Managing Director–Wealth Management
Private Wealth Advisor
“Significant wealth brings complexity. Our team exists to simplify complexity and maximize outcomes for our clients.”
Primary Focus
Wealth Management Philosophy
Jana believes wealth planning is best achieved over a long-term client relationship, encompassing both present and future aspects of their lives. While her thorough planning process is informed by deep technical knowledge, it equally embraces the unique personality and concerns of each client. Discovering what is most meaningful to client families to help them achieve financial plans that support what gives them purpose is Jana’s passion.
Family Wealth Advisors unites its boutique private planning services with the vast resources of the world’s largest wealth manager to serve the private banking, planning, investing, philanthropic and family office needs of ultra-high net worth clientele.
Credentials and Education
Jana is one of a select group recognized as a UBS Private Wealth Advisor. In 2016/2017, she Co-Chaired the Financial Advisor Advisory Council, a group of 15 Financial Advisors in the U.S. who are tasked with representing the firms more than 5,000 advisors to firm executives and management. Jana graduated Phi Beta Kappa, Senior Scholar, from the University of Arkansas in 1984.
Community Involvement and Interests
Jana has served on the boards of Fifty Forward and Nashville Public Television. She was president of Fifty Forward Endowment, Breakfast Club of Nashville, and Middle Tennessee Estate Planning Council.
Jana enjoys practicing and teaching yoga as a hobby. A beach and a book are two of her favorite things.
Recognized as an industry leader:
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
Education
Credentials
Managing Director–Wealth Management
Private Wealth Advisor
“Significant wealth brings complexity. Our team exists to simplify complexity and maximize outcomes for our clients.”
Primary Focus
Wealth Management Philosophy
Jana believes wealth planning is best achieved over a long-term client relationship, encompassing both present and future aspects of their lives. While her thorough planning process is informed by deep technical knowledge, it equally embraces the unique personality and concerns of each client. Discovering what is most meaningful to client families to help them achieve financial plans that support what gives them purpose is Jana’s passion.
Family Wealth Advisors unites its boutique private planning services with the vast resources of the world’s largest wealth manager to serve the private banking, planning, investing, philanthropic and family office needs of ultra-high net worth clientele.
Credentials and Education
Jana is one of a select group recognized as a UBS Private Wealth Advisor. In 2016/2017, she Co-Chaired the Financial Advisor Advisory Council, a group of 15 Financial Advisors in the U.S. who are tasked with representing the firms more than 5,000 advisors to firm executives and management. Jana graduated Phi Beta Kappa, Senior Scholar, from the University of Arkansas in 1984.
Community Involvement and Interests
Jana has served on the boards of Fifty Forward and Nashville Public Television. She was president of Fifty Forward Endowment, Breakfast Club of Nashville, and Middle Tennessee Estate Planning Council.
Jana enjoys practicing and teaching yoga as a hobby. A beach and a book are two of her favorite things.
Recognized as an industry leader:
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
Education
Credentials
Senior Vice President–Wealth Management
Private Wealth Advisor
“Our team combines the resources of the world’s largest wealth manager with the bespoke services of a boutique investment firm to best meet the needs of ultra-high net worth families, their businesses, and their philanthropic enterprises.”
Primary Focus
Wealth Management Philosophy
Nick believes that comprehensive wealth planning is the best avenue to solve the estate, financial, risk, and tax challenges clients face.
As your family, business, and wealth grow, you inevitably face more complex issues. Nick draws on extensive experience and the firm’s sophisticated solutions and global resources to help address challenges and opportunities. His guiding priority is to help preserve and grow a client’s financial, family, and social capital so that each family’s legacy has a positive impact today, and for generations yet to come.
Credentials and Education
Nick is a licensed member of the Tennessee Bar and is a select advisor at UBS authorized to work as a Private Wealth Advisor and Institutional Consultant, serving Ultra High Net Worth Families, Family Offices, and institutional clients. He attended Vanderbilt University in Nashville, TN for undergraduate studies, where he double majored in anthropology and political science. Nick went on to attend the Cecil C. Humphreys School of Law at the University of Memphis where he acquired his Juris Doctor degree.
Community Involvement and Interests
Nick loves being involved in his community, supporting the causes and people he is passionate about. He serves on the Board of the Nashville Symphony and his church Finance and Giving Committees, is a graduate of Young Leaders Council, volunteers for Junior Achievement and Habitat for Humanity, belongs to the Estate Planning Council and Phoenix Club of Nashville, and spent a decade as the Treasurer and Secretary of Amputee Blade Runners.
He and his wife, Connie, and their daughter, Grace, live in Green Hills and outside of the office you can find them exploring Nashville's incredible culinary, cultural, music, and outdoor experiences.
Recognized as an industry leader:
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
Education
Credentials
Senior Vice President–Wealth Management
Private Wealth Advisor
“Our team combines the resources of the world’s largest wealth manager with the bespoke services of a boutique investment firm to best meet the needs of ultra-high net worth families, their businesses, and their philanthropic enterprises.”
Primary Focus
Wealth Management Philosophy
Nick believes that comprehensive wealth planning is the best avenue to solve the estate, financial, risk, and tax challenges clients face.
As your family, business, and wealth grow, you inevitably face more complex issues. Nick draws on extensive experience and the firm’s sophisticated solutions and global resources to help address challenges and opportunities. His guiding priority is to help preserve and grow a client’s financial, family, and social capital so that each family’s legacy has a positive impact today, and for generations yet to come.
Credentials and Education
Nick is a licensed member of the Tennessee Bar and is a select advisor at UBS authorized to work as a Private Wealth Advisor and Institutional Consultant, serving Ultra High Net Worth Families, Family Offices, and institutional clients. He attended Vanderbilt University in Nashville, TN for undergraduate studies, where he double majored in anthropology and political science. Nick went on to attend the Cecil C. Humphreys School of Law at the University of Memphis where he acquired his Juris Doctor degree.
Community Involvement and Interests
Nick loves being involved in his community, supporting the causes and people he is passionate about. He serves on the Board of the Nashville Symphony and his church Finance and Giving Committees, is a graduate of Young Leaders Council, volunteers for Junior Achievement and Habitat for Humanity, belongs to the Estate Planning Council and Phoenix Club of Nashville, and spent a decade as the Treasurer and Secretary of Amputee Blade Runners.
He and his wife, Connie, and their daughter, Grace, live in Green Hills and outside of the office you can find them exploring Nashville's incredible culinary, cultural, music, and outdoor experiences.
Recognized as an industry leader:
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
Education
Credentials
Account Vice President
Financial Advisor
“Any opportunity for return has risks associated with that opportunity. Understanding and measuring risk in portfolios and financial plans is one of the keys to successful outcomes for our client families.”
Primary Focus
Wealth Management Philosophy
Taryn utilizes everchanging technology to enhance financial planning through comprehensive portfolio risk analysis and efficient risk mitigation. Her strong analytical foundation and a client-centric approach play a vital role in multi-generational planning, as she helps clients both build and preserve wealth across all ages and life stages.
Credentials and Education
Taryn’s background in risk assessment as a Rate Analyst developing pricing models for property and casualty insurance companies, combined with advanced studies in security analysis and portfolio management, laid the groundwork for her transition into wealth management. She now spends her time and energy focusing on analyzing and creating well diversified portfolios for clients that support their financial plans.
Community Involvement and Interests
Originally from Vero Beach, Florida, Taryn moved to Nashville in 2021 with her fiancé, Kurt, a songwriter and country music artist. Together they enjoy traveling, cooking, and exploring new cities and cultures. Outside of the office, Taryn enjoys spending time at the beach, practicing Pilates, and relaxing with a good book. She enjoys experiences that bring people together and loves discovering new places, whether close to home in Nashville or while traveling abroad.
Recognized as an industry leader:
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
Education
Credentials
Account Vice President
Financial Advisor
“Any opportunity for return has risks associated with that opportunity. Understanding and measuring risk in portfolios and financial plans is one of the keys to successful outcomes for our client families.”
Primary Focus
Wealth Management Philosophy
Taryn utilizes everchanging technology to enhance financial planning through comprehensive portfolio risk analysis and efficient risk mitigation. Her strong analytical foundation and a client-centric approach play a vital role in multi-generational planning, as she helps clients both build and preserve wealth across all ages and life stages.
Credentials and Education
Taryn’s background in risk assessment as a Rate Analyst developing pricing models for property and casualty insurance companies, combined with advanced studies in security analysis and portfolio management, laid the groundwork for her transition into wealth management. She now spends her time and energy focusing on analyzing and creating well diversified portfolios for clients that support their financial plans.
Community Involvement and Interests
Originally from Vero Beach, Florida, Taryn moved to Nashville in 2021 with her fiancé, Kurt, a songwriter and country music artist. Together they enjoy traveling, cooking, and exploring new cities and cultures. Outside of the office, Taryn enjoys spending time at the beach, practicing Pilates, and relaxing with a good book. She enjoys experiences that bring people together and loves discovering new places, whether close to home in Nashville or while traveling abroad.
Recognized as an industry leader:
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
Education
Credentials
Team Business Manager
“Uncovering insight into our clients’ personal passions and family goals is key to successful financial outcomes. I strive to support our client families by delivering operational excellence that ensures our team delivers at the highest levels.”
Primary Focus
Wealth Management Philosophy
Olivia believes developing an intentional relationship with a client is the foundation for providing exemplary and personalized service for our clients. She especially enjoys working with multiple generations of client families and supports the team by managing processes and procedures and partnering closely with advisors to enhance the client experience. Clients and team members appreciate her ability to manage the minute details of client service while maintaining a relentless focus on their bigger picture. Her care and attention to detail help drive efficiencies and successful operational outcomes for the entire Family Wealth Advisors team and their client families.
Credentials and Education
Prior to joining Family Wealth Advisors, Olivia coordinated events for a law firm before starting her financial career in Washington, DC. She holds her Series 7 and 66 licenses, as well as her Tennessee Life and Health Insurance license. Olivia attended Mississippi State University and graduated with a degree in Communications, with a focus in Public Relations.
Community Involvement and Interests
Olivia has a passion for her community and serving those around her. She is a graduate of Young Leaders Council, served on the Young Professionals Board for Special Olympics TN, volunteers at Vanderbilt Children’s Hospital, is a member of the Junior League of Nashville, and is active in her church, Covenant Presbyterian.
Outside of work, Olivia and her husband, Michael, enjoy traveling, spending weekends at the lake with family, and exploring local restaurants and events throughout Nashville with friends. In the fall, you will find them in the Grove cheering on the Ole Miss Rebels.
Education
Credentials
Team Business Manager
“Uncovering insight into our clients’ personal passions and family goals is key to successful financial outcomes. I strive to support our client families by delivering operational excellence that ensures our team delivers at the highest levels.”
Primary Focus
Wealth Management Philosophy
Olivia believes developing an intentional relationship with a client is the foundation for providing exemplary and personalized service for our clients. She especially enjoys working with multiple generations of client families and supports the team by managing processes and procedures and partnering closely with advisors to enhance the client experience. Clients and team members appreciate her ability to manage the minute details of client service while maintaining a relentless focus on their bigger picture. Her care and attention to detail help drive efficiencies and successful operational outcomes for the entire Family Wealth Advisors team and their client families.
Credentials and Education
Prior to joining Family Wealth Advisors, Olivia coordinated events for a law firm before starting her financial career in Washington, DC. She holds her Series 7 and 66 licenses, as well as her Tennessee Life and Health Insurance license. Olivia attended Mississippi State University and graduated with a degree in Communications, with a focus in Public Relations.
Community Involvement and Interests
Olivia has a passion for her community and serving those around her. She is a graduate of Young Leaders Council, served on the Young Professionals Board for Special Olympics TN, volunteers at Vanderbilt Children’s Hospital, is a member of the Junior League of Nashville, and is active in her church, Covenant Presbyterian.
Outside of work, Olivia and her husband, Michael, enjoy traveling, spending weekends at the lake with family, and exploring local restaurants and events throughout Nashville with friends. In the fall, you will find them in the Grove cheering on the Ole Miss Rebels.
Education
Credentials
Senior Registered Client Associate
“While our clients’ portfolios depend on the numbers and solid financial outcomes, what really matters most are the people and families behind those numbers.”
Primary Focus
Wealth Management Philosophy
Angelina utilizes a holistic approach to service client needs, working to simplify and streamline a client’s life by building strong relationships and delivering impeccable and caring service, two key hallmarks of her day-to-day work. Clients rely on her for seamless, efficient, and confidential stewardship of their financial journey so that they may reclaim precious time to focus on what truly matters in their lives. Angelina is a veteran of the financial services industry, having launched her career in 2005.
Credentials and Education
Angelina has been in financial services since 2005 and holds her Series 7 and 66 licenses. She graduated from San Diego State University with a Bachelor of Science in Business Management in 2004. At her prior firm, she was recognized for 10 consecutive years as a Distinguished Service Professional, and she continues that tradition of excellence to this day.
Community Involvement and Interests
Angelina loves helping and caring for animals. She has been a supporter and volunteer with such organizations as Rebuilding Together and Houston Pets Alive. Her volunteering has extended to helping with cleaning up and caring for displaced animals after natural disasters of all types. In recent years, Angelina has dedicated herself to raising funds for local rescue shelters that save, rehabilitate, and rehome animals in need. In her spare time, she loves to travel, spend time outdoors, and participate in all things fitness.
Education
Credentials
Senior Registered Client Associate
“While our clients’ portfolios depend on the numbers and solid financial outcomes, what really matters most are the people and families behind those numbers.”
Primary Focus
Wealth Management Philosophy
Angelina utilizes a holistic approach to service client needs, working to simplify and streamline a client’s life by building strong relationships and delivering impeccable and caring service, two key hallmarks of her day-to-day work. Clients rely on her for seamless, efficient, and confidential stewardship of their financial journey so that they may reclaim precious time to focus on what truly matters in their lives. Angelina is a veteran of the financial services industry, having launched her career in 2005.
Credentials and Education
Angelina has been in financial services since 2005 and holds her Series 7 and 66 licenses. She graduated from San Diego State University with a Bachelor of Science in Business Management in 2004. At her prior firm, she was recognized for 10 consecutive years as a Distinguished Service Professional, and she continues that tradition of excellence to this day.
Community Involvement and Interests
Angelina loves helping and caring for animals. She has been a supporter and volunteer with such organizations as Rebuilding Together and Houston Pets Alive. Her volunteering has extended to helping with cleaning up and caring for displaced animals after natural disasters of all types. In recent years, Angelina has dedicated herself to raising funds for local rescue shelters that save, rehabilitate, and rehome animals in need. In her spare time, she loves to travel, spend time outdoors, and participate in all things fitness.
Education
Credentials
Portfolio Associate
“Clients often require tailored solutions not available in traditional public markets. The UBS due diligence process provides us confident access to solutions we can then customize to each client.“
Primary Focus
Wealth Management Philosophy
Trey is passionate about helping individuals define their financial goals and crafting customized strategies to achieve them. As the team’s lead on alternative investments, he collaborates closely with his team to listen, strategize, and drive positive financial outcomes for clients.
Credentials & Education
Prior to joining Family Wealth Advisors, Trey was a founding member of Bernstein’s Nashville Private Wealth Management office, where he specialized in developing detailed and personalized wealth forecasting analyses for clients. He earned his B.A. in Economics from the University of Kentucky.
Community Involvement & Interests
Outside of work, Trey enjoys staying active, singing, playing guitar, and collecting watches.
Education
Credentials
Portfolio Associate
“Clients often require tailored solutions not available in traditional public markets. The UBS due diligence process provides us confident access to solutions we can then customize to each client.“
Primary Focus
Wealth Management Philosophy
Trey is passionate about helping individuals define their financial goals and crafting customized strategies to achieve them. As the team’s lead on alternative investments, he collaborates closely with his team to listen, strategize, and drive positive financial outcomes for clients.
Credentials & Education
Prior to joining Family Wealth Advisors, Trey was a founding member of Bernstein’s Nashville Private Wealth Management office, where he specialized in developing detailed and personalized wealth forecasting analyses for clients. He earned his B.A. in Economics from the University of Kentucky.
Community Involvement & Interests
Outside of work, Trey enjoys staying active, singing, playing guitar, and collecting watches.
Education
Credentials
Portfolio Associate
“When families entrust us with significant capital, our job is simple: help protect it thoughtfully, invest it intelligently, and manage it with discipline every day. Our responsibility is to treat their portfolios with the same care and rigorous focus that the world’s premier institutions apply – focus on risk, opportunity, and long-term appreciation.”
Primary Focus
Wealth Management Philosophy
In addition to facilitating ongoing portfolio updates and maintenance, Mike plays a key role in aligning investment strategies with each client’s long-term financial goals. He collaborates closely with advisors to translate complex financial needs into actionable portfolio solutions. His background across multiple divisions at UBS provides him with a unique perspective on advisory operations, enabling him to streamline processes, strengthen communication, and contribute to the broader strategic initiatives of the Family Wealth Advisors team.
Credentials and Education
Mike attended Miami University, graduating with a Bachelor of Science in Marketing and a minor in Entrepreneurship. He is licensed with his Series 7 and 66.
Community Involvement & Interests
In his free time, Mike enjoys supporting and helping communities in need, and is especially interested in organizations dedicated to veterans and first responders.
His passions lie in food (both cooking and eating), film, football, and hockey. He can often be spotted exploring Nashville’s culinary scene, at the movie theater, or watching the Pittsburgh Steelers and Penguins.
Education
Credentials
Portfolio Associate
“When families entrust us with significant capital, our job is simple: help protect it thoughtfully, invest it intelligently, and manage it with discipline every day. Our responsibility is to treat their portfolios with the same care and rigorous focus that the world’s premier institutions apply – focus on risk, opportunity, and long-term appreciation.”
Primary Focus
Wealth Management Philosophy
In addition to facilitating ongoing portfolio updates and maintenance, Mike plays a key role in aligning investment strategies with each client’s long-term financial goals. He collaborates closely with advisors to translate complex financial needs into actionable portfolio solutions. His background across multiple divisions at UBS provides him with a unique perspective on advisory operations, enabling him to streamline processes, strengthen communication, and contribute to the broader strategic initiatives of the Family Wealth Advisors team.
Credentials and Education
Mike attended Miami University, graduating with a Bachelor of Science in Marketing and a minor in Entrepreneurship. He is licensed with his Series 7 and 66.
Community Involvement & Interests
In his free time, Mike enjoys supporting and helping communities in need, and is especially interested in organizations dedicated to veterans and first responders.
His passions lie in food (both cooking and eating), film, football, and hockey. He can often be spotted exploring Nashville’s culinary scene, at the movie theater, or watching the Pittsburgh Steelers and Penguins.
Education
Credentials
Client Associate
"Providing the highest level of service is my passion and saving time for our clients while remaining focused on delivering exceptional financial outcomes is my daily mission."
Primary Focus
Wealth Management Philosophy
Connor believes that trust-based relationships are the basis of outstanding client service. He enjoys helping client families navigate day‑to‑day needs while keeping a clear eye on their long-term goals. Clients value Connor’s timely communication and attention to detail, across routine and complex requests alike, thanks to clear updates and meticulous follow‑through that keep clients informed and well supported.
Credentials and Education
Connor is a graduate of Pennsylvania State University, where he studied Finance. He has the Securities Industry Essentials (SIE) designation and is actively pursuing the FINRA Series 7 license.
Community Involvement and Interests
Connor has a keen interest in business and continuous learning, and he’s enthusiastic about engaging with the local community. Outside of work, he enjoys Nashville sporting events, spending time in the gym, playing golf and hockey, and enjoying time spent outside. Connor is also a dedicated fan of the Pittsburgh Steelers, Pittsburgh Penguins, and the Penn State Nittany Lions.
While at Penn State, Connor developed an intense passion for supporting pediatric cancer research and family assistance programs through various non-profits.
Education
Client Associate
"Providing the highest level of service is my passion and saving time for our clients while remaining focused on delivering exceptional financial outcomes is my daily mission."
Primary Focus
Wealth Management Philosophy
Connor believes that trust-based relationships are the basis of outstanding client service. He enjoys helping client families navigate day‑to‑day needs while keeping a clear eye on their long-term goals. Clients value Connor’s timely communication and attention to detail, across routine and complex requests alike, thanks to clear updates and meticulous follow‑through that keep clients informed and well supported.
Credentials and Education
Connor is a graduate of Pennsylvania State University, where he studied Finance. He has the Securities Industry Essentials (SIE) designation and is actively pursuing the FINRA Series 7 license.
Community Involvement and Interests
Connor has a keen interest in business and continuous learning, and he’s enthusiastic about engaging with the local community. Outside of work, he enjoys Nashville sporting events, spending time in the gym, playing golf and hockey, and enjoying time spent outside. Connor is also a dedicated fan of the Pittsburgh Steelers, Pittsburgh Penguins, and the Penn State Nittany Lions.
While at Penn State, Connor developed an intense passion for supporting pediatric cancer research and family assistance programs through various non-profits.
Education
Team Administrator
“Thoughtful execution and operational efficiency are the keys to supporting meaningful relationships with our diverse group of wonderful client families.”
Primary Focus
Wealth Management Philosophy
Alex supports the Family Wealth Advisors team by managing projects, operations, and firm resources, enabling advisors to focus on client relationships. Through her operational expertise and attention to process, she helps drive efficiency, consistency, and a seamless client experience in support of the team and the families we serve.
Credentials & Education
Alex earned a Bachelor of Science in Business Administration from West Virginia University.
Community Involvement & Interests
In her free time, Alex enjoys yoga, the outdoors, and spending time with family and friends. She is an avid fan of the WVU Mountaineers and the Pittsburgh Steelers.
Education
Credentials
Team Administrator
“Thoughtful execution and operational efficiency are the keys to supporting meaningful relationships with our diverse group of wonderful client families.”
Primary Focus
Wealth Management Philosophy
Alex supports the Family Wealth Advisors team by managing projects, operations, and firm resources, enabling advisors to focus on client relationships. Through her operational expertise and attention to process, she helps drive efficiency, consistency, and a seamless client experience in support of the team and the families we serve.
Credentials & Education
Alex earned a Bachelor of Science in Business Administration from West Virginia University.
Community Involvement & Interests
In her free time, Alex enjoys yoga, the outdoors, and spending time with family and friends. She is an avid fan of the WVU Mountaineers and the Pittsburgh Steelers.
Education
Credentials
Executive Director
Family Office Design & Governance Strategist
Executive Director
Art Advisory Specialist, Family Office Solutions
Executive Director, Senior Strategist, Central Division
Family Advisory and Philanthropy Services Americas
Executive Director
Structured Solutions Consultant
Executive Director
Family Office Design & Governance Strategist
Executive Director
Art Advisory Specialist, Family Office Solutions
Executive Director, Senior Strategist, Central Division
Family Advisory and Philanthropy Services Americas
Executive Director
Structured Solutions Consultant
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
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