Knowledge

It's easier to make decisions about your future when you're guided by a Financial Advisor whose first priority is to understand you. This relationship is even more important during periods of life transition – particularly retirement. Whether your retirement is a few years or a few decades away, it's important to start thinking about how you want to live your future. As a Chartered Retirement Planning Counselor, let's talk about how I can help you with the financial guidance and resources you need to embrace your future with confidence.

In her role as Client Service Associate, Breann assists with any and all client needs while supporting the team’s Financial Advisors in their daily activities. She especially enjoys working with people one-on-one and developing lasting relationships with clients and their families to help them achieve their financial goals.

Breann started with UBS as an intern in the summers of 2017 and 2018. Prior to joining the firm full time in 2019, she also worked for a local manufacturer in job costing to monitor the company’s expenses and help control costs. A graduate of Wichita State University, she has a dual degree in finance and management.

Paul has nearly two decades’ worth of financial services industry experience.  He earned dual degrees at The Ohio State University. He earned both a Bachelor of Science in Business Administration and a Bachelor of Arts, specializing in International Business and German.  He started as an intern with UBS and has enjoyed various roles with the firm throughout his career.  In his personal life, he has the best day ever while enjoying time with his family, preferably outdoors.  He can regularly be found riding bicycles or carrying a camera on various adventures.