Managing Director–Wealth Management
Financial 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 clients 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 families.
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. 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
Financial 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 clients 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 families.
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. 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
Financial 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. Nick is a select advisor at UBS authorized to work as an Institutional Consultant, serving Family Offices and institutional clients.
Community Involvement and Interests
Nick loves being involved in the 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
Financial 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. Nick is a select advisor at UBS authorized to work as an Institutional Consultant, serving Family Offices and institutional clients.
Community Involvement and Interests
Nick loves being involved in the 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 Wealth Strategy Associate
“Continuing to learn is the way to become even more relevant and valuable to our clients.”
Primary Focus
Wealth Management Philosophy
Chris knows the best advice comes from careful analysis and attention to detail, from asset allocation to portfolio analysis, to portfolio trading and tax management. He is passionate about investigating minute details of the financial plan and portfolio, as this due diligence is a critical step in properly analyzing and creating an actionable path forward for clients
Credentials and Education
Chris harbors a lifelong love for analytics and strategy, which led him to intern at UBS while in college. He studied at The Wharton School of the University of Pennsylvania while earning his CIMA® designation. After completing his educational coursework through Pepperdine University, Chris obtained his CERTIFIED FINANCIAL PLANNER®TM certification. He believes that continuing to learn is the way to become even more relevant and valuable to clients
Community Involvement and Interests
Chris serves as President of the FiftyForward Endowment board, and is the past Chair of its Investment Committee. He supports Gilda’s Club of Middle Tennessee on its Development committee and as the Membership Chair of the Associate Board. He also serves on the Warhol Society Board with the Frist Art Museum. Past service includes the Young Alumni Council of his alma mater, Belmont University. Chris loves spending time with his family and supporting his children’s schools and their church.
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 Wealth Strategy Associate
“Continuing to learn is the way to become even more relevant and valuable to our clients.”
Primary Focus
Wealth Management Philosophy
Chris knows the best advice comes from careful analysis and attention to detail, from asset allocation to portfolio analysis, to portfolio trading and tax management. He is passionate about investigating minute details of the financial plan and portfolio, as this due diligence is a critical step in properly analyzing and creating an actionable path forward for clients
Credentials and Education
Chris harbors a lifelong love for analytics and strategy, which led him to intern at UBS while in college. He studied at The Wharton School of the University of Pennsylvania while earning his CIMA® designation. After completing his educational coursework through Pepperdine University, Chris obtained his CERTIFIED FINANCIAL PLANNER®TM certification. He believes that continuing to learn is the way to become even more relevant and valuable to clients
Community Involvement and Interests
Chris serves as President of the FiftyForward Endowment board, and is the past Chair of its Investment Committee. He supports Gilda’s Club of Middle Tennessee on its Development committee and as the Membership Chair of the Associate Board. He also serves on the Warhol Society Board with the Frist Art Museum. Past service includes the Young Alumni Council of his alma mater, Belmont University. Chris loves spending time with his family and supporting his children’s schools and their church.
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 Registered Client Associate
“While our clients’ financial lives depend on solid numbers, what is really important 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 Angelina’s work. Clients rely on her for seamless, efficient, and confidential management of their financial journey so that they may reclaim precious time to focus on what truly matters in their lives.
Angelina has been in the financial industry since 2005.
Credentials and Education
Angelina has been in the financial industry 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 financial services firm, she was recognized for 10 consecutive years as a Distinguished Service Professional.
Community Involvement and Interests
Angelina loves helping and caring for animals, and assisted non-profits Rebuilding Together and Houston Pets Alive, in Houston Texas, with clean up and displaced animals after Hurricane Harvey in 2017. 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 all things fitness.
Education
Credentials
Senior Registered Client Associate
“While our clients’ financial lives depend on solid numbers, what is really important 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 Angelina’s work. Clients rely on her for seamless, efficient, and confidential management of their financial journey so that they may reclaim precious time to focus on what truly matters in their lives.
Angelina has been in the financial industry since 2005.
Credentials and Education
Angelina has been in the financial industry 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 financial services firm, she was recognized for 10 consecutive years as a Distinguished Service Professional.
Community Involvement and Interests
Angelina loves helping and caring for animals, and assisted non-profits Rebuilding Together and Houston Pets Alive, in Houston Texas, with clean up and displaced animals after Hurricane Harvey in 2017. 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 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
Before joining Family Wealth Advisors in 2022, 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 in 2017.
Community Involvement & Interests
Trey is actively involved in his community as a Big Brother Mentor with Big Brothers Big Sisters of Middle Tennessee. Outside of work, he enjoys staying active, singing, playing guitar, collecting watches, and spending time with his golden retriever, Moose.
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
Before joining Family Wealth Advisors in 2022, 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 in 2017.
Community Involvement & Interests
Trey is actively involved in his community as a Big Brother Mentor with Big Brothers Big Sisters of Middle Tennessee. Outside of work, he enjoys staying active, singing, playing guitar, collecting watches, and spending time with his golden retriever, Moose.
Education
Credentials
Registered Client Associate
“Developing insight into our clients’ personal perspectives and financial goals is key to successful financial outcomes.”
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. Clients and team members appreciate her ability to manage the minute details of client service while maintaining a relentless focus on their bigger picture.
Credentials and Education
Olivia joined the financial industry in 2020, and continues to focus on client service. 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, and 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
Registered Client Associate
“Developing insight into our clients’ personal perspectives and financial goals is key to successful financial outcomes.”
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. Clients and team members appreciate her ability to manage the minute details of client service while maintaining a relentless focus on their bigger picture.
Credentials and Education
Olivia joined the financial industry in 2020, and continues to focus on client service. 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, and 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
Registered Client Associate
“Continuous improvement of efficiency and consistency is a cornerstone of providing our services at the highest caliber. We can’t manufacture time for clients, so we make the most of the time they have.”
Primary Focus
Wealth Management Philosophy
Mike’s role is to facilitate projects and resources of the Family Wealth Advisors team so that other team members’ time can be spent working directly with clients. He manages marketing and events to enable the team to showcase and articulate Family Wealth Advisors’ unique capabilities in private wealth management. His experience in other business areas of UBS allowed him to develop a range of skills and a deep understanding of internal processes valuable to the Family Wealth Advisors team.
Credentials and Education
Mike graduated from Miami University with a Bachelor of Science in Marketing with a minor in Entrepreneurship in 2022. Mike is licensed with his Series 7, 66, and currently pursuing the CFP® designation. He joined the firm in 2022 and served as an associate within the Wealth Advice Center and the Workplace Wealth Solutions teams before joining Family Wealth Advisors.
Community Involvement & Personal 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
Registered Client Associate
“Continuous improvement of efficiency and consistency is a cornerstone of providing our services at the highest caliber. We can’t manufacture time for clients, so we make the most of the time they have.”
Primary Focus
Wealth Management Philosophy
Mike’s role is to facilitate projects and resources of the Family Wealth Advisors team so that other team members’ time can be spent working directly with clients. He manages marketing and events to enable the team to showcase and articulate Family Wealth Advisors’ unique capabilities in private wealth management. His experience in other business areas of UBS allowed him to develop a range of skills and a deep understanding of internal processes valuable to the Family Wealth Advisors team.
Credentials and Education
Mike graduated from Miami University with a Bachelor of Science in Marketing with a minor in Entrepreneurship in 2022. Mike is licensed with his Series 7, 66, and currently pursuing the CFP® designation. He joined the firm in 2022 and served as an associate within the Wealth Advice Center and the Workplace Wealth Solutions teams before joining Family Wealth Advisors.
Community Involvement & Personal 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
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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