Let's move forward. Together.

David joined UBS after spending 8 years with The Ayco Company, L.P. He received his MBA and JD from the University of Oklahoma.

Matthew joined UBS after spending 3 years with The Ayco Company, L.P., a Goldman Sachs Company. He received his BS in Personal Financial Planning from Texas Tech University and his MBA in Finance from Southern Methodist University.

Cody joined UBS in 2015 and joined the Executive Financial Advisors in 2017. Cody earned his B.S. in Finance at the University of Delaware. He is a Certified Financial Planner (CFP®) and also holds his Series 7 and 66 licenses.

Tyson has over 13 years experience in the financial services industry. Through his career, Tyson has specialized in providing holistic, concierge level service and advice to clients that touches every aspect of their financial world. He has ushered many corporate executives through various liquidity events and provided advice on how such events fit into their comprehensive financial plan. Tyson provides strategic leadership for the team with a focus on financial planning engagement review and and portfolio management.  Tyson has earned the CERTIFIED FINANCIAL PLANNERTM designation .He is a graduate of the Robinson School of Business at Georgia State University where he earned his BS in Business Administration.  In his free-time, he is active in his church and various non-profit endeavors. Tyson is an avid outdoorsman and lives in Dunwoody, GA with his wife, Macy and their three children.

Todd joined UBS in 2010 after 13 years with Ayco, a Goldman Sachs Company. He received his BS in Business administration from the University of Buffalo and his Juris Doctorate from Albany Law School.  

When he is not helping his clients achieve their financial goals, Todd and his wife, Amy, spend much of the time nurturing their two boys' passion for athletics by coaching several of their teams. He also enjoys giving back to the community, for the last ten years, Team Urowsky has been the largest fundraising Community Team in the country that participates in the American Heart Association Heart Walk.  Additionally, Todd is an avid golfer and mountain biker. 

Steven joined UBS Financial Services in 2018. His main focus is educating clients through holistic financial planning. Steven specializes in delivering tailored financial planning solutions to clients in order to help them achieve their short term and long term financial goals. These solutions cover areas such as retirement planning, education planning, debt management, income protection, insurance, and estate planning needs. Steven holds the Series 7, Series 66, Life, Health, and Long Term Care Insurance licenses. He has successfully completed his Certified Financial Planner (CFP®) examination, and has earned the Accredited Wealth Management Advisor (AWMA®) designation as well.

In his previous role, Steven partnered with Advisors across the Southeast as a financial consultant to provide higher-level wealth management advice and service to clients.

Steven is a graduate of the University of Mississippi where he earned his BBA in Management and his MBA with an emphasis in Finance. He is a golf enthusiast, and expresses his love for the outdoors and education by sitting on the committee of several mission driven organizations