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.

Full Bio →

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.

Full Bio →

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...

Full Bio →

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...

Full Bio →

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...

Full Bio →

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...

Full Bio →

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...

Full Bio →

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...

Full Bio →

Latest News

UX Wealth Featured in Wealth Advisor: Launch of Xperience Platform

October 2, 2024 1 min read

UX Wealth Partners: America's Best TAMPs of 2024

September 26, 2024 1 min read

UX Wealth Partners Announces Launch of Xperience Platform, Setting a New Standard for Financial Advisors

Xperience

UX Wealth Partners Announces Launch of Xperience Platform, Setting a New Standard for Financial Advisors

September 16, 2024 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.

Schedule Demo