Experience

Ben has more than 20 years of experience in the financial industry with an extensive background in exit planning strategies. Early in Ben’s career, he met with the owners of private companies in a wide range of industries. Ben was captivated by the backstage tour to how some of the area’s most successful businesses were built. Since then, he has dedicated his career to helping business owners understand the perplexing world of exit planning. Ben's passion stems from his personal experience in working with private companies and recognizing the fragmentation and confusion in the exit planning process across the spectrum. Combining the respect for core values passed through generations of business owners with an eagerness to proactively evolve, Ben works hard to solve real problems and deliver relevant solutions ultimately making a meaningful difference in the lives of the families he serves. 

Credentials:

Certified Exit Planning Advisor

For more than 15 years, Travis has been an asset to the financial industry. His passion for guiding individuals to achieving their vision of financial success has made Travis a top performer among his peers. As a Senior Portfolio Manager in the UBS Personal Managed Portfolio (PMP) Program, he manages customized investment strategies, implements proprietary model portfolios, and provides traditional advice and guidance to his clients. Because of Travis’ extensive background in portfolio management, his primary responsibilities are managing portfolio allocations and monitoring performance.

Credentials:

Certified Financial Planner
Certified Investment Management Analyst
Certified Exit Planning Advisor
Certified Portfolio Manager
Chartered Retirement Plans Specialist

Starting in 2001 and throughout her career in financial services, Shawna has held several roles on the EPG team.  Currently, as a Financial Advisor and Sr. Portfolio Manager, her focus continues to be financial planning and client relationship management. Shawna works diligently to address complex financial issues using wealth management and risk mitigation strategies. Her mission is to simplify clients’ lives by helping them view their entire wealth picture and by providing integrated solutions that solve some of their most difficult financial challenges. She also works with clients’ executive team members (Attorneys, CPAs, Insurance Agents, etc.) to help ensure that their overall financial plan accurately reflects the individual’s and/or family’s philosophy, needs, and objectives.

Michael Bohn is a senior member of the Exit Planning and Wealth Consulting Group of UBS. He strives to build lasting client relationships and understands that the best solutions are built around the needs and financial goals of the client. Since 2000, Michael has helped clients achieve their financial goals throughout diverse market conditions. Michael’s responsibilities include the implementation and ongoing review of client financial plans, portfolio analysis, and asset allocation.

Tricia has been a part of the team since 2011 and in the industry since 2007. She is a seasoned financial professional with a great demeanor and exceptional service skills. Because of the enhanced assistance she provides, Tricia is an invaluable member of our team.  Her responsibilities include working with systems, processes, and clients to create and maintain  a streamlined infrastructure within our branch. Her goal is to exceed client expectations daily with the understanding that attention to detail is  critically important.

Ashley has been in the finance industry since 2000 and a vital member of the UBS team since 2012. Throughout her career, Ashley has worked in various roles including operations, management, and client support. Additionally, she assists with all administrative duties and client service needs. Ashley’s passion for the business and strong interpersonal skills make her an excellent asset to our team.

Hunter began his career with UBS in 2019 as an intern. Since then, Hunter has become a full-time employee and critical member of the team. Hunter is responsible for assisting with client service needs and financial plans, portfolio analysis, asset allocation, exit planning, and business development. Hunter is actively pursuing the Certified Financial Planner™ certification and will continue to add on to his professional accolades over the next few years.

Brenna became a member of the Exit Planning and Wealth Consulting Group in 2022. Her primary focus is on client coordination, strategic marketing, and growth opportunities for the team. Additionally, Brenna assists with administrative and operational support. She is currently attending the University of Louisiana at Lafayette to obtain her Masters in Business Administration.

Kylie joined UBS in January 2023. She has been in the finance industry since 2018.  Kylie will be assisting other team members with client servicing and marketing. She holds her Series 7 and 66 licenses.

Riley began his career at UBS in September of 2022. He is currently attending the University of Louisiana at Lafayette to obtain a degree in finance.