Experience

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Mike joined UBS in 2002 after beginning his career in the technology sector where he started a branch of a Fortune 500 company that grew to be #2 of 24 in the nation. He then moved to Arthur Andersen where he ran the e-business consulting practice in Columbus, Ohio.

Mike is a Certified Exit Planning Advisor (CEPA) where he helps other entrepreneurs as they create, grow and eventually transition their businesses.

As a Certified Financial Planner (CFP®) Mike works directly with business owner families to implement multi-generational plans with customized investment, borrowing and risk management strategies.

Mike is a part of 3 Point Legacy Advisors which currently manages portfolios for over 100 Captive Insurance Companies. The goal for these portfolios is to achieve growth while maintaining stability and liquidity to pay claims and expenses. The group considers liquidity needs, domicile requirements, Captive Manager preferences and growth objectives in the portfolio construction.

Current and former community work includes; Junior Achievement Board Chair, Moeller High School Alumni Board, St. Thomas More Church "Partners in Mission" member, Church Youth Group Leader, HOBY Leadership Program Director, Miami University Football Alumni Board, Dublin Youth Football League Board Secretary and the Ohio Captive Insurance Association.

His personal interests include working out, racquetball, yoga, hiking, and participating in a weekly bible study with six of his closest friends. Mike is also the Chapel Leader for the Columbus Clippers (Cleveland Guardians AAA) baseball team.

Mike and Nicole have been married for roughly 30 years, have two adult children (Nathan and Madison) and reside in Dublin, Ohio.

CA Insurance License #0E88764

• Barron's Top 1,200 Financial Advisors, 2025
  The Barron's rating is awarded annually in March and is based on information from the prior year Q3. 
• Forbes Best-in-State Wealth Advisors, 2021, 2022, 2023, 2024, 2025The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.
• Forbes Best-in-State Wealth Management Teams, 2023, 2024, 2025The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.

• Ohio State, Masters in Business Administration
• Miami University, B.S. in Marketing

• Private Wealth Advisor
• CERTIFIED FINANCIAL PLANNER®
• Certified Exit Planning Advisor

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• Forbes Best-in-State Wealth Management Teams, 2023, 2024, 2025The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.

• Senior Vice President–Wealth Management
• CERTIFIED FINANCIAL PLANNER®

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Tyler has an entrepreneurial spirit that enables him to understand what drives business owners. Tyler joined 3 Point Legacy Advisors in 2013 to build a captive insurance practice. Starting from the ground up, his team now manages the assets for 140 captive insurance companies. Tyler has further expanded his focus to business owners and their families.

He found that he could have a significant impact on his clients’ lives by helping them make well-informed decisions and connecting them to the expertise they need. Tyler honed his skills rapidly, earning the Certified Financial Planner™ certification and going on to become a Certified Exit Planning Advisor. His knowledge and experience enable him to help entrepreneurs pursue business growth, manage risk, generate cash flow, determine the right business transition strategy and feel confident about their lives after the sale.

Driven by a strong work ethic, Tyler strives to earn his clients’ trust by delivering a high level of service and exceptional advice. He feels privileged to support them as they pursue their life’s work. Ultimately, he takes pride in putting clients on a path to lasting success and multigenerational wealth.

Tyler seeks to live his values and give back to others. He is actively involved in Junior Achievement and Young Patrons Guild. He is the founder and president of the Covington Catholic Alumni Association. Tyler founded and serves as president of the Cincinnati CEPA chapter.

CA Insurance License #0M95831

• Forbes Best-in-State Wealth Management Teams, 2023, 2024, 2025The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.
• Forbes Top Next-Gen (Generation) Wealth Advisors Best-in-State, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in August based on information from a 12 month period ending in March of the award year.

• Miami University, Bachelor's Degree in Finance and Entrepreneurship

• CERTIFIED FINANCIAL PLANNER®
• Certified Exit Planning Advisor
• Certified Private Wealth Advisor®

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Mike started his career at UBS in 2008 after graduating with a degree in Finance and Management from the University of Kentucky. In his time with UBS Mike has achieved the Certified Financial Planner™ (CFP®) and the Certified Exit Planning Advisor (CEPA) designations, and graduated with an MBA from Xavier University. After passing Level I, he is currently working on Level II of the Chartered Financial Analyst (CFA) curriculum.

Mike volunteers his time as a Board Member of CASA for Kids Northern Kentucky.

Mike and his wife, Maggie, live in Fort Thomas, Kentucky and have two kids, Michael IV (Mac) and Everette (Evie).

• University of Kentucky, Bachelor's Degree in Finance and Business Management
• Xavier Univesity, Masters in Business Administration

• CERTIFIED FINANCIAL PLANNER®
• Certified Exit Planning Advisor
• Authorized Officer

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Michael joined UBS in mid-2022 after spending 5 years with Fifth Third’s Private Bank where he led a team in advising their High Net Worth and Ultra-High Net Worth families on issues around portfolio management, income tax, and estate tax planning. He also led initiatives around educating and engaging the next generations within their client families.

Prior to his time at Fifth Third, Michael worked for The AYCO Company LP, a wholly owned subsidiary of Goldman Sachs, in NY. While at AYCO he provided executive wealth counselling on topics covering personal income taxation, portfolio construction, and complex wealth transition strategies to current, and retired C-suite executives of Fortune 500 companies.

Michael graduated from Franciscan University, in Stuebenville Ohio with a Bachelor's degree in Finance. In 2012 he earned his designation as a Certified Financial Planner (CFP®), and in 2020 his designation as a Certified Private Wealth Advisor (CPWA®). He also maintains his FINRA Series 7 and 66 licensing, as well as certifications in Life, Accident, and Health Insurance.

Michael currently lives in Northern Kentucky with his wife Kristina, and three children, Olivia, Cecilia, and Damian. He enjoys serving the community via home renovation groups for families in need, as well as working with mentally handicapped children. He is a graduate of the 2020 class of Cincy Next, the Cincinnati USA Regional Chambers Leadership Program. In his free time, he loves all things sports related, and spending time in the great outdoors with my family.

• Franciscan University, Bachelor's Degree in Finance

• CERTIFIED FINANCIAL PLANNER®
• Certified Private Wealth Advisor®
• Certified Exit Planning Advisor

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Prior to joining UBS in 2021, Yaz began his career out of college as a Senior Analyst with Nationwide Financial where he worked on a product development team building investment vehicles for institutional retirement plans. Yaz quickly realized he wanted to spend his career in a more client facing role, working directly with families and individuals and developing lifelong client relationships. This led him to join the UBS Wealth Planning Associate Program cohort of 2022. For 2 years, Yaz developed the wealth planning knowledge and skills needed to serve High Net Worth clients across the Ohio-Indiana-Michigan market. After completing the development program, and gaining invaluable experience by working on the financial plans of hundreds of families, Yaz joined the 3 Point Legacy Advisors in January of 2024 as a Senior Wealth Strategy Associate.

With in-depth knowledge of financial planning and portfolio solutions that can be tailored to address individual priorities, Yaz enjoys collaborating with clients and providing a holistic wealth management experience.

Yaz graduated from the University of Cincinnati, Carl H. Lindner College of Business in 2021, earning a Bachelor’s degree in Finance and completing 4 co-op programs with companies in Cincinnati and Columbus, OH. During his time at UBS, Yaz has earned the Certified Exit Planning Advisor (CEPA®) designation as well as the Accredited Wealth Management Advisor (AWMA®) designation. Yaz also maintains his OH Life, Accident, and Health Insurance License, as well as FINRA Series 6, 7, and 66 licenses.

Yaz is newly married and currently lives in the Mt. Lookout neighborhood of Cincinnati with his wife. They enjoy trying new restaurants, traveling, and spending quality time with family.

• Certified Exit Planning Advisor
• Accredited Wealth Management Advisor℠

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Prior to joining 3 Point Legacy Advisors in 2022, Cameron lived in Nashville where he worked on a team at UBS within Wealth Management Operations servicing advisors on mutual funds, alternative investments and advisory solutions. On our team, he handles client operational needs and is also a part of the investment solutions team to deliver best in class results. Additionally, one of Cameron's favorite parts of his cross-functional role is leading the Team's marketing and client outreach efforts.

A Cincinnati native and graduate from the University of Kentucky Gatton College of Business & Economics with bachelors' degrees in Finance and Marketing, Cameron is excited to be back in the area he grew up. In his free time, he enjoys all things sports, volunteering with Special Olympics Ohio/Tennessee, staying active through various workouts and yoga, and traveling the country to see his friends.

• University of Kentucky, Bachelor's Degree in Finance and Marketing

• Registered Client Associate

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Kim began her career in the financial industry in 1998 when she joined Gradison-McDonald Investments. Kim supports our clients by servicing their administrative and operational needs. She also provides administrative support to our team in their daily business practices. Kim holds Series 7 and 66 securities licenses along with life, health and annuity licenses. Kim and her husband enjoy spending time with grandchildren and vacationing in Canada.

• Senior Registered Client Associate

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Born and raised on the west side of Cincinnati, Amy began her career at Fifth Third Bank in 1999 as Plan Service Coordinator in Retirement Plan Services where she managed a recordkeeping team and worked on Trust and 401(k) conversions from bank acquisitions. She graduated from the College of Mount St. Joseph with a B.S.B.A in Management. Since joining UBS in 2005 she has obtained her 7, 66, Insurance license, CRPS®, and is a Notary. Amy has worked closely with private and corporate clients in servicing their accounts administratively. She is the team lead for operations and qualified plans. Amy lives in West Chester with her husband Chris and twin boys Greyson and Cole. She enjoys spending time with her family, going to concerts, and is a big Cincinnati sports fan – Go Bengals & Bearcats!

• Senior Registered Client Associate
• CRPS®

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• Registered Client Associate

Ashley joined UBS in July of 2017. Prior to joining 3 Point Legacy Advisors, Ashley was Branch Manager and Retail Officer of a local bank for 7 years and has 10 years of experience in the financial industry. She helps manage client service, operational needs and provides administrative support primarily for our Captive Insurance Business.

Outside of work, Ashley enjoys RV traveling, boating, fitness, sports and the outdoors. She also enjoys volunteering with the Juvenile Diabetes Research Foundation.
Ashley lives in Union, Kentucky with her husband Chris, and their daughter Whitney.

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Emily brings a wealth of experience to her role at 3 Point Legacy Advisors, having previously worked at Fidelity Investments where she specialized in retirement planning and investment guidance for clients. In her current position, Emily plays a key role in assisting our clients with their daily operational and account service needs. A proud graduate of the University of North Carolina at Chapel Hill, Emily holds a bachelor’s degree as well as her Series 7 and Series 66 licenses.

Originally from North Carolina, Emily now resides in Lebanon, Ohio with her husband, Daniel. When she's not working, Emily enjoys traveling, trying new restaurants, and volunteering with the High School student ministry at her church.

• Registered Client Associate