Experience

That inspires confidence

FTB Financial Services began in 1992 in a small corner office in downtown Cincinnati. Our relationship with the Procter & Gamble community was established as we serviced the brokerage end of exercising stock option awards (now done electronically through E*Trade). At a time when the financial services industry was heavily concentrated with individual advisors engaged in the transactional business of "buying and selling stocks", it quickly became apparent that this unique community needed more from a financial advisor. We charted our own course, building a team of credentialed financial professionals who would collaborate to bring a full suite of services to P&G employees and their families.

Taking a page from our consumer base, we focus on our clients in the same way P&G does – putting YOU at the foundation of everything we do, working hard to understand your unique needs and delivering a best-in-class value proposition. In our 30-year history, we have never wavered from our relentless focus on our one and only market – P&G families. We believe you will recognize the difference FTB brings, just as your consumers recognize the difference you bring to their everyday lives.

Bill McCarthy, CFP

Senior Vice President–Wealth Management

Bill McCarthy is the leader of the FTB team and the guiding voice behind FTB's vision and strategic direction. Under Bill's leadership, he challenges and motivates our entire team to strive for excellence in everything we deliver to you.

FTB team members describe Bill as perceptive, thorough, focused and compassionate. He brings these skills to his relationships with FTB clients every day. Bill works diligently to understand each client's unique situation and tailor FTB's breadth of services to each family's individual needs.

Bill began his career at FTB after completing college.  He made an immediate impact on the team and his responsibilities grew quickly. During Bill's career, he has been an integral part of the FTB leadership team, excelling in many roles over the years including associate, Financial Advisor, and the team's operational  leader. From 2009-2018, Bill served as the leader for team member relations during a significant growth period for FTB as we grew the team's headcount by 50%. Demonstrating great skill in leadership and a passion for the business side of FTB, Bill was promoted in 2019 to be the leader of the team.

Bill obtained his bachelors degree in Finance from Indiana University, completed his MBA at Xavier University and attained the CFP® designation. He lives on the east side of Cincinnati with his wife, Dorrie, and their four children. In his free time, Bill enjoys spending time with his family, traveling to new places, and spending time on the golf course.

Registered States:
  • AL
  • AR
  • AZ
  • CA
  • CO
  • CT
  • DE
  • FL
  • GA
  • ID
  • IL
  • IN
  • KS
  • KY
  • LA
  • MA
  • MD
  • ME
  • MI
  • MN
  • MO
  • MS
  • NC
  • NE
  • NH
  • NJ
  • NV
  • NY
  • OH
  • OR
  • PA
  • RI
  • SC
  • TN
  • TX
  • UT
  • VA
  • VT
  • WA
  • WI

Recognized as an industry leader:

  • Forbes/SHOOK Best-In-State Wealth Advisors, 2022

Education

  • Indiana University, B.S. Finance
  • Xavier University, MBA

Credentials

  • CERTIFIED FINANCIAL PLANNER™
8044 Montgomery Road
Suite 100
Cincinnati, OH 45236

Email Me

Daniel Torbeck, CFA

Managing Director–Wealth Management

Dan is Senior Relationship Manager and Investment Strategy leader for the team. With over 30 years of experience, Dan has been recognized as an industry leader, appearing on multiple top financial advisor lists including Barron's, Financial Times and Forbes. Dan graduated from Miami University with a B.S. in finance and attained his Chartered Financial Analyst designation in 1997. He served as one of the fourteen advisors on the UBS FA Advisory Council (FAAC) representing the firms' advisors in helping senior management make UBS a more client and FA centric firm.

Dan served as board member or as a volunteer in a number of Charities or Non-Profits including the Cincinnati Business Alliance board, Saint Ursula Athletic Booster Board, Saint Ursula Ball Chair, Saint Ursula Golf Outing chair, Easter Seals, Our Lady of the Sacred Heart Finance Committee, Blue Ash YMCA board. Away from the office Dan enjoys working out, playing golf and spending time with family.  He and his wife Shari have 2 children Brian and Maddie.

Registered States:
  • AL
  • AR
  • AZ
  • CA
  • CO
  • CT
  • DC
  • DE
  • FL
  • GA
  • ID
  • IL
  • IN
  • KS
  • KY
  • LA
  • MA
  • MD
  • ME
  • MI
  • MN
  • MO
  • MS
  • NC
  • NE
  • NH
  • NJ
  • NV
  • NY
  • OH
  • OR
  • PA
  • RI
  • SC
  • TN
  • TX
  • UT
  • VA
  • VT
  • WA
  • WI

Recognized as an industry leader:

  • Barron's Top 1,000 Financial Advisors, 2010, 2011, 2012, 2013
  • Barron's Top 1,200 Financial Advisors, 2014, 2015, 2017, 2018, 2019, 2020
  • Financial Times Top 400 Financial Advisers, 2014, 2017
  • Forbes/SHOOK Best-In-State Wealth Advisors, 2018, 2019, 2020

Education

  • Miami University, B.S. Finance

Credentials

  • Chartered Financial Analyst®
8044 Montgomery Road
The Towers At Kenwood
Cincinnati, OH 45236

Email Me

Rob Bult, CFP

Managing Director–Wealth Management

Rob is driven by the belief that our role as advisors is not just about numbers, but seeing a family’s potential, the potential for gaining purpose with wealth and helping families to “Maximize life today AND protect tomorrow.” Rob constantly raises the bar for how we deliver value for clients, whether it is “looking around corners” for unforeseen advice or leading initiatives to bring wellness education to clients because “wealth, without health of the body, mind and spirit, is meaningless”. These “robservations” have been engrained in FTB’s culture and help define our best-in-class service.

Rob credits his upbringing for helping shape who he is today. Growing up in a small town in Wisconsin, he learned many life lessons working in the family’s third generation bakery. Rob admits beginning the day at 3am was a tough lesson to embrace, but the daily effort to create quality products and service were repaid ten-fold by loyal delighted customers. Fascinated by books  and taxes the bakery’s accountant advised on, he aspired to be a CPA. After landing a position at Deloitte, Rob fine-tuned his expertise to serving the complex compensation and tax needs of global executives. Despite a blossoming CPA career, Rob strived for more – deeper relationships, more opportunity to make an impact for families, and colleagues as passionate for helping others as he. He joined the team in 1999 and the rest, you can say, is history.

Today Rob enjoys working with high-level P&G executives, Fortune-500 CEOs and other ultra-high-net-worth families with many complex financial planning needs. He lives in Mariemont with his wife, Kara and is a proud father of two adult children, one studying animation and the other serving his county as an Officer of Marines. When he is not solving complex financial puzzles or coming up with a new robservation, he enjoys staying active cycling, skiing, traveling, and walking the family dog, Bardi (yes-named after Vince Lombardi. Go Pack Go!).

Registered States:
  • AL
  • AR
  • AZ
  • CA
  • CO
  • CT
  • DE
  • FL
  • GA
  • ID
  • IL
  • IN
  • KS
  • KY
  • LA
  • MA
  • MD
  • ME
  • MI
  • MN
  • MO
  • MS
  • NC
  • NE
  • NH
  • NJ
  • NV
  • NY
  • OH
  • OR
  • PA
  • RI
  • SC
  • TN
  • TX
  • UT
  • VA
  • VT
  • WA
  • WI

Recognized as an industry leader:

  • Barron's Top 1,200 Financial Advisors, 2021, 2022
  • Forbes/SHOOK Best-In-State Wealth Advisors, 2019, 2020, 2021, 2022

Education

  • Ferris State University, B.S. Accountancy

Credentials

  • CERTIFIED FINANCIAL PLANNER™
8044 Montgomery Road
Suite 100W
Cincinnati, OH 45236

Email Me

Tim DuMont, CFA

Senior Vice President–Wealth Management

As the leader of our team’s investment strategy, Tim plays an essential role behind the scenes for all FTB families. Under Tim’s leadership, our investment strategy team works in concert with UBS CIO office, outside strategists and fund managers to develop FTB’s exclusive investment strategies. In addition, Tim leads the strategy team in providing investments ideas and recommendations, performing routine rebalancing and tax-loss harvesting, offering perspective on the markets, and taking action as circumstances change.  

Tim also serves as the primary advisor for client families. He enjoys spending time on both sides of our industry – diving into the details of investment strategies as well as putting those strategies into action with clients as he helps them work towards their financial goals.

Tim graduated from Northern Kentucky University in 1994 and attained the Chartered Financial Analyst (CFA) designation in 2003. The CFA credential is "the highest distinction in the investment management profession", per the CFA Institute. Tim joined the FTB Financial Services team in 1998 and has been a valued member of the team ever since. In 2010, Tim was voted by the team as our FTB “player of the year” and in 2020 & 2021, Tim was honored by Forbes as one of the Best-in-state wealth advisors in Ohio. Tim is known on the team for his ability to break down complex investment concepts into simple terms, plus his quick wit and entertaining dance moves.

He is active in the community, volunteering through Junior Achievement, St. Vincent DePaul and Ronald McDonald house. In his free time, he enjoys playing golf and spending time with his wife, Tina, and their two daughters.

Registered States:
  • AL
  • AR
  • AZ
  • CA
  • CO
  • CT
  • DC
  • DE
  • FL
  • GA
  • ID
  • IL
  • IN
  • KS
  • KY
  • LA
  • MA
  • MD
  • ME
  • MI
  • MN
  • MO
  • MS
  • NC
  • NE
  • NH
  • NJ
  • NV
  • NY
  • OH
  • OR
  • PA
  • RI
  • SC
  • TN
  • TX
  • UT
  • VA
  • VT
  • WA
  • WI

Recognized as an industry leader:

  • Forbes/SHOOK Best-In-State Wealth Advisors, 2020, 2021, 2022

Education

  • Northern Kentucky University, B.S. Marketing

Credentials

  • Chartered Financial Analyst®
  • Senior Portfolio Manager
8044 Montgomery Road
Suite 100W
Cincinnati, OH 45236

Email Me

Kelly Wittich, CFP

Senior Vice President–Wealth Management

Kelly began her career as a paralegal at Greenebaum, Doll & McDonald law firm, gaining rich experience in estate planning and administration.  There, she was able to hone and refine her talents, but had a desire to work more closely with families in all aspects of their financial life. In 2001, she courageously made a career change and began as a new advisor trainee with UBS. Not for the faint of heart, Kelly thrived in her new environment, quickly gaining respect, trust, and confidence of clients and experienced advisors alike. She quickly found a home FTB Financial Services as an associate advisor, working closely with families and developing those deep connections she had longed for.

Today, Kelly is a primary advisor and one of the leaders of our team, earning recognition from Forbes as a one of America’s Top Women Advisors. In addition to working closely with client families, Kelly is the thought leader on the team in the area of trust and estate planning. Kelly also leads our team’s marketing strategy.  Kelly puts her heart into everything she does, especially when it comes to helping FTB families.  She brings positive energy to the office every day – you can often hear her singing softly to herself as she works.

Kelly is very active in the community, spending much of her free time helping others. She is Past President and currently serves on the Prokids Board of Trustees, she is a member of the Artswave Women's Leadership Roundtable Steering Committee, and is actively involved in local charity FOATY (From Our Angels to Yours).  Kelly enjoys spending time with her husband, Bill, cheering on local sports teams, and engaging in all that Cincinnati has to offer with her close-knit circle of family and friends.

Registered States:
  • AL
  • AR
  • AZ
  • CA
  • CO
  • CT
  • DE
  • FL
  • GA
  • ID
  • IL
  • IN
  • KS
  • KY
  • LA
  • MA
  • MD
  • ME
  • MI
  • MN
  • MO
  • MS
  • NC
  • NE
  • NH
  • NJ
  • NV
  • NY
  • OH
  • OR
  • PA
  • RI
  • SC
  • TN
  • TX
  • UT
  • VA
  • VT
  • WA
  • WI

Recognized as an industry leader:

  • Forbes/SHOOK Best-In-State Wealth Advisors, 2022
  • Forbes/SHOOK Top Women Wealth Advisors, 2020, 2021, 2022

Education

  • Mt. St. Joseph University

Credentials

  • CERTIFIED FINANCIAL PLANNER™
8044 Montgomery Road
Suite 100W
Cincinnati, OH 45236

Email Me

Scott Cengia, CFP

Senior Vice President–Wealth Management

Scott is a partner with FTB Financial Services and a primary advisor for clients, working closely with them to develop personalized wealth management strategies. He is a Senior Portfolio Manager through the PMP program, a CERTIFIED FINACIAL PLANNER™, member of the group’s Investment Strategy Committee and has more than 15 years of financial services experience. He attended the University of Notre Dame, earning a B.A. from the Mendoza college of Business. He joined UBS Financial Services in 2000 following two years as a vice president with Physicians Billing Management in Cleveland, OH. Scott is active in the University of Notre Dame Monogram Club, coaches youth sports, likes deep sea fishing, and enjoys spending time with his wife, Kelly, and their four children.

Registered States:
  • AL
  • AR
  • AZ
  • CA
  • CO
  • CT
  • DE
  • FL
  • GA
  • ID
  • IL
  • IN
  • KS
  • KY
  • LA
  • MA
  • MD
  • ME
  • MI
  • MN
  • MO
  • MS
  • NC
  • NE
  • NH
  • NJ
  • NV
  • NY
  • OH
  • OR
  • PA
  • RI
  • SC
  • TN
  • TX
  • UT
  • VA
  • VT
  • WA
  • WI

Recognized as an industry leader:

  • Forbes/SHOOK Best-In-State Wealth Advisors, 2021, 2022

Education

  • University of Notre Dame

Credentials

  • CERTIFIED FINANCIAL PLANNER™
8044 Montgomery Road
Suite 100W
Cincinnati, OH 45236

Email Me

Craig Callery

Senior Wealth Strategy Associate

Craig serves in the role of both primary and associate in client relationships, as well as being the team lead in operations. He brings more than 25 years of financial services experience to the team. A graduate of Northern Kentucky University with a B.A. in history, he holds Series 7, 8 and 63 securities licenses. He joined UBS in 1991, coaches high school baseball, and is an avid University of Kentucky basketball fan. Craig has four children and resides in Covington, KY.

Registered States:
  • AR
  • CA
  • FL
  • IN
  • KY
  • OH
  • PA

Education

  • Northern Kentucky University, B.A. History
8044 Montgomery Road
Suite 100W
Cincinnati, OH 45236

Email Me

Krista Keehn, CFP

Financial Advisor

If you walk in our office and immediately notice a bright positive energy, chances are it is radiating from Krista’s desk. While many FTB team members have dual roles on the team, Krista harnesses her limitless energy to serve in a number of distinct roles, all centered around one thing: relationships. Krista’s favorite and most important role is primary advisor for our clients, allowing her to develop meaningful relationships with families and helping them plan for and work towards their life’s goals.

In addition, Krista leads FTB’s financial planning team, staying on top of the many considerations we account for when creating financial plans for families. She is a skilled presenter and will often be our featured speaker for seminars, sharing her deep knowledge of P&G’s LTIP & STAR awards and financial planning topics. As a working mother, Krista is passionate about bringing women to the financial table and you will often find her presenting UBS’s Own Your Worth program to groups across the country. 

If that is not enough, Krista spearheads the team’s employee relations, working to recruit talented new team members who exemplify our team’s values and principles, and coordinating the professional development plans for all team members so they can realize their full potential at FTB. 

Krista is a graduate of Denison University with a B.A. in psychology and educational studies and holds the CERTIFIED FINANCIAL PLANNER™ (CFP®) certification. She joined the FTB team in 2006 and was recognized as FTB’s player of the year twice – as the first ever recipient in 2008 and again in 2020. Krista lives in Loveland with her husband Bob and two daughters.

Registered States:
  • AL
  • AR
  • AZ
  • CA
  • CO
  • CT
  • DE
  • FL
  • GA
  • ID
  • IL
  • IN
  • KS
  • KY
  • LA
  • MA
  • MD
  • ME
  • MI
  • MN
  • MO
  • MS
  • NC
  • NE
  • NH
  • NJ
  • NV
  • NY
  • OH
  • OR
  • PA
  • RI
  • SC
  • TN
  • TX
  • UT
  • VA
  • VT
  • WA
  • WI

Education

  • Denison University, B.A. Psychology and Educational Studies

Credentials

  • CERTIFIED FINANCIAL PLANNER™
8044 Montgomery Road
Suite 100W
Cincinnati, OH 45236

Email Me

Molly Buquo, CFP

Account Vice President

With more than 30 years’ experience in the industry, Molly is a veteran at guiding families through financial decisions at all stages of life. Having been a working mother for more than twenty years, she has an appreciation for clients who balance the many demands of a successful career and family. She takes pleasure in helping talk through the unique dreams and goals for each family, putting a plan in place and working alongside the family as those goals become reality. Molly is known on the team for her compassion, her exceptional communication skills and attention to detail.

Molly is graduate of Salem College with a degree in economics-management and holds the CERIFIED FINANCIAL PLANNER (CFP) designation. She began her career at Bank One Investments as a financial advisor and joined the FTB Financial Services team in 2008, making an immediate impact as she guided clients through the recession. Today, Molly continues to enjoy working closely with client families full time and mentoring newer FTB team members. 

Molly is actively engaged in community outreach at her church and enjoys volunteering with Junior Achievement. She enjoys hot yoga and staying active with her husband, Dave, and their two daughters.

Registered States:
  • CA
  • CO
  • FL
  • KY
  • MA
  • NC
  • OH
  • SC

Education

  • Salem College, B.A. Economics Management

Credentials

  • CERTIFIED FINANCIAL PLANNER™
8044 Montgomery Road
Suite 100W
Cincinnati, OH 45236

Email Me

John Whedon, CRPC, CFP

Senior Wealth Strategy Associate

John serves as a primary contact for clients providing comprehensive wealth management services. He has a degree in business from Miami University and earned his CERTIFIED FINANCIAL PLANNER™ (CFP®) designation in 2016. He began his financial services career in 2001 with Merrill Lynch as a financial advisor and vice president, before joining UBS in 2009.  John and his family live in Clifton's Gaslight District.  He is an active fund raiser for nonprofits located in Clifton and has served as board chairman of Big Brothers & Big Sisters of Greater Cincinnati.

Registered States:
  • CA
  • FL
  • KY
  • NC
  • OH
  • PA
  • TX

Education

  • MIami University, B.S. Business

Credentials

  • CERTIFIED FINANCIAL PLANNER™
  • Chartered Retirement Plans Specialist℠
8044 Montgomery Road
Suite 100W
Cincinnati, OH 45236

Email Me

Dennis Klein

Senior Vice President–Wealth Management

Financial Advisor

Dennis manages investments and client relationships for the team. He brings more than 32 years of financial services experience. Dennis focuses on managing stock and bond portfolios, including the use of stock options, for individual business owners, corporate executives and women. Dennis earned a BA from Bellarmine College, and studied economics and community development at the University of Louisville. He holds a Series 7 securities license. Prior to joining UBS in early 2009, he was a financial advisor at Smith Barney. Dennis enjoys golf and is active with the John’s Island Outreach Center.

Registered States:
  • CA
  • CO
  • DE
  • FL
  • GA
  • IN
  • KY
  • MA
  • MI
  • MS
  • NC
  • NJ
  • NV
  • OH
  • PA
  • SC
  • TX
  • VA
8044 Montgomery Road
Suite 100W
Cincinnati, OH 45236

Email Me

Connie Haglage, CFP

Authorized Officer

Senior Wealth Strategy Associate

Connie supports FTB clients in all areas of financial planning, specializing in taxes, cash flow, and retirement plans. She holds a Marketing degree from the University of Cincinnati, the CERTIFIED FINANCIAL PLANNER™ (CFP®) designation, Series 7 & 66 securities licenses and an Ohio Insurance license. Prior to joining UBS, Connie was employed at a wealth management firm where she gained valuable industry experience. In her previous career as a CPA, Connie held positions in public accounting, corporate controllership and consulting. She enjoys running, reading, cooking and spending time with family and friends. Connie lives in Kenwood with her husband, Mike.

Registered States:
  • AR
  • AZ
  • CA
  • CO
  • FL
  • IL
  • IN
  • KY
  • LA
  • MA
  • MD
  • ME
  • MI
  • NC
  • OH
  • SC
  • TN
  • TX
  • VA
  • VT

Education

  • University of Cincinnati, B.S. Marketing

Credentials

  • CERTIFIED FINANCIAL PLANNER™
8044 Montgomery Road
Suite 100W
Cincinnati, OH 45236

Email Me

Chris DeNicola, CFP, CFA

Financial Advisor

Chris is energized by helping P&G executives and their families with complex financial decisions and providing guidance on compensation elections (including SEC compliance, 10b5-1 planning etc), retirement planning, and generational wealth transfer strategies. Chris is a member of the team’s Investment Strategy committee and leads FTB’s weekly best practice sharing. He ends each team meeting with “Let’s keep the momentum going,” highlighting his belief that FTB will continue to be ahead of the industry curve by providing innovative solutions and superior service.

Chris discovered his true passion for wealth management in 2011, after accepting a position in marketing at UBS.  He quickly became fascinated with the complexities of the financial industry and the role financial advisors play in helping successful families grow, protect, and manage their wealth. After 3 years in his marketing role, he was ready to make the move to a position serving clients. He joined FTB Financial Services in 2014 and hit the ground running. Within his first year, Chris completed the work required to obtain the CERTIFIED FINANCIAL PLANNER® (CFP) designation. Weeks later, he enrolled in the 3-year Charted Financial Analyst program, earning his designation (CFA®) in 2018.

A lifelong Cincinnati resident, Chris graduated from Miami University, where he met his wife, Kathryn. They live in Mt. Lookout with their three children, Charlotte, George and Alice. Outside of work, he spends time giving back as a volunteer with Junior Achievement and as an Emerging Leader for the Cincinnati Parks Foundation Board.

Registered States:
  • AL
  • AR
  • AZ
  • CA
  • CO
  • CT
  • DE
  • FL
  • GA
  • ID
  • IL
  • IN
  • KS
  • KY
  • LA
  • MA
  • MD
  • ME
  • MI
  • MN
  • MO
  • MS
  • NC
  • NE
  • NH
  • NJ
  • NV
  • NY
  • OH
  • OR
  • PA
  • RI
  • SC
  • TN
  • TX
  • UT
  • VA
  • VT
  • WA
  • WI

Education

  • Miami University, B.A. Mass Communication

Credentials

  • CERTIFIED FINANCIAL PLANNER™
  • Chartered Financial Analyst®
8044 Montgomery Road
Suite 100W
Cincinnati, OH 45236

Email Me

Drew Eagan

Wealth Strategy Associate

Drew began working for FTB as an intern in January 2018. Upon graduating from the University of Cincinnati with a B.S.B.A. in Finance and minor in Information Systems, Drew was invited back to join FTB full time as a Wealth Strategy Associate. Prior to UBS, Drew gained industry experience in college by interning with a variety of financial institutions such as Fifth Third Bancorp and US Bancorp.

Drew grew up in Mason, OH, and attended St. Xavier High School before enrolling in the University of Cincinnati. During his free time, Drew enjoys playing sports, working out, traveling, and spending time with friends. Drew is one of three triplet brothers, and also has an older sister.

Registered States:
  • OH

Education

  • University of Cincinnati, B.B.A Finance
8044 Montgomery Road
Suite 100W
Cincinnati, OH 45236

Email Me

Ning Liao, CFA®

Senior Wealth Strategy Associate

Ning joined the FTB Financial Services team in June 2021 as a Wealth Strategy Associate, bringing over 10 years’ experience in the financial services industry. Ning attended Tsinghua University and University College London, earning a master’s degree in Economics. She also holds the Chartered Financial Analyst® designation, “one of the highest distinctions in the investment management profession.”

Ning is excited to begin working with clients and getting to know each family’s unique story. She lives in Mason with her husband, Hejie, and their two children. Outside of work Ning enjoys traveling, listening to music, and ballroom dancing. 

Registered States:
  • OH

Education

  • Tsinghua University, B.S. Finance
  • University College London, M.A. Economics

Credentials

  • Chartered Financial Analyst®
8044 Montgomery Road
Suite 100W
Cincinnati, OH 45236

Email Me

Brad Reis, CFA®

Senior Wealth Strategy Associate

Brad joined the FTB team in July 2021 as a Wealth Strategy Associate. Brad is a 13-year veteran in the financial industry with a background in corporate finance. Throughout his career, he gained experience at Barclays, Citi and, most recently, Fifth Third Bank. Brad graduated from Indiana University in 2008 with a degree in Finance, International Business, and Operations Management. He also holds the Chartered Financial Analyst (CFA) designation, “one of the highest distinctions in the investment management profession.” per the CFA institute. Brad grew up in Villa Hills, KY and attended St. Xavier High School. He lives in Symmes Township with his wife and two daughters.

Registered States:
  • AR
  • AZ
  • CA
  • CO
  • FL
  • IL
  • IN
  • KY
  • NJ
  • OH
  • SC
  • VA
  • WA

Education

  • Indiana University, B.S. Finance, International Business, Operations Management

Credentials

  • Chartered Financial Analyst®
8044 Montgomery Road
Suite 100W
Cincinnati, OH 45236

Email Me

Mike Braun

Wealth Strategy Associate

Michael began working for UBS in the summer of 2016 as an intern, and transitioned into a part-time role as a Client Service Associate while continuing his education at Xavier University. Upon graduating with a B.S.B.A with majors in Finance and Marketing in Spring 2017, he was invited to join FTB full time as a Client Service Associate. Michael is a newcomer to Mason, OH, where you are likely to find him spending time with friends or engaging in a competitive game of tennis. In his free time, he enjoys listening to his favorite albums from his record collection as well as traveling all over Cincinnati in search of the best restaurants the Queen City has to offer. Although he’s been in Cincinnati since 2013, his roots trace back to St. Louis, MO where his sports loyalties still lie.

Registered States:
  • AR
  • AZ
  • CA
  • CO
  • CT
  • DE
  • FL
  • GA
  • IL
  • IN
  • KS
  • KY
  • LA
  • MA
  • MD
  • ME
  • MI
  • MN
  • NC
  • NE
  • NJ
  • NY
  • OH
  • PA
  • SC
  • TN
  • TX
  • VA
  • WA
  • WI

Education

  • Xavier University, B.S.B.A Finance & Marketing
8044 Montgomery Road
The Towers At Kenwood
Cincinnati, OH 45236

Email Me

Ashley Brewster, FPQP®

Wealth Strategy Associate

Ashley joined the FTB team in November 2021 as a Wealth Strategy Associate, bringing with her 4 years of wealth management experience. She is a graduate of The Ohio State University, earning a Bachelor of Arts in Political Science with a focus in Political Economy. While completing her studies, Ashley interned at Procter and Gamble in R&D. She is currently pursuing her MBA with a concentration in finance from Miami University.

Prior to UBS, Ashley gained experience in private wealth planning, assisting with estate and business succession planning and later, pursued a specialist role at Charles Schwab in their Investor Services division. She currently holds the Series 7, 63 and Financial Paraplanner Qualified Professional (FPQP®) designation.

Ashley is a Cincinnati native and graduate of Walnut Hills High School. She enjoys going to local coffee shops, traveling with friends, and volunteering at her local church as the youth president.

Registered States:
  • OH

Education

  • The Ohio State University, B. A., Political Science

Credentials

  • Financial Paraplanner Qualified Professional™
8044 Montgomery Road
Suite 100W
Cincinnati, OH 45236

Email Me

Cindy Smith

Client Associate

Cindy brings a wealth of experience to her role as client service associate. She has been responsible for client support with FTB for 16 of her 17 years at UBS. She attended Northern Kentucky University. Cindy enjoys spending time with her family, especially her husband, Jon, and their two daughters. She is involved with breast cancer awareness fund raising.

8044 Montgomery Road
Suite 100W
Cincinnati, OH 45236

Email Me

Mary Ann Wolfe

Senior Client Associate

Mary Ann specializes in client support for the team. She has been with UBS since the start of her career in financial services in 1999. She attended Northern Kentucky University and holds her Series 7 and 66 securities licenses. Mary Ann enjoys traveling and camping with her husband, Ted and their two sons; Teddy and Michael.

Registered States:
  • AR
  • CA
  • FL
  • GA
  • IL
  • IN
  • KY
  • MA
  • MN
  • NC
  • NY
  • OH
  • PA
  • SC
  • TX
  • VA
8044 Montgomery Road
Suite 100W
Cincinnati, OH 45236

Email Me

Heather Reed

Client Associate

Heather comes to FTB bringing with her 15 years of experience in customer service including 10 years in the financial industry. Originally from Louisville, Heather has lived in the Cincinnati area for the past 3 years with her husband and son. In her free time, she regularly travels to Louisville to spend time with family or catching the latest play at the Actors Theatre of Louisville. You can also find her cheering on her favorite team, the Cincinnati Reds.

 

8044 Montgomery Road
Suite 100W
Cincinnati, OH 45236

Email Me

Jessica Stallo

Client Associate

Jessica Stallo joins the FTB team as a Client Service Associate working primarily with Kelly Wittich. Jessica brings 7 years of experience in the financial services industry. She graduated from the University of Cincinnati with a BBA in Operations Management & holds her Series 6, 63, & Life & Health Insurance License. Jessica lives in Oakley with her husband Sean, their son Harry & dog Bella.

Registered States:
  • OH

Education

  • University of Cincinnati, B.B.A. Operations Management
8044 Montgomery Road
Suite 100W
Cincinnati, OH 45236

Email Me

Amy Rice

Client Associate

Amy joined the FTB team in August 2019, bringing with her 3 years industry experience as a business development manager at US Bank. Amy graduated from the University of Pittsburgh with a BA in Business Management with concentration in marketing and PR. Originally from Greenville PA, Amy has been living in Ohio for 5 years with her pup, Kali, and cat, Bella.

Education

  • University of Pittsburg, B.A. Business Management
8044 Montgomery Road
Suite 100W
Cincinnati, OH 45236

Email Me

Shella Molisho

Client Associate

Shella Molisho joined the FTB team as a Client Service Associate in May 2021. Shella graduated from Xavier University in 2019 with a Bachelor of Science in Information Systems, with a minor in Finance. She is bilingual (English and French) and enjoys cooking and working out in her free time. 

Education

  • Xavier University, B.B.A. Information Systems
8044 Montgomery Road
Suite 100W
Cincinnati, OH 45236

Email Me

Logan Myers

Client Associate

Logan joined the FTB team in July 2021 as a Client Service Associate. Logan is a recent graduate of the University of Cincinnati, earning a Bachelor of Arts degree in Financial Planning in May 2021. While completing his studies, Logan gained experience through internships at Ameriprise Financial and Beacon Capital Management. Logan is excited to start his career at FTB. Logan is from Dayton, OH and currently resides just south of Dayton. Outside of work, he enjoys golfing, hiking, and fishing.

Registered States:
  • OH

Education

  • University of Cincinnati, B.S. Financial Planning
8044 Montgomery Road
Suite 100W
Cincinnati, OH 45236

Email Me

Melissa Quinones

Client Associate

Melissa joined the FTB team in August 2021 as a Client Service Associate. She is a graduate from Xavier University Williams College of Business, earning a Bachelor of Business Administration degree with a double major in Finance and Sustainability. While completing her studies, Melissa stayed busy with internships at Salvatores in Buffalo, NY and locally with Geico and the Fifth Third Leadership Program. A native of Buffalo, NY, she now resides in Mt. Adams with her cat, Violet. Outside of work, she likes to run, spend time with family and friends, and try new recipes in the kitchen.

Education

  • Xavier University, B.B.A., Finance & Sustainability
8044 Montgomery Road
Suite 100W
Cincinnati, OH 45236

Email Me

Mak O'Brien

Client Associate

Mak joined the FTB team in August 2021 as a Client Service Associate. He is a graduate from Xavier University, earning a Bachelor of Science in Finance with a minor in Business Analytics. During his studies, Mak gained experience through internships with OJM Group and Cincinnati Financial Corporation. He also helped manage Xavier’s $3.5M student-led D’Artagnan Capital Fund. A native of Portland, ME, Mak now resides in Oakley. Outside of work he likes to run, rock climb, and remain active outdoors.

Registered States:
  • OH

Education

  • Xavier University, B.S. Finance
8044 Montgomery Road
Suite 100W
Cincinnati, OH 45236

Email Me

Jessica McCormick

Executive / Team Assistant

When you walk into the FTB Financial Services office, the first person you will meet is Jessica. She is the front line for our team, the smiling face greeting you as you walk in the door and the pleasant voice you hear when you call our main line. In fact, you likely interacted with Jessica before you were even a client!

As the team client relationship specialist, Jessica’s role is unique. She is responsible for scheduling over 1,000 client meetings each year. Jessica is a pro at piecing together the complicated puzzle that is our team calendar, coordinating the individual calendars of more than 20 team members. A true team player, Jessica helps keep our team running. She plans our events and seminars, working behind the scenes on the many details. She acts as our office manager, keeping our supplies in stock and handling accounts payable. FTB relies on Jessica’s creativity for those extra touches, such as the décor in the office and ideas for unique, special gifts to celebrate milestones.

Jessica has been part of the UBS family since 2003, taking on a variety of roles from HR to supporting the technology needs of the business. She joined the FTB Financial Service team in 2014 and was recognized as our team’s “player of the year” in 2017. In her free time, Jessica enjoys crafting, cooking and spending time with her husband, Dean. 

8044 Montgomery Road
Suite 100W
Cincinnati, OH 45236

Email Me

Cathy Wash

Client Associate

Cathy's background is in non-profit and higher education administration, with a focus on marketing, event management, operations efficiency and data analysis. She worked at the University of Cincinnati for 8 years and ArtWorks for 10 years. Cathy has an MBA and Marketing Graduate Certificate from the University of Cincinnati and a Bachelor of Fine Arts from the Art Academy of Cincinnati. She lives in Florence, KY with her daughter and rescue dog, Tinker. 

Registered States:
  • OH

Education

  • Art Academy of CIncinnati, B.F.A. Fine Art
  • University of CIncinnati, M.B.A.
8044 Montgomery Road
Suite 100W
Cincinnati, OH 45236

Email Me

Ryan Coffey

Client Associate

Ryan Coffey originally joined FTB as an intern and proved himself to be an invaluable team member. Upon graduating from the the University of Cincinnati with a B.S.B.A. in Finance in December 2020, Ryan was invited to join the team full time. Ryan is originally from Mason, OH and is proud to call Cincinnati his home. In his free time, he enjoys exploring the city with friends, exercising, and - as a devout Cincinnati sports fan - cheering on the Reds, Bengals, and Bearcats.

Education

  • University of Cincinnati, B.B.A Finance
8044 Montgomery Road
Suite 100W
Cincinnati, OH 45236

Email Me