Our Company

University Financial Group was born out of necessity. Before President and Founder, Lance Kolbet, established the firm, the financial services industry was divided into three independent siloes. The investment, insurance, and banking worlds were like ships passing in the night: no one knew each other, no one collaborated, and while companies suffered the consequences, individual investors lost the most ground. 

University Financial Group was founded to unite each silo in an effort to maximize efficiency to help benefit each client. As your strategic ally, we strive to meet the insurance and investment needs of today while helping you prepare for a stronger future. 

Our Commitment

At University Financial Group, our financial professionals bring over fifty years of experience to helping individuals and businesses build, protect and preserve their wealth. We draw on this heritage of excellence to provide important perspective when counseling investors on their financial management needs. We believe your goals, business commitments, and family situation deserve strategies that are customized to you and adaptable to change. When your life evolves, so will your strategies. 

That’s our commitment. 

Our Principle

We are large enough to access a broad array of investment products while delivering the personalized attention only a boutique firm can provide. Since our inception, we have preserved the same investment principles upon which we were founded, and our “investor first” philosophy affirms our dedication to helping you meet your financial goals. 

That’s our principle.