The way forward

Today, tomorrow and for generations to come

With the complexity of today's markets and uncertainty about tomorrow's economy, good financial advice is more important than ever. As a team of dedicated Financial Advisors, we're committed to helping you organize your finances around your short term needs, your longer-term goals and what you envision for generations to come. Our knowledgeable perspective, good judgement and broad experience can help you meet your challenges and seize opportunities.

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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.

Private Wealth Advisors

Kaus Christopher, CFP

Senior Vice President–Wealth Management

CERTIFIED FINANCIAL PLANNER™
Kaus Christopher, CFP

Senior Vice President–Wealth Management
Financial Advisor

UBS Financial Services Inc.

Private Wealth Management

8801 River Crossing Blvd
4th Floor
Indianapolis, IN 46240

317-816-1841
View bio Industry recognition
- AL
- AZ
- CA
- CO
- DE
- FL
- GA
- IL
- IN
- KS
- KY
- MA
- MD
- MI
- MN
- NC
- NV
- NY
- OH
- OR
- PA
- SC
- TN
- TX
- VA
- WV
Kaus has more than 20 years of experience advising ultra high net worth families on investing and estate planning strategies, from both tax and business planning perspectives. He began his career in 1996 at Crowe Horwath, one of the 10 largest accounting firms in the United States.

Over time, Kaus’s role evolved organically from providing tax advice to providing holistic wealth management, particularly to private business owners and corporate executives. Today, as a Private Wealth Advisor within the Private Wealth Management division of UBS, he continues to deliver holistic advice, focusing on tax efficiency across all areas of personal finance.

Professional experience
- Private Wealth Advisor, J.P. Morgan Private Bank
- Tax Executive, Tax and Wealth Management division, Crowe Horwath
Life
- Kaus lives in Noblesville, IN with his wife and two sons.
- He is an active leader in his community and serves on the finance committee of the St. Vincent Foundation.
- He is also a Big Brother with Big Brothers Big Sisters of Central Indiana and was previously treasurer for the Board of Girls, Inc. of Greater Indianapolis.
- In his free time, Kaus enjoys spending time with his family, skiing, backpacking, traveling, golf and tennis.
- 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.
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
- Butler University, B.A., accounting
- CERTIFIED FINANCIAL PLANNER™
- CPA, Inactive
8801 River Crossing Blvd
4th Floor
Indianapolis, IN 46240
Matthew Green

Senior Vice President–Wealth Management

Senior Portfolio Manager
Matthew Green

Senior Vice President–Wealth Management
Financial Advisor

UBS Financial Services Inc.

Private Wealth Management

8801 River Crossing Blvd
4th Floor
Indianapolis, IN 46240

317-816-1826
View bio Industry recognition
- AL
- AZ
- CA
- CO
- CT
- DE
- FL
- GA
- IL
- IN
- KS
- KY
- MA
- MD
- MI
- MN
- NC
- NV
- NY
- OH
- OR
- PA
- SC
- TN
- TX
- VA
- WV
Matt is a Senior Vice President and Senior Portfolio Manager with FEF Wealth Partners. 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, 2022, 2023, 2024The 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.
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
- Indiana University, B.S., concentration in Public Affairs
- Senior Portfolio Manager
- Institutional Consultant, UBS Institutional Consulting Program
8801 River Crossing Blvd
4th Floor
Indianapolis, IN 46240
Brett Headley, CFP

Senior Vice President–Wealth Management

CERTIFIED FINANCIAL PLANNER™
Brett Headley, CFP

Senior Vice President–Wealth Management
Financial Advisor

UBS Financial Services Inc.

Private Wealth Management

8801 River Crossing Blvd
4th Floor
Indianapolis, IN 46240

317-816-1847
View bio Industry recognition
- AL
- AZ
- CA
- CO
- DE
- FL
- GA
- IL
- IN
- KS
- KY
- MA
- MD
- MI
- MN
- NC
- NV
- NY
- OH
- OR
- PA
- SC
- TN
- TX
- VA
- WV
Brett brings broad experience in managing wealth for ultra high net worth clients. Brett’s goal is to be his clients’ first call for all financial matters. Within the UBS Private Wealth Management division, Brett accesses the insights of top industry professionals to provide clients with the comprehensive advice and stewardship his clients require to pursue their most important goals.

With his strong work ethic and commitment to doing what’s best for each client, Brett always seeks the best possible solution from the expansive resources at UBS: including investment banking, estate planning, pre- and post-liquidity planning, alternative investments, lending and portfolio management.

Professional experience
- Private Wealth Advisor, J.P. Morgan Private Bank
- Advisor, Corporate and Investment Banking, BMO Capital Markets
Life
- Brett is the past president and past investment committee chair of Horizon House, a homeless multi-service day center in Indianapolis.
- He sits on the board of directors for the Big Brothers Big Sisters of Central Indiana and Horizon House.
- Brett is a member of the Professional Advisory Leadership Council at Central Indiana Community Foundation
- Brett, his wife and their three children live in Carmel, IN.
- 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.
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
- Indiana University Kelley School of Business , B.S., concentration in Finance
- CERTIFIED FINANCIAL PLANNER™
8801 River Crossing Blvd
4th Floor
Indianapolis, IN 46240
Dan Larner

Managing Director–Wealth Management

Portfolio Manager
Dan Larner

Managing Director–Wealth Management
Financial Advisor

UBS Financial Services Inc.

Private Wealth Management

8801 River Crossing Blvd
4th Floor
Indianapolis, IN 46240

317-816-1877
View bio Industry recognition
- AL
- AZ
- CA
- CO
- DE
- FL
- GA
- IL
- IN
- KS
- KY
- MA
- MD
- MI
- MN
- NC
- NV
- NY
- OH
- OR
- PA
- SC
- TN
- TX
- VA
- WV
During college, Dan always found himself gravitating to financial and economics classes. He was intrigued by how world events impacted the value of financial assets. That interest led him to a nearly 20-year investment career and to UBS Private Wealth Management, where he and his team manage the significant wealth of multigenerational families, entrepreneurs and executives.

Dan’s approach is an important differentiator for his clients: it starts with listening deeply to what they want, care about and are comfortable with. Every portfolio Dan builds reflects those insights and incorporates a range of investments, including public equity, fixed income, alternatives and currencies. There is no one-size-fits-all asset allocation; each portfolio is tailored for a unique client.

Professional experience
- Managing Director, Head of Investments, J.P. Morgan Private Bank
Life
- Dan is the past board chair of Foster Success, an organization that helps youth transition out of foster care in Indiana.
- Dan is a 2015 graduate of Leadership United, a leadership program of the United Way of Central Indiana.
- Dan, his wife and their six children live in Fishers, IN.
- 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.
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
- Indiana University Kelley School of Business , B.S., concentration in Finance
- Portfolio Manager
8801 River Crossing Blvd
4th Floor
Indianapolis, IN 46240
Chad McCullough, CFP, CEPA

Senior Vice President–Wealth Management

CERTIFIED FINANCIAL PLANNER™
Chad McCullough, CFP, CEPA

Senior Vice President–Wealth Management
Financial Advisor

UBS Financial Services Inc.

Private Wealth Management

8801 River Crossing Blvd
4th Floor
Indianapolis, IN 46240

317-816-1825
View bio Industry recognition
- AL
- AZ
- CA
- CO
- CT
- DE
- FL
- GA
- IL
- IN
- KS
- KY
- MA
- MD
- MI
- MN
- NC
- NV
- NY
- OH
- OR
- PA
- SC
- TN
- TX
- VA
- WV
Chad is a Vice President with FEF Wealth Partners. 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.
- 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.
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
- Franklin College, B.A., concentration in Business/Finance and Accounting
- CERTIFIED FINANCIAL PLANNER™
- Certified Exit Planning Advisor
- CPA, Inactive
8801 River Crossing Blvd
4th Floor
Indianapolis, IN 46240
Karin Veatch, CEPA

Senior Wealth Strategy Associate
Karin Veatch, CEPA

Senior Wealth Strategy Associate

UBS Financial Services Inc.

Private Wealth Management

8801 River Crossing Blvd
4th Floor
Indianapolis, IN 46240

317-816-1843
View bio
- AZ
- FL
- IL
- IN
- KY
- PA
- TX
Over the last 24 years, UBS Senior Wealth Strategy Associate and former practicing estate planning attorney Karin Veatch has learned through her many conversations with clients that family issues often take priority over investing. She finds that helping her clients promote good stewardship of the family wealth is often more important to them than asset allocation—from creating a “rulebook” for children and grandchildren to instilling values in the next generation, to family governance and cultivating a philanthropic mission. Because her highly successful clients also want to leave as much as possible to the people and causes they care about, Karin skillfully partners with clients, their CPA and estate planning attorney to design trusts and charitable structures that accomplish the client’s planning objectives while helping to minimize estate, gift and income taxes.

Karin’s background is a significant differentiator for her Private Wealth team and an invaluable resource for her clients, given the complexity of their wealth challenges. While Karin does not replace her clients’ existing attorneys, she collaborates closely with them to coordinate advice, financial modeling and implementation.

Professional experience
- Wealth Advisor, J.P. Morgan Private Bank. One of 33 wealth advisors across the US, supporting clients throughout the Midwest—including business owners, trust beneficiaries, corporate executives and charitably inclined clients—in estate planning matters.
- Estate planning attorney, licensed in IN and OH. Focus areas: trusts and estates, estate administration, charitable planning, prenuptial planning and business succession planning.
Life
- Karin and her husband, a primary care physician, have two sons in college.
- She sits on the Board of Women’s Fund of Central Indiana.
- Karin’s past board service includes Children's Museum of Indianapolis, Little Red Door of Central Indiana and Pilgrim Lutheran Church.
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
- University of Toledo, Order of the Coif (Top 10%), J.D.
- Journalism and French, Indiana University, B.A.
8801 River Crossing Blvd
4th Floor
Indianapolis, IN 46240
Stephanie Doane

Authorized Officer

Team Administrator
Stephanie Doane

Authorized Officer
Team Administrator

UBS Financial Services Inc.

Private Wealth Management

8801 River Crossing Blvd
4th Floor
Indianapolis, IN 46240

317-816-1833
View bio
- CA
- FL
- GA
- IL
- IN
- MD
- MI
- OH
- TX
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.
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
- Butler University, B.S., concentration in Marketing
8801 River Crossing Blvd
4th Floor
Indianapolis, IN 46240
Rick Grimes

Senior Wealth Strategy Associate
Rick Grimes

Senior Wealth Strategy Associate

UBS Financial Services Inc.

Private Wealth Management

8801 River Crossing Blvd
4th Floor
Indianapolis, IN 46240

317-816-1818
View bio
- AZ
- CA
- CO
- DE
- FL
- IL
- IN
- KS
- KY
- MI
- MN
- OH
- OR
- PA
- SC
- TN
- TX
- VA
Rick has been fascinated with the stock market since he was 18 and opened his own brokerage account. His interest in investing quickly evolved to learning more and more about wealth management and the financial services industry. He gained his operational and investing knowledge working with High Net-Worth clients at Charles Schwab and JP Morgan Private Bank. Throughout his career, Rick has been actively involved in the design, implementation and monitoring of client’s investment portfolios.

Professional Experience
- Investment Professional, JP Morgan Private Bank
- Senior Trading Specialist-High Net Worth, Charles Schwab & Co
- Operations Specialist, Wachovia Securities
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
- Indiana University Kelley School of Business , B.S., concentration in Finance
8801 River Crossing Blvd
4th Floor
Indianapolis, IN 46240
Jaimie Shrieve

Client Associate
Jaimie Shrieve

Client Associate

UBS Financial Services Inc.

Private Wealth Management

8801 River Crossing Blvd
4th Floor
Indianapolis, IN 46240

317-816-1890
View bio
- FL
- IN
- KY
Jaimie has over 15 years of wealth management experience, focusing on relationship management and administrative roles, and working exclusively with high net-worth families. Throughout her career, she has also assisted clients with a wide range of investment strategies.

As a Client Service Associate within the Private Wealth Management division of UBS, Jaimie serves as a liaison between clients and Advisors. She is committed on providing exceptional service and going above and beyond to get her clients the answers they need.

Professional Experience
- Fund and Client Administrator, Indie Asset Partners
- Senior Client Service Associate, BKD Wealth Advisors
- Investment Professional, JP Morgan Private Bank
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
- Ball State University, B.S., concentration in Criminal Justice
- University of Phoenix, MBA
8801 River Crossing Blvd
4th Floor
Indianapolis, IN 46240
Brandt Wagley, AAMS

Authorized Officer

Senior Wealth Strategy Associate
Brandt Wagley, AAMS

Authorized Officer
Senior Wealth Strategy Associate

UBS Financial Services Inc.

Private Wealth Management

8801 River Crossing Blvd
4th Floor
Indianapolis, IN 46240

317-816-1848
View bio
- AZ
- CA
- FL
- GA
- IL
- IN
- MD
- MI
- NC
- OH
- TX
- VA
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.
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
- Butler University, B.S., concentration in Finance and Accounting
- Accredited Asset Management Specialist
8801 River Crossing Blvd
4th Floor
Indianapolis, IN 46240

Private Wealth Advisors

Kaus Christopher, CFP

Senior Vice President–Wealth Management

CERTIFIED FINANCIAL PLANNER™
Kaus Christopher, CFP

Senior Vice President–Wealth Management
Financial Advisor

UBS Financial Services Inc.

Private Wealth Management

8801 River Crossing Blvd
4th Floor
Indianapolis, IN 46240

317-816-1841
View bio Industry recognition
- AL
- AZ
- CA
- CO
- DE
- FL
- GA
- IL
- IN
- KS
- KY
- MA
- MD
- MI
- MN
- NC
- NV
- NY
- OH
- OR
- PA
- SC
- TN
- TX
- VA
- WV
Kaus has more than 20 years of experience advising ultra high net worth families on investing and estate planning strategies, from both tax and business planning perspectives. He began his career in 1996 at Crowe Horwath, one of the 10 largest accounting firms in the United States.

Over time, Kaus’s role evolved organically from providing tax advice to providing holistic wealth management, particularly to private business owners and corporate executives. Today, as a Private Wealth Advisor within the Private Wealth Management division of UBS, he continues to deliver holistic advice, focusing on tax efficiency across all areas of personal finance.

Professional experience
- Private Wealth Advisor, J.P. Morgan Private Bank
- Tax Executive, Tax and Wealth Management division, Crowe Horwath
Life
- Kaus lives in Noblesville, IN with his wife and two sons.
- He is an active leader in his community and serves on the finance committee of the St. Vincent Foundation.
- He is also a Big Brother with Big Brothers Big Sisters of Central Indiana and was previously treasurer for the Board of Girls, Inc. of Greater Indianapolis.
- In his free time, Kaus enjoys spending time with his family, skiing, backpacking, traveling, golf and tennis.
- 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.
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
- Butler University, B.A., accounting
- CERTIFIED FINANCIAL PLANNER™
- CPA, Inactive
8801 River Crossing Blvd
4th Floor
Indianapolis, IN 46240
Matthew Green

Senior Vice President–Wealth Management

Senior Portfolio Manager
Matthew Green

Senior Vice President–Wealth Management
Financial Advisor

UBS Financial Services Inc.

Private Wealth Management

8801 River Crossing Blvd
4th Floor
Indianapolis, IN 46240

317-816-1826
View bio Industry recognition
- AL
- AZ
- CA
- CO
- CT
- DE
- FL
- GA
- IL
- IN
- KS
- KY
- MA
- MD
- MI
- MN
- NC
- NV
- NY
- OH
- OR
- PA
- SC
- TN
- TX
- VA
- WV
Matt is a Senior Vice President and Senior Portfolio Manager with FEF Wealth Partners. 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, 2022, 2023, 2024The 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.
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
- Indiana University, B.S., concentration in Public Affairs
- Senior Portfolio Manager
- Institutional Consultant, UBS Institutional Consulting Program
8801 River Crossing Blvd
4th Floor
Indianapolis, IN 46240
Brett Headley, CFP

Senior Vice President–Wealth Management

CERTIFIED FINANCIAL PLANNER™
Brett Headley, CFP

Senior Vice President–Wealth Management
Financial Advisor

UBS Financial Services Inc.

Private Wealth Management

8801 River Crossing Blvd
4th Floor
Indianapolis, IN 46240

317-816-1847
View bio Industry recognition
- AL
- AZ
- CA
- CO
- DE
- FL
- GA
- IL
- IN
- KS
- KY
- MA
- MD
- MI
- MN
- NC
- NV
- NY
- OH
- OR
- PA
- SC
- TN
- TX
- VA
- WV
Brett brings broad experience in managing wealth for ultra high net worth clients. Brett’s goal is to be his clients’ first call for all financial matters. Within the UBS Private Wealth Management division, Brett accesses the insights of top industry professionals to provide clients with the comprehensive advice and stewardship his clients require to pursue their most important goals.

With his strong work ethic and commitment to doing what’s best for each client, Brett always seeks the best possible solution from the expansive resources at UBS: including investment banking, estate planning, pre- and post-liquidity planning, alternative investments, lending and portfolio management.

Professional experience
- Private Wealth Advisor, J.P. Morgan Private Bank
- Advisor, Corporate and Investment Banking, BMO Capital Markets
Life
- Brett is the past president and past investment committee chair of Horizon House, a homeless multi-service day center in Indianapolis.
- He sits on the board of directors for the Big Brothers Big Sisters of Central Indiana and Horizon House.
- Brett is a member of the Professional Advisory Leadership Council at Central Indiana Community Foundation
- Brett, his wife and their three children live in Carmel, IN.
- 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.
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
- Indiana University Kelley School of Business , B.S., concentration in Finance
- CERTIFIED FINANCIAL PLANNER™
8801 River Crossing Blvd
4th Floor
Indianapolis, IN 46240
Dan Larner

Managing Director–Wealth Management

Portfolio Manager
Dan Larner

Managing Director–Wealth Management
Financial Advisor

UBS Financial Services Inc.

Private Wealth Management

8801 River Crossing Blvd
4th Floor
Indianapolis, IN 46240

317-816-1877
View bio Industry recognition
- AL
- AZ
- CA
- CO
- DE
- FL
- GA
- IL
- IN
- KS
- KY
- MA
- MD
- MI
- MN
- NC
- NV
- NY
- OH
- OR
- PA
- SC
- TN
- TX
- VA
- WV
During college, Dan always found himself gravitating to financial and economics classes. He was intrigued by how world events impacted the value of financial assets. That interest led him to a nearly 20-year investment career and to UBS Private Wealth Management, where he and his team manage the significant wealth of multigenerational families, entrepreneurs and executives.

Dan’s approach is an important differentiator for his clients: it starts with listening deeply to what they want, care about and are comfortable with. Every portfolio Dan builds reflects those insights and incorporates a range of investments, including public equity, fixed income, alternatives and currencies. There is no one-size-fits-all asset allocation; each portfolio is tailored for a unique client.

Professional experience
- Managing Director, Head of Investments, J.P. Morgan Private Bank
Life
- Dan is the past board chair of Foster Success, an organization that helps youth transition out of foster care in Indiana.
- Dan is a 2015 graduate of Leadership United, a leadership program of the United Way of Central Indiana.
- Dan, his wife and their six children live in Fishers, IN.
- 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.
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
- Indiana University Kelley School of Business , B.S., concentration in Finance
- Portfolio Manager
8801 River Crossing Blvd
4th Floor
Indianapolis, IN 46240
Chad McCullough, CFP, CEPA

Senior Vice President–Wealth Management

CERTIFIED FINANCIAL PLANNER™
Chad McCullough, CFP, CEPA

Senior Vice President–Wealth Management
Financial Advisor

UBS Financial Services Inc.

Private Wealth Management

8801 River Crossing Blvd
4th Floor
Indianapolis, IN 46240

317-816-1825
View bio Industry recognition
- AL
- AZ
- CA
- CO
- CT
- DE
- FL
- GA
- IL
- IN
- KS
- KY
- MA
- MD
- MI
- MN
- NC
- NV
- NY
- OH
- OR
- PA
- SC
- TN
- TX
- VA
- WV
Chad is a Vice President with FEF Wealth Partners. 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.
- 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.
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
- Franklin College, B.A., concentration in Business/Finance and Accounting
- CERTIFIED FINANCIAL PLANNER™
- Certified Exit Planning Advisor
- CPA, Inactive
8801 River Crossing Blvd
4th Floor
Indianapolis, IN 46240
Karin Veatch, CEPA

Senior Wealth Strategy Associate
Karin Veatch, CEPA

Senior Wealth Strategy Associate

UBS Financial Services Inc.

Private Wealth Management

8801 River Crossing Blvd
4th Floor
Indianapolis, IN 46240

317-816-1843
View bio
- AZ
- FL
- IL
- IN
- KY
- PA
- TX
Over the last 24 years, UBS Senior Wealth Strategy Associate and former practicing estate planning attorney Karin Veatch has learned through her many conversations with clients that family issues often take priority over investing. She finds that helping her clients promote good stewardship of the family wealth is often more important to them than asset allocation—from creating a “rulebook” for children and grandchildren to instilling values in the next generation, to family governance and cultivating a philanthropic mission. Because her highly successful clients also want to leave as much as possible to the people and causes they care about, Karin skillfully partners with clients, their CPA and estate planning attorney to design trusts and charitable structures that accomplish the client’s planning objectives while helping to minimize estate, gift and income taxes.

Karin’s background is a significant differentiator for her Private Wealth team and an invaluable resource for her clients, given the complexity of their wealth challenges. While Karin does not replace her clients’ existing attorneys, she collaborates closely with them to coordinate advice, financial modeling and implementation.

Professional experience
- Wealth Advisor, J.P. Morgan Private Bank. One of 33 wealth advisors across the US, supporting clients throughout the Midwest—including business owners, trust beneficiaries, corporate executives and charitably inclined clients—in estate planning matters.
- Estate planning attorney, licensed in IN and OH. Focus areas: trusts and estates, estate administration, charitable planning, prenuptial planning and business succession planning.
Life
- Karin and her husband, a primary care physician, have two sons in college.
- She sits on the Board of Women’s Fund of Central Indiana.
- Karin’s past board service includes Children's Museum of Indianapolis, Little Red Door of Central Indiana and Pilgrim Lutheran Church.
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
- University of Toledo, Order of the Coif (Top 10%), J.D.
- Journalism and French, Indiana University, B.A.
8801 River Crossing Blvd
4th Floor
Indianapolis, IN 46240
Stephanie Doane

Authorized Officer

Team Administrator
Stephanie Doane

Authorized Officer
Team Administrator

UBS Financial Services Inc.

Private Wealth Management

8801 River Crossing Blvd
4th Floor
Indianapolis, IN 46240

317-816-1833
View bio
- CA
- FL
- GA
- IL
- IN
- MD
- MI
- OH
- TX
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.
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
- Butler University, B.S., concentration in Marketing
8801 River Crossing Blvd
4th Floor
Indianapolis, IN 46240
Rick Grimes

Senior Wealth Strategy Associate
Rick Grimes

Senior Wealth Strategy Associate

UBS Financial Services Inc.

Private Wealth Management

8801 River Crossing Blvd
4th Floor
Indianapolis, IN 46240

317-816-1818
View bio
- AZ
- CA
- CO
- DE
- FL
- IL
- IN
- KS
- KY
- MI
- MN
- OH
- OR
- PA
- SC
- TN
- TX
- VA
Rick has been fascinated with the stock market since he was 18 and opened his own brokerage account. His interest in investing quickly evolved to learning more and more about wealth management and the financial services industry. He gained his operational and investing knowledge working with High Net-Worth clients at Charles Schwab and JP Morgan Private Bank. Throughout his career, Rick has been actively involved in the design, implementation and monitoring of client’s investment portfolios.

Professional Experience
- Investment Professional, JP Morgan Private Bank
- Senior Trading Specialist-High Net Worth, Charles Schwab & Co
- Operations Specialist, Wachovia Securities
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
- Indiana University Kelley School of Business , B.S., concentration in Finance
8801 River Crossing Blvd
4th Floor
Indianapolis, IN 46240
Jaimie Shrieve

Client Associate
Jaimie Shrieve

Client Associate

UBS Financial Services Inc.

Private Wealth Management

8801 River Crossing Blvd
4th Floor
Indianapolis, IN 46240

317-816-1890
View bio
- FL
- IN
- KY
Jaimie has over 15 years of wealth management experience, focusing on relationship management and administrative roles, and working exclusively with high net-worth families. Throughout her career, she has also assisted clients with a wide range of investment strategies.

As a Client Service Associate within the Private Wealth Management division of UBS, Jaimie serves as a liaison between clients and Advisors. She is committed on providing exceptional service and going above and beyond to get her clients the answers they need.

Professional Experience
- Fund and Client Administrator, Indie Asset Partners
- Senior Client Service Associate, BKD Wealth Advisors
- Investment Professional, JP Morgan Private Bank
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
- Ball State University, B.S., concentration in Criminal Justice
- University of Phoenix, MBA
8801 River Crossing Blvd
4th Floor
Indianapolis, IN 46240
Brandt Wagley, AAMS

Authorized Officer

Senior Wealth Strategy Associate
Brandt Wagley, AAMS

Authorized Officer
Senior Wealth Strategy Associate

UBS Financial Services Inc.

Private Wealth Management

8801 River Crossing Blvd
4th Floor
Indianapolis, IN 46240

317-816-1848
View bio
- AZ
- CA
- FL
- GA
- IL
- IN
- MD
- MI
- NC
- OH
- TX
- VA
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.
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
- Butler University, B.S., concentration in Finance and Accounting
- Accredited Asset Management Specialist
8801 River Crossing Blvd
4th Floor
Indianapolis, IN 46240

Private Wealth Management

As a team within the exclusive Private Wealth Management division at UBS, we connect you to the dynamic presence of one of the world‘s leading wealth managers. Private Wealth Advisors serve many of the firm‘s largest relationships, providing extensive reach and the distinct advantage of the firm‘s global perspective, insights and resources.

Launch. Evolve. Exit your business.

Change your community. Change the world.

Executive decisions

Guiding endowments and foundations toward their goals

Because we understand the funding and fiduciary pressures you’re facing, we take the time to fully understand your unique financial situation. Following a disciplined process, informed by our experience and the intellectual capital of UBS, its manager research capabilities and an open platform of managers and funds, we customize your unique investment programs to your specific objectives and mission.

Our commitment to fiduciary accountability
Fiduciary challenges continue to be top of mind for our clients. We provide ongoing support for reviewing and evaluating spending and expenses as well as helping you manage fiduciary documentation. We also work with you to:

• Create, formalize and execute your investment policy statement

• Review the investment process and maintain appropriate documentation

• Provide communication and educational resources

A strategic approach to fundraising
For any mission-driven organization, fundraising is critical to long-term success. Using our team‘s Gift Capacity Analysis tool, which we've developed to help enhance your fundraising efforts, we can analyze the potential impact of gifts on the donor’s total financial picture, helping him or her make more informed decisions about the size of the donation.

Tailoring our advice and services

Asset allocation review

Asset allocation modeling
Asset and liability analysis
Spending policy evaluation and formulation
Strategic rebalancing and tactical positioning

Investment policy development and review

Discuss portfolio objectives and tolerance for risk (volatility)
Incorporate organizational values (i.e., sustainable investing)
Understand time horizon, projected cash flows and spending policy
Reflect governance structure and responsibilities

Investment manager and fund review

Due diligence collaboration with UBS Investment Manager research
Identification of appropriate and complementary investment managers and funds
Cost analyses

Ongoing consulting and performance measurement

Customized reports based on your preferences
Fiduciary education
Custody and trust services
Coordination with other service providers (legal, tax, etc.)

Personal wealth management

Access to all that UBS offers
In addition to our many relationships with endowments and foundations, FEF Wealth Partners has broad experience in managing the significant wealth challenges of multigenerational families, entrepreneurs and executives. Whether it's helping you develop a tax-efficient estate planning strategy or pursue a new business venture, our team will access the platforms and thought leadership of UBS to provide you with advice and opportunities from across the firm and around the globe.

Advanced planning looks beyond assets
Our conversations address the concerns you have today—and the ones you may not see coming. We strive to clarify your questions and understand what matters to you, your family and the vision you have for your future and your legacy.

The complexity of your wealth also requires an understanding of how best to incorporate tax-efficient solutions into your overall financial plan. Together with our Advanced Planning specialists, we'll assess how the current tax landscape might impact your wealth. All of these insights help inform the dynamic and personalized plan we create to help you pursue your most important goals.

Our planning process:

1. Discover

2. Plan design

3. Access and implementation

4. Review

Helping our clients

Backed by the strength of UBS

A global leader in wealth management

Global leader

UBS is a world-leading wealth manager

^$5+ trillion

In invested assets globally
As of 11/07/2023

The way forward

Pursuing your goals together

Private Wealth Advisors

Kaus Christopher, CFP

Matthew Green

Brett Headley, CFP

Dan Larner

Chad McCullough, CFP, CEPA

Karin Veatch, CEPA

Stephanie Doane

Rick Grimes

Jaimie Shrieve

Brandt Wagley, AAMS

Private Wealth Advisors

Kaus Christopher, CFP

Matthew Green

Brett Headley, CFP

Dan Larner

Chad McCullough, CFP, CEPA

Karin Veatch, CEPA

Stephanie Doane

Rick Grimes

Jaimie Shrieve

Brandt Wagley, AAMS

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Private Wealth Management

Launch. Evolve. Exit your business.

Change your community. Change the world.

Executive decisions

Guiding endowments and foundations toward their goals

Tailoring our advice and services

Personal wealth management

Helping our clients

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Backed by the strength of UBS

A global leader in wealth management

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