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Matt is a Senior Vice President and Senior Portfolio Manager with the Green/McCullough Wealth Management Group. In his role, he provides financial advisory services and solutions to a highly dynamic and accomplished group of individuals, families and institutions. Having met the criteria necessary to qualify for the Senior Portfolio Manager designation, Matt designs and executes customized investment strategies within a set of defined investment parameters. Prior to joining UBS, Matt spent the majority of his investment career within the asset management divisions of J.P. Morgan’s Private Bank and Goldman Sachs & Co. A native of Indiana, Matt holds a Bachelor of Science from Indiana University. In addition, he is active with the Indiana University Simon Cancer Center and previously worked on the boards of Easter Seals Crossroads and Miles for Myeloma. Matt and his family reside in the Fishers area.

• Barron's Top 1,200 Financial Advisors, 2018
  The Barron's rating is awarded annually in March and is based on information from the prior year Q3. 
• Forbes Best-in-State Wealth Advisors, 2019, 2020, 2021, 2022The 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.

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Chad is a Vice President with the Green/McCullough Wealth Management Group. He brings an objective and analytical approach to addressing both the challenges and opportunities that come with substantial wealth. As a Certified Financial Planner™ and CPA (inactive certificate holder), Chad focuses on using tax-advantaged strategies and advanced asset allocation principles in helping clients develop and implement written financial blueprints. Chad joined UBS from PNC Wealth Management and he previously served as an Executive Director with J.P. Morgan’s Private Bank and as a Manager of Deloitte’s Private Client practice. Chad holds Bachelor of Arts degrees in business/finance and accounting from Franklin College. He is active with the Franklin College Alumni Council and the Memorial Day Mile and he previously served on the board of the Johnson County Community Foundation. Chad and his wife, Emily, live in Franklin with their three children Wyatt, Adrie and Chloe.

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Brandt joined UBS in June 2013. Prior to joining UBS, he spent five years at the Charles Schwab Corporation. Brandt began his career in 2008 and quickly learned what it meant to be an active presence during financially turbulent circumstances. In his previous role with Schwab, he specialized in servicing high net worth clients and leveraging his talents to assist them in achieving their investment objectives. Brandt holds the Series 7 and 63 securities licenses. In addition, he has the Accredited Asset Management SpecialistSM (AAMS®) designation from the College for Financial Planning®. Brandt graduated from Butler University with a double major in finance and accounting. In his spare time, he enjoys music, reading, biking, being active in his church and investing in the lives of people. Brandt and his wife, Alicia, reside in Carmel.

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Stephanie joined UBS in 2014. She prides herself on thorough communication, resourcefulness and problem-solving skills. With more than 15 years of investment industry experience, she has extensive knowledge of the planning and servicing needs of individuals and families as well as foundations and the needs of donors, board members, staff and regulators. Prior to joining UBS, she gained experience in foundation, endowment and non-profit client service at JPMorgan Chase. Prior to JPMorgan Chase, Stephanie worked at Fifth Third Bank Investment Advisors and specialized in personal and institutional trust management and administration. Stephanie holds the Series 7, 63 and 66 securities licenses. She is registered with the Indiana Department of Insurance and holds the life, accident and health, variable life and annuity producer license. Stephanie is a graduate of Butler University with Bachelor of Science in marketing. Stephanie and her husband, Colin, reside in Westfield with their twins, Carson and Lauren.