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. 
• 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, 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 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 has an entrepreneurial spirit that enables him to understand what drives business owners. Tyler joined 3 Point Private Wealth Management 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, 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, 2025The 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

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

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Scott’s passion for helping others led him to pursue a career where he could have a direct impact on his client’s lives. He joined UBS in 2015 to focus on building multi-generational wealth plans for the practice. Scott enjoys taking a long-term view on planning that allows for a broad range of custom solutions and “outside the box” critical thinking – something that led him to earn the CERTIFIED FINANCIAL PLANNER™ Certification. In addition to the CFP® mark, Scott achieved the Certified Private Wealth Advisor designation – helping him better serve the needs of his Ultra High Net Worth Families.

Scott quickly realized that entrepreneurs and owners of privately held businesses face unique challenges that often require specialized advice - skills that are underrepresented in the wealth planning community. This opportunity led him to obtain the Certified Exit Planning Advisor designation, which allows him to work with Business Owners as they navigate the challenges of starting, growing and ultimately transitioning a privately held business. As a CEPA, Scott works with his business owner clients both pre- and post-sale to educate them on their options –along with the pros and cons of each.

Scott excels at bringing together his client’s “Team” of attorneys, accountants, agents, bankers, trust officers and other advisors to collaborate behind the scenes. This allows his clients to focus their attention on other aspects of their lives with confidence – something that resonates deeply with his professional athlete clients.

Scott is a member of the Advisory Board for Good Samaritan Hospital’s Neonatal Intensive Care Unit, supporting families with children at the NICU. Scott is an active member of the Association for Corporate Growth (ACG), serving on the Membership Committee since 2022. Scott is also a member of the Vistage Trusted Advisor community and plays an active role within the Cincinnati CEPA chapter.

Scott lives in Anderson with his wife Gina and their kids Griffin, Palmer, and Ollie.

• 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, 2025The 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.

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

• 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 three kids, Michael IV (Mac), Everette (Evie), and Sarlett (Scotti).

• 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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• 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 3 Point Private Wealth Management 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 Private Wealth Management 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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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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Megan began her career at UBS Financial Services in June of 2014 after graduating from Miami University where she earned her Bachelor's degree in Finance.  Megan provides our clients with operational and administrative support on a day-to-day basis. She holds her Series 7 and Series 66 licenses.

Outside of work, Megan enjoys playing volleyball, being outdoors and spending time with friends and family.  Megan and her husband Josh live in Liberty Twp, Ohio with their son Weston and daughter Audrey.

• Registered Client Associate

Ashley joined UBS in July of 2017. Prior to joining 3 Point Private Wealth Management, 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 Private Wealth Management, 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.

• Team Manager