjoys running, hot yoga and a Sunday afternoon BBQ.

Registered States:
AR, AZ, CA, CO, DC, FL, GA, ID, LA, MA, MI, MN, MO, MT, NC, NM, NV, NY, OR, TX, UT, VT, WA, WI, WY

Terri joined UBS Private Wealth Management to form Sage Partners in 2012. UBS is one of world's largest managers of private wealth assets. Prior to joining UBS, Terri was a Family Wealth Director with Morgan Stanley Smith Barney, starting in the industry with predecessor firms in 1993.

In addition to helping ultra-high net worth individuals and families with wealth and assets ranging from $2 million to $50 million, Terri advises many business owners, foundations, and nonprofit organizations. She brings integrity and ingenuity to solve client's complicated wealth puzzles. Her passion is constructing portfolios to meet clients' goals and manage risk.

Terri holds a M.B.A. degree with an emphasis in finance from the University of Utah.

In 1991, she received the designation of Chartered Financial Analyst®, a professional credential offered by the CFA Institute, a global association of investment professionals. Terri is a member of the CFA Institute and the Global Interdependence Center.

Registered States:
AK, AL, AZ, CA, CO, CT, DC, FL, GA, ID, IL, LA, MA, MI, MN, MO, MT, NM, NV, NY, OK, OR, SC, TX, UT, VA, VT, WA, WI