Guided by experience. Advice for every generation.

Three generations in the front yard

When you think about the future, what do you hope for? Ideally, you would be able to fund the lifestyle you want in retirement, provide a legacy for your family and support causes that reflect your values.

Our caring and knowledgeable team wants to help you achieve that vision. That’s why we work collaboratively with our clients, taking a proactive approach to help you pursue your goals. Our diversity of experience enables us to create long-term financial plans that are designed to weather market fluctuations and unexpected life events.

Each client has a relationship with two experienced Financial Advisors who offer complementary perspectives and insights, as well as a dedicated Wealth Strategy Associate to address day-to-day concerns. Our multigenerational team offers continuity for the families, corporate executives, business owners and physicians that we serve. To provide you with the most relevant tools and guidance, we draw on UBS’s sophisticated planning resources, including trust solutions, insurance and philanthropic advisory.

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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.

  • Kevin Shepherd Profile Photo

    Kevin Shepherd

    Managing Director–Wealth Management

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    Kevin began his career at Merrill Lynch in 1990. In 1991, he founded the Family Wealth Management team at Merrill Lynch, which transferred to UBS in 2009. The team has made very few personnel changes, as Kevin believes that longevity can be one of the greatest strengths of an advisory team. He wants to ensure clients receive consistency. In addition to managing the team and future initiatives, he manages client relationships and makes certain clients understand the team's investment and financial strategies. He takes pride in working with clients in developing their financial longevity and building personal relationships.

    CA Insurance License Number: 0I25708

          8044 Montgomery Road
          Suite 100W
          Cincinnati, OH 45236
        • Karen Breed Profile Photo

          Karen Breed, CFP, CPWA

          Managing Director–Wealth Management

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          Karen brings a wide variety of expertise to the team. She began her professional career in 1980, as a paralegal specializing in estate, trust, and tax matters. Subsequently, she spent 7 years as a trust officer at two local Cincinnati banks. In 1990, Karen completed the CPA exam. In 1998, she started as a regional Financial Planning Specialist at Merrill Lynch and joined the Family Wealth Management team in 2002. Karen has expertise in financial and estate planning, in addition to a unique perspective on taxes. She is responsible for managing client relationships and has obtained her Certified Financial Planner, Certified Private Wealth Advisor, and Chartered Retirement Planning Counselor industry designations.

          CA Insurance License Number: 0I25794

          • Forbes America’s Top Women Wealth Advisors, 2020, 2021, 2022, 2023The Forbes rating is compiled by Shook Research and awarded annually in February based on information from a 12 month period ending September of the prior year.
          • Forbes Best-in-State Wealth Advisors, 2020, 2021, 2022The 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 Women Wealth Advisors, 2020, 2021, 2022, 2023The Forbes rating is compiled by Shook Research and awarded annually in February based on information from a 12 month period ending September of the prior year.

            • CERTIFIED FINANCIAL PLANNER™
            • Chartered Retirement Planning Counselor℠
            8044 Montgomery Road
            Suite 100W
            Cincinnati, OH 45236
          • William Jones Profile Photo

            William Jones

            Senior Vice President–Wealth Management

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            Bill began his career in the financial services industry in 1990 with Smith Barney after graduating college from the University of Tennessee.  After nearly 20 years at Smith Barney, he transferred his practice to UBS in February 2009 and later merged into the Family Wealth Management team in January of 2016.  Bill provides private client relationship services to clients that allow them to plan and to achieve their financial goals.  He brings extensive knowledge of investment management and strategic asset allocations to the team and aids in developing and monitoring the team portfolios.

            CA Insurance License Number: 0K70408

              • University of Tennessee
                8044 Montgomery Road
                Suite 100W
                Cincinnati, OH 45236
              • Jacob Rieger Profile Photo

                Jacob Rieger, CFP, CRPC

                Senior Wealth Strategy Associate

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                    • CERTIFIED FINANCIAL PLANNER™
                    • Chartered Retirement Planning Counselor℠
                    8044 Montgomery Road
                    Suite 100W
                    Cincinnati, OH 45236
                  • Christine Jaun Profile Photo

                    Christine Jaun, RICP

                    Senior Wealth Strategy Associate

                    Retirement Income Certified Professional

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                        • Retirement Income Certified Professional
                        8044 Montgomery Road
                        Suite 100W
                        Cincinnati, OH 45236
                      • Michael Shepherd Profile Photo

                        Michael Shepherd

                        Senior Wealth Strategy Associate

                        Chartered Retirement Planning Counselor℠

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                            • Chartered Retirement Planning Counselor℠
                            8044 Montgomery Road
                            Suite 100W
                            Cincinnati, OH 45236
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