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Monday 10am - 5pm Tuesday 8am - 5pm Wednesday 8am - 5pm Thursday 8am - 5pm Friday 8am - 5pm

Universal Retirement, Team Legacy

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Las Vegas, NV
Universal Retirement, Team Legacy

An elite team of financial professionals. Click the link to schedule a meeting with an advisor.

09/05/2023

Last week Jose was able to take our newest member, Chase, to his first school lunch. They were able to help teachers and staff members to better understand their pension and additional retirement benefits.

01/26/2023

Meet Angie! Angie Welsh started as an advisor with Universal Retirement in 2012 and has worked her way up to Senior Advisor and Operations Manager.

Before joining the team at Universal Retirement, Angie worked with high net worth clients in the private banking sector. Though she enjoyed the prestige of ultra-wealthy clients, her time at Universal Retirement helping middle class workers achieve their retirement goals has been much more rewarding. Working in the financial industry for 25 years has given Angie the proper knowledge and experience to assure every detail of her client’s financial portfolio is established to have the greatest positive impact.

Angie has a Bachelor of Science degree from Southern Utah University and a Master of Business Administration in Finance from Westminster College. She is a published author and is on the board of directors for the Hess Cancer Foundation. Angie lives in Las Vegas with her husband and three boys.

If you are happy with the service Angie has provided you, please feel free to share her information with your friends and family.

01/07/2023

Collin is a young top producing Retirement Advisor who is a professional in helping individuals & their families plan for their financial future. Collin helps families of all financial backgrounds understand and maximize their pension, 401(k), 403(b), IRA, retirement plans, etc.

Collin has been helping families with Universal Retirement since 2019. With a young advisor, you will have peace of mind knowing your advisor will be with you every step of the way to YOUR Golden Years.

When he is not spending time helping his clients reach their goals, Collin is spending time with his family and friends. On the weekends, Collin enjoys playing golf and being outdoors riding his motorcycle. Collin has a passion to help every person that he can comfortably reach their Golden Years! Click the link in our bio to schedule a meeting with Collin! 🔗👆🏼

12/16/2022

Today ya'll get to meet Caleb! Caleb Siegrist’s passion for finance can be traced back to his senior year in high school when he started his first Roth IRA at 18 years old. Since that time, he has continued to learn the many aspects of the financial world while helping friends understand how financial decisions affect their lives ever since. The embers of the finance furnace have stayed lit in Caleb’s heart. In 2018 he made the leap to leave the typical punch clock lifestyle and became a full-time Financial Advisor for Universal Retirement.

Caleb has made it his purpose to help solve the problems people face with retirement today. He continues to make it his goal to help everyone he comes across and delivers an excellent product every time with a 97% client retention rate and even higher customer satisfaction ratings. He believes everyone needs a good financial advisor at their side; helping anyone from food service to doctors and from engineers to snake breeders.

Caleb’s success doesn’t end at the spreadsheet, he’s also a very proud father and husband. He married the woman of his dreams before joining Universal Retirement and has since started a family. When Caleb isn’t working, he enjoys the outdoors and sharing that passion with his daughter. If that isn’t enough to keep him busy, Caleb joined the Air National Guard and works as an analyst after serving 11 years in the Marine Corps as a Combat Engineer.

12/14/2022

Meet Scott Wheatfill!

Scott Wheatfill is a husband and father to three children. Chef Scott was in the culinary industry for the last seventeen years graduating from Le Cordon Bleu. He worked his way to upper management, ending his culinary career as the executive pastry chef of Resorts World Las Vegas. Scott traveled the world feeding people delicious food and more importantly developed his own core values all while building relationships with people. In July 2022 Scott took a leap of faith to leave the culinary industry and join Universal Retirement to help individuals become financially stable in retirement. Additionally, he was ready to regain some time with his beloved family.

Scott Wheatfill’s core values drive his passion to help educate families on financial planning. Building relationships and trust with clients and families is Scott’s top priority. He values his connections to individuals to truly understand their needs. He is dedicated to listening and working alongside each individual to provide options that will meet their financial goals. Scott is no stranger to hard work and surrounds himself with knowledgeable professionals that work together as a team. Scott Wheatfill promises to do everything in his power to provide quality service to his clients.

12/09/2022

Meet our Founder and CEO, Lance! Growing up on a farm in Preston, Idaho, early on Lance Burbank learned the importance of hard work. His humble beginnings taught him the value of money as he watched his parents work so hard but continually struggle financially like so many other families. Lance was driven to help people in the field of finance after witnessing the stress created by financial hardship.

For the past twenty-five years, Lance has worked in finance helping regular families understand the importance of budgeting, saving, and protecting their assets. He helped countless families save their homes and navigate the financial devastation that our economy experienced in 2008. He continues to help families all over the country understand the value of money and helping them live their dream retirement.

11/16/2022

Happy Birthday to Jose Vila! Team Legacy & Team NLM Producer. This year Jose has pushed beyond his goals and proven that anyone can be successful in this business. Today, Jose is 23 years old. Thank you for being an inspiration on the Team and your clients! Have an amazing birthday! 🎉🥳

Address

3127 E. Warm Springs Road , Suite 100
Las Vegas, NV
89120

Opening Hours

Monday	10am - 5pm
Tuesday	8am - 5pm
Wednesday	8am - 5pm
Thursday	8am - 5pm
Friday	8am - 5pm

Telephone

+17025030082

Website

http://uniret.com/teamlegacy

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