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 Private Wealth Management, 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, pickleball, 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 over 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. 
• Barron's Top 1,500 Financial Advisors, 2026The Barron's rating is awarded annually in March based on information from the prior year Q3.
• Forbes Best-in-State Wealth Advisors, 2021, 2022, 2023, 2024, 2025, 2026The 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, 2025, 2026The 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.
• UBS Wealth Management Chairman’s Council, 2026UBS Financial Services Inc. Councils are a distinction held by UBS Financial Advisors based on criteria including evaluation of compliance with firm rules, standards & policies and revenue. Council membership is not representative of any one client's experience and is not indicative of the advisor’s future performance.
• UBS Wealth Management Pinnacle Council, 2025UBS Financial Services Inc. Councils are a distinction held by UBS Financial Advisors based on criteria including evaluation of compliance with firm rules, standards & policies and revenue. Council membership is not representative of any one client's experience and is not indicative of the advisor’s future performance.

• 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, 2025, 2026The 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 understands that for business owners, the company they have built is rarely just a business—it is closely tied to their family, financial future, and sense of purpose. He helps clients see the full picture, make informed decisions, and prepare for what comes next.

Tyler joined 3 Point Private Wealth Management in 2013 to establish the team’s captive insurance practice, which now manages assets for 140 captive insurance companies. That work is a natural extension of his broader focus on entrepreneurs, bringing together business strategy, risk management, and personal wealth planning.

As a Certified Financial Planner ™ professional and Certified Exit Planning Advisor® (CEPA®), Tyler helps business owners navigate growth, manage cash flow, and prepare for an eventual transition. Because a successful sale is only part of the equation, he also helps clients think through life after the business and the legacy they want to create.

Outside the office, Tyler is committed to giving back to his community. He is involved with Junior Achievement and the Young Patrons Guild and serves as founder and president of the Covington Catholic Alumni Association.

Tyler and his wife Julia reside in Terrace Park with their four children: Luca, Cece, Charlie & Nash,

CA Insurance License #0M95831

• Forbes Best-in-State Wealth Advisors, 2026The 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, 2025, 2026The 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, 2024, 2025, 2026The 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.
• UBS Rising Advisors, 2026The UBS Rising Advisor designation is an internal recognition for a UBS Financial Advisor with less than 8 years of industry experience and is based on business growth and an evaluation of their compliance with firm rules, standards & policies. The designation does not relate to the quality of investment advice.

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

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

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Scott is at his best when the financial picture is complex. Since joining UBS in 2015, he has helped ultra-high-net-worth families, business owners and professional athletes turn complicated financial decisions into coordinated, long-term plans.

As a CERTIFIED FINANCIAL PLANNER™ professional, Certified Private Wealth Advisor^® and Certified Exit Planning Advisor^®, Scott brings both technical knowledge and creative thinking to his work. He has particular experience helping business owners navigate growth, manage risk, and prepare for a future transition—then plan confidently for what comes next.

One of Scott’s greatest strengths is bringing all the right people to the table. He works closely with each client’s attorneys, accountants, bankers, trust officers, and other advisors to make sure every part of the plan works together. By coordinating the details behind the scenes, Scott helps clients stay focused on their businesses, families, and lives.

Scott’s commitment to helping others extends into the community. He serves on the Advisory Board for Good Samaritan Hospital’s Neonatal Intensive Care Unit and is active with the Association for Corporate Growth, the Vistage Trusted Advisor community, and the Cincinnati CEPA^® chapter.

Scott lives in Hyde Park with his wife, Gina, and their children, Griffin, Palmer, and Ollie.

• Forbes Best-in-State Wealth Advisors, 2026The 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, 2025, 2026The 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, 2024, 2025, 2026The 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.
• UBS Rising Advisors, 2025, 2026The UBS Rising Advisor designation is an internal recognition for a UBS Financial Advisor with less than 8 years of industry experience and is based on business growth and an evaluation of their compliance with firm rules, standards & policies. The designation does not relate to the quality of investment advice.

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

• Private Wealth Advisor

Lauren has a knack for anticipating what people need—often before they ask. Since joining 3 Point Private Wealth Management in 2023, she has served as Executive Assistant to Scott and Tyler, coordinating schedules, travel, client events, and the countless behind-the-scenes details that keep the team moving.

Her path to wealth management began in the service industry, where she learned to think on her feet, read the room and remain resourceful when plans change. She later worked in patient care coordination before bringing that same service-first mindset to 3 Point. Lauren takes particular pride in creating thoughtful, well-executed experiences for both clients and colleagues.

Lauren lives in Hyde Park with her longtime partner, Jake, and their son, Jamieson. Outside the office, she enjoys heated workout classes, hiking and taking on just about any home renovation project she can dream up.

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Mike has always been drawn to people who build things. Before joining UBS in 2002, he launched and grew a technology branch that became one of the company’s top-performing locations nationwide. That entrepreneurial perspective continues to shape how he works with business owners today.

As Managing Director of 3 Point Private Wealth Management, Mike helps lead the team’s work with business-owning families and captive insurance companies. A Certified Financial Planner™ professional and Certified Exit Planning Advisor^® (CEPA^®), he helps families create multigenerational plans that bring together customized investment, borrowing and risk-management strategies. He also advises business owners as they grow, prepare for and ultimately transition their companies.

Mike has extensive experience developing portfolios for captive insurance companies, balancing opportunities for growth with the stability and liquidity needed to meet claims and expenses.

His commitment to leadership extends into the community, where he has supported numerous organizations focused on education, athletics, faith, and youth development. He currently serves as Chapel Leader for the Columbus Clippers, the Cleveland Guardians’ Triple-A affiliate.

Outside the office, Mike enjoys working out, pickleball, yoga, hiking and participating in a weekly Bible study with close friends. He and his wife, Nicole, have been married for more than 30 years and have two adult children, Nathan and Madison. They live in Dublin, Ohio.

• 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’s work goes beyond helping families manage wealth today. He also helps them think about how that wealth will carry forward—bringing the next generation into the conversation and preparing them for the responsibilities and opportunities ahead.

Michael joined UBS in 2022 with extensive experience advising high-net-worth and ultra-high-net-worth families. Before joining the firm, he spent five years with Fifth Third Private Bank, helping clients navigate portfolio management, tax and estate planning, and next-generation education. He began his career with The Ayco Company, a Goldman Sachs company, providing wealth counseling to current and retired Fortune 500 executives.

As a Certified Financial Planner™, Certified Private Wealth Advisor^® and Certified Exit Planning Advisor®, Michael brings a broad perspective to complex wealth decisions and long-term family planning. He earned his bachelor’s degree in finance from Franciscan University.

Michael lives in Northern Kentucky with his wife, Kristina, and their three children, Olivia, Cecilia and Damian. Outside the office, he enjoys coaching his children’s sports teams and spending time at the lake with family and friends.

• Franciscan University, Bachelor's Degree in Finance

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

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Yaz began his career developing investment products for institutional retirement plans, but quickly discovered that the part of finance he found most meaningful was working directly with people. That realization brought him to UBS, where he completed the firm’s Wealth Planning Associate Program and helped develop financial plans for hundreds of high-net-worth families.

Yaz joined 3 Point Private Wealth Management in 2024 as a Senior Wealth Strategy Associate. He enjoys getting to know each client’s priorities and bringing together financial planning and portfolio strategies to create a coordinated, personal approach to their wealth.

A graduate of the University of Cincinnati’s Carl H. Lindner College of Business, Yaz holds the Certified Exit Planning Advisor^® (CEPA^®) and Accredited Wealth Management Advisor™ (AWMA^®) designations.

Yaz and his wife live in Cincinnati’s Mt. Lookout neighborhood. Outside the office, they enjoy trying new restaurants, traveling and spending time with family.

• Certified Exit Planning Advisor
• Accredited Wealth Management Advisor

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Cameron is known for keeping the details moving without losing sight of the bigger picture. He handles clients’ operational needs and contributes to the team’s investment solutions, bringing care, consistency, and a unique perspective to all facets of his role.

Cameron joined 3 Point Private Wealth Management in 2022 after working with UBS Wealth Management Operations in Nashville. There, he supported financial advisors across multiple product desks, such as mutual funds, alternative investments, and advisory solutions, building a broad foundation he now draws on in his work with the team and clients.

A Cincinnati native, Cameron earned bachelor’s degrees in finance and marketing from the University of Kentucky’s Gatton College of Business and Economics. Outside the office, he enjoys sports, various workouts, and traveling to visit friends to check items off his “bucket list”. He also volunteers with Special Olympics and finds the most gratification in life helping others.

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

• Registered Client Associate

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Amy brings decades of experience—and a steady hand—to the team’s operations. As team lead for operations and qualified retirement plans, she works closely with private and corporate clients to keep the administrative side of their financial lives organized, responsive and moving forward.

Amy joined UBS in 2005 after beginning her career in retirement plan services at Fifth Third Bank, where she managed a recordkeeping team and supported trust and 401(k) conversions. She holds the Chartered Retirement Plans Specialist™ designation and earned her bachelor’s degree in management from the College of Mount St. Joseph.

A lifelong Cincinnatian, Amy lives in West Chester with her husband, Chris, and their twin sons, Greyson and Cole. She enjoys spending time with family, going to concerts and cheering on the Bengals and Bearcats.

• Senior Registered Client Associate
• CRPS®

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Since joining UBS in 2014, Megan has become a trusted and familiar point of contact for clients. She provides day-to-day operational and administrative support, pairing a naturally warm approach with the accuracy and dependable follow-through her role requires.

Megan earned her bachelor’s degree in finance from Miami University and holds the Series 7 and Series 66 licenses.

Outside the office, Megan enjoys playing volleyball, being outdoors and spending time with friends and family. She and her husband, Josh, live in Liberty Township with their children, Weston and Audrey.

• Registered Client Associate

Ashley’s role combines client service and executive support—two areas that draw on her organizational skills, attention to detail and financial services experience. As a Client Service Associate, she helps manage clients’ operational and administrative needs. She also serves as Executive Assistant to Mike Hyzdu, coordinating priorities and providing day-to-day support for his work with clients.

Ashley joined UBS in 2017 after spending seven years as a branch manager and retail officer at a local bank. That leadership experience gave her a broad foundation in financial services and a client-first perspective that continues to shape her work today.

Outside the office, Ashley enjoys RV travel, boating, fitness, sports and just about anything outdoors. She also volunteers in support of type 1 diabetes research. Ashley lives in Union, Kentucky, with her husband, Chris, and their daughter, Whitney.

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Emily brings a calm, thoughtful presence to every client interaction. Naturally attentive and organized, she helps clients navigate their day-to-day operational and account needs with warmth, professionalism, and care.

Her experience extends beyond the operational side of wealth management. Before joining 3 Point Private Wealth Management, Emily worked at Fidelity Investments, where she provided retirement planning and investment guidance to clients. She earned her bachelor’s degree from the University of North Carolina at Chapel Hill and holds the Series 7 and Series 66 licenses.

Originally from North Carolina, Emily now calls Lebanon, Ohio, home with her husband, Daniel. She enjoys traveling, discovering new restaurants, and volunteering with the high school student ministry at her church.

Nate first joined 3 Point Private Wealth Management as an intern in 2025 and quickly became someone the team could count on. His resourcefulness, strong judgment, and willingness to step in wherever needed made a lasting impression. After spending a year with the team, he returned to the University of Cincinnati to complete his final semester and rejoined, full-time, in 2026.

As a Client Associate, Nate supports clients with their day-to-day service needs while continuing to deepen his investment knowledge and take on more investment-focused responsibilities. He is passionate about learning, values building strong relationships, and takes pride in helping clients and colleagues find thoughtful solutions.

Nate graduated with a degree in Finance and Business Analytics. Outside of the office, he enjoys attending sporting events and spending time with family and friends, especially at his family’s home on Lake Cumberland.