Let's move forward. Together.

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Michael earned a B.S. in communications from Cornell University. His focus is in the areas of retirement planning, professional groups and corporations, insurance and wealth management services. Prior to UBS, Michael served as a Financial Advisor for Morgan Stanley. He earlier worked as a management consultant for PricewaterhouseCoopers in New York City, providing customized information technology solutions for Fortune 100 companies. He currently sits on the board of directors for ACCESSCNY. Michael is responsible for business development and client service. He and his family reside in Baldwinsville, NY.

• Chartered Retirement Plans Specialist℠

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Ron graduated from Michigan State University where he was a goalie on the Spartan's hockey team. He earned a degree in Accounting & Finance and was twice named All-American as a player and twice earned Academic All-American honors. He then played in the National Hockey League for eight years, first with the New York Rangers and later the Los Angeles Kings. He began his career in the financial services industry in 1991 with PaineWebber. After transferring to Key Bank and McDonald Investments he moved his business to UBS in 2007. Ron currently resides in Skaneateles, NY.

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Nancy has over 30 years of experience in the financial services industry. Much of that time was spent working in a bank trust department. This has given Nancy a unique perspective in which she focuses on the client relationship first. Bringing an understanding of trusts and estates along with knowledge of banking services Nancy helps clients navigate the often confusing world of financial and investment planning. She has been with UBS since 2011. Nancy served on the board of the Onondaga Historical Association, and is a past board member for Hope for Bereaved and Community General Hospital. Nancy attended Syracuse University and earned a degree in Finance and Banking from the University of Hartford, and currently resides in Syracuse, NY. 

• Certified Wealth Strategist®

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Ronald has been proudly helping individual and corporate clientele meet their financial goals for more than 43 years. Ronald specializes in asset management, retirement planning, and corporate employee benefit plans. Prior to joining UBS Financial Services in 2009, he worked for Smith Barney. Ronald holds a B.S. in Civil Engineering from the Rochester Institute of Technology. A native of Central New York, Ron currently resides in Oswego with his wife, Lorrie. 

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Mike brings his perspective from helping families for over 30 years and works to enhance the team's relationships with its clients as a true strategic member. He coordinates closely with professionals across the firm to develop the full breadth and depth of UBS's Investment and risk management experience to help ensure clients receive the solutions and insights needed to achieve their objectives. In all his work Mike strives to build trust, to be proactive and to deliver great service. Mike resides in Fayetteville, NY.

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Sarah joined UBS in 2014 and currently holds her Series 7 and 66 securities licenses and life, accident and health insurance license. She also studied pre- and post-retirement needs and earned her Chartered Retirement Planning Counselor® (CRPC®) certification. She enjoys her role assisting clients in solving financial problems and providing operational knowledge to her team. Sarah attended the State University of New York at Oneonta where she graduated magna cum laude with a Bachelor of Science Degree in Business Economics. Sarah resides in Fulton, NY.

• Chartered Retirement Planning Counselor

Ashley began her career with UBS in 2015. She is responsible for account maintenance, servicing, operations, group scheduling and marketing-related tasks. She enjoys building relationships with our clients and is dedicated to meeting their needs. Ashley holds a B.A. from SUNY College at Buffalo and resides in Baldwinsville, NY.