Experience

Greg has more than twenty-five years experience in the financial services industry. He started his career with the accounting firm Coopers & Lybrand and subsequently held several positions in corporate accounting and finance. In 1998 he changed his focus to wealth management at Edward Jones and then Smith Barney prior to moving to UBS with the Chesterfield Group in 2009.

Greg helps create retirement and estate planning strategies and serves as the team's client relationship manager and fixed income specialist. He is also one of the team's Senior Portfolio Managers helping direct the implementation of research and trading strategies.

Greg is a graduate of the University of Missouri with a bachelor's degree in accounting. He has been a member of the Missouri Society of CPAs and the American Institute of CPAs. He is the former treasurer of King of Kings Lutheran Church, where he also served on the building and planning committees. Greg has served on the PTL Board at St. John Lutheran School in Ellisville and as Vice President of the Marquette High School Lacrosse Club. Greg and his wife, Cristy, have been married for almost 30 years and really enjoy seeing the world.  Currently, they are focused on hiking our National Parks.  They have two grown children, Abby and Wil plus two grand dogs.  In his spare time Greg enjoys spending time with friends participating in outdoor activities.

Shane coordinates monitors, and researches high net worth retail and trading accounts.  Before joining UBS, he was active in retail, institutional, and derivative trading at Stifel Nicolaus and private wealth management at Smith Barney. With more than thirty-one years of experience and his extensive research background, Shane brings a uniquely qualified perspective to the management of our private managed portfolios and equity investments. He is also responsible for the team's risk management program and is the head of our retirement planning committee.

Shane and his wife Brandi have been married for twenty-eight years and have three children, Connor, Devin, and Quincey.  He loves spending time with his family. 

Shane has a passion for playing music, shooting sports, and restoring vintage muscle and sports cars, and motorcycles. 

I love helping my clients succeed – that is why I am a financial advisor at UBS.  Simply saving money when possible and hoping for the best is not a good strategy – I help my clients take control of their financial future.  We work together to create a detailed plan for all you'd like your wealth to achieve.  As your personal advocate, I provide advice that is tailored to your specific circumstances and priorities.  As your life changes, we adjust your financial strategy to ensure your confidence and peace of mind. 

I am a Certified Financial Planner®, an Accredited Domestic Partnership Advisor™, and a Chartered SRI Counselor™(SM) with an undergraduate degree in economics and an MBA.  With almost 30 years of service, I have had the privilege of working with clients of varying wealth levels and stages of financial development, through a variety of market climates.  My clients include individuals, families of all kinds, and business owners. 

As a native of Columbus, Ohio, I still keep an eye on all things at Ohio State University.  I attended Washington University in St. Louis as an undergraduate, then obtained my MBA from Saint Louis University.  Due to all St. Louis has to offer, I remain here 35 years later.  My wife Patty and I have watched our children grow up thanks to Rockwood School District and competitive golf.  Our daughter, Paige, graduated from DePauw University and is building her life in Indianapolis.  Our son, Trip, is continuing his education at Indiana University.  I have served as a Director for the Western Golf Association advocating the Evans Scholar Program and the Legacy Advisory Council for Missouri Baptist Hospital.

Wil joined UBS Financial Services in 2023, and has more than 5 years of customer service experience.  Wil received his Bachelor's Degree in Business and Administration with a Finance Emphasis from the University of Missouri.  After several years of with Anheuser Busch, Wil decided to make the transition to the financial services industry, more in line with his higher studies.

Born and raised in St. Louis, Wil attended Marquette High School and played multiple competitive sports - including lacrosse, football, basketball, and volleyball.  While his competitive athlete days are behind him, he still enjoys regularly playing golf, slow pitch softball, sand volleyball, indoor soccer, and the occasional bird hunting with his dad, Greg.

With a deep appreciation for his hometown, Wil plans to continue his life and, one day, start a family in the St. Louis area.  He and his soon-to-be wife, Katie, have a home in South City where they live with with their big, loveable Labrador, Phillip.  Their favorite past times revolve around anything local - from the Blues and Battlehawks games, to parks and restaurants.  With both Katie and Wil's families living in St. Louis, not to mention all of their friend and favorite local activities, they don't see any reason to leave.