Experience

Chuck coordinates our team at UBS with a primary focus of providing comprehensive family wealth plans.  He focuses his efforts on understanding client's goals and delivering the proper portfolio construction that meets their unique needs.  He particularly enjoys collaboration that occurs in the regular client progress meetings.

Chuck has worked with high net worth families for over eighteen years.  He earned a BA in Finance at the University of Iowa where he was named the Honda National Scholar Athlete of the Year in 1988.  When not interacting with clients, he and his wife Libby spend time with their family of four kids - Hannah, Dan, Claire and Lauren.

Bob's focus within the team is on designing clients' personalized investment strategies.  Form the accumulation phase to the retirement phase, Bob designs plans to find the right balance between growth and cash flow generation specific to each client's risk tolerance.  An emphasis is placed on forward looking asset class return expectations based on the current environment and designing portfolios to prudently meet objectives.  Bob earned his Charted Financial Analysis (CFA®) designation in 1998.  This rigorous multi-year exam process provides in-depth training in financial analysis.  Bob has worked extensively with multi-generational high net worth families, foundations, endowments, small businesses since 1994.  He holds a BBA in finance from Iowa State University and an MBA with an emphasis in international business from Drake University.

Bob and his wife, Martha, reside in the Des Moines area and stay busy with the activities of their three children - Angelyn, Will and Kaylyn.  The entire family enjoys staying active with tennis, cooking and traveling.  Bob is involved in his church and community and currently serves on the St. Pius Finance Council.

Wynn started her financial services career in 1996.  As a senior registered client services associate, Wynn's responsibilities include the operational management of the client relationship: account maintenance, online services, lending and cash flow planning.  She holds her Series 7, 63 and 66.  Wynn has a bachelor's degree from the University of Illinois and a court reporting degree from the American Institute of Business.  In her free time, Wynn enjoys golf, gourmet cooking and traveling.

Ashley has been in the financial industry since 2005.  She graduated from Des Moines Area Community College with a degree in Business Administration.  She holds her Series 7 and 63 licenses.  Her superior customer service skills and eager attention to detail allow her to excel in this industry.  Ashley and her husband, Steve, have two children - Isaac and Rhyan.  They enjoy the outdoors and traveling to visit family.