Let's move forward. Together.

Matt has a long career in the financial services and accounting sectors that spans over 25 years. He started his career in 1996 as a Certified Public Accountant and Individual Tax Manager with Deloitte and Touche LLP, moved to JP Morgan in 2005 as a Wealth Manager, and joined UBS Financial Services as a First Vice President in 2014. Matt is a Certified Financial Planner (CFP) and brings his many years of training and experience in financial planning and comprehensive wealth management to each client relationship. He earned a BBA, Accounting and Finance, from the University of Cincinnati. Matt enjoys playing tennis in his free time and lives in Loveland with his wife.

William has more than 20 years of experience working with clients on investment management and strategic planning. His financial services experience began at Fifth Third in the Capital Markets Department. He moved to UBS as a Financial Advisor and then worked at JP Morgan as an Investment Specialist. In his role as an Investment Specialist he worked with a select team of specialists to provide customized investment solutions. William re-joined UBS as a First Vice President and Portfolio Manager in 2014. He earned his undergraduate degree from Miami University (Finance Major) and is both a CFA charterholder and Certified Financial Planner. William lives in Mariemont with his wife and two daughters.

John's clients benefit from his more than 30 years of experience in the financial services and accounting arenas. Starting as a CPA in 1985, John left Deloitte in 2003 to join JP Morgan as a Consultant on the Retirement Plan Services team serving Procter & Gamble and then moved to JP Morgan Wealth Management as an Advisor in 2006. In 2014, he joined UBS Financial Services as a First Vice President, bringing his considerable experience and expertise to serving clients' wealth management needs. He earned a BBA, Accounting from the University of Notre Dame, and MBA, Finance from The Ohio State University, and his JD, Law, from the University of Notre Dame. In his free time, John enjoys cooking and playing golf. He lives in Loveland with his wife.

Allison began her career at UBS Financial Services in 2012 as an intern. After graduating from Xavier University in 2014 with a BSBA in Accounting, she joined UBS full time.  Allison is a Sr. Registered Client Associate and holds her Series 7 and Series 66 licenses.

Allison lives on the West Side of Cincinnati with her husband and two children.  In her free time, Allison enjoys coaching her daughter's cheer squad and son's volleyball team.

Mackenzie joined UBS Financial Services as an intern during the summer in 2022 before joining the team full time in 2024.