Let's move forward. Together.

Where are you today and where do you want to be tomorrow? We recognize that a lasting relationship starts by listening and understanding your priorities and concerns. We'll work together to look at the big picture, discuss your vision for the future and help you confidently pursue your life goals.

Start the conversation

Pursuing your goals together

Our mission is to provide quality strategies customized to your needs. Our goal is to be your primary source of financial advice. To this end, we concentrate our efforts on developing long-term relationships through a commitment to quality client service.

Daniel Gaertner

Senior Vice President–Wealth Management

Financial Advisor
View bio Industry recognition
- AL
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- IL
- IN
- KS
- KY
- MA
- MD
- ME
- MI
- MN
- MO
- MT
- NC
- ND
- NH
- NJ
- NV
- NY
- OH
- OK
- OR
- PA
- SC
- SD
- TN
- TX
- UT
- VA
- VT
- WA
- WI
- WV
With over twenty-five years of experience, Dan's areas of expertise include retirement plan consulting and investment management with an emphasis on customer service and attention to detail. He joined with UBS in 2005 after having spent eight years at Prudential Securities and two additional years at the Prudential/Wachovia joint venture.

After receiving a B.A. in finance and economics from Baldwin Wallace College, Dan went on to earn an impressive list of professional credentials, including the Series 7, 63, 65, 31 and life, accident and health insurance licenses as well as the Chartered Retirement Plan Specialist (CRPS) designation.

Outside of the office, Dan and his wife make their home in Rocky River, OH where he is an active St Edward HS alumni.

CA Insurance License No. 4094155
- Forbes Best-in-State Wealth Advisors, 2022, 2023The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.
- Forbes Best-in-State Wealth Management Teams, 2023The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.
- NAPA Top DC Advisor Teams, 2021, 2022The NAPA rating is awarded annually in March based on information from June to August of the award year.
- PLANADVISER Top Retirement Plan Advisers, 2022, 2023The PLANADVISOR rating is awarded in Q1 based on information from January of the award year.
- Chartered Retirement Plans Specialist℠
- Senior Retirement Plan Consultant
2055 Crocker Road
Suite 201
Westlake, OH 44145
Emily Minnich, CFP®

Senior Wealth Strategy Associate
View bio Industry recognition
- AZ
- CA
- IL
- KY
- NY
- OH
- PA
Emily emphasizes total portfolio management by assisting clients with fiduciary compliance, manager and vendor searches, fee analysis, benchmarking and overall client experience.

After receiving a B.S. in Business Administration with a specialization in marketing from Bowling Green State University, Emily went on to earn the Series 7, 66, 31 life and health insurance licenses and the prestigious Certified Financial Planner™ (CFP®) designation.

Outside of the office, Emily enjoys staying active and is an indoor cycling instructor in Westlake. She is also an active member of the Women in Pension Network. Emily and her husband make their home in Westlake, OH.
- NAPA Top DC Advisor Teams, 2022The NAPA rating is awarded annually in March based on information from June to August of the award year.
- Bowling Green State University, B.A. Business Administration: 1997 - 2001
- CERTIFIED FINANCIAL PLANNER™
- Senior Retirement Plan Consultant
2055 Crocker Road
Suite 201
Westlake, OH 44145
Daniel Gaertner Jr.

Senior Wealth Strategy Associate
View bio
- AL
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- IL
- IN
- KS
- KY
- MA
- MD
- ME
- MI
- MN
- MO
- MT
- NC
- ND
- NH
- NJ
- NV
- NY
- OH
- OK
- OR
- PA
- SC
- SD
- TN
- TX
- UT
- VA
- VT
- WA
- WI
- WV
As a Financial Advisor at UBS Financial Services, Dan partners with a comprehensive team of senior retirement plan consultants to provide clients and plan participants with risk management recommendations and tools for plan participant education. In utilizing team and firm resources, Dan is able to best focus on fundamental, analytical reporting and client servicing.

Before joining UBS Financial Services in 2018, Dan spent two years with American Century Investments in Kansas City, MO. He has a Bachelor's of Science in Business Administration with a specialization in Finance from Bowling Green State University and has since gone on to obtain his Series 6, 7, 63, 65, 31 life and health insurance licensing designations.

Outside of the office, Dan enjoys spending time with his family and being an active alumnus of St. Edwards High School in Lakewood, OH.
- Bowling Green State University, Bachelor of Science: 2012 - 2016
2055 Crocker Road
Suite 201
Westlake, OH 44145
Anna Rodisel

Client Associate Senior
View bio
- GA
- OH
As a Senior Client Service Associate for UBS Financial Services, Anna works diligently to maintain and strengthen client relationships, fulfilling service requests and enhancing our firm's presence in the community through marketing efforts. She is passionate about earning clients' trust through teamwork and committment.

With over ten years of experience in the industry, Anna guides clients through the onboarding process, initiates and monitors account transfers, processes disbursements and regulates account maintenance items and compliance.

Anna has a B.A. in Political Science with a minor in Political Organization in the Digital Age from the University of Southern California. Outside of the office, Anna enjoys spending quality time with her son.
- University of Southern California, Bachelor of Arts: 2007 - 2011
- Certified Divorce Financial Analyst
2055 Crocker Road
Suite 201
Westlake, OH 44145

Daniel Gaertner

Senior Vice President–Wealth Management

Financial Advisor
View bio Industry recognition
- AL
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- IL
- IN
- KS
- KY
- MA
- MD
- ME
- MI
- MN
- MO
- MT
- NC
- ND
- NH
- NJ
- NV
- NY
- OH
- OK
- OR
- PA
- SC
- SD
- TN
- TX
- UT
- VA
- VT
- WA
- WI
- WV
With over twenty-five years of experience, Dan's areas of expertise include retirement plan consulting and investment management with an emphasis on customer service and attention to detail. He joined with UBS in 2005 after having spent eight years at Prudential Securities and two additional years at the Prudential/Wachovia joint venture.

After receiving a B.A. in finance and economics from Baldwin Wallace College, Dan went on to earn an impressive list of professional credentials, including the Series 7, 63, 65, 31 and life, accident and health insurance licenses as well as the Chartered Retirement Plan Specialist (CRPS) designation.

Outside of the office, Dan and his wife make their home in Rocky River, OH where he is an active St Edward HS alumni.

CA Insurance License No. 4094155
- Forbes Best-in-State Wealth Advisors, 2022, 2023The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.
- Forbes Best-in-State Wealth Management Teams, 2023The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.
- NAPA Top DC Advisor Teams, 2021, 2022The NAPA rating is awarded annually in March based on information from June to August of the award year.
- PLANADVISER Top Retirement Plan Advisers, 2022, 2023The PLANADVISOR rating is awarded in Q1 based on information from January of the award year.
- Chartered Retirement Plans Specialist℠
- Senior Retirement Plan Consultant
2055 Crocker Road
Suite 201
Westlake, OH 44145
Emily Minnich, CFP®

Senior Wealth Strategy Associate
View bio Industry recognition
- AZ
- CA
- IL
- KY
- NY
- OH
- PA
Emily emphasizes total portfolio management by assisting clients with fiduciary compliance, manager and vendor searches, fee analysis, benchmarking and overall client experience.

After receiving a B.S. in Business Administration with a specialization in marketing from Bowling Green State University, Emily went on to earn the Series 7, 66, 31 life and health insurance licenses and the prestigious Certified Financial Planner™ (CFP®) designation.

Outside of the office, Emily enjoys staying active and is an indoor cycling instructor in Westlake. She is also an active member of the Women in Pension Network. Emily and her husband make their home in Westlake, OH.
- NAPA Top DC Advisor Teams, 2022The NAPA rating is awarded annually in March based on information from June to August of the award year.
- Bowling Green State University, B.A. Business Administration: 1997 - 2001
- CERTIFIED FINANCIAL PLANNER™
- Senior Retirement Plan Consultant
2055 Crocker Road
Suite 201
Westlake, OH 44145
Daniel Gaertner Jr.

Senior Wealth Strategy Associate
View bio
- AL
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- IL
- IN
- KS
- KY
- MA
- MD
- ME
- MI
- MN
- MO
- MT
- NC
- ND
- NH
- NJ
- NV
- NY
- OH
- OK
- OR
- PA
- SC
- SD
- TN
- TX
- UT
- VA
- VT
- WA
- WI
- WV
As a Financial Advisor at UBS Financial Services, Dan partners with a comprehensive team of senior retirement plan consultants to provide clients and plan participants with risk management recommendations and tools for plan participant education. In utilizing team and firm resources, Dan is able to best focus on fundamental, analytical reporting and client servicing.

Before joining UBS Financial Services in 2018, Dan spent two years with American Century Investments in Kansas City, MO. He has a Bachelor's of Science in Business Administration with a specialization in Finance from Bowling Green State University and has since gone on to obtain his Series 6, 7, 63, 65, 31 life and health insurance licensing designations.

Outside of the office, Dan enjoys spending time with his family and being an active alumnus of St. Edwards High School in Lakewood, OH.
- Bowling Green State University, Bachelor of Science: 2012 - 2016
2055 Crocker Road
Suite 201
Westlake, OH 44145
Anna Rodisel

Client Associate Senior
View bio
- GA
- OH
As a Senior Client Service Associate for UBS Financial Services, Anna works diligently to maintain and strengthen client relationships, fulfilling service requests and enhancing our firm's presence in the community through marketing efforts. She is passionate about earning clients' trust through teamwork and committment.

With over ten years of experience in the industry, Anna guides clients through the onboarding process, initiates and monitors account transfers, processes disbursements and regulates account maintenance items and compliance.

Anna has a B.A. in Political Science with a minor in Political Organization in the Digital Age from the University of Southern California. Outside of the office, Anna enjoys spending quality time with her son.
- University of Southern California, Bachelor of Arts: 2007 - 2011
- Certified Divorce Financial Analyst
2055 Crocker Road
Suite 201
Westlake, OH 44145

Retirement plan sponsors

A team approach

Debt ceiling and inflation

Wealth, from your point of view

What’s really important to you—today and for the long term? Our approach starts with questions and discussions that can help you organize your financial life into three key dimensions: Liquidity—to help provide cash flow for short-term expenses, Longevity—for longer-term needs and Legacy—for needs that go beyond your own.

_{Time frames may vary. Strategies are subject to individual client goals, objectives and suitability. This approach is not a promise or guarantee that wealth, or any financial results, can or will be achieved. All investments involve the risk of loss, including the risk of loss of the entire investment.}

The experience you expect. The relationship you deserve.

Visit our partners, Cleveland Wealth Management Team, to learn about what you can expect from a relationship with our team—a thoughtful blend of strategic thinking, diverse investment and planning solutions and dedicated service.

Cleveland Wealth Management Team Website

Backed by the strength of UBS

A global leader in wealth management

^$3.9 trillion

In invested assets globally
As of 12/31/2022

Global leader

UBS is a world-leading wealth manager

More than 150 years

offering financial advice

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Let's move forward. Together.

Pursuing your goals together

Daniel Gaertner

Emily Minnich, CFP®

Daniel Gaertner Jr.

Anna Rodisel

Daniel Gaertner

Emily Minnich, CFP®

Daniel Gaertner Jr.

Anna Rodisel

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Retirement plan sponsors

A team approach

Debt ceiling and inflation

Wealth, from your point of view

The experience you expect. The relationship you deserve.

Backed by the strength of UBS

A global leader in wealth management

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