Experience

Debbie is a Chartered Retirement Planning CounselorSM Professional who brings a wealth of knowledge and experience of over 35 years to our team. A founding partner of West Oak Hill Asset Management, Inc., Chautauqua, New York area, she and her family relocated to Hudson, Ohio in 2002 after selling the firm. She obtained the CRPC® designation from the College for Financial Planning and graduated summa cum laude with a B.S. in Business/Finance from Southern New Hampshire University, Manchester, NH. She serves as the team chair for financial planning to include income gap analysis, tax and estate planning strategies.

Debbie is very community centric and is actively involved in Leadership Hudson, Volunteers of America, supports fundraising for cancer research and is a Rotarian. With her finance background, she has served as Treasurer on many boards, including Leadership Hudson, Hudson Farmer's Market, Hudson Blossom Women's Committee and served on the board of EMS Outreach. She and her husband, Randy, enjoy boating, biking, traveling and spending time with their family including four children, their families and Tucker, their labradoodle.

Joe is a Senior Portfolio Manager of the UBS Portfolio Management Program and responsible for the teams' investment allocations, strategic and tactical trading. Joe has over 20 years of experience in financial services and over thirty five years in client services. Having earned a Bachelors' degree from Rutgers University, Joe also has a certification from University of Notre Dame School of Business and from Portfolio Concepts.

Outside of work, Joe is active in Goodwill Industries serving as an Honorary Board Member and formerly Chairman of the  Investment Committee for a five county area in Northeast Ohio. He is also a National Board member of LifeTeen International, and a regular speaker at their Catholic Youth Ministry Convention. Joe is also a Eucharisitic Minister with St. Mary's and as well very active in their youth ministry. Joe and his wife Marianne have four children and two grandchildren. Joe's hobbies include golf, desert and pilgrimage hiking.

Dan began his career as a Certified Public Accountant with Deloitte & Touche LLP.  As a Manager at Deloitte, Dan was responsible for building the foundation of new client relationships, developing and executing solutions to complex accounting issues and constructing and managing cohesive engagement teams to serve his Fortune 500 clients.  He joined the team as a Financial Advisor in 2018 to enhance the team's breadth of knowledge and expertise.  Dan earned his Bachelor of Science in Business Administration with dual majors in Accountancy and Finance from John Carroll University, graduating Valedictorian of the Boler School of Business.

Dan remains active in the community by chairing the United Way's Emerging Leaders Executive Committee and serving on the finance committee of St. Martin De Porres High School, a Catholic co-educational high school in Cleveland serving families of limited economic means.  For fun you can be sure to find Dan at one of Cleveland's professional sporting events or exploring the tremendous array of local restaurants.  In addition, he remains physically active playing basketball, hiking the Cleveland Metroparks, golfing and snow skiing.  

Meghan graduated from The Ohio State University, with a Bachelor of Arts in Economics,  She joined UBS in 2013, originally serving as the team Client Services Associate (CSA).  Most recently, she has been promoted to Senior Wealth Strategy Associate, concentrating in daily trading, financial planning and training other CSA's.  She has completed the Series 7, 66, the Ohio Insurance license, and is a fully certified Registered Representative.  Prior to UBS, she worked for a large publisher, serving as a client manager, both in Dallas and Cleveland.

Meghan enjoys cheering on her Ohio State Buckeyes and spending time with her family, and her Goldendoodle, Franklin.  She and her husband Jeff, enjoy time with their friends and  family, here and in Chautauqua, NY.    In addition, she has been active in the Pelotonia fundraisers for cancer research, the Cards for Kids annual program, and participates in other UBS philanthropic events.

Jennifer comes to UBS with a unique background in finance and aviation. While earning a Bachelor's of Business Administration in Finance from Kent State University, Jennifer also attained her pilot ratings  and worked as a Flight Instructor and Charter Pilot for eight years. More recently, she has been a Relationship Banker and brings ten years of banking knowledge to the team. She currently has her Life, Health and Variable Insurance Licenses, and her investment licenses in Series 6 and 63.

Jennifer and her husband, Mark, lead a very active life with their three children and enjoy being on the go with dance recitals, football games, track meets, science competitions and everything in between. They love to travel and find adventure as a family. When they are not at one of these events, you can find them visiting Jennifer's family in Pittsburgh, PA. 

E.J. comes to the team with extensive client service experience as he began his career as an Account Follow-Up Specialist at Knox Community Hospital in Mount Vernon, Ohio.  He was later promoted to managing the Hospital’s Pharmacy’s 340B Drug Pricing Program which assists vulnerable individuals in affording their medications.  He earned his bachelor’s degree from Miami University and later obtained his Master of Business Administration from Mount Vernon Nazarene University.

E.J. is active in the community, having served as a member on Knox County’s Board of Public Health and is an active member of his local Masonic Lodge.  He and his wife, Lara, along with their two active boys, enjoy traveling and being on the move.  Whether it’s construction projects, sports, museums, or just taking the family labradoodle on a walk, E.J. and his family are always up for a new adventure.