Senior Vice President–Wealth Management
Financial Advisor
Education
Credentials
Let's connect
Senior Vice President–Wealth Management
Financial Advisor
Education
Credentials
Let's connect
Client Associate
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.
Client Associate
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.
Wealth Strategy Associate
Paul has over a decade's 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. In his personal life, he has the best day ever while enjoying craft beer, riding bicycles and spending time with his family.
Let's connect
Wealth Strategy Associate
Paul has over a decade's 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. In his personal life, he has the best day ever while enjoying craft beer, riding bicycles and spending time with his family.
Let's connect
Intern
Intern
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.
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.
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