Experience

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

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

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