Experience

Debbie is a seasoned financial professional and a Chartered Retirement Planning Counselor™, boasting over four decades of expertise in the field. She holds a Bachelor of Science in Business Finance from Southern New Hampshire University. Debbie co-founded West Oak Hill Asset Management, Inc. in the Chautauqua, New York area and later brought her wealth of knowledge to Hudson, Ohio in 2002 following the sale of the firm.

With a profound understanding of longevity risk, inspired by her grandmother who lived to 103, Debbie is passionately committed to assisting clients in reaching their life goals. In her capacity, she delivers impartial advice and tailored investment strategies through comprehensive financial planning. Acting as a team chair for financial planning, she specializes in income gap analysis, tax strategies, and estate planning.

Outside her professional endeavors, Debbie has been an active community member, generously dedicating her time to various non-profit organizations such as Clocktower Rotary Club of Hudson, EMS Outreach, Volunteers of America, Lake Anna Civic Association, and Emergency Services in Louisa County, VA. She has held Treasurer positions for Leadership Hudson, Hudson Farmer's Market, and Hudson Blossom Women's Committee.

When not engaged in her career or community service, Debbie finds joy in boating, cooking, hiking, traveling, and cherishing moments with her husband Randy and their family, which includes four children and spouses, four granddaughters, and three grand doodles.

Joe is a Senior Portfolio Manager of the UBS Portfolio Management Program and is responsible for individual investment allocations and tactical trading. Joe has 24 years of experience in financial services at UBS and over forty years in client services. A graduate with a Bachelors' degree from Rutgers University in 1982, Joe also has certification from University of Notre Dame School of Business and from Portfolio Concepts.

Outside of work, Joe is a Vice President on the International Board of LifeTeen. He is an Honorary Board Member at Goodwill Industries having served as Investment Committee Chair. Active in St Mary's youth ministry, Joe and his wife Marianne have four children and eight grandchildren. When not at work he plays golf, plans his next hike or travel adventure.

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 UBS as a Financial Advisor in 2018 to enhance the team's breadth of knowledge and expertise.  Since joining UBS, Dan has become a CERTIFIED FINANCIAL PLANNNER™ and a Certified Exit Planning Advisor™ to continue expanding his knowledge base to help serve his various clients.  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 serving on the Board of Trustees and serving as the finance committee chair 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 and his wife, Blake, at one of Cleveland's professional sporting events or exploring many of Cleveland’s local restaurants.  In addition, they can often be spotted around town walking Winston, their French Bulldog.

Meghan holds a Bachelor of Arts in Economics from The Ohio State University. She began her career at a prominent publishing firm, where she excelled as a client manager across offices in Dallas and Cleveland.

Transitioning to UBS in 2013, Meghan initially served as a Client Services Associate (CSA), contributing significantly to trading, financial planning, and the training of fellow CSAs. Her extensive experience, profound knowledge, and strong client relationships led to her promotion from Senior Wealth Strategy Associate to Financial Advisor. Meghan's dedication to professional growth is evidenced by her completion of certifications including Series 7, 66, Insurance, and the esteemed CERTIFIED FINANCIAL PLANNER™ designation.

Outside of her career, Meghan shares her passion for The Ohio State Buckeyes with her husband Jeff. Together, they cherish moments with their two daughters, Eleanor and Evelyn, and their beloved Goldendoodle, Frank.

E.J. comes to UBS with a background in healthcare. He earned his bachelor’s degree in political science at Miami University in 2014 after which he began work at Knox Community Hospital as an Account Follow-up Specialist. E.J. then moved to Knox Community Hospital’s Pharmacy in 2017 where he managed and grew the organizations 340B Drug discount program. In 2019 E.J. attained his MBA from the Mount Vernon Nazarene University with a focus in healthcare. E.J. also enjoys being active in his community, having served as a member on Knox county’s board of public health and currently serving on the board of St. Thomas Eastern Orthodox Church.

E.J. and his wife, Lara, along with their two sons and daughter enjoy traveling and being on the move. Whether its 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. On their down time they enjoy spending time with family and friends and cherishing life’s moments.

Spencer holds a Bachelor of Science degree in Finance from Miami University. He has a well-rounded skillset that includes analytical thinking, a customer-first mindset, and the ability to collaborate effectively with teams - all of which he is eager to leverage in his new role at UBS.

During his time at Miami University, Spencer was an active member of the Delta Sigma Phi fraternity and worked part-time in the F&B hospitality industry. His internships have included supply chain management at GEON Performance Solutions and finance at Shurtape Technologies, LLC, providing him with broad understanding of business operations.

Spencer is committed to continuous learning and growth. He’s focused about building long-lasting relationships with clients to help them achieve their financial goals while making a meaningful contribution to UBS. 

Spencer is an avid sportsman. He has played league-level soccer in Ohio, stays fit with regular gym workouts, recreational running, and golf.

Stephen McLaughlin is a Senior Registered Client Associate with 5 years of experience in the financial services industry. Stephen brings a wealth of knowledge in both tax and financial planning. He began his career with UBS before expanding his expertise in the tax field and is excited to return to UBS to continue serving clients.

Stephen holds his Series 7 and 66 licenses and is a 2025 CFP® candidate, demonstrating his commitment to staying at the forefront of financial advisory services. He earned dual degrees in Finance from Florida Gulf Coast University (FGCU) and Accounting from Western Governors University, giving him a well-rounded background in both the analytical and strategic aspects of wealth management.

Stephen is passionate about helping clients navigate all facets of financial planning, from retirement strategies to wealth preservation. His goal is to provide top-notch service and personalized advice to ensure his clients’ financial well-being.

In his free time, you can find Stephen at the gym, hanging out with friends, taking flight lessons, or skydiving with fellow enthusiasts.