Let's move forward. Together.

John's experience in financial services began in 1987. He worked for Northern Trust Company in Chicago as an institutional investment consultant for large international clients. In 2000, John joined Gradison, which later became UBS. His areas of expertise include financial planning, asset allocation strategy and investment manager selection. John has a B.A. in Political Science from Northwestern University and an M.B.A. in Finance and Accounting from the University of Michigan.

He and his wife, Judy, have two children and live in Anderson Township.

Tim’s career in financial services began in 1991 when he joined Gradsion, which later became a part of UBS in 2007.  His areas of experience include financial planning, taxable and tax-free fixed income investments, individual stocks and mutual funds.  A Cincinnati native and Clifton resident, Tim received his bachelor’s degree in Business Administration from the University of Cincinnati. 

He is very passionate about the arts in Cincinnati, and serves on boards of trustees for CCMpower and the Cincinnati Symphony Orchestra where he chairs the endowment investment committee.  Tim also serves on committees for Artswave and the Greater Cincinnati Foundation.

Jim joined UBS in 1995. He was first a Portfolio Manager with Gradison Asset Management and then became a Financial Advisor in 2009. Prior to joining UBS, Jim served as Portfolio Manager and Trust administrator at PNC Bank and National City Bank, developing an expertise in estate planning. He earned the Chartered Financial Analyst^® designation in 1990 and Certified Financial Planner^® in 1991. Jim received a B.S. in Accounting from the University of Dayton and an M.B.A. in Finance from Case Western Reserve University.

After raising their triplets, Jim and his wife Jill are now empty nester grandparents living in the Over the Rhine neighborhood.

For further information, please visit: https://www.ubs.com/us/en/designation-disclosures.html

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.

Dominic joined the Northwest Wealth Management Group in August of 2015, working with families and companies' retirement plans to help them plan for and achieve their financial goals. In 2012, prior to joining the team, he served as a Wealth Planning Analyst for UBS’ Cincinnati Complex where he focused on creating financial plans for UBS clients. Dominic was the sole planning consultant for 130 Financial Advisors and helped their clients organize their financial life through a comprehensive financial plan. The plans he constructed included retirement planning, education planning, estate planning, income protection, liability planning, executive compensation, employee benefits, business and succession planning, charitable planning, retiree health care planning, insurance planning and risk analysis and mitigation.

Dominic lives on the westside of Cincinnati with his wife, Megan, and two young children, Oliver and Austen. They enjoy going to lake Laurel with his family, being involved in local parish life and attending the many festivities across the city.

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 families.  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^® designation.

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

For further information, please visit: https://www.ubs.com/us/en/designation-disclosures.html

Drew joined UBS in 2022 and brings a strong foundation in finance and accounting, having earned his bachelor’s degree from Miami University. He currently supports clients in developing personalized financial plans and investment strategies. Drew holds his Series 7, Series 66, insurance licenses, and earned his Certified Financial Planner^® (CFP^®) designation. His commitment to ongoing education and client service reflects his dedication to helping individuals and families achieve their long-term financial goals.

Drew lives in Oakley and enjoys staying active through fitness, golf, and values spending time with friends and family.

For further information, please visit: https://www.ubs.com/us/en/designation-disclosures.html

Ryan joined UBS in February of 2023. He is a graduate of Xavier University, where he earned dual bachelor's degrees in Finance and Musical Theatre. Ryan holds Series 7 and Series 66 licenses and his Certified Financial Planner^® (CFP^®) designation. He leverages his technical foundation to provide meaningful insights that support comprehensive financial planning for advisory teams and their clients.

Ryan and his fiancée live in the heart of downtown Cincinnati and enjoy the city’s vibrant arts community, local theatre, and music.

For further information, please visit: https://www.ubs.com/us/en/designation-disclosures.html

Heather joined UBS in 2008 and has 30 years experience in the financial services industry. Heather holds Series 7 and Series 66 securities licenses and is insurance licensed in Life, Health, Accident & Variable Annuities. 

Originally from the Chicago area, Heather has been living in northern Kentucky since 2005.  She's active in the community with various charitable organizations benefiting children, animals and veterans.

Kim joined Payne Weber in 2000, which later became UBS.  She has over 26 years of experience in the financial service industry.  She brings to the team a wealth of knowledge and experience with customer service and team administration. Kim is a graduate of Wright State University with a B.S. in Theatre and English Education.  She is fully registered and holds both the Series 7 and Series 66 licenses. 

Kim lives in Deer Park, Ohio with her husband and aging German Shepard.  They have one daughter in college.  They enjoy hiking, traveling and spending time with family and friends. 

Nate joined UBS in May of 2022. He earned his Bachelor’s Degree in Finance and Insurance from the Ohio State University. Nate holds his Series 7, Series 66, Life, Accident & Health Insurance licenses as well as his Variable Annuity License. He started his career working under Julie Brooks, Maryann Werdmann & John Gillman as they transitioned into retirement.

When he is not helping clients gain clarity and confidence in their personal finances, Nate enjoys building computers, swimming, golfing, hiking, fishing, and traveling the world with his fiancée, Anna.

For further information, please visit: https://www.ubs.com/us/en/designation-disclosures.html

Eleanor joined UBS in 2026 after graduating from Xavier University with her M.B.A. Previously, she earned her B.A. through the Honors Program at Creighton University in Economics and Theology.

Following her career as a collegiate student-athlete on the golf team at both universities, she now coaches and mentors golfers, and continues to play competitively. She enjoys travel and staying active in her community and parish, as well as cheering on the Reds, Bengals, and Big East basketball.