Experience

Kaus has more than 20 years of experience advising ultra high net worth families on investing and estate planning strategies, from both tax and business planning perspectives. He began his career in 1996 at Crowe Horwath, one of the 10 largest accounting firms in the United States.

Over time, Kaus’s role evolved organically from providing tax advice to providing holistic wealth management, particularly to private business owners and corporate executives. Today, as a Private Wealth Advisor within the Private Wealth Management division of UBS, he continues to deliver holistic advice, focusing on tax efficiency across all areas of personal finance.

Professional experience

• Private Wealth Advisor, J.P. Morgan Private Bank
• Tax Executive, Tax and Wealth Management division, Crowe Horwath

Life

• Kaus lives in Noblesville, IN with his wife and two sons.
• He is an active leader in his community and serves on the finance committee of the St. Vincent Foundation.
• He is also a Big Brother with Big Brothers Big Sisters of Central Indiana and was previously treasurer for the Board of Girls, Inc. of Greater Indianapolis.
• In his free time, Kaus enjoys spending time with his family, skiing, backpacking, traveling, golf and tennis.

Matt is a Senior Vice President and Senior Portfolio Manager with FEF Wealth Partners. In his role, he provides financial advisory services and solutions to a highly dynamic and accomplished group of individuals, families and institutions. Having met the criteria necessary to qualify for the Senior Portfolio Manager designation, Matt designs and executes customized investment strategies within a set of defined investment parameters. Prior to joining UBS, Matt spent the majority of his investment career within the asset management divisions of J.P. Morgan’s Private Bank and Goldman Sachs & Co. A native of Indiana, Matt holds a Bachelor of Science from Indiana University. In addition, he is active with the Indiana University Simon Cancer Center and previously worked on the boards of Easter Seals Crossroads and Miles for Myeloma. Matt and his family reside in the Fishers area.

Brett brings broad experience in managing wealth for ultra high net worth clients. Brett’s goal is to be his clients’ first call for all financial matters. Within the UBS Private Wealth Management division, Brett accesses the insights of top industry professionals to provide clients with the comprehensive advice and stewardship his clients require to pursue their most important goals.

With his strong work ethic and commitment to doing what’s best for each client, Brett always seeks the best possible solution from the expansive resources at UBS: including investment banking, estate planning, pre- and post-liquidity planning, alternative investments, lending and portfolio management.

Professional experience

• Private Wealth Advisor, J.P. Morgan Private Bank
• Advisor, Corporate and Investment Banking, BMO Capital Markets

Life

• Brett is the past president and past investment committee chair of Horizon House, a homeless multi-service day center in Indianapolis. 
• He sits on the board of directors for the Big Brothers Big Sisters of Central Indiana and Horizon House.
• Brett is a member of the Professional Advisory Leadership Council at Central Indiana Community Foundation
• Brett, his wife and their three children live in Carmel, IN.

During college, Dan always found himself gravitating to financial and economics classes. He was intrigued by how world events impacted the value of financial assets. That interest led him to a nearly 20-year investment career and to UBS Private Wealth Management, where he and his team manage the significant wealth of multigenerational families, entrepreneurs and executives.

Dan’s approach is an important differentiator for his clients: it starts with listening deeply to what they want, care about and are comfortable with. Every portfolio Dan builds reflects those insights and incorporates a range of investments, including public equity, fixed income, alternatives and currencies. There is no one-size-fits-all asset allocation; each portfolio is tailored for a unique client.

Professional experience

• Managing Director, Head of Investments, J.P. Morgan Private Bank

Life

• Dan is the past board chair of Foster Success, an organization that helps youth transition out of foster care in Indiana.
• Dan is a 2015 graduate of Leadership United, a leadership program of the United Way of Central Indiana.
• Dan, his wife and their six children live in Fishers, IN.

Chad is a Vice President with FEF Wealth Partners. He brings an objective and analytical approach to addressing both the challenges and opportunities that come with substantial wealth. As a Certified Financial Planner™ and CPA (inactive certificate holder), Chad focuses on using tax-advantaged strategies and advanced asset allocation principles in helping clients develop and implement written financial blueprints. Chad joined UBS from PNC Wealth Management and he previously served as an Executive Director with J.P. Morgan’s Private Bank and as a Manager of Deloitte’s Private Client practice. Chad holds Bachelor of Arts degrees in business/finance and accounting from Franklin College. He is active with the Memorial Day Mile and he previously served on the board of the Johnson County Community Foundation. Chad and his wife, Emily, live in Franklin with their three children Wyatt, Adrie and Chloe.

Over the last 24 years, UBS Senior Wealth Strategy Associate and former practicing estate planning attorney Karin Veatch has learned through her many conversations with clients that family issues often take priority over investing. She finds that helping her clients promote good stewardship of the family wealth is often more important to them than asset allocation—from creating a “rulebook” for children and grandchildren to instilling values in the next generation, to family governance and cultivating a philanthropic mission. Because her highly successful clients also want to leave as much as possible to the people and causes they care about, Karin skillfully partners with clients, their CPA and estate planning attorney to design trusts and charitable structures that accomplish the client’s planning objectives while helping to minimize estate, gift and income taxes.

Karin’s background is a significant differentiator for her Private Wealth team and an invaluable resource for her clients, given the complexity of their wealth challenges. While Karin does not replace her clients’ existing attorneys, she collaborates closely with them to coordinate advice, financial modeling and implementation.  

Professional experience

• Wealth Advisor, J.P. Morgan Private Bank. One of 33 wealth advisors across the US, supporting clients throughout the Midwest—including business owners, trust beneficiaries, corporate executives and charitably inclined clients—in estate planning matters.
• Estate planning attorney, licensed in IN and OH. Focus areas: trusts and estates, estate administration, charitable planning, prenuptial planning and business succession planning.

Life

• Karin and her husband, a primary care physician, have two sons in college.
• She sits on the Board of Women’s Fund of Central Indiana.
• Karin’s past board service includes Children's Museum of Indianapolis, Little Red Door of Central Indiana and Pilgrim Lutheran Church.

Stephanie joined UBS in 2014. She prides herself on thorough communication, resourcefulness and problem-solving skills. With more than 15 years of investment industry experience, she has extensive knowledge of the planning and servicing needs of individuals and families as well as foundations and the needs of donors, board members, staff and regulators. Prior to joining UBS, she gained experience in foundation, endowment and non-profit client service at JPMorgan Chase. Prior to JPMorgan Chase, Stephanie worked at Fifth Third Bank Investment Advisors and specialized in personal and institutional trust management and administration. Stephanie holds the Series 7, 63 and 66 securities licenses. She is registered with the Indiana Department of Insurance and holds the life, accident and health, variable life and annuity producer license. Stephanie is a graduate of Butler University with Bachelor of Science in marketing. Stephanie and her husband, Colin, reside in Westfield with their twins, Carson and Lauren.

Rick has been fascinated with the stock market since he was 18 and opened his own brokerage account.  His interest in investing quickly evolved to learning more and more about wealth management and the financial services  industry.  He gained his operational and investing knowledge working with High Net-Worth clients at Charles Schwab and JP Morgan Private Bank.  Throughout his career, Rick has been actively involved in the design, implementation and monitoring of client’s investment portfolios.

Professional Experience

• Investment Professional, JP Morgan Private Bank
• Senior Trading Specialist-High Net Worth, Charles Schwab & Co
• Operations Specialist, Wachovia Securities

Jaimie has over 15 years of wealth management experience, focusing on relationship management and administrative roles, and working exclusively with high net-worth families. Throughout her career, she has also assisted clients with a wide range of investment strategies.

As a Client Service Associate within the Private Wealth Management division of UBS, Jaimie serves as a liaison between clients and Advisors. She is committed on providing exceptional service and going above and beyond to get her clients the answers they need.

Professional Experience

• Fund and Client Administrator, Indie Asset Partners
• Senior Client Service Associate, BKD Wealth Advisors
• Investment Professional, JP Morgan Private Bank

Brandt joined UBS in June 2013. Prior to joining UBS, he spent five years at the Charles Schwab Corporation. Brandt began his career in 2008 and quickly learned what it meant to be an active presence during financially turbulent circumstances. In his previous role with Schwab, he specialized in servicing high net worth clients and leveraging his talents to assist them in achieving their investment objectives. Brandt holds the Series 7 and 63 securities licenses. In addition, he has the Accredited Asset Management SpecialistSM (AAMS®) designation from the College for Financial Planning®. Brandt graduated from Butler University with a double major in finance and accounting. In his spare time, he enjoys music, reading, biking, being active in his church and investing in the lives of people. Brandt and his wife, Alicia, reside in Carmel.

Anna joined UBS upon graduation from Butler University with a Bachelor of Science in Finance and minor in Data Science. She quickly became an integral part of the team, assisting with portfolio reviews, financial planning, estate planning, and client requests. Anna brings a multigenerational perspective, focusing on connecting with the next generation. Anna holds her Series 7 and 66 securities licenses and is actively working towards achieving a Certified Financial Planner designation. A native of St. Louis, Anna now resides in Carmel, IN with her Bernedoodle, Olivia. She is an avid traveler, enjoys volunteering, and spending time with family and friends.