Our Team

The UX Wealth Partners Founding Team is comprised of some of the most brilliant minds in the financial-tech world, leveraging their expertise on your behalf.

 

Kyle Wiggs

Co-Founder & CEO

Kyle spent a decade and a half listening to financial advisors and their clients. One thing became clear: advisors and their clients are looking for better solutions.

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Kevin Ramsier

Co-Founder

Kevin has over 25 years of experience in the investment management industry, initially focusing on product distribution leadership in both the retail and institutional space. 

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Carlos Simões

Chief Technology Officer

Carlos, an IT leader with expansive hands-on and client-facing experience, joined UX Wealth Parnters as Chief Technology Officer in 2022...

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Billy Kropp

Head of Trading

Billy Kropp serves as the Head of Trading at UX Wealth Partners, bringing expertise in institutional trading and operations management. He has constructed and continues to optimize trading...

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Bridget Katz

Director of Client Experience

Bridget has worked in the financial services industry for over 15 years. After graduating from the University of Denver’s Daniels College of Business, she joined a $10 billion RIA...

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Jeffrey Smith

Chief Compliance Officer

Jeff is a highly-experienced securities lawyer, chief compliance officer, and business attorney with over 23 years of experience strengthening the legal...

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Larry Lotwin

Director of Sales

Larry has over 35 years of industry experience as an advisor in-branch and sales management, product distribution, and consulting...

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Lane Arnwine

Operations & Advisory Support Lead

Lane graduated Cum Laude from the University of Denver, earning her degree in Finance and Analytics. Through her Family’s advisory firm, Lane gained...

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Latest News

How Top RIAs Are Increasing Control Over Investments

How Top RIAs Are Increasing Control Over Investments

May 9, 2024 3 min read
UX Team Helps Food for Thought Denver (FFT)

UX Team Helps Food for Thought Denver (FFT)

December 27, 2023 1 min read
UX CEO discusses AI and Machine Learning in Investment Technologies

UX CEO discusses AI and Machine Learning in Investment Technologies

October 17, 2023 1 min read

Get Powered by UX Wealth Partners

The RIA of the future is bold. And together with UX Wealth Partners, a new frontier is at hand. If you are a forward-thinking advisor who seeks to differentiate themselves, experience exceptional growth, and exceed client expectations, schedule a call to learn more.