A legacy for generations

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As a Senior Vice President - Wealth Management at UBS, Robert has been able to earn his clients' trust all while being in the same office for over 30 years.  In addition to the significant experience that he has gained over the years as a financial advisor, he was selected to apply and study to become a Wealth Advisor at UBS.  Through this very selective process, he was also required to complete a rigorous curriculum tailored to address unique and complex client needs by using a comprehensive array of wealth management services and solutions.  Legacy planning, portfolio management, complex financial and estate planning, are all important areas of clients' financial lives that, as a Wealth Advisor, he specializes.  Prior to joining the firm, Robert was a Municipal Credit Analyst for the Municipal Advisory Council of Texas. 

• Forbes Best-in-State Wealth Advisors, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.
• Forbes Best-in-State Wealth Management Teams, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.

• Senior Portfolio Manager
• Wealth Advisor
• CA License #0E53546

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• WA

Paul is CERTIFIED FINANCIAL PLANNER™ professional, a Chartered Retirement Plans Specialist® as well as an NFLPA Registered Player Financial Advisor.  He provides a unique holistic and comprehensive planning-based perspective to clients to assist them with their complex portfolio management and legacy planning needs.  Paul has over 15 years of experience and previously worked at Merrill Lynch.  He earned his bachelors degree in finance from The University of Akron Honors College.

He is married to Nicole and they have a daughter and love spending time together as a family.  They enjoy being outdoors, staying active and traveling to new places together.  Paul is an avid sports fan and also an automotive enthusiast.   

• Forbes Best-in-State Wealth Management Teams, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.
• Forbes Top Next-Gen (Generation) Wealth Advisors Best-in-State, 2019, 2023The Forbes rating is compiled by Shook Research and awarded annually in August based on information from a 12 month period ending in March of the award year.

• The University of Akron, Bachelors Degree in Finance

• CERTIFIED FINANCIAL PLANNER®
• Chartered Retirement Plans Specialist℠
• Portfolio Manager
• CA License #0M50478

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• AL
• AR
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• CO
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• DC
• DE
• FL
• GA
• HI
• IA
• ID
• IL
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• LA
• MA
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• ME
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• DE
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• LA
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• NE
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• NM
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• WA

Kyle is a Senior Wealth Strategy Associate who has been in the Financial Services industry for over a decade. He is fully registered holding his Series 7, Series 66, Series 9, and Series 10 securities licenses. Kyle has a wide range of experience including operations, supervision, trading, margin, and risk. Additionally, he held various management roles such as Operations Manager and, most recently, Supervisory Officer where he was responsible for supervisory duties and business risk management for multiple UBS branches including Austin, Texas.

Outside the office Kyle enjoys seeking adventure and engaging in hobbies such as motorsports, cooking, camping, and traveling as much as possible with his wife, Kallie.

Lynn is a Client Service Associate with a wide range of business experience including nearly two decades in the Private Jet Aviation industry as a Contracts Manager and C-Suite Executive Assistant. Lynn is married to Don, and they love spending time together with family, friends, as well as traveling and being outdoors.