Experience

Jon, a senior member of AimPoint Partners, works with a select group of exceptional business owners and their families. As a Private Wealth Advisor at UBS Private Wealth Management and a Certified Exit Planning Advisor (CEPA) through the Exit Planning Institute, he specializes in guiding small to lower middle market business owners and entrepreneurs toward a successful exit and lasting legacy. Jon and his team are passionate about helping clients build best-in-class, transferable businesses that attract third-party buyers, plan strategically for their exit, harvest their wealth at the right time, and manage their assets for multigenerational impact. Supported by a robust network of internal specialists and external advisors, we provide comprehensive expertise for every stage—pre- and post-sale—ensuring our clients’ goals are met with precision and care.

Jon is a Sr. Portfolio Manager within the UBS financial advisor discretionary portfolio management program, better known as "PMP".  This is given to a select number of advisors who are tenured, exceed a high asset under management level and approved by senior management.  Jon is a Certified Financial Planner® , Certified Exit Planning Advisor CEPA®, as well "CIMA".  He graduated from the University of Georgia in 1991 with a BBA in Banking & Finance.

Outside of working with clients, Jon is married to his wife, Julia, and proud parents to two boys, Davis and Porter, along with their dog, Lacey. In his free time, Jon loves cheering on his sons at their respective college football games, spending summers at the lake with Julia, staying active through exercise, diving into fictional clandestine thrillers, and hitting the golf course whenever he can. He also oversees the Dunwoody Junior Wildcats, a Dunwoody High School football feeder program, that he helped create in 2018 with Head Coach Mike Nash.

Jeremy has over a decade of experience in the exclusive Private Wealth Management (PWM) division of UBS. He provides advice to private business owners, multigenerational families, and institutions helping them make key financial decisions.  He divides his time between cultivating new relationships, portfolio construction and investment research, and assisting in the day-to-day management of the team's discretionary portfolios.

Jeremy holds the Chartered Financial Analyst® designation and is a member of the CFA Institute. Jeremy is also a Certified Exit Planning Advisor (CEPA®) and a member of the Atlanta Society of Financial Analysts. Within UBS, Jeremy holds the Portfolio Manager and Institutional Consultant designations. Jeremy graduated with a Bachelor of Science in Business Administration from Washington and Lee University and is a member of the Omicron Delta Kappa national honor society. 

Outside of the office, Jeremy enjoys spending time with his family, golf, skiing and sports trivia.  He is member of Peachtree Presbyterian Church and a past President of the Washington and Lee Atlanta Alumni Chapter.  Jeremy resides in Atlanta with his wife, Melissa, and their two boys, Ross and Reed.

Alex joined AimPoint Partners in 2014. Building off past internship experiences at Merrill Lynch, he oversees wealth management planning for the team. He works closely with clients to build a comprehensive financial plan while having a deep understanding of what each client wants to accomplish over the near and long term.  Alex works alongside UBS’s in house specialists across numerous fields including tax, insurance, trust & estate planning to help preserve and manage wealth.  

Alex holds the CERTIFIED FINANCIAL PLANNERTM, Chartered Life Underwriter®, and Certified Exit Planning Advisor® designations.  Alex graduated from Berry College with a B.S. in Economics where he was also part of Economics society Omicron Delta Epsilon for two years.

As a four-year varsity member of the golf team at Berry College, Alex was named team captain in the 2013-2014 season and helped lead the team to an appearance at the Division III National Championship.  Alex and his wife Nikki, along with their daughter live in Alpharetta.

Brittney Dick joined AimPoint Partners in December of 2022 as a Senior Registered Client Associate. She started her career at UBS in Boston, MA, where she is originally from. Her previous experience includes J.P. Morgan and Bernstein Private Wealth Management. In her role, Brittney focuses on all aspects of client interactions with the team. She is extremely detail-oriented while overseeing complicated operational responsibilities and is passionate about delivering the best possible client experience. Brittney works diligently with the team’s clients, CPAs and attorneys to ensure seamless communication and superior service.

Brittney lives in Delray Beach, FL with her husband, daughter and son & two dogs. She enjoys exercising, reading, traveling, being outdoors & spending time with friends, family, and her dogs

Serving Private Wealth clients with knowledge, discipline and care

Cathleen Adams joined AimPoint Partners in January of 2024 as a Client Associate. Cathleen has over 24 years of institutional investment experience, having worked with several prominent investment management firms across a wide variety of asset classes. Prior to joining UBS, she focused on operations, investor relations and marketing initiatives as the Executive Vice President of Operations for Satori Collective, an Atlanta-based commercial real estate firm. She also spent a significant portion of her career at Connors & Co., Investment Services, a placement agent firm specializing in fundraising within the defined benefit pension fund arena, where she served as a Director and managed operations, compliance and business development

Cathleen obtained her B.B.A. in finance from the University of Georgia, an M.B.A. from Mercer University, and holds the Series 7 and 63 securities licenses. Currently, she lives in Atlanta with her husband and three sons ages 14, 12 and nine. She enjoys spending time on the lake with her family, tennis, golf and skiing.