Experience

Utilizing the philosophy that investing is an on-going, long term process Don offers a  unique perspective to the financial planning services gained from his successful career as a financial advisor, regional sales manager, business development coach and Branch Manager.   He partners with his clients to help control emotions as they deal with unpredictable market cycles, planning for risk control, tax efficiency and generational transfer of appreciated assets.

Don graduated with a B.S. from Wesley College in Dover, Delaware.   He is FINRA-registered and holds the Series 3, 6, 7, 9, 10, 63 and 66 securities licenses, as well as life, health and long-term care insurance licenses.

He and his wife Lisa make their home in Anderson Township, OH with their two children, Ava and Brody.

Chris joined UBS in 2013 to pursue his interest in finance. His focus is developing wealth planning strategies to assist his clients to retain and build wealth for themselves and their family.  Planning for education expenses, long-term care, financial support to children and parents and preserving their lifestyle throughout retirement are of paramount importance.

Chris graduated with a 4.0 GPA from the University of Kentucky with degrees in economics, political science and Japanese studies. He earned the Martin Award for Outstanding Senior in Economics in 2005.  His previous work experience was in television/media and international exports.  He is FINRA-registered and holds his Series 7 and 66 securities licenses, as well as life, health and long-term care insurance licenses and has earned his CERTIFIED FINANCIAL PLANNER™ certification .

A Northern Kentucky native, Chris and his wife Kelly were married in 2008. They reside in Taylor Mill, Kentucky with their two daughters. In his free time, Chris enjoys reading, writing, tennis, NFL football and running.

Joining PaineWebber in 1975, Julie has continuously partnered with her advisors building strong relationships and working to retain our most valued asset, our clientele.  Becoming familiar with each individual and building a personal, holistic relationship to ensure our clients' needs are met is the foundation of our service model and of paramount importance to our practice.

Julie is FINRA-registered and holds her Series 7 and 63 securities licenses.

A Cincinnati native, she and her husband Jim were married in 1983 and have one daughter and a son.

Mary Ann began her career with PaineWebber in 1980 working in the Operations Department.  During the ensuing years she held positions with Kidder Peabody Operations and USF&G Marketing Services in the product development and marketing area before returning to PaineWebber 1991 as Operations Manager.  In 2004, she moved into the Administrative Manager role overseeing compliance within the branch and in May, 2011, joined the Bitsoff Mohn Wealth Management team.

Mary Ann is FINRA-registered and holds the Series 7, 9, 10 and 66 securities licenses, as well as life, health and long-term care insurance licenses. 

A lifelong resident of Cincinnati, she and her husband Michael were married in 2005.