Let's move forward. Together.

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Where are you today and where do you want to be tomorrow? We recognize that a lasting relationship starts by listening and understanding your priorities and concerns. We'll work together to look at the big picture, discuss your vision for the future and help you confidently pursue your life goals.

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Your primary source for financial advice

We are here to provide quality strategies customized to your needs. We concentrate on developing long-term relationships through a commitment to quality client service. You can rely on our personalized advice, first-class solutions, and extensive wealth management experience.

  • Tim Skelton

    Tim Skelton

    Managing Director–Wealth Management

    Financial Advisor

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    Fully invested in his clients and their success

    As one of the leaders of Aventus Wealth Management, Tim works with executives, entrepreneurs and successful individuals and their families to uncover opportunities to help create meaningful growth and wealth. He goes beyond finances to form close personal relationships with his clients as he helps them pursue their cherished life goals. Tim’s goal is excellence in all aspects of his work.

    Tim and his team are part of UBS, one of the world’s largest wealth managers. They leverage the firm’s global footprint, intellectual capital and expansive range of independent investment solutions on behalf of their clients. While Tim has the knowledge and skill to offer vast resources and design comprehensive solutions, he is known for making complex financial issues easy to understand. Tim prides himself on being straightforward and accessible to his clients.

    Investing has been a passion of Tim’s since his teenage years. Prior to going into the investment world, he worked for Abbott Labs and Eli Lilly. He was a brokerage firm client first, so he knows what it’s like to be on the other side of the table. Tim began his investment career in 1998 and was an advisor at Merrill Lynch before joining UBS in 2008.

    Credentials that build confidence

    • B.S., Communications, DePauw University
    • Series 7, 65 and 31 securities licenses, insurance licenses

    Making a difference

    Tim supports Peyton Manning Children’s Hospital, First Tee of Indiana and the Evans Scholar Programs.

    Outside the office

    Tim is an avid golfer who enjoys spending time with his family, taking lake trips to Culver, IN and hosting dinner parties with friends. Tim and his wife, Patsy, live in Carmel, IN. They are the proud parents of two sons.

    • Forbes Best-in-State Wealth Advisors, 2020, 2021, 2022, 2023The 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, 2024The 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.

        8801 River Crossing Blvd
        4th Floor
        Indianapolis, IN 46240
      • Greg Mayeux

        Greg Mayeux

        Senior Vice President–Wealth Management

        Financial Advisor

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        Guided by personal integrity and the highest code of ethics, Greg is a Financial Advisor who has 20+ years of experience in investment management and consulting expertise. He’s driven to help family business owners and high net-worth families visualize and actualize their future plans. He aims to take worry and time off their plate to allow them to focus on their family, friends, and philanthropic efforts. 

        Greg joined UBS Financial Services in Dayton, Ohio, in April 2013. He holds the titles of First Vice President - Wealth Management and Senior Managed Account Consultant. His expertise lies in family business planning, portfolio management, and financial and real estate planning, He sets himself apart through extraordinary academic credentials and industry titles, including:

        ●     Certified Investment Management Analyst (CIMA®) designation in 2001 from the Investment Management Consultants Association (IMCA) through the Wharton School of Business

        ●     Chartered Retirement Plan Specialist (CRPS®) designation in 2007 from the College for Financial Planning

        ●   CERTIFIED FINANCIAL PLANNER™ Certificant in 2011.

        Greg’s industry tenure began in 1992, with a Cowen, Greene & Ladd internship, while simultaneously working to obtain his Bachelor of Science Degree in Business from Wright State University. After graduation, he joined Merrill Lynch as a Financial Advisor where he rose to the position of Senior Financial Advisor and was recognized by the firm with membership in the Merrill Lynch Executives’ Club.

        Greg is passionate about making his clients’ lives better than they would have been and greater than they can realize. He considers it a privilege to utilize his financial prowess to make a direct impact on his clients, their families, and the generations that follow them. He believes this can only be done through honesty, agility, creativity, and keen responsiveness to financial markets.

        • Forbes Best-in-State Wealth Advisors, 2022, 2023The 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, 2024The 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.

            3601 Rigby Road
            Miamisburg, OH 45342
          • Jim Schillaci

            James Schillaci

            Senior Vice President–Wealth Management

            Financial Advisor

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            • Forbes Best-in-State Wealth Advisors, 2020, 2021, 2022, 2023The 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.

            • Sam Houston State University, B.B.A. degree in Economics: 1989
              8801 River Crossing Blvd
              4th Floor
              Indianapolis, IN 46240
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              Joseph Varga

              Senior Vice President–Wealth Management

              Financial Advisor

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              • Forbes Best-in-State Wealth Management Teams, 2023The 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.

                  4330 Edison Lakes Parkway
                  Suite B
                  Mishawaka, IN 46545
                • Kristin Popovic

                  Kristin Popovic

                  Executive Director

                  Market Director

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                  • Forbes Best-in-State Wealth Management Teams, 2023, 2024The 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.

                      8801 River Crossing Blvd
                      4th Floor
                      Indianapolis, IN 46240
                    • Kevin Johns

                      Kevin Johns

                      Account Vice President

                      Financial Advisor

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                        • Allegheny College, Bachelor of Arts
                        • CERTIFIED FINANCIAL PLANNER™
                        8801 River Crossing Blvd
                        4th Floor
                        Indianapolis, IN 46240
                      • Paul Johnson

                        Paul Johnson

                        Senior Vice President

                        Financial Advisor

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                        Paul was born and raised on a dairy farm in northern Indiana. He entered the financial services industry in the mid-’70s and spent his first 30 years in management before finally transitioning to working with individual clients and small businesses.

                        Paul holds numerous professional designations, including the Certified Investment Management Analyst®, Certified Financial Planner™ and Chartered Life Underwriter® certifications.

                        Paul and his wife, Cheryl, have been married for 51 years. Together they enjoy attending their grandchildren’s sporting events and traveling in their motor home.

                        • Forbes Best-in-State Wealth Management Teams, 2023, 2024The 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.

                            8801 River Crossing Blvd
                            4th Floor
                            Indianapolis, IN 46240
                          • Danielle G

                            Danielle Guerra

                            Financial Advisor

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                            It’s the important things—our families, our values, the impact we have on others—that connect us. And although making sense of it all can be hard, asking the right questions can make things clearer. So when I talk to you about wealth management, I want to learn about those life questions that are on your mind. “Should I start my own business? Is it better to leave my kids everything? Or nothing? How do I set up a charitable fund? Will my family be ok when I’m gone? ”Together, I know we can find the answers.

                            Whatever your concerns, I can help you create a comprehensive financial plan to address your important priorities. Over the last 15 years, I have put my experience to work for each of my clients, helping them find the best way forward to pursue the goals that truly matter. Capabilities to impact your life and wealth I deliver comprehensive wealth management and focus on these areas:

                            • Longevity planning, including retirement income and insurance
                              planning
                            • Wealth transfer strategies, including inheritance and business
                              succession planning
                            • Life transition planning for marriage, divorce or loss of a loved one

                            Experience to guide you forward

                            • Financial Advisor, Wealth Management, UBS, 2020 – present
                            • Senior Private Client Advisor, Charles Schwab, Inc., 2017-2019
                            • Portfolio Consultant, Charles Schwab, Inc, 2012-2019

                            My professional achievements and education

                            • CERTIFIED FINANCIAL PLANNER™
                            • Series 7, 63, 66 securities licenses
                            • Certified Wealth Strategist (CWS)
                            • B.A., Literature and French, University of South Carolina

                            Making a difference in my community

                            • Make a Wish Foundation Volunteer
                            • CFP™ Board WIN (Women's Initiative) Advocate
                            • Junior League Member
                            • NAFE (National Association of Female Executives) Member
                            • Forbes Best-in-State Wealth Management Teams, 2023, 2024The 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.

                                8801 River Crossing Blvd
                                4th Floor
                                Indianapolis, IN 46240
                              • Brian Wenstrup

                                Brian Wenstrup

                                Vice President–Wealth Management

                                Financial Advisor

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                                  • Hanover College, Business Administration
                                    8801 River Crossing Blvd
                                    4th Floor
                                    Indianapolis, IN 46240
                                  • Joy Pascoe

                                    Joy Pascoe

                                    Senior Wealth Strategy Associate

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                                          3601 Rigby Road
                                          Miamisburg, OH 45342
                                        • Emily Brown

                                          Emily Brown

                                          Senior Wealth Strategy Associate

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                                              • Scott Kemmer

                                                Scott Kemmer

                                                Wealth Strategy Associate

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                                                      8801 River Crossing Blvd
                                                      4th Floor
                                                      Indianapolis, IN 46240
                                                    • Tonya

                                                      Tonya Latimer

                                                      Client Associate

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                                                        Tonya came to UBS after a stint of being a stay at home mom to her three kids; she has now been with UBS 5 years. Tonya graduated from Indiana University with a Bachelor of Arts degree in English. In her prior career, Tonya worked for Conseco as a customer service manager, overseeing a call center of over 80 representatives, supervisors and employees in India. Her position at UBS is the perfect spot as she get to indulge her love of people, building relationships and supporting her advisors. She is also the Indianapolis office's Client Liaison. She greets clients, organizes volunteer events, and continues to learn more about the financial service industry.

                                                        Tonya and her husband Dan enjoy spending time with their children and traveling.

                                                              8801 River Crossing Blvd
                                                              4th Floor
                                                              Indianapolis, IN 46240
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                                                              Andrew Shields

                                                              Client Associate

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                                                                    3601 Rigby Road
                                                                    Miamisburg, OH 45342
                                                                  • Sarah Morgan

                                                                    Sarah Morgan

                                                                    Senior Client Associate

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                                                                      • Purdue University
                                                                        8801 River Crossing Blvd
                                                                        4th Floor
                                                                        Indianapolis, IN 46240
                                                                      • Liz May

                                                                        Elizabeth May

                                                                        Client Associate

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                                                                          Elizabeth brings a personal devotion to meeting clients' needs with responsible and responsive attention that has become a hallmark of service among the firm's advisory groups. Handling client inquiries, transactions and account administration, Elizabeth feels especially fulfilled in serving multiple generations of clients. A lifelong resident of Noblesville, Elizabeth shares her passion for animals with her daughter, and together they own five dogs they have rescued. To "relax," Elizabeth runs and cycles on local trails virtually every day.

                                                                                8801 River Crossing Blvd
                                                                                4th Floor
                                                                                Indianapolis, IN 46240
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                                                                                Barbara Wolfe

                                                                                Senior Client Associate

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                                                                                      4330 Edison Lakes Parkway
                                                                                      Suite B
                                                                                      Mishawaka, IN 46545

                                                                                    A focus on personalized access and service

                                                                                    Working with diverse clients with specific needs, our team sees it as our top responsibility to understand each aspect of your unique and often complicated financial life.

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                                                                                    UBS and Credit Suisse—stronger than ever

                                                                                    Focus on liquidity management

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                                                                                    Managing wealth is our craft

                                                                                    We’re committed to understanding what wealth means for you.

                                                                                    At UBS, excellence comes from nurturing the best of our heritage, mastering the details and delivering the expertise you need to turn your financial vision into a reality. The result? Financial advice that is finely crafted for what matters most to you.

                                                                                    Backed by the strength of UBS

                                                                                    A global leader in wealth management

                                                                                    #1

                                                                                    for High Net-Worth clients

                                                                                    Euromoney Private Banking and Wealth Management Survey (peer review), 2015-2022

                                                                                    $5+ trillion

                                                                                    In invested assets globally 
                                                                                    As of 11/07/2023

                                                                                    Global leader

                                                                                    UBS is a world-leading wealth manager

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