Experience

Makes all the difference

Our team of professionals distinguishes itself with both financial experience and personal service. We strive to earn your loyalty through hard work, the right advice and a dedication to developing long-term relationships.

Jennifer Brenzel Hartlage

First Vice President–Wealth Management

Jennifer has been a financial advisor for over 10 years. She started her career in Charlotte, NC, in 1998. She joined Joan Baldwin at UBS Financial Services in March of 2001. Prior to being an advisor, she owned her own business. She also worked for her family's woodworking business based in Louisville, KY. She received her bachelor's degree from Queens College in Charlotte, NC. Jennifer focuses on asset allocation, 401Ks, individual estates, and retirement strategies.

Registered States:
  • AK
  • AZ
  • CA
  • CO
  • DE
  • FL
  • GA
  • IA
  • IL
  • IN
  • KY
  • MI
  • NC
  • NH
  • NJ
  • NV
  • NY
  • OH
  • OK
  • PA
  • SC
  • TN
  • TX
  • VA
  • WA

Education

  • Queens College, Bachelor's Degree
500 N Hurstbourne Pkwy
Suite 300
Louisville, KY 40222

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Joan Baldwin

Vice President–Wealth Management

Joan has been a Financial Advisor for over 23 years, first with J. C. Bradford and now UBS Financial Services. Joan received her Bachelor's degree and teaching certification from the University of Louisville. Prior to that she was employed by the American Diabetes Association and American Red Cross as a fund raiser. She and her husband, John, have four sons and have been married for 44 years. She prides herself on developing lasting relationships with her clients - some of whom are fourth generation.

Registered States:
  • CA
  • CO
  • FL
  • GA
  • HI
  • IL
  • IN
  • KY
  • MD
  • MI
  • NC
  • NJ
  • NV
  • NY
  • OH
  • PA
  • SC
  • TN
  • TX
  • VA

Education

  • University of Louisville, Bachelor's Degree
500 N Hurstbourne Pkwy
Suite 300
Louisville, KY 40222

Email Me