The right moves for your financial future

At times, the complexity of today’s global economy may feel overwhelming. Whether you’re a working professional who is building wealth, a successful executive or business owner contemplating your next act, or the head of a multigenerational family looking to preserve your family’s future—you have questions. You expect clear answers from an advisor with worldwide experience who understands you, your family and your community.

Our highly credentialed team offers the thoughtful perspective and proactive service your family needs to help meet their goals. With a team of advisors spanning decades of experience, we strive, relentlessly, to make sure you feel well taken care of. By putting financial planning at the core of everything we do, we offer the capabilities to help you, your business and your family unlock opportunity, preserve wealth and create continuity.

Tailored family office services

Tailored family office services

Family offices are as different as the families they serve—one size does not fit all. Our team brings decades of experience to helping navigate financial, business and family interests as you seek to align your investment management and planning.

To address the wide-ranging needs family offices face every day, we serve as your single point of contact, helping to coordinate resources and expertise from across the firm, including the Investment Bank and Asset Management divisions.

Planning for the life of your business

Whether you are building something new, expanding or paving the way for succession or a future liquidity event, planning is critical. Wherever you are in your company’s development, we will work closely with you to assess your options, offer insight and guidance, and craft a roadmap that takes into account both the short and long term.

And if you preparing to sell your business, we can help ensure that the process is well-thought-out, runs smoothly and aims to create the most favorable outcome.

Connect with us

Smart planning for executives

We can help map out a plan for your wealth that takes into account your goals, needs and plans for the future. Backed by the resources of the broader firm, our team can help you make smart financial decisions, address your evolving liquidity needs and develop shrewd tax strategies so that you can move forward with confidence.

Whether you are tackling the timing of executing stock options or selling shares, our knowledge and experience can free you to focus on your future.

Learn more

Connect with us

You. Connected.

At UBS Private Wealth Management, we believe it’s all about connection. For more than 160 years, we have connected our clients to thought leaders within our firm and throughout the world, and to like-minded peers who share their experiences. This network of experienced professionals and clients informs your thinking, fuels your ambitions and helps you invest for a better world.

Connect with us

A boutique experience

Your family is unique and deserves to be treated accordingly. We pride ourselves on our highly personal approach—what you might expect from a small, boutique firm.

Our entire team is committed to building a relationship with you—and every generation of your family—that is grounded in trust and transparency. Above all, our aim is to take care of your financial life, leaving you to concentrate on what’s most important to you.

Strategic investment management

For all you want to accomplish, we bring you tailored solutions, innovative opportunities and a disciplined approach to managing your investments.

Always with an eye to how your investments fit into your broader vision for what you want your wealth to achieve, we can customize an investment plan that meets your unique needs and goals, including:

Portfolio strategy and asset allocation
Alternative investments
Private investments
Concentrated stock services
Stock option strategies, restricted securities
Customized performance reviews and consolidated reporting

Your family. Your legacy.

Families with substantial wealth require skilled advice and guidance, and a keen understanding of complex family dynamics. We are adept at working with families like yours, helping you navigate the complexities that come with multiple generations and—often—jurisdictions.

We help you forge a holistic plan for your wealth that considers the goals and aspirations of every generation and articulates a clear path to move you toward them. In the process, we consider a range of issues, including:

Estate planning
Wealth preservation strategies
Family governance
Next gen education
Legacy planning
Philanthropic giving

Pursuing your goals together

No matter what your age, or where you are on your planning journey, we can help steer you in the right path. We will work with you to build the foundation of your plan. Over time, as life or market circumstances change, we will work with you to adjust your plan where and when needed. When it comes to financial planning, it's never too early to start.

Private Wealth Advisors

Glen Ringwall

Senior Vice President–Wealth Management

Financial Advisor
Glen Ringwall

Senior Vice President–Wealth Management
Financial Advisor

UBS Financial Services Inc.

Private Wealth Management

17335 Golf Parkway
Suite 525
Brookfield, WI 53045

262-794-0873
View bio Industry recognition
- AL
- AR
- AZ
- CA
- CO
- CT
- DE
- FL
- GA
- HI
- IA
- IL
- IN
- MA
- MD
- MI
- MN
- MO
- MT
- NC
- NE
- NH
- NJ
- NV
- NY
- OH
- OR
- PA
- SC
- SD
- TN
- TX
- UT
- VA
- VT
- WA
- WI
For more than 30 years, Glen Ringwall has been serving the financial needs of clients, earning the reputation as a trusted advisor who can guide them through the various stages of life. Serving a select circle of ultra-high-net-worth families, Glen and the 88 Peaks Advisory team are dedicated to the total customization of wealth management, tax minimization and intergenerational wealth transfer strategies. As a Private Wealth Advisor at UBS, Glen has completed rigorous training and earned accreditation in a range of sophisticated wealth management strategies and techniques to help clients manage risks and maximize potential opportunities. He earned his B.A. in Economics from the University of Wisconsin – Milwaukee.

Glen believes a successful client partnership is built upon two key principles: putting clients’ interests first and providing exceptional personal service. He has built his reputation as a trusted advisor by serving his clients with integrity and honesty and becoming their primary resource for family finances.

The team’s process focuses on creating lasting income streams for their clients to facilitate their desired lifestyle and creating the discipline and time horizon necessary for risk assets to perform. Glen listens to his clients to determine their financial needs and prioritize their objectives. Utilizing a goals based approach to investing, each client’s assets are segmented into liquidity, longevity and legacy compartments to meet a designated need and receive a corresponding allocation within the portfolio. He uses the vast resources of a world-class financial organization to help meet the complex, and often unique, needs of families with wealth.

CA Ins Lic #4243505
- Forbes Best-in-State Wealth Advisors, 2023, 2024The 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.
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures
17335 Golf Parkway
Suite 525
Brookfield, WI 53045
Sidhdharth Sheth

Managing Director–Wealth Management

Financial Advisor
Sidhdharth Sheth

Managing Director–Wealth Management
Financial Advisor

UBS Financial Services Inc.

Private Wealth Management

325 N. Old Woodward Ave
Suite 200
Birmingham, MI 48009

248-645-7897
View bio
- AL
- AZ
- CA
- CO
- CT
- DE
- FL
- GA
- HI
- IA
- IL
- IN
- MA
- MD
- MI
- MN
- MO
- MT
- NC
- NE
- NH
- NJ
- NV
- NY
- OH
- OR
- PA
- SC
- SD
- TN
- TX
- UT
- VA
- VT
- WA
- WI
Sidhdharth has over 34 years of experience in the Financial Services industry helping clients achieve their personal goals. Serving in this capacity provided an opportunity to help people grow and preserve wealth to lead the lives they want for themselves and their families. As a Private Wealth Advisor at UBS, Sidhdharth has completed rigorous training and earned accreditation in a range of sophisticated wealth management strategies and techniques to help clients manage risks and maximize potential opportunities. These certifications include CFP®, CIMA® and CRPC®. Prior to that, he attended the University of Michigan and earned a B.S. in Mechanical Engineering.

Giving back to the community has always been a priority. Sidhdharth is a recent member of the Indo-American Chamber of Commerce, past-President of Orchard Lake Country Club, recent Chairman of the Board of Governors and current Vice-Chairman of the Board of Trustees for Cranbrook Educational Community.

Sidhdharth and his wife of 24 years, Lipsa, live in Bloomfield Hills with their three daughters (Surina, Resha and Milani). Outside of work, you can find Sidhdharth travelling, scuba diving, skiing and golfing.
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures
325 N. Old Woodward Ave
Suite 200
Birmingham, MI 48009
Melissa Ringwall

Wealth Strategy Associate
Melissa Ringwall

Wealth Strategy Associate

UBS Financial Services Inc.

Private Wealth Management

17335 Golf Parkway
Suite 525
Brookfield, WI 53045

262-794-0875
View bio
- AZ
- CA
- CO
- FL
- IL
- MI
- MN
- NC
- NJ
- NY
- OH
- PA
- SC
- WI
With over 37 years of experience in the financial services industry, Melissa prides herself in creating and maintaining personal connections with clients and their families. As a trusted advisor, Melissa develops a clear understanding of her clients' situations, goals, and risk tolerance before devising an investment plan. She believes that educating clients empowers them, and the learned knowledge provides comfort for them to stick to their plan. Melissa believes consistent client communication is the proactive way to manage relationships and allows her to integrate portfolio accommodation to clients’ various life events. Melissa and her husband, Glen, are proud parents of two sons. Outside of work, Melissa is an avid runner and fitness enthusiast.
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures
17335 Golf Parkway
Suite 525
Brookfield, WI 53045
Brittany Peters

Authorized Officer

Team Administrator
Brittany Peters

Authorized Officer
Team Administrator

UBS Financial Services Inc.

Private Wealth Management

17335 Golf Parkway
Suite 525
Brookfield, WI 53045

262-794-0866
View bio
- AZ
- CA
- FL
- GA
- HI
- IL
- MA
- MI
- MN
- NY
- OH
- SC
- TX
- WA
- WI
Brittany has been in the financial services industry for over 16 years, previously working at AXA Equitable with experience in insurance and annuity customer service. She currently holds her Series 7, 66, and Wisconsin Life Insurance License. Brittany and her husband enjoy an active lifestyle, traveling, cooking, gardening, and she currently volunteers at the local Ronald McDonald House chapter and Kathy’s House hospital guest house.
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures
17335 Golf Parkway
Suite 525
Brookfield, WI 53045
Joan Boncher

Senior Client Associate
Joan Boncher

Senior Client Associate

UBS Financial Services Inc.

Private Wealth Management

325 N. Old Woodward Ave
Suite 200
Birmingham, MI 48009

248-645-8722
View bio
- AZ
- CA
- CO
- CT
- DE
- FL
- IA
- IL
- MA
- MD
- MI
- MN
- MO
- NC
- NJ
- NV
- NY
- OH
- PA
- SC
- SD
- TN
- TX
- WA
- WI
Joan is a Senior Registered Associate and she joined UBS Financial Services in November of 2019. Joan is an integral part of the seven member investment team 88 Peaks Advisory. This investment team has tremendous strengths that stem from each member’s diverse and complimentary backgrounds in financial management. Joan adds value to the client experience through her ability to anticipate client needs, her sound decision-making skills and her commitment to exceptional client service.

Joan has a unique blend of experience from her 22 years working in the financial industry. Previous to UBS Financial Services, Joan held client facing administrative roles at Morgan Stanley including being a Complex Risk Officer for the Michigan and Florida markets. Prior to joining Morgan Stanley, Joan gained investment and bank experience at JPMorgan Chase Private Client Services.

Joan maintains securities licenses 3,7, 9, 10, 63, 65 and she also carries a life, accident and health license. She is a Summa Cum Laude graduate of Davenport University and is an active member of the community through her involvement with the American Red Cross and Gleaners Food Bank. Joan likes to relax by playing with her dog, Jasper; tending to her vegetable garden; and playing golf.
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures
325 N. Old Woodward Ave
Suite 200
Birmingham, MI 48009
Erin Copeland

Client Associate
Erin Copeland

Client Associate

UBS Financial Services Inc.

Private Wealth Management

17335 Golf Parkway
Suite 525
Brookfield, WI 53045

262-794-0876
View bio
Erin has worked in the financial industry since 2007 and joined UBS in 2014. Prior to joining to UBS, she worked for a company providing transition support for financial advisors throughout the country. She specialized in managing and organizing these complex transitions. Erin focuses on excellent client service as well as creating a positive experience for each and every client.

As part of our team, Erin is responsible for managing all the daily operations and client support. Among other responsibilities, this includes promptly and accurately responding to clients' ongoing requests, managing all account administration, transferring assets, and onboarding new clients. She enjoys attending sporting events, being outdoors, and spending time with family and friends.
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures
17335 Golf Parkway
Suite 525
Brookfield, WI 53045

Strategic Partners

Neil Conway

Senior Vice President–Wealth Management

Financial Advisor
Neil Conway

Senior Vice President–Wealth Management
Financial Advisor

UBS Financial Services Inc.

Private Wealth Management

17335 Golf Parkway
Suite 525
Brookfield, WI 53045

262-794-0837
View bio
- AL
- AZ
- CA
- CO
- CT
- DE
- FL
- GA
- IL
- IN
- MA
- MD
- MI
- MN
- MT
- NC
- NE
- NH
- NJ
- NV
- NY
- OH
- OR
- PA
- SC
- SD
- TN
- TX
- UT
- VA
- VT
- WA
- WI
Building relationships has been the foundation for me for over two decades as a financial advisor. Starting my career back in 2000, when markets were faced with so much uncertainty, listening, having a conversation, understanding the importance of personal cash flow and building a relationship created that foundation to be the trusted advisor for my clients. Today, nothing has changed except the calendar. Family, friends, business and charity are the common threads for most people. Through many important initial conversations, I help our clients build a financial goal plan to cement what’s most important to each person and family. Throughout the relationship and one’s life, goals change, directions change and so does the world around us. Our planning needs to be dynamic and fluid. Liquidity…the ability to maintain your current lifestyle; Longevity….protecting and preserving your wealth for the long term; Legacy….what do you want to do for others beyond your life. We’re all different.

Working for UBS, a top global wealth management firm, I take a customized approach when creating a thoughtful financial and investment plan, with access to superior resources to help clients pursue their goals now and across their entire financial life.

I enjoy my life in Muskego, Wisconsin with my very active family….wife Dina and kids Seth and Natalie. Family is #1 for me and my clients.
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures
17335 Golf Parkway
Suite 525
Brookfield, WI 53045
Susan Heitman

Client Associate
Susan Heitman

Client Associate

UBS Financial Services Inc.

Private Wealth Management

17335 Golf Parkway
Suite 525
Brookfield, WI 53045

262-794-0836
View bio
- AZ
- FL
- IL
- MD
- MI
- MT
- NE
- TX
- WI
Susan brings more than 25 years of client service experience in the financial industry. Each day, she strives to provide proactive, thoughtful and expert care to her clients’ needs. She holds her Series 7, 63, 65 and Wisconsin Life and Health Insurance Licenses. She is a strong advocate for music in her kids’ schools—currently serving as President of their Music Boosters Association. Susan and her husband, Mark, love road trips and watching their children, Abby and Noah, play softball and baseball.
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures
17335 Golf Parkway
Suite 525
Brookfield, WI 53045

Private Wealth Advisors

Glen Ringwall

Senior Vice President–Wealth Management

Financial Advisor
Glen Ringwall

Senior Vice President–Wealth Management
Financial Advisor

UBS Financial Services Inc.

Private Wealth Management

17335 Golf Parkway
Suite 525
Brookfield, WI 53045

262-794-0873
View bio Industry recognition
- AL
- AR
- AZ
- CA
- CO
- CT
- DE
- FL
- GA
- HI
- IA
- IL
- IN
- MA
- MD
- MI
- MN
- MO
- MT
- NC
- NE
- NH
- NJ
- NV
- NY
- OH
- OR
- PA
- SC
- SD
- TN
- TX
- UT
- VA
- VT
- WA
- WI
For more than 30 years, Glen Ringwall has been serving the financial needs of clients, earning the reputation as a trusted advisor who can guide them through the various stages of life. Serving a select circle of ultra-high-net-worth families, Glen and the 88 Peaks Advisory team are dedicated to the total customization of wealth management, tax minimization and intergenerational wealth transfer strategies. As a Private Wealth Advisor at UBS, Glen has completed rigorous training and earned accreditation in a range of sophisticated wealth management strategies and techniques to help clients manage risks and maximize potential opportunities. He earned his B.A. in Economics from the University of Wisconsin – Milwaukee.

Glen believes a successful client partnership is built upon two key principles: putting clients’ interests first and providing exceptional personal service. He has built his reputation as a trusted advisor by serving his clients with integrity and honesty and becoming their primary resource for family finances.

The team’s process focuses on creating lasting income streams for their clients to facilitate their desired lifestyle and creating the discipline and time horizon necessary for risk assets to perform. Glen listens to his clients to determine their financial needs and prioritize their objectives. Utilizing a goals based approach to investing, each client’s assets are segmented into liquidity, longevity and legacy compartments to meet a designated need and receive a corresponding allocation within the portfolio. He uses the vast resources of a world-class financial organization to help meet the complex, and often unique, needs of families with wealth.

CA Ins Lic #4243505
- Forbes Best-in-State Wealth Advisors, 2023, 2024The 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.
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures
17335 Golf Parkway
Suite 525
Brookfield, WI 53045
Sidhdharth Sheth

Managing Director–Wealth Management

Financial Advisor
Sidhdharth Sheth

Managing Director–Wealth Management
Financial Advisor

UBS Financial Services Inc.

Private Wealth Management

325 N. Old Woodward Ave
Suite 200
Birmingham, MI 48009

248-645-7897
View bio
- AL
- AZ
- CA
- CO
- CT
- DE
- FL
- GA
- HI
- IA
- IL
- IN
- MA
- MD
- MI
- MN
- MO
- MT
- NC
- NE
- NH
- NJ
- NV
- NY
- OH
- OR
- PA
- SC
- SD
- TN
- TX
- UT
- VA
- VT
- WA
- WI
Sidhdharth has over 34 years of experience in the Financial Services industry helping clients achieve their personal goals. Serving in this capacity provided an opportunity to help people grow and preserve wealth to lead the lives they want for themselves and their families. As a Private Wealth Advisor at UBS, Sidhdharth has completed rigorous training and earned accreditation in a range of sophisticated wealth management strategies and techniques to help clients manage risks and maximize potential opportunities. These certifications include CFP®, CIMA® and CRPC®. Prior to that, he attended the University of Michigan and earned a B.S. in Mechanical Engineering.

Giving back to the community has always been a priority. Sidhdharth is a recent member of the Indo-American Chamber of Commerce, past-President of Orchard Lake Country Club, recent Chairman of the Board of Governors and current Vice-Chairman of the Board of Trustees for Cranbrook Educational Community.

Sidhdharth and his wife of 24 years, Lipsa, live in Bloomfield Hills with their three daughters (Surina, Resha and Milani). Outside of work, you can find Sidhdharth travelling, scuba diving, skiing and golfing.
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures
325 N. Old Woodward Ave
Suite 200
Birmingham, MI 48009
Melissa Ringwall

Wealth Strategy Associate
Melissa Ringwall

Wealth Strategy Associate

UBS Financial Services Inc.

Private Wealth Management

17335 Golf Parkway
Suite 525
Brookfield, WI 53045

262-794-0875
View bio
- AZ
- CA
- CO
- FL
- IL
- MI
- MN
- NC
- NJ
- NY
- OH
- PA
- SC
- WI
With over 37 years of experience in the financial services industry, Melissa prides herself in creating and maintaining personal connections with clients and their families. As a trusted advisor, Melissa develops a clear understanding of her clients' situations, goals, and risk tolerance before devising an investment plan. She believes that educating clients empowers them, and the learned knowledge provides comfort for them to stick to their plan. Melissa believes consistent client communication is the proactive way to manage relationships and allows her to integrate portfolio accommodation to clients’ various life events. Melissa and her husband, Glen, are proud parents of two sons. Outside of work, Melissa is an avid runner and fitness enthusiast.
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures
17335 Golf Parkway
Suite 525
Brookfield, WI 53045
Brittany Peters

Authorized Officer

Team Administrator
Brittany Peters

Authorized Officer
Team Administrator

UBS Financial Services Inc.

Private Wealth Management

17335 Golf Parkway
Suite 525
Brookfield, WI 53045

262-794-0866
View bio
- AZ
- CA
- FL
- GA
- HI
- IL
- MA
- MI
- MN
- NY
- OH
- SC
- TX
- WA
- WI
Brittany has been in the financial services industry for over 16 years, previously working at AXA Equitable with experience in insurance and annuity customer service. She currently holds her Series 7, 66, and Wisconsin Life Insurance License. Brittany and her husband enjoy an active lifestyle, traveling, cooking, gardening, and she currently volunteers at the local Ronald McDonald House chapter and Kathy’s House hospital guest house.
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures
17335 Golf Parkway
Suite 525
Brookfield, WI 53045
Joan Boncher

Senior Client Associate
Joan Boncher

Senior Client Associate

UBS Financial Services Inc.

Private Wealth Management

325 N. Old Woodward Ave
Suite 200
Birmingham, MI 48009

248-645-8722
View bio
- AZ
- CA
- CO
- CT
- DE
- FL
- IA
- IL
- MA
- MD
- MI
- MN
- MO
- NC
- NJ
- NV
- NY
- OH
- PA
- SC
- SD
- TN
- TX
- WA
- WI
Joan is a Senior Registered Associate and she joined UBS Financial Services in November of 2019. Joan is an integral part of the seven member investment team 88 Peaks Advisory. This investment team has tremendous strengths that stem from each member’s diverse and complimentary backgrounds in financial management. Joan adds value to the client experience through her ability to anticipate client needs, her sound decision-making skills and her commitment to exceptional client service.

Joan has a unique blend of experience from her 22 years working in the financial industry. Previous to UBS Financial Services, Joan held client facing administrative roles at Morgan Stanley including being a Complex Risk Officer for the Michigan and Florida markets. Prior to joining Morgan Stanley, Joan gained investment and bank experience at JPMorgan Chase Private Client Services.

Joan maintains securities licenses 3,7, 9, 10, 63, 65 and she also carries a life, accident and health license. She is a Summa Cum Laude graduate of Davenport University and is an active member of the community through her involvement with the American Red Cross and Gleaners Food Bank. Joan likes to relax by playing with her dog, Jasper; tending to her vegetable garden; and playing golf.
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures
325 N. Old Woodward Ave
Suite 200
Birmingham, MI 48009
Erin Copeland

Client Associate
Erin Copeland

Client Associate

UBS Financial Services Inc.

Private Wealth Management

17335 Golf Parkway
Suite 525
Brookfield, WI 53045

262-794-0876
View bio
Erin has worked in the financial industry since 2007 and joined UBS in 2014. Prior to joining to UBS, she worked for a company providing transition support for financial advisors throughout the country. She specialized in managing and organizing these complex transitions. Erin focuses on excellent client service as well as creating a positive experience for each and every client.

As part of our team, Erin is responsible for managing all the daily operations and client support. Among other responsibilities, this includes promptly and accurately responding to clients' ongoing requests, managing all account administration, transferring assets, and onboarding new clients. She enjoys attending sporting events, being outdoors, and spending time with family and friends.
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures
17335 Golf Parkway
Suite 525
Brookfield, WI 53045

Strategic Partners

Neil Conway

Senior Vice President–Wealth Management

Financial Advisor
Neil Conway

Senior Vice President–Wealth Management
Financial Advisor

UBS Financial Services Inc.

Private Wealth Management

17335 Golf Parkway
Suite 525
Brookfield, WI 53045

262-794-0837
View bio
- AL
- AZ
- CA
- CO
- CT
- DE
- FL
- GA
- IL
- IN
- MA
- MD
- MI
- MN
- MT
- NC
- NE
- NH
- NJ
- NV
- NY
- OH
- OR
- PA
- SC
- SD
- TN
- TX
- UT
- VA
- VT
- WA
- WI
Building relationships has been the foundation for me for over two decades as a financial advisor. Starting my career back in 2000, when markets were faced with so much uncertainty, listening, having a conversation, understanding the importance of personal cash flow and building a relationship created that foundation to be the trusted advisor for my clients. Today, nothing has changed except the calendar. Family, friends, business and charity are the common threads for most people. Through many important initial conversations, I help our clients build a financial goal plan to cement what’s most important to each person and family. Throughout the relationship and one’s life, goals change, directions change and so does the world around us. Our planning needs to be dynamic and fluid. Liquidity…the ability to maintain your current lifestyle; Longevity….protecting and preserving your wealth for the long term; Legacy….what do you want to do for others beyond your life. We’re all different.

Working for UBS, a top global wealth management firm, I take a customized approach when creating a thoughtful financial and investment plan, with access to superior resources to help clients pursue their goals now and across their entire financial life.

I enjoy my life in Muskego, Wisconsin with my very active family….wife Dina and kids Seth and Natalie. Family is #1 for me and my clients.
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures
17335 Golf Parkway
Suite 525
Brookfield, WI 53045
Susan Heitman

Client Associate
Susan Heitman

Client Associate

UBS Financial Services Inc.

Private Wealth Management

17335 Golf Parkway
Suite 525
Brookfield, WI 53045

262-794-0836
View bio
- AZ
- FL
- IL
- MD
- MI
- MT
- NE
- TX
- WI
Susan brings more than 25 years of client service experience in the financial industry. Each day, she strives to provide proactive, thoughtful and expert care to her clients’ needs. She holds her Series 7, 63, 65 and Wisconsin Life and Health Insurance Licenses. She is a strong advocate for music in her kids’ schools—currently serving as President of their Music Boosters Association. Susan and her husband, Mark, love road trips and watching their children, Abby and Noah, play softball and baseball.
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures
17335 Golf Parkway
Suite 525
Brookfield, WI 53045

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Private Wealth Advisors

Glen Ringwall

Sidhdharth Sheth

Melissa Ringwall

Brittany Peters

Joan Boncher

Erin Copeland

Strategic Partners

Neil Conway

Susan Heitman

Private Wealth Advisors

Glen Ringwall

Sidhdharth Sheth

Melissa Ringwall

Brittany Peters

Joan Boncher

Erin Copeland

Strategic Partners

Neil Conway

Susan Heitman

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Education

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