Experience. Advice. Collaboration.

Planning for your family’s entire financial needs

TEAM

At times, the complexity of today’s global economy may feel overwhelming. Whether you’re a working professional who is building wealth, a successful executive or business owner contemplating your next act, or the head of a multigenerational family looking to preserve your family’s future—you have questions. You expect clear answers from an advisor with worldwide experience who understands you, your family and your community.


Our highly credentialed team offers the thoughtful perspective and proactive service your family needs to help meet their goals. With a team of advisors spanning decades of experience, we strive, relentlessly, to make sure you feel well taken care of. By putting financial planning at the core of everything we do, we offer the capabilities to help you, your business and your family unlock opportunity, preserve wealth and create continuity.

Adult couple on cell phone

Defining your priorities. Pursuing what matters.

Our experience and structured planning process drives a comprehensive financial plan and customized investment strategies. Depending on where you are in your life and the priorities that matter most, our planning conversations may focus on liquidity management, your cash flow needs, asset replacement solutions such as insurance, estate planning strategies, or tax and legal structures such as trusts and philanthropic vehicles.

Tree

UBS and Credit Suisse—stronger than ever

Portfolio management

Portfolio management

Business transition and succession planning

Business transition and succession planning

Year Ahead 2023

A year of inflections

Following one of the toughest years in history for investors, CIO sets its sights on the Year Ahead. Entering what we expect to be a “Year of Inflections,” uncertainty remains high. But for investors with the ability to look through short-term noise, the difficulties of 2022 should make way for longer-term opportunities. Navigating these anticipated inflection points in 2023 will be key to investment success.

Backed by the strength of UBS

A global leader in wealth management

Financial strength

Driving confidence.
Aa3 (stable) Moody’s
A+ (stable) Standard & Poor’s

UBS AG, long-term senior secured debt rating. As of 12/31/2022

Global leader

UBS is a world-leading wealth manager

World's best bank

for wealth management

Euromoney Award for Excellence, 2020-2022

Your primary source for financial advice

We are here to provide quality strategies customized to your needs. We concentrate on developing long-term relationships through a commitment to quality client service. You can rely on our personalized advice, first-class solutions, and extensive wealth management experience.

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    Clifford Allen

    Senior Vice President–Wealth Management

    Financial Advisor

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    • AL
    • AZ
    • CA
    • CO
    • CT
    • FL
    • GA
    • IL
    • IN
    • KY
    • MD
    • MI
    • MN
    • MT
    • NC
    • NJ
    • NY
    • OH
    • OR
    • PA
    • SC
    • TN
    • TX
    • VA
    • WA
    • WI

    Cliff has more than 35 years of experience serving the investment needs of his clients and their families.  He believes in building trusted long term relationships and customizing investment strategies for his clients throughout all market cycles.  He starts with a personalized financial plan based on each client's financial and life goals.  He then provides holistic wealth management advice to help achieve their goals...educating children, saving for retirement, and creating a legacy for their children and grandchildren.

    Cliff joined Paine Webber in 1983, which was acquired by UBS in 2000, and has spent his entire wealth management career at the same firm.  He is a graduate of Purdue University with a Bachelor of Science in Management.  He is fully licensed including variable annuities, long term care and life insurance.  He is an active member of his community.  For the past 20 years, he has been a volunteer and board member for the YMCA of Greater Indianapolis and Fishers and has served as a mentor for the Fishers Youth Mentoring Initiative.  He has been married to his wife Lisa for 36 years and has 2 adult children, Cale and Peyton.  He enjoys golfing, hiking, exercising, dogs and all spectator sports.  

    • Forbes Best-in-State Wealth Advisors, 2020, 2023The 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, 2023The 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.

        8801 River Crossing Blvd
        4th Floor
        Indianapolis, IN 46240
      • Jason Kimmell

        Jason Kimmell

        First Vice President–Wealth Management

        Financial Advisor

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        • AL
        • AZ
        • CA
        • CO
        • CT
        • FL
        • GA
        • IL
        • IN
        • KY
        • MI
        • MN
        • MT
        • NC
        • NJ
        • NY
        • OH
        • OR
        • PA
        • SC
        • TN
        • TX
        • VA
        • WA
        • WI

        Jason has 32 years of experience in the financial services industry, the last 18 at UBS. Prior to joining UBS he served as a National Director of Trade Support and Operations for Charles Schwab & Company, handling risk management and exchange relationships for the firm during his tenure from 1990-2004. He attended Butler University. Jason's focus is comprehensive financial planning and wealth management for individuals and small businesses. Most recently, he earned his CEPA, Certified Exit Planning Advisor, in order to advise business owners on how to sell or transition their business successfully. Jason lives in Indianapolis with his wife Jennifer and their three Cocker Spaniels. They have six children between the two of them and enjoy traveling to visit them.

            • Certified Exit Planning Advisor
            8801 River Crossing Blvd
            4th Floor
            Indianapolis, IN 46240
          • Dan Latimer

            Daniel Latimer

            First Vice President–Wealth Management

            Financial Advisor

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            • AL
            • AZ
            • CA
            • CO
            • CT
            • FL
            • GA
            • IL
            • IN
            • KY
            • MI
            • MN
            • MT
            • NC
            • NJ
            • NY
            • OH
            • OR
            • PA
            • SC
            • TN
            • TX
            • VA
            • WA
            • WI

            Dan has 27 years of experience in the financial services industry, having spent the last 18 of those with UBS. His focus is on comprehensive financial planning and wealth management for individuals and helping business owners maximize growth and plan for an eventual exit strategy. Dan’s practice is based in Indianapolis, but he works with clients from coast to coast across the country.

            Dan holds a Bachelor's of Business Administration degree in Management from Marian University, where he graduated summa cum laude. He split his undergraduate studies between Marian and Wake Forest University, and thus is an avid Demon Deacon fan; returning to Winston-Salem frequently to catch a football or basketball game. He and his wife Tonya and their children Olivia, John & Sam call Fishers, Indiana home. As a family, they enjoy travel and experiencing new places, as well as a good game of euchre when they’re not on the road. Dan is an active volunteer in ACP’s veteran mentoring program, and serves on the board of stewardship at his church. He also enjoys watching his daughter’s college softball games and calling the play-by-play for their live broadcasts.

              • Marian University, Bachelor's of Business Administration
                8801 River Crossing Blvd
                4th Floor
                Indianapolis, IN 46240
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                Frances Flood

                Financial Advisor

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                • AL
                • AZ
                • CA
                • CO
                • CT
                • FL
                • GA
                • IL
                • IN
                • KY
                • MI
                • MN
                • MT
                • NC
                • NJ
                • NY
                • OH
                • OR
                • PA
                • SC
                • TN
                • TX
                • VA
                • WA
                • WI

                Francie joined the Allen Wealth Management team in 2019 as a financial advisor.  She has been a  financial planning resource for the Ohio Indy market for the past 2 years as a wealth planning associate.  During that time, she completed the requirements to earn her CERTFIED FINANCIAL PLANNER® certificate.  She is also a Chartered Financial Analyst (CFA®) and is fully licensed.  She enjoys working with clients on financial planning and investment strategies to help them fit the pieces together to reach their financial and lifetime goals. 

                Francie joined UBS in 2014 after working previously for a local independent advisor.  She has a Bachelor of Arts degree in Economics from the University of Illiniois and a MBA in Finance from the Kellogg School of Northwestern University.  Prior to taking a break to raise her children, Francie worked as a Fixed Income portfolio manager in Chicago.  Francie and her husband Tom live in Indianapolis and have 5 children.  They enjoy volunteering at their children's school and church, big family parties, travelling, sports and visiting Bloomington.  So far, 4 of the 5 children have attended Indiana University.  Go Hoosiers!   

                • Forbes Best-in-State Wealth Management Teams, 2023The 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 Illinois, Bachelor of Arts Economics
                • Northwestern University , MBA Finance
                • CERTIFIED FINANCIAL PLANNER™
                • Chartered Financial Analyst®
                8801 River Crossing Blvd
                4th Floor
                Indianapolis, IN 46240
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                Kimberly Durnil

                Client Associate Senior

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                • FL
                • IN
                • MI

                Kim has been serving clients at UBS for over 30 years.  She has held nearly every administrative support position in our office, including wire operator, cashier, branch administrator, and operations manager.  This knowledge and experience in branch operations has made her a key member of the team in providing excellent service to clients.  She lives in Indianapolis with her husband Todd and they have 2 grown sons, Grant and Mitchell.  She enjoys baking, cake decorating, and maintains a small catering business.  

                      8801 River Crossing Blvd
                      4th Floor
                      Indianapolis, IN 46240
                    • Nicole Wesley

                      Nicole Wesley

                      Wealth Strategy Associate

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                      • FL
                      • IL
                      • IN

                      Nicole has been in the financial services industry for 17 years, with the past 8 at UBS. Nicole graduated from Florida Institute of Technology with a Bachelor of Science degree in 1999 and moved back to the Midwest in 2004. Nicole's main focus is on providing excellent service to clients and helping with any needs they may have. In her free time, she enjoys photography and remodeling her home in Indianapolis.

                        • Florida Institute of Technology, Bachelor of Science
                          8801 River Crossing Blvd
                          4th Floor
                          Indianapolis, IN 46240
                        • Tonya Latimer

                          Tonya Latimer

                          Client Associate

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                            Tonya came to UBS after a stint of being a stay at home mom to her three kids; she has now been with UBS 4 years. Tonya graduated from Indiana University with a Bachelor of Arts degree in English. In her prior career, Tonya worked for Conseco as a customer service manager, overseeing a call center of over 80 representatives, supervisors and employees in India. Her position at UBS is the perfect spot as she get to indulge her love of people, building relationships and supporting her advisors. She is also the Indianapolis office's Client Liaison. She greets clients, organizes volunteer events, and continues to learn more about the financial service industry.

                            Tonya and her husband Dan enjoy spending time with their children and traveling.

                              • Indiana University, Bachelor of Arts English
                                8801 River Crossing Blvd
                                4th Floor
                                Indianapolis, IN 46240