Managing Director–Wealth Management
Financial Advisor
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
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.
Recognized as an industry leader:
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures
Managing Director–Wealth Management
Financial Advisor
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
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.
Recognized as an industry leader:
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures
Senior Vice President–Wealth Management
Financial Advisor
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.
Recognized as an industry leader:
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures
Senior Vice President–Wealth Management
Financial Advisor
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.
Recognized as an industry leader:
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures
Senior Vice President–Wealth Management
Financial Advisor
Recognized as an industry leader:
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures
Education
Senior Vice President–Wealth Management
Financial Advisor
Recognized as an industry leader:
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures
Education
Senior Vice President–Wealth Management
Financial Advisor
Recognized as an industry leader:
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures
Senior Vice President–Wealth Management
Financial Advisor
Recognized as an industry leader:
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures
Executive Director
Market Director
Recognized as an industry leader:
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures
Executive Director
Market Director
Recognized as an industry leader:
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures
Vice President–Wealth Management
Financial Advisor
Education
Credentials
Vice President–Wealth Management
Financial Advisor
Education
Credentials
Senior Vice President
Financial Advisor
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.
Recognized as an industry leader:
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures
Senior Vice President
Financial Advisor
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.
Recognized as an industry leader:
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures
Account Vice President
Financial Advisor
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:
Experience to guide you forward
My professional achievements and education
Making a difference in my community
Recognized as an industry leader:
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures
Account Vice President
Financial Advisor
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:
Experience to guide you forward
My professional achievements and education
Making a difference in my community
Recognized as an industry leader:
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures
Vice President–Wealth Management
Financial Advisor
Education
Vice President–Wealth Management
Financial Advisor
Education
Senior Wealth Strategy Associate
Senior Wealth Strategy Associate
Senior Wealth Strategy Associate
Senior Wealth Strategy Associate
Wealth Strategy Associate
Wealth Strategy Associate
Client Associate
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.
Client Associate
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.
Client Associate
Client Associate
Senior Client Associate
Education
Senior Client Associate
Education
Client Associate
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.
Client Associate
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.
Senior Client Associate
Senior Client Associate
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures
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