Continuity, Advice, Perspective, Experience... We've got you covered.

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A trustworthy advocate

Having a great sense of compassion for people and recognizing a societal need for trustworthy advocates, Matthew embarked upon his career in financial services in 1995, joining UBS in 2005.  Among the main reasons he enjoys his work so much are the life-long relationships he develops with his clients and seeing their hopes and dreams fulfilled. 

As one of the group’s senior partners, he helps provide leadership on multiple facets of the business, including operations, client service, portfolio construction and planning.  A primary focus of Matthew’s is helping transition corporate employees into the retirement phase of their lives.  A CERTIFIED FINANCIAL PLANNER™, Matthew believes in providing a written financial plan for every client and assisting individuals and their families in a way that leads to a path of financial security.

Credentials that build confidence

• CERTIFIED FINANCIAL PLANNER™
• Chartered Retirement Planning Counselor (CRPC®)
• Wealth Advisor
• Series 7, 31, 63 and 65 securities licenses
• Life and health insurance licenses
• B.A. Susquehanna University, Cum Laude
• CA License #0B64100

Outside of UBS
Matt and his wife, Carol, have two adult children, Christian and Olivia. An active member of his church, Matthew also serves as a consultant to the Greater New Jersey United Methodist Church Investment Committee. In his spare time, he enjoys skiing, hiking, fishing and golf, as well as spending time with friends and family at their Lake Naomi home in the Pocono Mountains where he also serves on the home owners association in several capacities.

• Forbes Best-in-State Wealth Management Teams, 2023, 2024, 2025The 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.

• Susquehanna University, B.A., Cum Laude

• Wealth Advisor
• CERTIFIED FINANCIAL PLANNER®
• Chartered Retirement Planning Counselor

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Knowledge and Experience

After beginning his career in financial services with Smith Barney in 1999, Rob joined UBS in 2005.  As one of the team's partners, he has proven himself to be a multi-skilled wealth manager who works diligently to create, develop and implement customized portfolios structured to each client’s financial plan.

Rob finds it rewarding to help clients and their families at different stages of their lives and careers. He is part of a small number of UBS Financial Advisors who have undergone the rigorous trainings to earn the designations of Wealth Advisor and Portfolio Manager. The financial planning strategies he employs include asset management, retirement services, insurance services, corporate executive services, liability management and estate planning.  He also serves as the teams Portfolio Manager for the PMP advisory program.

Credentials that build confidence

• Chartered Retirement Planning Counselor (CRPC®)
• UBS Portfolio Manager
• UBS Wealth Advisor
• Series 7, 31 and 66 securities licenses
• Life and health insurance licenses
• B.S. East Stroudsburg University
• CA License #0N05282

Outside of UBS
Rob lives in Worcester Township, PA with his wife, Tara, daughter Isla, son Noah and dog, Bailey. He’s a sports fan who enjoys snowboarding, golf and traveling.

• Forbes Best-in-State Wealth Advisors, 2025The 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, 2024, 2025The 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.

• East Stroudsburg University, B.S.

• Wealth Advisor
• Chartered Retirement Planning Counselor
• Portfolio Manager

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Skilled financial planning
David came to UBS in 2005 from Smith Barney. As a partner on the team, his focus is on financial and retirement planning. Rooted in the sincere belief that a lifetime of work should result in a happy and fulfilling retirement, David has prioritized the importance of personalizing each of his client's financial and retirement plans since beginning his career.

As both a CERTIFIED FINANCIAL PLANNER™ and a Chartered Retirement Planning Counselor (CRPC®), David is committed to helping hardworking professionals prepare for their future, and hosts numerous educational webinars to prospective and current clients, alike. He has been highly sought after to speak across the firm about financial planning best practices.

Credentials that build confidence

• CERTIFIED FINANCIAL PLANNER™
• Chartered Retirement Planning Counselor (CRPC®)
• UBS Wealth Advisor
• Series 7, 31 and 66 securities licenses
• Life and health insurance licenses
• B.S. in Finance, University of Delaware
• CA License #0N04113

Outside of UBS
David is a life-long Philadelphia area native. When he
isn't at the office, you can find him hiking, surfing
snowboarding, and cheering on the Eagles, Phillies,
Sixers, and Flyers. An avid world traveler, one of David's
favorite memories is getting lost in the highlands of
Japan while on an international ski trip. David lives in
Valley Forge with his wife, Taylor, son Darren, and their
dog, Miles.

• Forbes Best-in-State Wealth Management Teams, 2023, 2024, 2025The 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.

• University of Delaware, B.S. Finance

• Wealth Advisor
• CERTIFIED FINANCIAL PLANNER®
• Chartered Retirement Planning Counselor

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Unparalleled experience

John began his career at UBS in 2006 after graduation from Drexel University.  He is uniquely qualified having worked in various roles within UBS Wealth Management including our home office in Weehawken, NJ and branch offices of Wilmington, DE and Philadelphia, PA. 

As the Team Administrator, John oversees the day to day operations and overall strategy for the team.  His exceptional organizational skills enable him to ensure all client requests and are resolved in a timely manner.

Credentials that build confidence

• B.S. in Business Administration, Drexel University
• Series 7, 9, 10 and 66 securities licenses
• Life and health insurance licenses

Outside of UBS
John lives in Springfield with his wife, Becky, and their two children. In his spare time, he enjoys spending time at the shore with family, cycling, and cheering on the Philadelphia Eagles.

• Drexel University, B.S. Business Administration

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An early passion for helping others
Kevin's wealth management career path began when he realized  he had a passion for helping people while working as a bank teller at a Credit Union.  He wanted to combine his knowledge in finance with his interest in client service. After graduating with a BS in Business Management from West Chester University,  he joined Credit Suisse in 2014 as a Service Desk Specialist and later joined UBS as a Registered Client Service Associate in 2017.  Kevin holds the Series 7 and 66 securities licenses.

Today, Kevin  is gratified by the multiple opportunities he has to help clients get the answers they need as they pursue their financial goals. He supports all administrative functions for the CenturyPlus Wealth Management Group, concentrating his efforts on account maintenance and client communication. But he finds his greatest satisfaction in building long-lasting, trusting relationships with clients and their families. 

Outside of UBS
Kevin grew up in the suburbs of Philadelphia (Delaware County) and still resides there today with his wife, Jen. He enjoys sports, with his favorites being hockey and football. Kevin stays active by going to the gym routinely and playing hockey. But what he values most is spending time with family and friends.

• West Chester University, B.S. Business Management