![]() offers investment advisory services in its capacity as an SEC-registered investment adviser and brokerage services in its capacity as an SEC-registered broker-dealer. Īs a firm providing wealth management services to clients, UBS Financial Services Inc. Please consult the sales restrictions relating to the service in question for further information. Products and services mentioned on these web pages may not be available for residents of certain nations. “The four most dangerous words in investing are: 'this time it's different.'" - Sir John Templeton ![]() As a Cincinnati native, he also loves watching his hometown sports teams. On his off time, Brian loves traveling Northern Michigan and Key West, boating every chance he can get. They are also active coaching youth sports. They support the Down Syndrome Association of Greater Cincinnati, Down Syndrome Awareness of Indiana, and the Special Olympics. The birth of a special needs child to a lifelong friend compelled Brian and Valerie to support the special needs community. They also play soccer, cheer, and are budding musicians. They spend a majority of their time (and money) at Interactive Academy where all three girls are gymnasts. They live in Zionsville, IN with their three daughters, Courtney, Reagan, and Adelle. He also relies on a background in banking to find lending and liquidity solutions to meet client needs.īrian is a graduate of Hanover College with a degree in Business Administration.īrian married his college sweetheart Valerie, an elementary school teacher. With 17 years of experience in financial services, Brian untilizes his professional knowledge to customize investment, retirement, and education strategies aligned with clients' overall financial picture. "Be a life-long learner…I owe it to my clients to stay on the cutting edge of the industry." "Truth Sells.I believe everyone should have a financial advisor who tells them the truth!" In his spare time, Kevin is spending time with his family. Kevin loves coaching youth sports and actively volunteering in his community. Last but not least, the life of the party, MJ is a fierce competitor who makes fast friends with everyone. Jake has "it." If you spend time with him, you will know what "it" is, for he is a loyal friend who always works hard behind the scenes. Luke is his "Big Bang Theory meets Rudy," a great teammate whose thirst for knowledge is unquenchable. ![]() "My own little breakfast club." Erin is Kevin's kind-hearted better half. He has three amazing children and a wife cut from the same cloth. The son of a bus driver from a blue collar town, Kevin is smart, honest, and hard-working. However, 20 years of experience has taught him more than anything learned in the classroom. He works hard to create and execute detailed wealth management strategies for his clients.Ī Pittsburgh native, Kevin earned his Bachelor of Arts degree from Allegheny College. He strives to break a sweat at least once a day Enjoys discovering new restaurants and cherishes traveling and spending time with his family.Īs a *CFP® professional, Kevin has enjoyed advising, educating, and being a financial confidant to his clients for the last 20 years. He draws on his experience as a former President of the Boone County 4-H Council, former President of the Boone County 4-H Fair, and former Board Member of the Zionsville Education Foundation, Boone County 4-H Council, and Indiana Sports Corporation Presidents’ Advisory Council. Jim serves several non-profit organizations in a consulting role. They are experiencing “empty nesting” for the first time this year as their four children are attending college or beginning their careers across the United States. Jim lives in Zionsville with his wife of 25 years, Adalyn. In addition, he has completed the multiyear Security Industry Institute program at the Wharton School, University of Pennsylvania. For over 25 years, he has helped families build financial legacies through customized investment strategies which match their risk tolerance.Ī Texas native, Jim graduated from Sam Houston State University with a B.B.A. He is a Senior Vice President, who in addition to providing traditional advice and guidance, can help clients pursue their investment objectives by recommending individual, or any combination of, UBS or approved third- party investment managers’ strategies, funds or portfolios. ![]() Well known in the industry and highly respected by clients, Jim began his financial services career in 1991 and joined UBS in 2017.
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