Let's move forward. Together.

David is known for his dedication to clients and for building long-term relationships. Much of his approach involves educating clients and their families to make sound decisions through all stages of life’s various financial transitions. 

With over 20 years of experience, David focuses on providing comprehensive planning and portfolio management to help guide clients smoothly and successfully through periods of significant change. Recognizing that his clients deserve the very best insights, he has earned multiple industry accreditations, including the Chartered Financial Consultant® (ChFC®) and Certified Divorce Financial Analyst® (CDFA®) designations and the Certified Financial Planner™ (CFP®) certification. David earned a B.S. in Finance from Excelsior College in New York.

David grew up in Australia and moved to the U.S. in 1995. He proudly holds both U.S. and Australian citizenship.

Outside of work, David is an avid runner and is actively involved in promoting youth running in Sarasota County. He "ran" a youth running group with 140+ underserved youth for 6 years, which promoted healthy lifestyles, character development and values through running.

David and his wife Jodi live in Downtown Sarasota with their two sons, Lucas and Ryan.

Al has over 36 years of experience in the financial services industry of which he spent 18 years as a branch manager. For the team, Al specializes in portfolio construction and asset allocation. He is a research enthusiast and spends his time reading the Wall Street Journal, Barron's and UBS Publications to educate and inform clients of new opportunities. 

He earned his B.S. in Marketing and Management from Duquesne University. Al and his wife have lived in Florida for over 36 years.  They have one son.

They love to travel and cruise.

For 30 years, Eric has been earning the trust of his clients with a comprehensive holistic approach to wealth management.

Eric's attention to detail and focus helps him advise his clients on the many facets of wealth, financial and estate planning, utilizing disciplined Planning and Allocation Strategies. Having knowledge of the unique and complex issues facing today's business owner and their families, Eric works with business owners on exit, succession and transfer planning.

His four years of service in the United States Marine Corps is where he learned invaluable leadership skills and discipline. Eric settled in Sarasota in 1970, and has been an active member of the community ever since. He volunteers with the Take Stock in Children Program, which provides a four-year college education for at-risk youths in the Sarasota Community.

Eric and his wife Moira have been active members in The Church of the Palms, participating in youth group leadership and as mission leaders. Eric is past elder of the church. Eric and Moira have been avid sports spectators, watching their three girls compete on both high school and travel teams (softball, X-country, volleyball, soccer, track and lacrosse). Eric is a Master class sporting clays competitor.

Rob’s career in the financial industry began with Kidder, Peabody & Co. in 1984, a privately held investment firm. He has been with UBS since 1992.  Rob’s success in the industry has led him to receive top honors in UBS’ recognition programs on a regular basis.

As a Financial Advisor, for more than 34 years, Rob is dedicated to understanding his client’s values and goals.  Through an in depth discovery process and commitment to on going communication, he creates a unique investment plan that emphasizes asset allocation. Rob takes the time to ensure his clients understand the strategies behind each recommendation, so they remain informed and actively involved in their own financial success. 

Working with his clients’ accountants and attorneys, he helps clients navigate the sometimes complex financial decisions in their lives in a tax-efficient manner.  This helps them to grow, preserve and transfer their wealth.

Rob works with a diverse client base and  holds the following designations: Certified Fund Specialist (CFS), Charter Life Underwriter (CLU), Chartered Financial Consultant (ChFC), Certified Divorce Financial Analyst (CDFA) and Certified Wealth Strategist (CWS).

Rob grew up in Indianapolis, IN.  He earned a BA in Business Education from the University of Evansville and earned his MBA in Finance and Tax from Xavier University. He remained in Cincinnati for 37 years, then moved to Sarasota, FL in 2017.

Rob and his wife, Minoo have two grown children.   Their son, Jason, is a Radiologist and their daughter, Jaime, is his business partner. 

In his free time, he enjoys attending car shows, target shooting and watching movies.

Jaime began her career in the financial industry in 2013, when she was hired as an Intern with UBS in Lexington, KY. While in Lexington, she attended the University of Kentucky, earning her BA in Marketing. 

Upon receiving her undergraduate degree, Jaime moved back to her hometown, Cincinnati, OH, where she joined the UBS Kenwood Office. In 2017, she moved to Sarasota, FL.

Jaime holds Series 7, 63 and 65 securities licenses, life/health and variable annuity insurance licenses, and is a Certified Wealth Strategist (CWS®).

Jaime has developed a singular focus: to learn all about you and your family to help exceed your financial and lifestyle goals.  

Jaime is focused on formulating tailored, risk-managed investment strategies for clients, based on market conditions and their personal preferences. She is dedicated to providing sound financial advice and excellent client service.

Jaime is actively involved in Sarasota's community by being a member of Sarasota’s Young Professional Group associated with the Manatee Chamber of Commerce.  She is also an active member in The Junior League of Sarasota. 

Craig has over 20 years of experience in the financial services industry and he has helped his clients manage their wealth through the volatile periods in the market. Craig joined UBS in 2008 after having worked at Morgan Stanley for 16 years. Prior to that he was a store manager with Sears Roebuck & Co.

Craig's long-term focus with his clients utilizes a conservative and consultative approach to all aspects of Family Finance. He focuses on retirement income planning, active portfolio management and family wealth transfer. Craig is FINRA registered and holds series 7 and 63 securities licenses and licenses for life, health, and accident insurance and annuities.

Craig and his wife, Charmaine, reside in Lakewood Ranch. They have a daughter Meghan, and enjoy travelling and spending time at their lakeside cabin in Newfoundland, Canada.

Dee's focus is on client service, account administration and supporting the team with day-to-day operations.  With attention to detail, she is able to give our clients consistent dependable service.  Dee has 17 years of experience as a Client Service Associate.  She lives in Sarasota and has two children and four grandchildren.

As a Client Service Associate, Maura manages the marketing, advertising, and business development strategies for the team. Maura has 3 years experience as a Client Service Associate.

Maura earned her B.A. in History from Marywood University and her M.A. in History from Villanova University. In her spare time, Maura enjoys traveling, exercising and photography.