Financial planning tailored to your goals

Where are you today and where do you want to be tomorrow? We recognize that a lasting relationship starts by listening and understanding your priorities and concerns. We'll work together to look at the big picture, discuss your vision for the future and help you confidently pursue your life goals.

Start the conversation

Pursuing your goals together

Our mission is to provide quality strategies customized to your needs. Our goal is to be your primary source of financial advice. To this end, we concentrate our efforts on developing long-term relationships through a commitment to quality client service.

Todd Urowsky

Managing Director–Wealth Management
View bio Industry recognition
- AK
- AL
- AR
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- HI
- IA
- ID
- IL
- IN
- KS
- KY
- LA
- MA
- MD
- ME
- MI
- MN
- MO
- MT
- NC
- NE
- NH
- NJ
- NM
- NV
- NY
- OH
- OK
- OR
- PA
- SC
- TN
- TX
- UT
- VA
- WA
- WI
- WY
Todd's expertise is in providing his clients the answers to questions they do not know to ask. This is accomplished thru a holistic and integrated financial planning service focused on all financial disciplines including but not limited to estate planning, retirement and cash flow planning, employee benefit and compensation planning, education planning, investments & risk management. Todd began his financial services career in 1998 at Ayco, a Goldman Sachs Company and joined UBS Wealth Management in July of 2010. He received his BS in Business administration from the University of Buffalo and his Juris Doctorate from Albany Law School. When he is not helping his clients achieve their financial goals, Todd & his wife, Amy enjoy giving back to the community. For the last decade, Team Urowsky has been the largest fundraising Community Team in the Country that participates in American Heart Association Heart Walk. Additionally, Todd is an avid golfer and mountain biker. Todd, Amy and their boys, Jake & Tyler, Live in East Cobb, GA.
- Barron’s Top 100 Private Wealth Management Teams, 2021, 2022The Barron's rating is awarded annually in March and is based on information from the prior year Q4.
- Barron's Top 1,200 Financial Advisors, 2021, 2022, 2023
  The Barron's rating is awarded annually in March and is based on information from the prior year Q3.
- Forbes Best-in-State Wealth Advisors, 2020, 2021, 2022, 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.
- University of Buffalo , BS in Business Administration
- Albany Law School, Juris Doctorate
1200 Abernathy Road
600 Northpark Town Center
Atlanta, GA 30328
Trevor Fahr

Managing Director–Wealth Management
View bio Industry recognition
- AL
- AR
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- HI
- IA
- ID
- IL
- IN
- KS
- KY
- LA
- MA
- ME
- MI
- MN
- MO
- MT
- NC
- NE
- NJ
- NM
- NV
- NY
- OH
- OK
- OR
- PA
- SC
- TN
- TX
- UT
- VA
- WA
- WI
- WY
Trevor joined UBS after spending 11 years with The Ayco Company L.P., a Goldman Sachs Company. He received his Bachelor of Science in Business Administration from Trinity University and his Master of Science in Accounting from Southern Methodist University.
- Barron’s Top 100 Private Wealth Management Teams, 2022The Barron's rating is awarded annually in March and is based on information from the prior year Q4.
- Forbes Best-in-State Wealth Advisors, 2021, 2022, 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.
- Trinity University, Bachelor of Science in Business Administration
- Southern Methodist University, Master of Science in Accounting
100 Crescent Court
Dallas, TX 75201
David Folmnsbee

Senior Vice President–Wealth Management
View bio Industry recognition
- AL
- AR
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- HI
- IA
- ID
- IL
- IN
- KS
- KY
- LA
- MA
- MD
- ME
- MI
- MN
- MO
- MS
- MT
- NC
- ND
- NE
- NH
- NJ
- NM
- NV
- NY
- OH
- OK
- OR
- PA
- PR
- RI
- SC
- SD
- TN
- TX
- UT
- VA
- VT
- WA
- WI
- WV
- WY
David joined UBS after spending 8 years with The Ayco Company, L.P. He received his MBA and JD from the University of Oklahoma.
- Barron’s Top 100 Private Wealth Management Teams, 2022The Barron's rating is awarded annually in March and is based on information from the prior year Q4.
- University of Oklahoma, MBA and JD
100 Crescent Court
Dallas, TX 75201
Tyson Rising, CFP

Senior Vice President–Wealth Management
View bio
- AL
- AR
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- HI
- IA
- IL
- IN
- KS
- KY
- LA
- MA
- MD
- ME
- MI
- MN
- MO
- MT
- NC
- NE
- NJ
- NM
- NV
- NY
- OH
- OK
- OR
- PA
- SC
- TN
- TX
- UT
- VA
- WA
- WI
- WY
Tyson has over 13 years experience in the financial services industry. Through his career, Tyson has specialized in providing holistic, concierge level service and advice to clients that touches every aspect of their financial world. He has ushered many corporate executives through various liquidity events and provided advice on how such events fit into their comprehensive financial plan. Tyson provides strategic leadership for the team with a focus on financial planning engagement review and and portfolio management. Tyson has earned the CERTIFIED FINANCIAL PLANNERTM designation and was recently recognized among the "Top 35 Under 35" at UBS. He is a graduate of the Robinson School of Business at Georgia State University where he earned his BS in Business Administration. In his free-time, he is active in his church and various non-profit endeavors. Tyson is an avid outdoorsman and lives in Dunwoody, GA with his wife, Macy and their three children.
- Robinson School of Business at Georgia State University, BS in Business Administration
- CERTIFIED FINANCIAL PLANNER™
816 Highway A1A North
Ponte Vedra, FL 32082
Ryan Anderson, CFA

Senior Vice President–Wealth Management
View bio
- AL
- AR
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- HI
- IA
- ID
- IL
- IN
- KS
- KY
- LA
- MA
- ME
- MI
- MN
- MO
- MT
- NC
- NE
- NH
- NJ
- NM
- NV
- NY
- OH
- OK
- OR
- PA
- SC
- TN
- TX
- UT
- VA
- WA
- WI
- WY
Ryan joined UBS after spending 7 years with The Ayco Company, L.P. He received his B.S. in Business Administration from Trinity University and is a CFA Charterholder.
- Trinity University, B.S. in Business Administration
- Chartered Financial Analyst®
100 Crescent Court
Dallas, TX 75201
Andrew Noone, CFA

Senior Vice President–Wealth Management
View bio
- AK
- AL
- AR
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- HI
- IA
- ID
- IL
- IN
- KS
- KY
- LA
- MA
- MD
- ME
- MI
- MN
- MO
- MS
- MT
- NC
- ND
- NE
- NH
- NJ
- NM
- NV
- NY
- OH
- OK
- OR
- PA
- PR
- RI
- SC
- SD
- TN
- TX
- UT
- VA
- VT
- WA
- WI
- WV
- WY
Andrew joined UBS after spending 6 years with The Ayco Company, L.P. He received his B.A. in Economics from Boston College and is a CFA Charterholder.
- Boston College, B.A. in Economics
- Chartered Financial Analyst®
100 Crescent Court
Dallas, TX 75201

Brian Feldman

Senior Vice President–Wealth Management
View bio Industry recognition
- AL
- AR
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- HI
- IA
- ID
- IL
- IN
- KS
- KY
- LA
- MA
- ME
- MI
- MN
- MO
- MT
- NC
- NE
- NJ
- NM
- NV
- NY
- OH
- OK
- OR
- PA
- SC
- TN
- TX
- UT
- VA
- WA
- WI
- WY
Brian joined UBS after spending 5 years with The Ayco Company, L.P., a Goldman Sachs Company. He received his B.B.A. in Finance from the University of Georgia and his J.D. from the University of Texas School of Law.
- Barron’s Top 100 Private Wealth Management TeamsThe Barron's rating is awarded annually in March and is based on information from the prior year Q4.
- University of Georgia, B.B.A in Finance
- University of Texas School of Law, J.D.
100 Crescent Court
Dallas, TX 75201
Matthew Sharp

Senior Vice President–Wealth Management

Financial Advisor
View bio Industry recognition
- AL
- AR
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- HI
- IA
- ID
- IL
- IN
- KS
- KY
- LA
- MA
- ME
- MI
- MN
- MO
- MT
- NC
- NE
- NJ
- NM
- NV
- NY
- OH
- OK
- OR
- PA
- SC
- TN
- TX
- UT
- VA
- WA
- WI
- WY
Matthew joined UBS after spending 3 years with The Ayco Company, L.P., a Goldman Sachs Company. He received his BS in Personal Financial Planning from Texas Tech University and his MBA in Finance from Southern Methodist University.
- Forbes America’s Top Next-Gen (Generation) Wealth Advisors, 2017The Forbes rating is compiled by Shook Research and awarded annually between June and September based on information from a 12 month period ending in March of the award year.
- Texas Tech University, BS in Personal Financial Planning
- Southern Methodist University, MBA in Finance
100 Crescent Court
Dallas, TX 75201
Kristy Winkles

Authorized Officer

Client Associate Senior
View bio
- CA
- FL
- OK
- TX
- WA
Kristy L. Winkles joined UBS Financial Services in 2008. She worked with a team in the Addison complex before joining the Executive Financial Advisors team in November of 2013. Prior to UBS, Kristy was with Smith Barney for 8 years in both managerial and registered associate positions. Kristy is series 7 and series 66 licensed. Kristy and her husband, Gary, have two daughters.
100 Crescent Court
Dallas, TX 75201
Michael Kennair, CFP, ChFC

Senior Wealth Strategy Associate
View bio
- AL
- AZ
- CA
- CO
- DC
- FL
- GA
- HI
- IL
- KY
- MA
- MI
- NC
- OH
- OR
- PA
- SC
- TX
- WA
After spending more than a decade providing holistic financial advice to clients, Mike is still driven by the same underlying goal that lead him to this industry to help others succeed in achieving what's most important to them. Whether it's accumulating wealth for your future or transferring wealth to benefit others, having a deliberate and well thought out plan is critical to helping ensure you achieve what's most important to you.

Prior to joining UBS in 2015, Mike spent 8 years with an independent firm as part of a private wealth advisory practice. Mike received his BS in Management with concentrations in Finance and Marketing from the Scheller College of Business at The Georgia Institute of Technology (GA Tech). Mike is a CERTIFIED FINANCIAL PLANNER™ professional and also holds the Chartered Financial Consultant® designation.

Mike is a long time resident of Atlanta and currently resides with his wife Jenn and daughter Madeleine in the Peachtree Park neighborhood of Buckhead. Outside of the office, Mike enjoys traveling the globe, fly fishing, and playing golf.
- Scheller College of Business at The Georgia Institute of Technology (GA Tech), BS in Management with concentrations in Finance and Marketing
- CERTIFIED FINANCIAL PLANNER™
- Chartered Financial Consultant
1200 Abernathy Road
600 Northpark Town Center
Atlanta, GA 30328
Shelby Potz-Nielsen, CFP

Wealth Strategy Associate
View bio
- CA
- FL
- OK
- TX
- WA
Shelby joined UBS Financial Services in 2013 and the Executive Financial Advisors in 2016. She graduated with her B.B.A. in Finance from Texas A&M University, is a Certified Financial Planner (CFP®), and is Series 7, 66, and insurance licensed.
- Texas A&M University, B.B.A. in Finance
- CERTIFIED FINANCIAL PLANNER™
100 Crescent Court
Dallas, TX 75201
Frederick Zweifel, CFP

Senior Wealth Strategy Associate
View bio
- CA
- FL
- IA
- IN
- KS
- MS
- NC
- NJ
- NY
- OH
- OK
- PA
- PR
- TX
- UT
- VA
- WA
- WV
Cody's role as Wealth Strategy Associate provides business analytics, client concierge services, extensive project management and strategies for the team. He began his career at UBS in 2015 and joined the Executive Financial Advisors in 2017.

Cody earned his B.S. in Finance at the University of Delaware. He is a Certified Financial Planner (CFP®) and also holds his Series 7, 66 and insurance licenses.

Cody lives in Dallas, TX. He was a varsity hockey player at university and continues his love of the sport by participating in the ice local hockey community as a coach and teacher.
- University of Delaware, B.S. in Finance
- CERTIFIED FINANCIAL PLANNER™
100 Crescent Court
Dallas, TX 75201

Rosalie Seiler

Client Associate
View bio
100 Crescent Court
Dallas, TX 75201
Steven Barr, AWMA

Senior Wealth Strategy Associate
View bio
- AL
- AZ
- FL
- GA
- IA
- ME
- NC
- OK
- SC
- TN
- TX
Steven joined UBS Financial Services in 2018. His main focus is educating clients through holistic financial planning. Steven specializes in delivering tailored financial planning solutions to clients in order to help them achieve their short term and long term financial goals. These solutions cover areas such as retirement planning, education planning, debt management, income protection, insurance, and estate planning needs. Steven holds the Series 7, Series 66, Life, Health, and Long Term Care Insurance licenses. He has successfully completed his Certified Financial Planner (CFP®) examination, and has earned the Accredited Wealth Management Advisor (AWMA®) designation as well.

In his previous role, Steven partnered with Advisors across the Southeast as a financial consultant to provide higher-level wealth management advice and service to clients.

Steven is a graduate of the University of Mississippi where he earned his BBA in Management and his MBA with an emphasis in Finance. He lives in Buckhead in the Peachtree Hills community, is a golf enthusiast, and expresses his love for the outdoors and education by sitting on the committee of several mission driven organizations
- University of Mississippi, BBA in Management and MBA with an emphasis in Finance
- Accredited Wealth Management Advisor℠
3560 Lenox Rd NE
28th Floor
Atlanta, GA 30326

Todd Urowsky

Managing Director–Wealth Management
View bio Industry recognition
- AK
- AL
- AR
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- HI
- IA
- ID
- IL
- IN
- KS
- KY
- LA
- MA
- MD
- ME
- MI
- MN
- MO
- MT
- NC
- NE
- NH
- NJ
- NM
- NV
- NY
- OH
- OK
- OR
- PA
- SC
- TN
- TX
- UT
- VA
- WA
- WI
- WY
Todd's expertise is in providing his clients the answers to questions they do not know to ask. This is accomplished thru a holistic and integrated financial planning service focused on all financial disciplines including but not limited to estate planning, retirement and cash flow planning, employee benefit and compensation planning, education planning, investments & risk management. Todd began his financial services career in 1998 at Ayco, a Goldman Sachs Company and joined UBS Wealth Management in July of 2010. He received his BS in Business administration from the University of Buffalo and his Juris Doctorate from Albany Law School. When he is not helping his clients achieve their financial goals, Todd & his wife, Amy enjoy giving back to the community. For the last decade, Team Urowsky has been the largest fundraising Community Team in the Country that participates in American Heart Association Heart Walk. Additionally, Todd is an avid golfer and mountain biker. Todd, Amy and their boys, Jake & Tyler, Live in East Cobb, GA.
- Barron’s Top 100 Private Wealth Management Teams, 2021, 2022The Barron's rating is awarded annually in March and is based on information from the prior year Q4.
- Barron's Top 1,200 Financial Advisors, 2021, 2022, 2023
  The Barron's rating is awarded annually in March and is based on information from the prior year Q3.
- Forbes Best-in-State Wealth Advisors, 2020, 2021, 2022, 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.
- University of Buffalo , BS in Business Administration
- Albany Law School, Juris Doctorate
1200 Abernathy Road
600 Northpark Town Center
Atlanta, GA 30328
Trevor Fahr

Managing Director–Wealth Management
View bio Industry recognition
- AL
- AR
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- HI
- IA
- ID
- IL
- IN
- KS
- KY
- LA
- MA
- ME
- MI
- MN
- MO
- MT
- NC
- NE
- NJ
- NM
- NV
- NY
- OH
- OK
- OR
- PA
- SC
- TN
- TX
- UT
- VA
- WA
- WI
- WY
Trevor joined UBS after spending 11 years with The Ayco Company L.P., a Goldman Sachs Company. He received his Bachelor of Science in Business Administration from Trinity University and his Master of Science in Accounting from Southern Methodist University.
- Barron’s Top 100 Private Wealth Management Teams, 2022The Barron's rating is awarded annually in March and is based on information from the prior year Q4.
- Forbes Best-in-State Wealth Advisors, 2021, 2022, 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.
- Trinity University, Bachelor of Science in Business Administration
- Southern Methodist University, Master of Science in Accounting
100 Crescent Court
Dallas, TX 75201
David Folmnsbee

Senior Vice President–Wealth Management
View bio Industry recognition
- AL
- AR
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- HI
- IA
- ID
- IL
- IN
- KS
- KY
- LA
- MA
- MD
- ME
- MI
- MN
- MO
- MS
- MT
- NC
- ND
- NE
- NH
- NJ
- NM
- NV
- NY
- OH
- OK
- OR
- PA
- PR
- RI
- SC
- SD
- TN
- TX
- UT
- VA
- VT
- WA
- WI
- WV
- WY
David joined UBS after spending 8 years with The Ayco Company, L.P. He received his MBA and JD from the University of Oklahoma.
- Barron’s Top 100 Private Wealth Management Teams, 2022The Barron's rating is awarded annually in March and is based on information from the prior year Q4.
- University of Oklahoma, MBA and JD
100 Crescent Court
Dallas, TX 75201
Tyson Rising, CFP

Senior Vice President–Wealth Management
View bio
- AL
- AR
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- HI
- IA
- IL
- IN
- KS
- KY
- LA
- MA
- MD
- ME
- MI
- MN
- MO
- MT
- NC
- NE
- NJ
- NM
- NV
- NY
- OH
- OK
- OR
- PA
- SC
- TN
- TX
- UT
- VA
- WA
- WI
- WY
Tyson has over 13 years experience in the financial services industry. Through his career, Tyson has specialized in providing holistic, concierge level service and advice to clients that touches every aspect of their financial world. He has ushered many corporate executives through various liquidity events and provided advice on how such events fit into their comprehensive financial plan. Tyson provides strategic leadership for the team with a focus on financial planning engagement review and and portfolio management. Tyson has earned the CERTIFIED FINANCIAL PLANNERTM designation and was recently recognized among the "Top 35 Under 35" at UBS. He is a graduate of the Robinson School of Business at Georgia State University where he earned his BS in Business Administration. In his free-time, he is active in his church and various non-profit endeavors. Tyson is an avid outdoorsman and lives in Dunwoody, GA with his wife, Macy and their three children.
- Robinson School of Business at Georgia State University, BS in Business Administration
- CERTIFIED FINANCIAL PLANNER™
816 Highway A1A North
Ponte Vedra, FL 32082
Ryan Anderson, CFA

Senior Vice President–Wealth Management
View bio
- AL
- AR
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- HI
- IA
- ID
- IL
- IN
- KS
- KY
- LA
- MA
- ME
- MI
- MN
- MO
- MT
- NC
- NE
- NH
- NJ
- NM
- NV
- NY
- OH
- OK
- OR
- PA
- SC
- TN
- TX
- UT
- VA
- WA
- WI
- WY
Ryan joined UBS after spending 7 years with The Ayco Company, L.P. He received his B.S. in Business Administration from Trinity University and is a CFA Charterholder.
- Trinity University, B.S. in Business Administration
- Chartered Financial Analyst®
100 Crescent Court
Dallas, TX 75201
Andrew Noone, CFA

Senior Vice President–Wealth Management
View bio
- AK
- AL
- AR
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- HI
- IA
- ID
- IL
- IN
- KS
- KY
- LA
- MA
- MD
- ME
- MI
- MN
- MO
- MS
- MT
- NC
- ND
- NE
- NH
- NJ
- NM
- NV
- NY
- OH
- OK
- OR
- PA
- PR
- RI
- SC
- SD
- TN
- TX
- UT
- VA
- VT
- WA
- WI
- WV
- WY
Andrew joined UBS after spending 6 years with The Ayco Company, L.P. He received his B.A. in Economics from Boston College and is a CFA Charterholder.
- Boston College, B.A. in Economics
- Chartered Financial Analyst®
100 Crescent Court
Dallas, TX 75201
Brian Feldman

Senior Vice President–Wealth Management
View bio Industry recognition
- AL
- AR
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- HI
- IA
- ID
- IL
- IN
- KS
- KY
- LA
- MA
- ME
- MI
- MN
- MO
- MT
- NC
- NE
- NJ
- NM
- NV
- NY
- OH
- OK
- OR
- PA
- SC
- TN
- TX
- UT
- VA
- WA
- WI
- WY
Brian joined UBS after spending 5 years with The Ayco Company, L.P., a Goldman Sachs Company. He received his B.B.A. in Finance from the University of Georgia and his J.D. from the University of Texas School of Law.
- Barron’s Top 100 Private Wealth Management TeamsThe Barron's rating is awarded annually in March and is based on information from the prior year Q4.
- University of Georgia, B.B.A in Finance
- University of Texas School of Law, J.D.
100 Crescent Court
Dallas, TX 75201
Matthew Sharp

Senior Vice President–Wealth Management

Financial Advisor
View bio Industry recognition
- AL
- AR
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- HI
- IA
- ID
- IL
- IN
- KS
- KY
- LA
- MA
- ME
- MI
- MN
- MO
- MT
- NC
- NE
- NJ
- NM
- NV
- NY
- OH
- OK
- OR
- PA
- SC
- TN
- TX
- UT
- VA
- WA
- WI
- WY
Matthew joined UBS after spending 3 years with The Ayco Company, L.P., a Goldman Sachs Company. He received his BS in Personal Financial Planning from Texas Tech University and his MBA in Finance from Southern Methodist University.
- Forbes America’s Top Next-Gen (Generation) Wealth Advisors, 2017The Forbes rating is compiled by Shook Research and awarded annually between June and September based on information from a 12 month period ending in March of the award year.
- Texas Tech University, BS in Personal Financial Planning
- Southern Methodist University, MBA in Finance
100 Crescent Court
Dallas, TX 75201
Kristy Winkles

Authorized Officer

Client Associate Senior
View bio
- CA
- FL
- OK
- TX
- WA
Kristy L. Winkles joined UBS Financial Services in 2008. She worked with a team in the Addison complex before joining the Executive Financial Advisors team in November of 2013. Prior to UBS, Kristy was with Smith Barney for 8 years in both managerial and registered associate positions. Kristy is series 7 and series 66 licensed. Kristy and her husband, Gary, have two daughters.
100 Crescent Court
Dallas, TX 75201
Michael Kennair, CFP, ChFC

Senior Wealth Strategy Associate
View bio
- AL
- AZ
- CA
- CO
- DC
- FL
- GA
- HI
- IL
- KY
- MA
- MI
- NC
- OH
- OR
- PA
- SC
- TX
- WA
After spending more than a decade providing holistic financial advice to clients, Mike is still driven by the same underlying goal that lead him to this industry to help others succeed in achieving what's most important to them. Whether it's accumulating wealth for your future or transferring wealth to benefit others, having a deliberate and well thought out plan is critical to helping ensure you achieve what's most important to you.

Prior to joining UBS in 2015, Mike spent 8 years with an independent firm as part of a private wealth advisory practice. Mike received his BS in Management with concentrations in Finance and Marketing from the Scheller College of Business at The Georgia Institute of Technology (GA Tech). Mike is a CERTIFIED FINANCIAL PLANNER™ professional and also holds the Chartered Financial Consultant® designation.

Mike is a long time resident of Atlanta and currently resides with his wife Jenn and daughter Madeleine in the Peachtree Park neighborhood of Buckhead. Outside of the office, Mike enjoys traveling the globe, fly fishing, and playing golf.
- Scheller College of Business at The Georgia Institute of Technology (GA Tech), BS in Management with concentrations in Finance and Marketing
- CERTIFIED FINANCIAL PLANNER™
- Chartered Financial Consultant
1200 Abernathy Road
600 Northpark Town Center
Atlanta, GA 30328
Shelby Potz-Nielsen, CFP

Wealth Strategy Associate
View bio
- CA
- FL
- OK
- TX
- WA
Shelby joined UBS Financial Services in 2013 and the Executive Financial Advisors in 2016. She graduated with her B.B.A. in Finance from Texas A&M University, is a Certified Financial Planner (CFP®), and is Series 7, 66, and insurance licensed.
- Texas A&M University, B.B.A. in Finance
- CERTIFIED FINANCIAL PLANNER™
100 Crescent Court
Dallas, TX 75201
Frederick Zweifel, CFP

Senior Wealth Strategy Associate
View bio
- CA
- FL
- IA
- IN
- KS
- MS
- NC
- NJ
- NY
- OH
- OK
- PA
- PR
- TX
- UT
- VA
- WA
- WV
Cody's role as Wealth Strategy Associate provides business analytics, client concierge services, extensive project management and strategies for the team. He began his career at UBS in 2015 and joined the Executive Financial Advisors in 2017.

Cody earned his B.S. in Finance at the University of Delaware. He is a Certified Financial Planner (CFP®) and also holds his Series 7, 66 and insurance licenses.

Cody lives in Dallas, TX. He was a varsity hockey player at university and continues his love of the sport by participating in the ice local hockey community as a coach and teacher.
- University of Delaware, B.S. in Finance
- CERTIFIED FINANCIAL PLANNER™
100 Crescent Court
Dallas, TX 75201
Rosalie Seiler

Client Associate
View bio
100 Crescent Court
Dallas, TX 75201
Steven Barr, AWMA

Senior Wealth Strategy Associate
View bio
- AL
- AZ
- FL
- GA
- IA
- ME
- NC
- OK
- SC
- TN
- TX
Steven joined UBS Financial Services in 2018. His main focus is educating clients through holistic financial planning. Steven specializes in delivering tailored financial planning solutions to clients in order to help them achieve their short term and long term financial goals. These solutions cover areas such as retirement planning, education planning, debt management, income protection, insurance, and estate planning needs. Steven holds the Series 7, Series 66, Life, Health, and Long Term Care Insurance licenses. He has successfully completed his Certified Financial Planner (CFP®) examination, and has earned the Accredited Wealth Management Advisor (AWMA®) designation as well.

In his previous role, Steven partnered with Advisors across the Southeast as a financial consultant to provide higher-level wealth management advice and service to clients.

Steven is a graduate of the University of Mississippi where he earned his BBA in Management and his MBA with an emphasis in Finance. He lives in Buckhead in the Peachtree Hills community, is a golf enthusiast, and expresses his love for the outdoors and education by sitting on the committee of several mission driven organizations
- University of Mississippi, BBA in Management and MBA with an emphasis in Finance
- Accredited Wealth Management Advisor℠
3560 Lenox Rd NE
28th Floor
Atlanta, GA 30326

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Todd Urowsky

Trevor Fahr

David Folmnsbee

Tyson Rising, CFP

Ryan Anderson, CFA

Andrew Noone, CFA

Brian Feldman

Matthew Sharp

Kristy Winkles

Michael Kennair, CFP, ChFC

Shelby Potz-Nielsen, CFP

Frederick Zweifel, CFP

Rosalie Seiler

Steven Barr, AWMA