Experience

Ethan started as a Financial Advisor with Gradison McDonald in 1995.  After his early years in Cincinnati, Ethan attended high school at The Lawrenceville School in New Jersey, spent his first two years of college at Lake Forest, and graduated with a BA in History from Northwestern University.

With nearly three decades of experience in the financial services industry, Ethan is passionate about helping his clients reach their wealth and retirement goals. 

Ethan and his wife, Doreen, live in Cincinnati and have two children in college.  He enjoys travel and tennis and is happy to call Cincinnati home.

Brian joined the team in 2022 after having spent over 17 years in the financial services industry. A Northern Kentucky native, he attended Newport Central Catholic High School before earning his Bachelor’s Degree in Finance from the University of Kentucky. 

His main focus for the team is to provide investment solutions and in-depth financial planning to our clients. Brian's efforts throughout his career have centered on helping his clients achieve their goals. He is a CERTIFIED FINANCIAL PLANNER™ professional and holds the Series 7 and 66 Securities Licenses as well as Life and Health Insurance Licenses. 

Brian and his wife, Nicole, reside in Wilder, KY, with their children, Rece and Rose. He enjoys spending time with family, staying active, golfing, and rooting on the Kentucky Wildcats and Cincinnati Bengals. 

Patty joined Gradison, now UBS, in 1986. She has over 35 years of experience in the financial services  industry. She brings a wealth of knowledge to our team in all facets of operations and customer service. 

 Patty is a graduate of the University of Cincinnati with a bachelor’s degree in Marketing and Management. She has also earned her Series 3, 7, 63, 65, and Ohio Life, Accident & Health Insurance and Variable Annuity licenses. 

 She’s a resident of Westwood in Cincinnati and has a son and two granddaughters. She enjoys spending time with family and friends, Salsa dancing, pickleball and creating art.

Shelli enjoys a 43-year career in the brokerage business, originally joining UBS in 1993 until 2014, then from 2019 to present.  She provides administrative support for day-to-day operations for the Team and delivers superior client service. Prior to joining UBS, Shelli held client service and sales assistant positions with several distinguished firms, including Kidder Peabody, EF Hutton and Merrill Lynch. Shelli holds her Series 7 and 66 securities licenses.

 Shelli enjoys spending time with her granddaughters, Joanna, Kate and Lucy.  She is an avid bowler, enjoys the outdoors, Bengals football and traveling with her husband on their motorcycle.  Shelli makes her home in Goshen, Ohio, with her husband Jay, her daughter Hanna, her son Clay and her stepsons, Bailey and Cole.