PLEASE READ:  Our firm has become aware of a financial fraud being perpetrated against unsuspecting people seeking to invest online in bank certificates of deposit (CDs).  The fraudster has used a fake bank name that includes the word Universal in it.

Universal Advisory Services and its advisors offer wealth management services.  We do not provide online banking services, nor do we offer CDs to the public.  We recommend that anyone wishing to purchase a CD do so by visiting a physical, brick-and-mortar bank.

Please feel free to contact our firm and speak with one of our advisors if you have you any questions (505.856.5600). 

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Our team of professionals have decades of cumulative experience and are ready to help you meet your financial goals.

Matt Keller, CFP®

Wealth Advisor | Partner | CEO

505.856.5600

505.856.7000

PLEASE READ: Our firm has become aware of a financial fraud being perpetrated against unsuspecting people seeking to invest online in bank certificates of deposit (CDs). The fraudster has used a fake bank name that includes the word...

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Kirk Hudson, MBA, CFA

Wealth Advisor | Partner | CFO

505.856.5600

505.856.7000

Kirk joined Universal Advisory Services in 1999 and presently serves as Chief Financial Officer and Chairman of the Investment Committee. His responsibilities include directing investment policy, overseeing client portfolios, and...

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Austin McDaniel, MBA, CFA, CFP®

Wealth Advisor | Partner | CIO

505.856.5600

505.856.7000

Austin serves as UAS' Chief Investment Officer. He started with UAS in 2005, and has over 14 years of experience advising families with financial complexity. His focus is working with business owners, medical specialists and corporate...

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Joseph Kopczynski

Founder

505.856.5600

505.856.7000

Joe is the founder of Universal Advisory Services. He is nationally recognized as one of the premier advisors to affluent families, corporate executives and professionals throughout the world. Worth Magazine chose Joe as one of the...

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Kathryn Johnson

Client Services Administration

505.856.5600

505.856.7000

Kathy is instrumental in client administration and concierge services for UAS. She is in charge of our clients’ special events and for UAS events. Additionally, she coordinates client requests with the appropriate UAS staff and...

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Taylor Gallegos

Financial Planning Associate

505.856.5600

505.856.7000

Taylor serves Universal Advisory Services in the role of Financial Planning Analyst. She is set to graduate from the University of New Mexico in May 2020 with a degree in Economics and a minor in Statistics. Native to New Mexico,...

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Paula Calhoun

QuickBooks Pro Advisor - Supervisor of Client Bookkeeping & Administrator of Human Resources

505.856.5600

505.856.7000

Paula oversees our Client Accounting Services and manages all of the Human Resources for UAS. Paula brings over 29 years of solid accounting experience, with expertise in payroll and payroll tax reporting. She has an extensive working...

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Pam Ritterbush

Administrative Assistant

505.856.5600

505.856.5600

Universal Advisory Services is pleased to have Pam Ritterbush as our Administrative Specialist. Pam is the first voice you will hear when you contact our office and she is truly a professional in welcoming callers and visitors to UAS....

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