A plan for today, tomorrow and generations to come

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Peter is a self- described “people person” and he strives to not only understand the situations and strategies experienced by his clients, but truly enjoys the friendships that have developed with his clients over the years.

Prior to joining UBS Financial Services in 2016, Peter spent 26 years with Merrill Lynch, holding positions including Financial Advisor, Branch office manager and District Sales manager. He began his career with Dean Witter Reynolds in 1983 where he also held the positions of Branch office manager and Account Manager.

Peter is a CERTIFIED FINANCIAL PLANNERTM professional, a designation awarded by the Certified Financial Planner Board of Standards, Inc. He also holds the designation of Chartered Retirement Planning Counselor (CRPC). Peter attended Indiana University in Bloomington Indiana and majored in Chemistry. Peter and his wife Debbie were married in 1978. They have two grown children and two grandchildren.  Their hobbies include golf, scuba diving and travel.

Credentials: Series 3, 5, 7, 8, 15, 63, 65

California Insurance License Number 0F66809

• 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.

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Jason began his career in 1994 at Merrill Lynch where in 1995, he was named Financial Advisor Rookie of the Year. Jason has spent his career fostering relationships with his clients and developing investment strategies to help them preserve their wealth and transfer it to future generations. He knows this trust has been built on years of actively listening to his clients’ needs. Jason works best when being proactive and keeps abreast of both industry and world events that may impact clients.

Jason and his wife Lisa enjoy traveling and spending time with their children and grandchildren.

Credentials: Series 7, 63, 65, 31

California Insurance License Number 0F66813

• 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.

• AL
• AR
• AZ
• CA
• CO
• CT
• DC
• FL
• GA
• HI
• IA
• IL
• IN
• KS
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• MA
• MD
• MI
• MN
• MO
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Prior to joining UBS Wealth Management in 2016, Darin’s career was spent at Merrill Lynch where he joined the industry in 1992. Darin is a portfolio manager who has a disciplined and service-oriented approach that enables him to help clients make well-informed decisions in order to tailor wealth management strategies to clients’ individual goals.

Darin serves as a board member of the Simon Youth Foundation and also serves the youth in his community through coaching basketball and various philanthropic events.

Darin and his wife Jenine live in Carmel and have three sons. His eldest graduated from Purdue University in 2021 while his younger two sons are currently students at Purdue.

Credentials: Series 7, 63, 65, 31

California Insurance License Number 0F66806

• 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.

• AL
• AR
• AZ
• CA
• CO
• CT
• DC
• FL
• GA
• HI
• IA
• IL
• IN
• KS
• KY
• MA
• MD
• MI
• MN
• MO
• NC
• NE
• NJ
• NM
• NY
• OH
• OR
• PA
• SC
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• VA
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Rachel began her career in the financial services industry in 1998 and joined UBS Financial Services in 2016.  Rachel believes that planning is an essential component as she assists clients in articulating their goals, implementing strategies and preparing for the unexpected. This is particularly important to her as she herself dealt with the passing of her father and saw firsthand how important it is to be financially prepared for life’s unexpected challenges.

Rachel is a CERTIFIED FINANCIAL PLANNER® professional, a designation awarded by the Certified Financial Planner Board of Standards, Inc. Her vast knowledge working with clients has enabled her to build long lasting relationships, Her greatest reward is when clients realize the goals they set out to achieve.

Rachel and her husband Dominic reside in Carmel and have twin sons, who keep her busy with their involvement in multiple sports.  She is a member and currently the treasurer of the Northside Twins and Multiples Club. 

Credentials: CFP®, Series 7, 66

California Insurance License Number 0K97313

• 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.

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Brenda has enjoyed a career providing exceptional client service and began working in the financial services industry in 1994, and shortly thereafter started a tenure for over 23 years working alongside Peter Gundy and the team servicing corporate clients and high net worth individuals and their unique needs.  

Brenda treasures the strong client relationships she’s built over the years.   She is known to be quite the researcher and challenges herself to find needed information and resolutions.

Brenda enjoys reading and lives in Indianapolis with her husband Tim.  They enjoy visiting and spending time with their 3 grandchildren.

Credentials: Series 7, 63, 65

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Jynene has always loved helping others. Whether it was as Cookie Mom of her daughter’s Girl Scout troop or treasurer of her son’s travel soccer team, she has always found a way to serve.

Jynene joined the financial services industry in 1998 after seven years in customer service in the insurance industry. She feels most at home taking care of others and has been serving the team’s clients since 2001. She also currently serves as a branch coach, keeping up on the latest changes and developments within the firm, being a resource to others and training new hires.

Jynene is an avid reader and lives in Westfield with her husband Mike. Their daughter attends Indiana University and their son is in high school.

Credentials: Series 7, 63, 65