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Our mission is to provide quality strategies customized to your needs. Our goal is to be your primary source of financial advice. To this end, we concentrate our efforts on developing long-term relationships through a commitment to quality client service.

  • Steve

    Steven Young

    Senior Vice President–Wealth Management

    Financial Advisor

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    • AK
    • AZ
    • CA
    • CO
    • DC
    • FL
    • GA
    • ID
    • IL
    • IN
    • KY
    • MA
    • MD
    • MI
    • NC
    • NJ
    • NV
    • NY
    • OH
    • OR
    • PA
    • UT
    • VA
    • WI
    • WV

    Steven is a Senior Vice President of Global Wealth Management for UBS Financial Services. He is the team lead for the Young Business Transition Consultants based in Indianapolis, IN.  Although based in Indianapolis, his team works with clients across the country.

    Steven's primary role is to provide comprehensive wealth advisory and asset management for owners of closely held companies. Services include pre- and post-exit transaction planning, advanced personal wealth planning, and portfolio construction consistent with client-focused objectives.

    Steven has been in the financial services industry since 1986. He joined UBS in 2014. He has received the designation of Portfolio Manager and Wealth Advisor.

    He earned his Bachelor's in Business Administration from the University of North Carolina. He then went on to earn his MBA at the University of Indianapolis. He is a Certified Financial Planner ®, a Certified Investment Management Analyst ®, and a Certified Exit Planning Advisor ®.

     

      • University Indianapolis, M.B.A
      • University of North Carolina, Business Administration
      • Certified Exit Planning Advisor
      • CERTIFIED FINANCIAL PLANNER™
      • Certified Investment Management Analyst®
      • Portfolio Manager
      • Wealth Advisor
      Business succession
      Lending services
      Cash management
      Securities-backed lending
      Business owners
      Entrepreneurs
      8801 River Crossing Blvd
      4th Floor
      Indianapolis, IN 46240
    • Anastacia L. Young

      Anastacia Young

      Vice President–Wealth Management

      Financial Advisor

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      • AK
      • AL
      • AZ
      • CA
      • CO
      • DC
      • FL
      • GA
      • ID
      • IL
      • IN
      • KY
      • MA
      • MD
      • MI
      • NC
      • NJ
      • NV
      • NY
      • OH
      • OR
      • PA
      • UT
      • VA
      • WI
      • WV

      Anastacia is responsible for working directly with the team's clients in the investment and financial planning aspects of the practice to construct, implement, and monitor all client strategies. She works diligently to help ensure that clients' overall financial plan accurately reflects the individual’s and/or family’s philosophy, needs, and objectives.

      She has broad experience in investment research and management, especially when it comes to managing risk for clients that have concentrated equity positions in the companies they run and operate.

      Anastacia has earned her Accredited Wealth Management Advisor ® designation through the College for Financial Planning®. She earned her BS from Indiana University's Kelley School of Business in Indianapolis. Anastacia is FINRA registered, holding her Series 7 and 66 securities licenses. She is also a CERTIFIED FINANCIAL PLANNER ® and a Certified Exit Planning Advisor®.  

        • Indiana University - Kelley School of Business, B.S.
        • Accredited Wealth Management Advisor℠
        • Certified Exit Planning Advisor
        • CERTIFIED FINANCIAL PLANNER™
        Financial planning
        Business succession
        Investing
        Women investors
        Business owners
        Entrepreneurs
        8801 River Crossing Blvd
        4th Floor
        Indianapolis, IN 46240
      • Penny

        Penny Kropke

        Senior Client Associate

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          Penny is responsible for working directly with the team's clients and dedicated to business development. She oversees all operations and administration of client accounts as well as the execution of client events and forums and concierge services. She is dedicated to providing world class service to the team's clients.

          With over 23 years of experience in the financial service industry, Penny brings her experience from working in the UBS Private Wealth Management offices in Washington, DC and McLean, VA as well as our Fort Myers, FL office.

          Prior to joining UBS, Penny worked for UBS contractor Transition Management Resources, as a Senior Wealth Transition Consultant.

          Penny's educational background includes a MS degree from George Mason University's College of Policy, Government, and International Affairs where she graduated Magna cum laude, and a BS degree in Criminal Justice Studies from Florida Gulf Coast University. Penny and her husband reside in Indianapolis.

            • George Mason University, M.S.
            • Florida Gulf Coast University, B.S., Criminal Justice
              8801 River Crossing Blvd
              4th Floor
              Indianapolis, IN 46240
            • Elizabeth Letson

              Elizabeth Letson

              Client Associate

              Business Development Specialist

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                Elizabeth is the dedicated Business Development Specialist for the Business Transition Consultant Group.  Her mission is to increase market awareness for the team’s unique capabilities for providing specialized wealth management and exit planning services to owners of closely held businesses.  She is responsible for building and managing relationships with other business professionals serving our same market segment.  

                Before joining UBS, she has had 14 years’ experience with developing and executing exclusive executive level conferences for an educational foundation.  Prior to that, she started her career working with Estate Planning Attorneys as well as previously working along the side of Steve Young in a previous roll.  

                Elizabeth is a proud boilermaker and graduated with a double major from Purdue University in 2001.

                  • Purdue University, Psychology and Sociology: 1997 - 2001
                  • Business Development Specialist
                  8801 River Crossing Blvd
                  4th Floor
                  Indianapolis, IN 46240

                Thinking big for business owners

                We understand what it takes to build and grow a company, and we have extensive experience in working with business owners. It’s never too early to plan.  Strategic planning and tailored solutions, including financial and investment banking expertise can help throughout the lifecycle of a business.  Supported by the global resources of UBS, we can help you flourish for generations. 

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                Advice for business owners

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                Business transition and succession planning

                Business transition and succession planning

                Backed by the strength of UBS

                A global leader in wealth management

                $5+ trillion

                In invested assets globally 
                As of 11/07/2023

                51 countries

                Our global footprint

                Global leader

                UBS is a world-leading wealth manager

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