Embrace change. Transition confidently.

Private Wealth Management

Am I making the right choices for myself? My family? My company? These are the questions many of our clients ask us as they undergo major change within their lives and businesses. At Generations Private Wealth, we help our clients navigate their wealth during important life transitions, whether personal or professional. For over 20 years, we've guided them through every type of market, often working with second and third generations.

Together, we’ll help you embrace change, make well-informed decisions and shape your future with confidence and ease.

Start the conversation

Defining your priorities. Pursuing what matters.

Our experience and structured planning process drives a comprehensive financial plan and customized investment strategies. Depending on where you are in your life and the priorities that matter most, our planning conversations may focus on liquidity management, your cash flow needs, asset replacement solutions such as insurance, estate planning strategies, or tax and legal structures such as trusts and philanthropic vehicles.

Transition strategies for business owners

In our practice, we've found that many business owners and executives take a more transactional rather a planning approach to their exit strategy or their next career move. They are often juggling other business priorities. Importantly, they may not have prepared themselves mentally for taking this major step. Our early involvement in the process can help business owners optimize the value of their future liquidity event and help executives enhance their career success.

Your strategic exit
When you’ve invested so much time, energy and passion into building your business, stepping away from it can be one of the most difficult decisions you’ll ever make. With two Certified Exit Planning Advisors (CEPA) on our team, we understand what you may need to exit strategically—and confidently—from your business. We believe we can add value to your strategy as well as insight throughout the decision-making process.

Family business succession
Like any business, family businesses face challenges in planning transitions of ownership and management. In fact, industry experts estimate that about 30% of family businesses remain active through the second generation of ownership and 10% through the third.¹ We have the insight and resources to help you weigh each solution—from gifting or selling to family members to strategies that provide you with retirement income and let you transfer the business at a discount, saving estate and gift taxes.

_{1 Craig Aronoff, Family Business Consulting Group, thefbcg.com/Family-Business-Survival—Understanding-the-Statistics, accessed February 20, 2017.}

Transition strategies for executives

When transitioning your career, it's important to understand the financial implications of your move, keeping the bigger picture of your wealth in view. Having worked with many senior executives as they changed positions and firms, we can help you understand the possible financial impact and opportunities ahead, but also the emotional impact. Our approach focuses on all the details that can affect your long-term financial well-being.

We refer you to and collaborate with an attorney to represent your interests in the negotiations and review the employment contract.

Because estate planning strategies and their tax consequences are key, we also engage with your estate attorney and CPA to help develop solutions around performance units and bonus opportunities from both companies—the one you're leaving and the one you're joining.

We'll work with the Human Resources team at your new firm to clarify for you the details of your benefits and how they can be incorporated into your overall financial plan.

We'll connect with your new executive assistant and develop a relationship that helps ensure we are kept in the information “loop” about matters that can have consequences for you, your family and your future.

Wealth transfer across generations

Legacy planning

Philanthropy

What are the causes you are passionate about? Whatever your objectives, we can help you explore new and innovative ways to make a positive impact on the world. Through our network and the UBS Family Advisory and Philanthropy Services, we’ll work with you and family members to help provide education on philanthropy, practical solutions and tax-efficient investment strategies for creating a meaningful and lasting legacy.

Collaborative planning for the goals that matter

We believe that planning is truly about listening and understanding—particularly during major life changes.

Liquidity

Provide cash flow for short-term expenses - to help maintain your lifestyle

Entertainment and travel
Taxes
Purchasing a home

Longevity

For longer-term needs - to help improve your lifestyle

Retirement
Healthcare and long-term care expenses
Purchasing a second home

Legacy

For needs that go beyond your own - to help improve the lives of others

Giving to family
Philanthropy
Wealth transfer over generations

Provide cash flow for short-term expenses - to help maintain your lifestyle

Entertainment and travel
Taxes
Purchasing a home

For longer-term needs - to help improve your lifestyle

Retirement
Healthcare and long-term care expenses
Purchasing a second home

For needs that go beyond your own - to help improve the lives of others

Giving to family
Philanthropy
Wealth transfer over generations

Global access. Local presence.

Accessing the extensive resources and expertise of UBS, one of the world's leading wealth managers, our team brings sophisticated global resources, in-depth knowledge and exceptional understanding to your complex financial world. Whether it's helping you exit your business, evolve your career or manage through loss of a loved one or divorce, we will educate you about your choices and support you with advice and solutions as you pursue those goals.

Kellie Sheryak, CEPA

Managing Director–Wealth Management
View bio Industry recognition
- AL
- AR
- AZ
- CA
- CO
- CT
- DC
- FL
- GA
- ID
- IL
- IN
- KY
- LA
- MA
- MD
- ME
- MI
- MN
- MO
- MS
- MT
- NC
- NH
- NJ
- NV
- NY
- OH
- OR
- PA
- RI
- SC
- TN
- TX
- UT
- VA
- VT
- WA
- WI
It's about leadership.

Kellie co-leads the Generations Private Wealth Management Team. Over the past 33 years, she has served client families through multiple market cycles, while partnering with them to navigate business transitions, liquidity events, and retirement in order to help them build and preserve a legacy that is consistent with their values. Kellie's experience, along with her knowledge of her clients' goals and values means she is often the first phone call when they need advice on issues that are impactful to their lives.

Kellie is one of a small number of advisors who has earned the designation as a Private Wealth Advisor.

“My team and I have intentionally limited the number of families we work with in order to ensure we provide the expertise, resources, and service necessary to work toward our goal of constantly exceeding our clients' expectations."

Experience
- Joined financial industry in 1983
- Joined UBS in 2004
Credentials
- Graduated from Hanover College
- Holds Series 7, 63, and 65 securities licenses
- Holds Life and Health Insurance licenses
- Holds CEPA® designation
- Chapter President of the Kentuckiana Exit Planning Institute
Life
- On the Board of Trustees of Spalding University
- On the Leadership Council of the Business Scholars Program at Hanover College
- Co-Founder of Kentucky's Women's Advisory Network
- Board Member of CASA (Court Appointed Special Advocates)
- Married to John Sheryak for almost 30 years
- Has two adult children
- Barron’s Top 100 Private Wealth Management Teams, 2022, 2023The Barron's rating is awarded annually in April based on information from the prior year Q4.
- Barron's Top 1,000 Financial Advisors, 2012The Barron's rating is awarded annually in March and is based on information from the prior year Q3.
- Barron's Top 1,200 Financial Advisors, 2024, 2025
  The Barron's rating is awarded annually in March and is based on information from the prior year Q3.
- Forbes America’s Top Wealth Management Teams (Private Wealth & High-Net Worth), 2023The Forbes rating is compiled by Shook Research and awarded annually in November based on information from a 12 month period ending in March of the award year.
- Forbes America’s Top Women Wealth Advisors, 2018, 2019, 2020, 2021The Forbes rating is compiled by Shook Research and awarded annually in February based on information from a 12 month period ending September of the prior year.
- Forbes Best-in-State Wealth Advisors, 2018, 2019, 2020, 2021, 2022, 2023, 2024, 2025The 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, 2024The 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.
- Forbes Top Women Wealth Advisors Best-in-State, 2022, 2023, 2024, 2025The Forbes rating is compiled by Shook Research and awarded annually in February based on information from a 12 month period ending September of the prior year.
- UBS Wealth Management Chairman’s Council, 2024UBS Financial Services Inc. Councils are a distinction held by UBS Financial Advisors based on criteria including evaluation of compliance with firm rules, standards & policies and revenue. Council membership is not representative of any one client's experience and is not indicative of the advisor’s future performance.
- Certified Exit Planning Advisor
Estate planning strategies

Exit planning

Business succession

Women investors

Entrepreneurs

Corporate executives

500 N Hurstbourne Pkwy
Suite 300
Louisville, KY 40222

kellie.sheryak@ubs.com

Kellie Sheryak, CEPA

500 N Hurstbourne Pkwy,Louisville,KY,40222
Joseph Drier III, CEPA®, CFP®, CPWA®

Managing Director–Wealth Management

Financial Advisor
View bio Industry recognition
- AL
- AR
- AZ
- CA
- CO
- CT
- FL
- GA
- ID
- IL
- IN
- KY
- LA
- MA
- MD
- ME
- MI
- MN
- MO
- MS
- MT
- NC
- NH
- NJ
- NV
- NY
- OH
- OR
- PA
- RI
- SC
- TN
- TX
- UT
- VA
- VT
- WA
- WI
It's about legacy.

Joe co-leads the Generations Private Wealth Management team, offering more than 40 years of wealth management experience. He partners with entrepreneurs, senior executives, and their families to align their business, personal, and financial goals. With a “protect first, then grow” philosophy, Joe is passionate about helping clients enhance business value, build personal financial security, and plan for life beyond the business. His approach is shaped by the lessons he learned from his father’s experiences — the rewards of entrepreneurial success and the challenges of financial uncertainty — driving his commitment to helping others achieve lasting financial well-being. Joe advises a select group of business owners and their families, offering insight and access to firm-wide expertise and opportunities. From launch and growth to expansion, final exit, and the next chapter, he brings valuable experience to support clients at every stage of the business lifecycle.

Joe is one of a small number of advisors who has earned the designation as a Private Wealth Advisor.

“We look to preserve your wealth and grow your legacy."

Experience
- Joined financial industry in 1991
- Joined UBS in 2004
Credentials
- Graduated from Merrimac College
- Holds Series 7, 63, and 65 securities licenses
- Holds Life and Health Insurance licenses
- Holds CEPA®, CFP® and CPWA® designations
- Chapter Co-President of the Boston Exit Planning Institute
Life
- Chairman, Board of Trustees of Signature Healthcare
- Past Chairman of the Foundation, Signature Healthcare
- Married to Kathy Drier for 30 years
- Loving Father of an adult daughter Megan and his late son, JP. JP, who passed away in 2023 due to complications from Type 1 diabetes, left a lasting impact on all who knew him. His words, “Find a way,” continue to inspire Joe daily — a reminder of resilience, determination, and the power of unwavering commitment
NMLS#1859411

CA License #0D37387
- Barron’s Top 250 Private Wealth Management Teams, 2024The Barron's rating is awarded annually in May based on information from the prior year Q4.
- Forbes America’s Top Wealth Management Teams (Private Wealth & High-Net Worth), 2023The Forbes rating is compiled by Shook Research and awarded annually in November based on information from a 12 month period ending in March of the award year.
- Forbes Best-in-State Wealth Advisors, 2024, 2025The 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, 2024The 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.
- UBS Wealth Management Chairman’s Council, 2024UBS Financial Services Inc. Councils are a distinction held by UBS Financial Advisors based on criteria including evaluation of compliance with firm rules, standards & policies and revenue. Council membership is not representative of any one client's experience and is not indicative of the advisor’s future performance.
- CERTIFIED FINANCIAL PLANNER®
- Certified Exit Planning Advisor
- Private Wealth Advisor
Financial planning

Exit planning

Business succession

Alternative investments

Structured products

Business owners

Entrepreneurs

One Post Office Square
35th floor
Boston, MA 02109

joseph.drier@ubs.com

Joseph Drier III, CEPA®, CFP®, CPWA®

One Post Office Square,Boston,MA,02109
John P. Daly Jr., CFP®, CRPC®, AAMS®, CEPA®

Senior Vice President–Wealth Management
View bio Industry recognition
- AL
- AR
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- ID
- IL
- IN
- KS
- KY
- LA
- MA
- MD
- ME
- MI
- MN
- MO
- MS
- MT
- NC
- NH
- NJ
- NM
- NV
- NY
- OH
- OK
- OR
- PA
- RI
- SC
- TN
- TX
- UT
- VA
- VT
- WA
- WI
It's about trust.

John serves as the team's Account Vice President. After graduating magna cum laude in three years from Notre Dame, John earned a scholarship to attend medical school at the University of Louisville. Despite finishing the first year curriculum ranked in the top third of his class, he stepped away from the medical field to pursue the opportunity to help people with a different kind of health: their financial health. John is passionate about investing and loves the challenge of identifying ways to serve goal-oriented investors. He enacts a highly customized approach in designing and implementing client portfolios, taking into consideration long-term needs and planning for the unexpected. John partners with clients to transform a goal into a legacy.

"As someone who made his first investment on Wall Street while still in grade school, I am passionate about investing and love the challenge of identifying ways to serve goal-oriented investors."

Experience:
- John joined UBS in 2014
Credentials:
- Graduated magna cum laude in three years from the University of Notre Dame
- Holds Series 7, 63, and 65 securities licenses
- Hold Life and Health Insurance Licenses
- Holds the Certified Financial Planner (CFP®), Chartered Retirement Planning Counselor (CRPC®), Accredited Asset Management Specialist (AAMS®), and Certified Exit Planning Advisor (CEPA®)
Life:
- Married to Katie Daly. They have two sons (Jack and Mark) and serve as foster parents for St. Joseph Children's Home
- Fluent in Spanish and serves on the board of Project Latin America
- Coaches youth soccer and runs one marathon a year
- Forbes America’s Top Next-Gen (Generation) Wealth Advisors, 2017The Forbes rating is compiled by Shook Research and awarded annually in August based on information from a 12 month period ending in March of the award year.
- Forbes Top Next-Gen (Generation) Wealth Advisors Best-in-State, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in August based on information from a 12 month period ending in March of the award year.
- Certified Exit Planning Advisor
- Accredited Asset Management Specialist
- CERTIFIED FINANCIAL PLANNER®
- Chartered Retirement Planning Counselor
Philanthropy

Legacy planning

Business succession

Custom portfolios

Alternative investments

Multi-generational families

500 N Hurstbourne Pkwy
Suite 300
Louisville, KY 40222

john.p.daly@ubs.com

John P. Daly Jr., CFP®, CRPC®, AAMS®, CEPA®

500 N Hurstbourne Pkwy,Louisville,KY,40222
Connor Sheryak, CFP

Vice President–Wealth Management

Financial Advisor
View bio
- AL
- AR
- AZ
- CA
- CO
- CT
- DC
- FL
- GA
- ID
- IL
- IN
- KY
- LA
- MA
- MD
- ME
- MI
- MN
- MO
- MS
- MT
- NC
- NH
- NJ
- NV
- NY
- OH
- OR
- PA
- RI
- SC
- TN
- TX
- UT
- VA
- VT
- WA
- WI
It's about purpose.

Connor is committed to helping clients simplify the complexity in their financial lives and focus on what's most important. He provides insight on comprehensive wealth advisory, including retirement & estate planning, cash flow analysis, asset allocation, as well as multigenerational wealth education & transfer.

Prior to joining the team, Connor served as an analyst in New York and in Chicago, during which he gained strong skillsets in investment management, comprehensive wealth planning, and business development.

"I am passionate about collaborating with our clients and their other trusted advisors to design and implement strategies that align with their values."

Experience:
- Connor joined UBS in 2018
Credentials:
- BA from Georgetown University in Political Economy
- MS from University of Notre Dame in Management
- Holds Series 7 and 66 securities licenses
Personal:
- State Champion in Track & Field and Cross Country while at Saint Xavier High School in Louisville.
- NCAA Division I student- athlete as an undergraduate at Georgetown University and as a graduate student at University of Notre Dame.
- Serves as a volunteer and mentor with Greenwood Project, which helps students of diverse backgrounds navigate the financial industry.
- Serves as a volunteer and mentor with American Corporate Partners, which aims to help veterans with their transition from the military to civilian workforce.
- Enjoys running, cycling, cooking and playing guitar in his free time.
- CERTIFIED FINANCIAL PLANNER®
Philanthropy

Legacy planning

Estate planning strategies

Sustainable investing

Impact investing

Multi-generational families

500 N Hurstbourne Pkwy
Suite 300
Louisville, KY 40222

connor.sheryak@ubs.com

Connor Sheryak, CFP

500 N Hurstbourne Pkwy,Louisville,KY,40222
Nancy Ham, FPQP®

Senior Wealth Strategy Associate

Relationship Manager
View bio
- CA
- CT
- FL
- MA
- ME
- NH
- PA
- TX
It's about relationships.

With extensive experience in the wealth management services industry, Nancy has played a pivotal role in building and managing Joe Drier’s practice, refining the team’s capabilities and enhancing client service. Nancy is one of the few associates to complete UBS’s Family Advisory and Philanthropy Services Team Associate training – equipping her with the expertise to help families define their long-term objectives and instill their values across generations. She is passionate about engaging with the rising generations, ensuring that family legacies are not only preserved but also embraced by future leaders. She works closely with clients and their executive teams—including attorneys, CPAs, and insurance professionals—to ensure their financial life aligns with their unique philosophies and goals. As a co-leader of the engagement team, Nancy is committed to providing a highly personalized client experience. She focuses on building lasting relationships founded on trust, communication, and tailored solutions, ensuring each client receives the highest level of service and strategic guidance.

“It’s an honor and privilege to work with clients in creating legacies that matter.”

Experience
- Nancy joined UBS in 2007
- Began working in the financial industry in 1995
Credentials
- Holds Series 7 & 63 securities license
- Financial Paraplanner Qualified Professional (FPQP®)
Life
- Serves on various boards at her church
- Passionate gardener and avid traveler
- Relationship Manager
- Private Wealth Relationship Manager
- Financial Paraplanner Qualified Professional™
Philanthropy

Legacy planning

Multi-generational families

Family Offices

One Post Office Square
35th floor
Boston, MA 02109

nancy.ham@ubs.com

Nancy Ham, FPQP®

One Post Office Square,Boston,MA,02109
Kathryn Zalla

Senior Wealth Strategy Associate

Relationship Manager
View bio
- FL
- KY
It's about support.

By using clear communication and equipping all parties with the necessary resources, Katie helps deliver a seamless and personalized client experience in her role as a relationship manager for Kellie, John, and Connor. Whether finding solutions for clients' needs, co-leading the engagement team with Nancy, or coordinating the advisor and engagement teams, the quality of clients' experience stays at the center of everything she does.

“I am empowered by helping those around me and challenging myself to think of better ways to care for our clients.”

Experience
- Katie joined UBS in 2018
Credentials
- Holds Series 7 & 66 securities licenses
- Graduated from Clemson University
Life
- Katie enjoys reading, traveling, and spending time outdoors exploring the trails in Kentucky
- Relationship Manager
Banking

Cash management

500 N Hurstbourne Pkwy
Suite 300
Louisville, KY 40222

katie.zalla@ubs.com

Kathryn Zalla

500 N Hurstbourne Pkwy,Louisville,KY,40222

Tina M. Williams, CFP®

Authorized Officer

Senior Wealth Strategy Associate
View bio
- AL
- AR
- CA
- CO
- FL
- IL
- IN
- KY
- MA
- MI
- MN
- MO
- MS
- NC
- NY
- OH
- PA
- SC
- TN
- TX
- UT
- VA
- WA
- WI
- WY
It's about focus.

Tina serves as the Authorized Officer and Senior Wealth Strategy Associate for the team. With a longstanding career in the financial industry, she has worked in areas ranging from trust and estate administration to financial planning. In her current position, she has grown to focus on supporting the team's advisors by providing behind the scenes logistics, such as: coordinating team processes, providing investment analytics and conducting portfolio reviews. This allows her to support the team and provide the highest quality service to clients.

“I am passionate about getting the research and analysis right so we are providing the best investment advice possible for our clients.”

Experience
- Joined UBS in 2006
- Began working in the financial industry in 1995
Credentials
- Graduated summa cum laude from Kennesaw State University
- Hold Series 7 and 66 securities licenses
- Holds Life and Health Insurance licenses
Life
- Served in the US Navy
- Avid knitter and crocheter
- Enjoys spending time with her family
- CERTIFIED FINANCIAL PLANNER®
Investing

Custom portfolios

Asset allocation

500 N Hurstbourne Pkwy
Suite 300
Louisville, KY 40222

tina.williams@ubs.com

Tina M. Williams, CFP®

500 N Hurstbourne Pkwy,Louisville,KY,40222
Laura Lake

Senior Registered Client Associate
View bio
- FL
- KY
- MA
- OH
It's about service.
Laura is the Senior Registered Client Associate at Generations Private Wealth, bringing extensive experience in financial operations and client service. With a background as a Risk Manager at Morgan Stanley and an Operations Manager at UBS, she has a strong ability to navigate complex financial matters and find effective solutions for clients. Known for her attention to detail and commitment to client service, Laura ensures a seamless experience by managing cash flow needs, coordinating asset transfers, establishing new accounts, and overseeing administrative matters. She is also a key resource for the engagement team, sharing her expertise and assisting with ongoing training. Known for her attention to detail and follow-through, Laura thrives on meeting challenges and seeing tasks through to completion. Above all, she values trust, integrity, and a client-first approach, making her an invaluable resource for both clients and her team.

Experience
- Licenses and joined UBS in 2001
Credentials
- Holds Series 7, 9, 10 & 66 securities licenses
- Graduated from University of Kentucky in 1988
Life
- Married with two daughters
- You’ll find her on the sidelines cheering on her daughters’ sports activities and the University of Kentucky Wildcats athletic teams
- Volunteers with her family at Re: Center Ministries
Cash management

Securities-backed lending

500 N Hurstbourne Pkwy
Suite 300
Louisville, KY 40222

laura.lake@ubs.com

Laura Lake

500 N Hurstbourne Pkwy,Louisville,KY,40222
Karen McWilliams

Client Associate
View bio
Experience
- Karen joined UBS in 2022
Credentials
- Graduated from Murray State University with BS in Business Administration/Marketing
- Holds Life and Health Insurance License
Life
- Karen enjoys traveling, playing golf, reading and spending time with family and friends
Banking

Women investors

Entrepreneurs

500 N Hurstbourne Pkwy
Suite 300
Louisville, KY 40222

karen.mcwilliams@ubs.com

Karen McWilliams

500 N Hurstbourne Pkwy,Louisville,KY,40222
Margot Lurding

Client Associate
View bio
500 N Hurstbourne Pkwy
Suite 300
Louisville, KY 40222

margot.lurding@ubs.com

Margot Lurding

500 N Hurstbourne Pkwy,Louisville,KY,40222

Shannon Mikus, CFP®, RICP®, ChSNC®

Associate Director

Senior Wealth Strategy Associate

View bio

Shannon is responsible for helping our clients create their own unique and customized financial plan. Prior to joining UBS, she worked as a Financial Advisor at Morgan Stanley. Before that, she did corporate financial planning and analysis at Biogen Idec as well as equity research at Credit Suisse. She earned her MBA in Finance & Economics from Columbia Business School and graduated cum laude with a B.A. in English from The University of Notre Dame. She also successfully completed the requirements to earn the CERTIFIED FINANCIAL PLANNER®™ CFP®, the Chartered Special Needs Consultant® ChSNC® and the Retirement Income Certified Professional® RICP® designations. Shannon lives with her husband Patrick, three children and a dog on the South Shore of Massachusetts.
Meghan Walsh, CFP®

Senior Wealth Strategy Associate

View bio

Meghan’s focus within Hingham Street Partners is to work closely alongside the Financial Advisor to provide customized financial plans for clients. This process helps to map out client’s long-term goals and assists the advisor in creating an allocation that aligns with those objectives. Prior to UBS, Meghan held roles at Morgan Stanley and BV Investment Partners. She also successfully completed the requirements to earn the CERTIFIED FINANCIAL PLANNER®™ CFP® designation. Meghan graduated from West Virginia Wesleyan College with a major in English Literature and holds her Series 7 and 65 securities licenses. Meghan, her husband Jon, and their daughter live in Hanover, Massachusetts.
Lawrence F. DePaulis, CFA®

Managing Director–Wealth Management

Financial Advisor

View bio

Larry is the Senior and Lead Portfolio Manager for Hingham Street Partner's Equity Income portfolio. Prior to joining UBS in 2008, Larry was a Portfolio Manager at Athena Capital Advisors, a multi-family office serving clients with at least $100 million in investment assets. He earned an M.B.A from the Yale School of Management and graduated summa cum laude from Boston University with a B.S. in electrical engineering. Larry also earned a master's degree in electrical engineering from UMass Lowell. Larry and his wife Debi live in Hollis, NH.
Daniel Robert Ambrefe, CFA®, CFP®

Senior Vice President–Wealth Management

Financial Advisor

View bio

Dan is an Analyst and Senior Portfolio Manager working primarily on the Small & Medium Company Stock Portfolio. Prior to joining UBS in 2013, Dan was a Portfolio Manager at Athena Capital Advisors, where he served clients with at least $100 million in investment assets. He earned his M.S. in Investment Management from Boston University, graduating magna cum laude. Dan also earned his B.S. in Accounting and Finance from Eastern Nazarene College. He is a CFA® charterholder and a member of the Boston Security Analysts Society. Dan also successfully completed the requirements to earn the Certified Financial Planner™ (CFP®) designation. Dan and his wife, Faith, live in Boston, Massachusetts.
Sally Stone, CPM®

Associate Director

Senior Wealth Strategy Associate

View bio

Sally has a long and established track record of managing money with nearly twenty years of portfolio management experience. She constructs Hingham Street Partner's Global Growth portfolios as well as their ETF and Liquid Alternatives models. Sally is in charge of trading operations and rebalancing, and also assists with individual security analysis. She received a B.A. from the University of Illinois at Springfield, IL. Sally also earned her CPM^® from Columbia University and the Academy of Certified Portfolio Managers.

Kellie Sheryak, CEPA

Managing Director–Wealth Management
View bio Industry recognition
- AL
- AR
- AZ
- CA
- CO
- CT
- DC
- FL
- GA
- ID
- IL
- IN
- KY
- LA
- MA
- MD
- ME
- MI
- MN
- MO
- MS
- MT
- NC
- NH
- NJ
- NV
- NY
- OH
- OR
- PA
- RI
- SC
- TN
- TX
- UT
- VA
- VT
- WA
- WI
It's about leadership.

Kellie co-leads the Generations Private Wealth Management Team. Over the past 33 years, she has served client families through multiple market cycles, while partnering with them to navigate business transitions, liquidity events, and retirement in order to help them build and preserve a legacy that is consistent with their values. Kellie's experience, along with her knowledge of her clients' goals and values means she is often the first phone call when they need advice on issues that are impactful to their lives.

Kellie is one of a small number of advisors who has earned the designation as a Private Wealth Advisor.

“My team and I have intentionally limited the number of families we work with in order to ensure we provide the expertise, resources, and service necessary to work toward our goal of constantly exceeding our clients' expectations."

Experience
- Joined financial industry in 1983
- Joined UBS in 2004
Credentials
- Graduated from Hanover College
- Holds Series 7, 63, and 65 securities licenses
- Holds Life and Health Insurance licenses
- Holds CEPA® designation
- Chapter President of the Kentuckiana Exit Planning Institute
Life
- On the Board of Trustees of Spalding University
- On the Leadership Council of the Business Scholars Program at Hanover College
- Co-Founder of Kentucky's Women's Advisory Network
- Board Member of CASA (Court Appointed Special Advocates)
- Married to John Sheryak for almost 30 years
- Has two adult children
- Barron’s Top 100 Private Wealth Management Teams, 2022, 2023The Barron's rating is awarded annually in April based on information from the prior year Q4.
- Barron's Top 1,000 Financial Advisors, 2012The Barron's rating is awarded annually in March and is based on information from the prior year Q3.
- Barron's Top 1,200 Financial Advisors, 2024, 2025
  The Barron's rating is awarded annually in March and is based on information from the prior year Q3.
- Forbes America’s Top Wealth Management Teams (Private Wealth & High-Net Worth), 2023The Forbes rating is compiled by Shook Research and awarded annually in November based on information from a 12 month period ending in March of the award year.
- Forbes America’s Top Women Wealth Advisors, 2018, 2019, 2020, 2021The Forbes rating is compiled by Shook Research and awarded annually in February based on information from a 12 month period ending September of the prior year.
- Forbes Best-in-State Wealth Advisors, 2018, 2019, 2020, 2021, 2022, 2023, 2024, 2025The 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, 2024The 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.
- Forbes Top Women Wealth Advisors Best-in-State, 2022, 2023, 2024, 2025The Forbes rating is compiled by Shook Research and awarded annually in February based on information from a 12 month period ending September of the prior year.
- UBS Wealth Management Chairman’s Council, 2024UBS Financial Services Inc. Councils are a distinction held by UBS Financial Advisors based on criteria including evaluation of compliance with firm rules, standards & policies and revenue. Council membership is not representative of any one client's experience and is not indicative of the advisor’s future performance.
- Certified Exit Planning Advisor
Estate planning strategies

Exit planning

Business succession

Women investors

Entrepreneurs

Corporate executives

500 N Hurstbourne Pkwy
Suite 300
Louisville, KY 40222

kellie.sheryak@ubs.com

Kellie Sheryak, CEPA

500 N Hurstbourne Pkwy,Louisville,KY,40222
Joseph Drier III, CEPA®, CFP®, CPWA®

Managing Director–Wealth Management

Financial Advisor
View bio Industry recognition
- AL
- AR
- AZ
- CA
- CO
- CT
- FL
- GA
- ID
- IL
- IN
- KY
- LA
- MA
- MD
- ME
- MI
- MN
- MO
- MS
- MT
- NC
- NH
- NJ
- NV
- NY
- OH
- OR
- PA
- RI
- SC
- TN
- TX
- UT
- VA
- VT
- WA
- WI
It's about legacy.

Joe co-leads the Generations Private Wealth Management team, offering more than 40 years of wealth management experience. He partners with entrepreneurs, senior executives, and their families to align their business, personal, and financial goals. With a “protect first, then grow” philosophy, Joe is passionate about helping clients enhance business value, build personal financial security, and plan for life beyond the business. His approach is shaped by the lessons he learned from his father’s experiences — the rewards of entrepreneurial success and the challenges of financial uncertainty — driving his commitment to helping others achieve lasting financial well-being. Joe advises a select group of business owners and their families, offering insight and access to firm-wide expertise and opportunities. From launch and growth to expansion, final exit, and the next chapter, he brings valuable experience to support clients at every stage of the business lifecycle.

Joe is one of a small number of advisors who has earned the designation as a Private Wealth Advisor.

“We look to preserve your wealth and grow your legacy."

Experience
- Joined financial industry in 1991
- Joined UBS in 2004
Credentials
- Graduated from Merrimac College
- Holds Series 7, 63, and 65 securities licenses
- Holds Life and Health Insurance licenses
- Holds CEPA®, CFP® and CPWA® designations
- Chapter Co-President of the Boston Exit Planning Institute
Life
- Chairman, Board of Trustees of Signature Healthcare
- Past Chairman of the Foundation, Signature Healthcare
- Married to Kathy Drier for 30 years
- Loving Father of an adult daughter Megan and his late son, JP. JP, who passed away in 2023 due to complications from Type 1 diabetes, left a lasting impact on all who knew him. His words, “Find a way,” continue to inspire Joe daily — a reminder of resilience, determination, and the power of unwavering commitment
NMLS#1859411

CA License #0D37387
- Barron’s Top 250 Private Wealth Management Teams, 2024The Barron's rating is awarded annually in May based on information from the prior year Q4.
- Forbes America’s Top Wealth Management Teams (Private Wealth & High-Net Worth), 2023The Forbes rating is compiled by Shook Research and awarded annually in November based on information from a 12 month period ending in March of the award year.
- Forbes Best-in-State Wealth Advisors, 2024, 2025The 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, 2024The 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.
- UBS Wealth Management Chairman’s Council, 2024UBS Financial Services Inc. Councils are a distinction held by UBS Financial Advisors based on criteria including evaluation of compliance with firm rules, standards & policies and revenue. Council membership is not representative of any one client's experience and is not indicative of the advisor’s future performance.
- CERTIFIED FINANCIAL PLANNER®
- Certified Exit Planning Advisor
- Private Wealth Advisor
Financial planning

Exit planning

Business succession

Alternative investments

Structured products

Business owners

Entrepreneurs

One Post Office Square
35th floor
Boston, MA 02109

joseph.drier@ubs.com

Joseph Drier III, CEPA®, CFP®, CPWA®

One Post Office Square,Boston,MA,02109
John P. Daly Jr., CFP®, CRPC®, AAMS®, CEPA®

Senior Vice President–Wealth Management
View bio Industry recognition
- AL
- AR
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- ID
- IL
- IN
- KS
- KY
- LA
- MA
- MD
- ME
- MI
- MN
- MO
- MS
- MT
- NC
- NH
- NJ
- NM
- NV
- NY
- OH
- OK
- OR
- PA
- RI
- SC
- TN
- TX
- UT
- VA
- VT
- WA
- WI
It's about trust.

John serves as the team's Account Vice President. After graduating magna cum laude in three years from Notre Dame, John earned a scholarship to attend medical school at the University of Louisville. Despite finishing the first year curriculum ranked in the top third of his class, he stepped away from the medical field to pursue the opportunity to help people with a different kind of health: their financial health. John is passionate about investing and loves the challenge of identifying ways to serve goal-oriented investors. He enacts a highly customized approach in designing and implementing client portfolios, taking into consideration long-term needs and planning for the unexpected. John partners with clients to transform a goal into a legacy.

"As someone who made his first investment on Wall Street while still in grade school, I am passionate about investing and love the challenge of identifying ways to serve goal-oriented investors."

Experience:
- John joined UBS in 2014
Credentials:
- Graduated magna cum laude in three years from the University of Notre Dame
- Holds Series 7, 63, and 65 securities licenses
- Hold Life and Health Insurance Licenses
- Holds the Certified Financial Planner (CFP®), Chartered Retirement Planning Counselor (CRPC®), Accredited Asset Management Specialist (AAMS®), and Certified Exit Planning Advisor (CEPA®)
Life:
- Married to Katie Daly. They have two sons (Jack and Mark) and serve as foster parents for St. Joseph Children's Home
- Fluent in Spanish and serves on the board of Project Latin America
- Coaches youth soccer and runs one marathon a year
- Forbes America’s Top Next-Gen (Generation) Wealth Advisors, 2017The Forbes rating is compiled by Shook Research and awarded annually in August based on information from a 12 month period ending in March of the award year.
- Forbes Top Next-Gen (Generation) Wealth Advisors Best-in-State, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in August based on information from a 12 month period ending in March of the award year.
- Certified Exit Planning Advisor
- Accredited Asset Management Specialist
- CERTIFIED FINANCIAL PLANNER®
- Chartered Retirement Planning Counselor
Philanthropy

Legacy planning

Business succession

Custom portfolios

Alternative investments

Multi-generational families

500 N Hurstbourne Pkwy
Suite 300
Louisville, KY 40222

john.p.daly@ubs.com

John P. Daly Jr., CFP®, CRPC®, AAMS®, CEPA®

500 N Hurstbourne Pkwy,Louisville,KY,40222
Connor Sheryak, CFP

Vice President–Wealth Management

Financial Advisor
View bio
- AL
- AR
- AZ
- CA
- CO
- CT
- DC
- FL
- GA
- ID
- IL
- IN
- KY
- LA
- MA
- MD
- ME
- MI
- MN
- MO
- MS
- MT
- NC
- NH
- NJ
- NV
- NY
- OH
- OR
- PA
- RI
- SC
- TN
- TX
- UT
- VA
- VT
- WA
- WI
It's about purpose.

Connor is committed to helping clients simplify the complexity in their financial lives and focus on what's most important. He provides insight on comprehensive wealth advisory, including retirement & estate planning, cash flow analysis, asset allocation, as well as multigenerational wealth education & transfer.

Prior to joining the team, Connor served as an analyst in New York and in Chicago, during which he gained strong skillsets in investment management, comprehensive wealth planning, and business development.

"I am passionate about collaborating with our clients and their other trusted advisors to design and implement strategies that align with their values."

Experience:
- Connor joined UBS in 2018
Credentials:
- BA from Georgetown University in Political Economy
- MS from University of Notre Dame in Management
- Holds Series 7 and 66 securities licenses
Personal:
- State Champion in Track & Field and Cross Country while at Saint Xavier High School in Louisville.
- NCAA Division I student- athlete as an undergraduate at Georgetown University and as a graduate student at University of Notre Dame.
- Serves as a volunteer and mentor with Greenwood Project, which helps students of diverse backgrounds navigate the financial industry.
- Serves as a volunteer and mentor with American Corporate Partners, which aims to help veterans with their transition from the military to civilian workforce.
- Enjoys running, cycling, cooking and playing guitar in his free time.
- CERTIFIED FINANCIAL PLANNER®
Philanthropy

Legacy planning

Estate planning strategies

Sustainable investing

Impact investing

Multi-generational families

500 N Hurstbourne Pkwy
Suite 300
Louisville, KY 40222

connor.sheryak@ubs.com

Connor Sheryak, CFP

500 N Hurstbourne Pkwy,Louisville,KY,40222
Nancy Ham, FPQP®

Senior Wealth Strategy Associate

Relationship Manager
View bio
- CA
- CT
- FL
- MA
- ME
- NH
- PA
- TX
It's about relationships.

With extensive experience in the wealth management services industry, Nancy has played a pivotal role in building and managing Joe Drier’s practice, refining the team’s capabilities and enhancing client service. Nancy is one of the few associates to complete UBS’s Family Advisory and Philanthropy Services Team Associate training – equipping her with the expertise to help families define their long-term objectives and instill their values across generations. She is passionate about engaging with the rising generations, ensuring that family legacies are not only preserved but also embraced by future leaders. She works closely with clients and their executive teams—including attorneys, CPAs, and insurance professionals—to ensure their financial life aligns with their unique philosophies and goals. As a co-leader of the engagement team, Nancy is committed to providing a highly personalized client experience. She focuses on building lasting relationships founded on trust, communication, and tailored solutions, ensuring each client receives the highest level of service and strategic guidance.

“It’s an honor and privilege to work with clients in creating legacies that matter.”

Experience
- Nancy joined UBS in 2007
- Began working in the financial industry in 1995
Credentials
- Holds Series 7 & 63 securities license
- Financial Paraplanner Qualified Professional (FPQP®)
Life
- Serves on various boards at her church
- Passionate gardener and avid traveler
- Relationship Manager
- Private Wealth Relationship Manager
- Financial Paraplanner Qualified Professional™
Philanthropy

Legacy planning

Multi-generational families

Family Offices

One Post Office Square
35th floor
Boston, MA 02109

nancy.ham@ubs.com

Nancy Ham, FPQP®

One Post Office Square,Boston,MA,02109
Kathryn Zalla

Senior Wealth Strategy Associate

Relationship Manager
View bio
- FL
- KY
It's about support.

By using clear communication and equipping all parties with the necessary resources, Katie helps deliver a seamless and personalized client experience in her role as a relationship manager for Kellie, John, and Connor. Whether finding solutions for clients' needs, co-leading the engagement team with Nancy, or coordinating the advisor and engagement teams, the quality of clients' experience stays at the center of everything she does.

“I am empowered by helping those around me and challenging myself to think of better ways to care for our clients.”

Experience
- Katie joined UBS in 2018
Credentials
- Holds Series 7 & 66 securities licenses
- Graduated from Clemson University
Life
- Katie enjoys reading, traveling, and spending time outdoors exploring the trails in Kentucky
- Relationship Manager
Banking

Cash management

500 N Hurstbourne Pkwy
Suite 300
Louisville, KY 40222

katie.zalla@ubs.com

Kathryn Zalla

500 N Hurstbourne Pkwy,Louisville,KY,40222
Tina M. Williams, CFP®

Authorized Officer

Senior Wealth Strategy Associate
View bio
- AL
- AR
- CA
- CO
- FL
- IL
- IN
- KY
- MA
- MI
- MN
- MO
- MS
- NC
- NY
- OH
- PA
- SC
- TN
- TX
- UT
- VA
- WA
- WI
- WY
It's about focus.

Tina serves as the Authorized Officer and Senior Wealth Strategy Associate for the team. With a longstanding career in the financial industry, she has worked in areas ranging from trust and estate administration to financial planning. In her current position, she has grown to focus on supporting the team's advisors by providing behind the scenes logistics, such as: coordinating team processes, providing investment analytics and conducting portfolio reviews. This allows her to support the team and provide the highest quality service to clients.

“I am passionate about getting the research and analysis right so we are providing the best investment advice possible for our clients.”

Experience
- Joined UBS in 2006
- Began working in the financial industry in 1995
Credentials
- Graduated summa cum laude from Kennesaw State University
- Hold Series 7 and 66 securities licenses
- Holds Life and Health Insurance licenses
Life
- Served in the US Navy
- Avid knitter and crocheter
- Enjoys spending time with her family
- CERTIFIED FINANCIAL PLANNER®
Investing

Custom portfolios

Asset allocation

500 N Hurstbourne Pkwy
Suite 300
Louisville, KY 40222

tina.williams@ubs.com

Tina M. Williams, CFP®

500 N Hurstbourne Pkwy,Louisville,KY,40222
Laura Lake

Senior Registered Client Associate
View bio
- FL
- KY
- MA
- OH
It's about service.
Laura is the Senior Registered Client Associate at Generations Private Wealth, bringing extensive experience in financial operations and client service. With a background as a Risk Manager at Morgan Stanley and an Operations Manager at UBS, she has a strong ability to navigate complex financial matters and find effective solutions for clients. Known for her attention to detail and commitment to client service, Laura ensures a seamless experience by managing cash flow needs, coordinating asset transfers, establishing new accounts, and overseeing administrative matters. She is also a key resource for the engagement team, sharing her expertise and assisting with ongoing training. Known for her attention to detail and follow-through, Laura thrives on meeting challenges and seeing tasks through to completion. Above all, she values trust, integrity, and a client-first approach, making her an invaluable resource for both clients and her team.

Experience
- Licenses and joined UBS in 2001
Credentials
- Holds Series 7, 9, 10 & 66 securities licenses
- Graduated from University of Kentucky in 1988
Life
- Married with two daughters
- You’ll find her on the sidelines cheering on her daughters’ sports activities and the University of Kentucky Wildcats athletic teams
- Volunteers with her family at Re: Center Ministries
Cash management

Securities-backed lending

500 N Hurstbourne Pkwy
Suite 300
Louisville, KY 40222

laura.lake@ubs.com

Laura Lake

500 N Hurstbourne Pkwy,Louisville,KY,40222
Karen McWilliams

Client Associate
View bio
Experience
- Karen joined UBS in 2022
Credentials
- Graduated from Murray State University with BS in Business Administration/Marketing
- Holds Life and Health Insurance License
Life
- Karen enjoys traveling, playing golf, reading and spending time with family and friends
Banking

Women investors

Entrepreneurs

500 N Hurstbourne Pkwy
Suite 300
Louisville, KY 40222

karen.mcwilliams@ubs.com

Karen McWilliams

500 N Hurstbourne Pkwy,Louisville,KY,40222
Margot Lurding

Client Associate
View bio
500 N Hurstbourne Pkwy
Suite 300
Louisville, KY 40222

margot.lurding@ubs.com

Margot Lurding

500 N Hurstbourne Pkwy,Louisville,KY,40222

Shannon Mikus, CFP®, RICP®, ChSNC®

Associate Director

Senior Wealth Strategy Associate

View bio

Shannon is responsible for helping our clients create their own unique and customized financial plan. Prior to joining UBS, she worked as a Financial Advisor at Morgan Stanley. Before that, she did corporate financial planning and analysis at Biogen Idec as well as equity research at Credit Suisse. She earned her MBA in Finance & Economics from Columbia Business School and graduated cum laude with a B.A. in English from The University of Notre Dame. She also successfully completed the requirements to earn the CERTIFIED FINANCIAL PLANNER®™ CFP®, the Chartered Special Needs Consultant® ChSNC® and the Retirement Income Certified Professional® RICP® designations. Shannon lives with her husband Patrick, three children and a dog on the South Shore of Massachusetts.
Meghan Walsh, CFP®

Senior Wealth Strategy Associate

View bio

Meghan’s focus within Hingham Street Partners is to work closely alongside the Financial Advisor to provide customized financial plans for clients. This process helps to map out client’s long-term goals and assists the advisor in creating an allocation that aligns with those objectives. Prior to UBS, Meghan held roles at Morgan Stanley and BV Investment Partners. She also successfully completed the requirements to earn the CERTIFIED FINANCIAL PLANNER®™ CFP® designation. Meghan graduated from West Virginia Wesleyan College with a major in English Literature and holds her Series 7 and 65 securities licenses. Meghan, her husband Jon, and their daughter live in Hanover, Massachusetts.
Lawrence F. DePaulis, CFA®

Managing Director–Wealth Management

Financial Advisor

View bio

Larry is the Senior and Lead Portfolio Manager for Hingham Street Partner's Equity Income portfolio. Prior to joining UBS in 2008, Larry was a Portfolio Manager at Athena Capital Advisors, a multi-family office serving clients with at least $100 million in investment assets. He earned an M.B.A from the Yale School of Management and graduated summa cum laude from Boston University with a B.S. in electrical engineering. Larry also earned a master's degree in electrical engineering from UMass Lowell. Larry and his wife Debi live in Hollis, NH.
Daniel Robert Ambrefe, CFA®, CFP®

Senior Vice President–Wealth Management

Financial Advisor

View bio

Dan is an Analyst and Senior Portfolio Manager working primarily on the Small & Medium Company Stock Portfolio. Prior to joining UBS in 2013, Dan was a Portfolio Manager at Athena Capital Advisors, where he served clients with at least $100 million in investment assets. He earned his M.S. in Investment Management from Boston University, graduating magna cum laude. Dan also earned his B.S. in Accounting and Finance from Eastern Nazarene College. He is a CFA® charterholder and a member of the Boston Security Analysts Society. Dan also successfully completed the requirements to earn the Certified Financial Planner™ (CFP®) designation. Dan and his wife, Faith, live in Boston, Massachusetts.
Sally Stone, CPM®

Associate Director

Senior Wealth Strategy Associate

View bio

Sally has a long and established track record of managing money with nearly twenty years of portfolio management experience. She constructs Hingham Street Partner's Global Growth portfolios as well as their ETF and Liquid Alternatives models. Sally is in charge of trading operations and rebalancing, and also assists with individual security analysis. She received a B.A. from the University of Illinois at Springfield, IL. Sally also earned her CPM^® from Columbia University and the Academy of Certified Portfolio Managers.

Recognized as industry leaders

Forbes Best-in-State Wealth Advisor

Joseph Drier and Kellie Sheryak have been named a:

Forbes Best-in-State Wealth Advisor, 2025
the Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending in June of the prior year.

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.

A leader in wealth management

Backed by the strength of our parent company, UBS AG

^$6 trn

UBS Group invested assets
As of 12/31/2024

51 countries

Our global footprint

Global leader

UBS is a leading and truly global wealth manager

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Generations Private Wealth

Defining your priorities. Pursuing what matters.

Transition strategies for business owners

Transition strategies for executives

Wealth transfer across generations

Legacy planning

Philanthropy

Collaborative planning for the goals that matter

Collaborative planning for the goals that matter

Liquidity

Liquidity

Longevity

Longevity

Legacy

Legacy

Global access. Local presence.

Kellie Sheryak, CEPA

Joseph Drier III, CEPA®, CFP®, CPWA®

John P. Daly Jr., CFP®, CRPC®, AAMS®, CEPA®

Connor Sheryak, CFP

Nancy Ham, FPQP®

Kathryn Zalla

Tina M. Williams, CFP®

Laura Lake

Karen McWilliams

Margot Lurding

Shannon Mikus, CFP®, RICP®, ChSNC®

Meghan Walsh, CFP®

Lawrence F. DePaulis, CFA®

Daniel Robert Ambrefe, CFA®, CFP®

Sally Stone, CPM®

Kellie Sheryak, CEPA

Joseph Drier III, CEPA®, CFP®, CPWA®

John P. Daly Jr., CFP®, CRPC®, AAMS®, CEPA®

Connor Sheryak, CFP

Nancy Ham, FPQP®

Kathryn Zalla

Tina M. Williams, CFP®

Laura Lake

Karen McWilliams

Margot Lurding

Shannon Mikus, CFP®, RICP®, ChSNC®

Meghan Walsh, CFP®

Lawrence F. DePaulis, CFA®

Daniel Robert Ambrefe, CFA®, CFP®

Sally Stone, CPM®

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Recognized as industry leaders

Forbes Best-in-State Wealth Advisor

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