Experience

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 

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.

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.  

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.

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.

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.

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.

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.