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Michael has spent 14 years in the financial services industry, the last nine with UBS Financial Services Inc. His focus is in the areas of retirement planning, professional groups and corporations, insurance and wealth management services.  Prior to UBS, Michael served as a Financial Advisor for Morgan Stanley.  He earlier worked as a management consultant for PricewaterhouseCoopers in New York City, providing customized information technology solutions for Fortune 100 companies.  Michael earned a B.S. in communications from Cornell University. He holds Series 7, 66, 31 securities licenses, life, health and long-term care insurance licenses. Michael is an avid participant in Greater Syracuse community activities, including serving on the board of directors of United Cerebral Palsy and Handicapped Children’s Association of Syracuse, Inc. (ENABLE) and is an avid member of the Cornell Alumni Association of Central New York. Michael was the 2005 recipient of the Central New York (CNY) Business Journal ‘40 under 40’ award, given to an individual under 40 years of age within the Central New York environs who has shown exceptional leadership or promise in such areas as business, science or the arts. He lives in Baldwinsville with his wife and three children.

• Cornell University, B.S. in Communications

• Chartered Retirement Plans Specialist℠

Paul has been providing clients with investment advice and wealth management strategies for more than 25 years. Prior to arriving at UBS Financial Services in January of 2005, Paul served as a Financial Advisor for such companies as Morgan Stanley, A.G. Edwards and Tucker Anthony. His primary areas of expertise include asset allocation, fixed income strategies, and financial planning. Paul attended Southern Connecticut State University. He holds the Series 7 and 66 securities licenses and life and health insurance licenses.  Paul serves on the board of the Syracuse District Golf Association, is a member of the New York State Golf Association, and plays competitive golf on both the local and state level.  His other passions include animal and pet rescue and volunteering with Syracuse based charities.  Paul resides in East Syracuse with his wife.

• Southern Connecticut State University

• NY

Sarah attended the State University of New York at Oneonta where she graduated magna cum laude with a Bachelors of Science Degree in Business Economics. Prior to joining UBS in 2014, she worked as a Client Service Representative at KeyBank.  She enjoys her role assisting clients solve financial problems and providing operational expertise to the team.  More importantly, she enjoys the relationship-building aspect of her work.  Being a part of a strong, supportive team is also important to Sarah.   Sarah enjoys spending time outdoors camping with family and friends. 

• State University of New York at Oneonta, Bachelors of Science Degree in Business Economics, magna cum laude

• Chartered Retirement Planning Counselor