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Plan strategically to exit confidently

For more than 25 years, our team has built lifelong relationships with entrepreneurs nationwide. We’ve addressed the full cycle of their goals—from start-up to growth to sale or succession—while also helping them pursue other critical planning and investment priorities.

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

    Timothy 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, 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.
    • 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
        tim.skelton@ubs.com
        Timothy Skelton
        8801 River Crossing Blvd,Indianapolis,IN,46240
      • Greg

        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, 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.
        • 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
            greg.mayeux@ubs.com
            Greg Mayeux
            3601 Rigby Road,Miamisburg,OH,45342
          • James

            James Schillaci

            Senior Vice President–Wealth Management

            Financial Advisor

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

                8801 River Crossing Blvd
                4th Floor
                Indianapolis, IN 46240
                james.schillaci@ubs.com
                James Schillaci
                8801 River Crossing Blvd,Indianapolis,IN,46240
              • Joseph

                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
                    joseph.varga@ubs.com
                    Joseph Varga
                    4330 Edison Lakes Parkway,Mishawaka,IN,46545
                  • Kristin

                    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
                        kristin.popovic@ubs.com
                        Kristin Popovic
                        8801 River Crossing Blvd,Indianapolis,IN,46240
                      • Kevin

                        Kevin Johns

                        Vice President–Wealth Management

                        Financial Advisor

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                              8801 River Crossing Blvd
                              4th Floor
                              Indianapolis, IN 46240
                              kevin.johns@ubs.com
                              Kevin Johns
                              8801 River Crossing Blvd,Indianapolis,IN,46240
                            • Paul

                              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
                                  paul.johnson@ubs.com
                                  Paul Johnson
                                  8801 River Crossing Blvd,Indianapolis,IN,46240
                                • Danielle

                                  Danielle Guerra

                                  Account Vice President

                                  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
                                      danielle.guerra@ubs.com
                                      Danielle Guerra
                                      8801 River Crossing Blvd,Indianapolis,IN,46240
                                    • Brian

                                      Brian Wenstrup

                                      Vice President–Wealth Management

                                      Financial Advisor

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                                            8801 River Crossing Blvd
                                            4th Floor
                                            Indianapolis, IN 46240
                                            brian.wenstrup@ubs.com
                                            Brian Wenstrup
                                            8801 River Crossing Blvd,Indianapolis,IN,46240
                                          • Joy

                                            Joy Pascoe

                                            Senior Wealth Strategy Associate

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                                            Joy applies a deep well of complex financial knowledge to helping her clients enjoy simplicity with their wealth. She’s driven to help her clients’ families with their ongoing needs in relation to the market. As Senior Wealth Strategy Associate, she works on behalf of clients to find solutions to develop their estate and financial planning strategies, collaborate with clients’ CPAs and advisors for holistic financial wellness, develop and update plans, review tax-planning strategies, and provide general financial expertise.

                                            Prioritizing clients’ needs and responding directly to their life changes and to financial changes at large, Joy focuses her business on comprehensive financial planning for individuals. She provides guidance on insurance and annuities, and has substantial experience in finance and investments. She holds a bachelor’s degree from Bowling State University, and previously served as regional Chief Financial Officer for United Healthcare.

                                            With Aventus Wealth Management, Joy takes pride in our team’s commitment to helping families enjoy experiences in life and feel confident in the necessary finances that support those goals. Trust, creativity, and compassion   underscore the services she provides on a daily basis. She’s dedicated to simplifying the financial planning process, considering how financial solutions will impact and preserve families’ legacies, and leading with the utmost integrity and honesty.

                                                  3601 Rigby Road
                                                  Miamisburg, OH 45342
                                                  joy.pascoe@ubs.com
                                                  Joy Pascoe
                                                  3601 Rigby Road,Miamisburg,OH,45342
                                                • Emily

                                                  Emily Brown

                                                  Senior Wealth Strategy Associate

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                                                        Home Worker FL
                                                        Home Worker FL, FL 000
                                                        emily.brown@ubs.com
                                                        Emily Brown
                                                        Home Worker FL,Home Worker FL,FL,000
                                                      • Scott

                                                        Scott Kemmer

                                                        Wealth Strategy Associate

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                                                              8801 River Crossing Blvd
                                                              4th Floor
                                                              Indianapolis, IN 46240
                                                              scott.kemmer@ubs.com
                                                              Scott Kemmer
                                                              8801 River Crossing Blvd,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
                                                                      tonya.latimer@ubs.com
                                                                      Tonya Latimer
                                                                      8801 River Crossing Blvd,Indianapolis,IN,46240
                                                                    • Andrew

                                                                      Andrew Shields

                                                                      Client Associate

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                                                                      Andy is a natural problem-solver with a decade of experience. His most valued traits are honesty and consistency. He supports the Financial Advisors at Aventus Wealth Management by working one-on-one with business owners, families, and high-net-worth individuals. Navigating wealth management through the ever changing financial landscape takes a good deal of time—Andy enjoys giving that time back to his clients by simplifying complexities for them.

                                                                      Andy’s financial knowledge and professional experience are wide-ranging. He holds Series 7 and 66 licenses, and he’s charted a career path that includes finance, entrepreneurship, direct sales, operations, and management. His previous employers include Edward Jones, Wells Fargo Advisors, Scottrade, and Ion Solar. He obtained a bachelor’s degree in Business Administration from the Gatton School of Business at the University of Kentucky in 2012.

                                                                            3601 Rigby Road
                                                                            Miamisburg, OH 45342
                                                                            andrew.shields@ubs.com
                                                                            Andrew Shields
                                                                            3601 Rigby Road,Miamisburg,OH,45342
                                                                          • Sarah

                                                                            Sarah Morgan

                                                                            Senior Client Associate

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                                                                                  8801 River Crossing Blvd
                                                                                  4th Floor
                                                                                  Indianapolis, IN 46240
                                                                                  sarah.morgan@ubs.com
                                                                                  Sarah Morgan
                                                                                  8801 River Crossing Blvd,Indianapolis,IN,46240
                                                                                • Elizabeth

                                                                                  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
                                                                                          elizabeth.may@ubs.com
                                                                                          Elizabeth May
                                                                                          8801 River Crossing Blvd,Indianapolis,IN,46240
                                                                                        • Barbara

                                                                                          Barbara Wolfe

                                                                                          Senior Client Associate

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                                                                                          Barb was born and raised on a 3rd generation family farm in Hopkins, Michigan.  Upon graduation from high school she enlisted in the United States Air Force where she served for 11 years.  She provided administrative support to high ranking officers, Commanders and First Sergeants while stationed at Headquarters Strategic Air Command, Omaha, Nebraska, the 1605 Security Police Squadron, Lajes Field, Azores, Portugal, and the 92d Bombardment Wing, Fairchild AFB, Spokane, Washington.  

                                                                                          Barb joined UBS Financial Services in 2006 and has more than 26 years of financial and client service experience.  She is FINRA registered and holds Series 7 and 66 securities licenses.

                                                                                          Barb resides in Granger, Indiana and manages our Mishawaka, Indiana office providing outstanding support to both clients and financial advisors.  To Barb family is first and everyone is treated as such. 

                                                                                                4330 Edison Lakes Parkway
                                                                                                Suite B
                                                                                                Mishawaka, IN 46545
                                                                                                barbara.wolfe@ubs.com
                                                                                                Barbara Wolfe
                                                                                                4330 Edison Lakes Parkway,Mishawaka,IN,46545

                                                                                              Fresh Perspectives

                                                                                              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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                                                                                              ElectionWatch 2024

                                                                                              24 questions for the '24 US election

                                                                                              Election day is fast approaching and the outcome could impact your portfolio. Connect with us for election insights and investment strategies that may be right for you.

                                                                                              The latest ElectionWatch report from our Chief Investment Office answers 24 of investors' frequently asked questions. Covering a range of concerns from taxes and inflation to investment considerations and monetary policy, this report can help inform your decisions regardless of the election's outcome.

                                                                                              Download the report

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