Let's move forward. Together.

Jeff began his career as a Financial Advisor in the Fall of 1988 with Kidder Peabody and has enjoyed spending his entire career with the same firm (Kidder Peabody was acquired by UBS).  Jeff, a lifelong resident of Northern Kentucky, attended Newport Central Catholic, graduated from Duke University and went on to earn his MBA from Xavier University.  Jeff and his wife are blessed with two beautiful children with which they enjoy travel and many local activities.  Jeff is an active coach and volunteer for Newport Central Catholic and their parish, St. Thomas.  His practice consists of individual clients, corporations and non-profits located in 31 states and territories and holds Series 3, 7 and 63 licenses.

Patti began her career as a Financial Advisor in 1985 with E.F. Hutton and later joined the UBS predecessor, PaineWebber in 1988.  Patti graduated from Dickinson College in Carlisle, Pennsylvania with a BA in Physiological Psychology.  While originally from Annapolis, Maryland, Patti has called Cincinnati home since 1984.  Patti trains and competes nationally in equestrian sports, enjoys gardening and volunteering at Cincinnati Children's Hospital Medical Center with her therapy dog "Boo".  Her practice consists of individual clients, corporations and non-profits located in 32 different states and territories and holds Series 3, 7 and 63.

Seth joined Brauley/Wagner Wealth Management in the Summer of 2023 after spending 4 years as a UBS Financial Advisor in Columbus, Ohio. 

While in Columbus, Seth earned the Certified Exit Planning Advisor® and Certified Private Wealth Advisor® credentials, and leveraged the full suite of UBS capabilities to deliver customized financial planning and wealth management solutions for his high-net-worth clients. 

Prior to his time in Columbus, Seth was a Wealth Planning Associate with UBS in Cincinnati, where he served as a financial planning resource for advisors and their clients. While in the Wealth Planning Associate role, Seth obtained both the CERTIFIED FINANCIAL PLANNER™ and Accredited Wealth Management Advisor℠ designations, and was consistently ranked as one of the top-performing WPA’s in the firm nationwide.

Seth is uniquely qualified to advise business owners, corporate executives, and wealthy families through the complexities of multigenerational wealth, cash flow management, investment management, retirement planning, and tax-efficiency. 

Seth graduated from the University of Cincinnati with a Bachelor’s degree in finance and business economics.  He currently lives in Cincinnati with his wife, Sara, and their dog, Billie.  Outside of the office, Seth enjoys staying active through various hobbies including golf, basketball and snow skiing, as well as traveling and seeing live music.

Gary began his career as an administrative assistant at Gradison in 2004. Gary obtained his CERTIFIED FINANCIAL PLANNER™ designation in 2011 and now serves as a Wealth Strategy Associate.  Gary assists clients in the personal financial planning process and is well-versed in effective retirement and income strategies.  Gary holds a B.S. in Finance from Miami University.  Gary is an avid traveler, chef, and enjoys playing golf and basketball.  Gary currently holds the Series 7 and 66 licenses as well as the CFP® designation.

Spencer recently graduated from the University of Kentucky with a B.S. in Accounting and Finance. He currently holds the Securities Industry Essentials License and plans to keep moving forward by taking the Series 7 & 66, along with the CFP.

Outside of UBS, Spencer enjoys various activities such as golf, working out, and cheering on the University of Kentucky Wildcats.