Managing Director–Wealth Management
Financial Advisor
Randy joined the industry in 1980 and for over 40 years has helped clients manage their wealth throughout good times and bad. He joined UBS in 2014 after 33 years with Merrill Lynch. Randy is part of a select group of financial advisors at UBS that have shown great success and expertise in serving the distinguished and sophisticated affluent client segment and is currently an approved portfolio manager for key local foundations
Randy graduated from Marshall University with a degree in Business Administration. He is active with his church and is an avid fly fisherman. He lives in Washington Township with his wife, Candice.
Recognized as an industry leader:
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.
First Vice President–Wealth Management
Financial Advisor
Randale joined UBS in 2014 and specializes in custom financial planning. Randale is a CERTIFIED FINANCIAL PLANNER™ professional, the industry standard for excellence in financial planning. He has also earned the Certified Investment Management Analyst designation, representing the highest level of credibility, integrity and investment consulting knowledge.
Prior to becoming a financial advisor, Randale served 10 years in the Navy as a cryptologic officer, giving him a unique set of skills for making sense of the complex investing landscape and helping clients navigate through some of the most difficult situations in life. Randale holds Masters degrees in computer science and applied mathematics and received a Bachelor of Science in mathematics from Miami University with a minor in finance. He is an active member of Washington Heights Baptist Church and the Oakwood Rotary, serves on the Board of Trustees for Wright Memorial Public Library, and resides in Oakwood with his wife, Amy and their four children.
Recognized as an industry leader:
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.
Credentials
Vice President–Wealth Management
Financial Advisor
Larry joined UBS in 2009 and has been a Financial Advisor since 1972. In addition to his many years as a Financial Advisor he was the Resident Branch Manager of Shearson/Smith Barney from 1984 through 1993 and formed his own independent brokerage firm in Oakwood, Ohio. Larry is an active member of the community, serving on many committees and boards. He is currently a Director of the Western Golf Association and serves on the Board of Governors at Moraine Country Club in Dayton, Ohio. He heads up the Dayton Chapter of the Chick Evans Scholarship Program helping caddies receive college scholarships. Moraine's caddy programs have awarded over $3,000,000 in college scholarships since 2001.
Larry graduated from the University of Dayton with a Bachelor of Arts in economics. He enjoys golf, sports, charitable gifting and travel.
His tagline motto: "Premier Investment Advice at a reasonable price"
Recognized as an industry leader:
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.
Senior Wealth Strategy Associate
Vanessa is devoted to working with families to build and maintain their wealth plan. The wealth plan serves as the cornerstone for identifying goals, appropriate risk tolerance and a tool for uncovering potential deficiencies. By creating a plan, clients are able to think deliberately, define their goals and work to align their assets accordingly. Vanessa works through the planning process, determines needs and prepares for a range of possible future scenarios to help uncover opportunities and risks that might otherwise be overlooked.
Vanessa earned her B.S. from Ohio State University and MBA from the Kellogg School of Management at Northwestern University, and is a CERTIFIED FINANCIAL PLANNER™ professional. Originally from Ohio, Vanessa lives in Glen Ellyn, IL with her husband and two children. Vanessa enjoys to cook, golf, and is involved in her community.
Credentials
Client Associate
Nicole joined our team in 2009 and has worked in the industry since 2000. She coordinates client meetings, handles account openings and customer service. In her free time, Nicole enjoys spending time with her husband and two children.
Senior Registered Client Associate
Kitty has worked in the industry for over 30 years and has worked with Larry Hayes for most of those 30 years. Kitty helps with account opening, customer service and placing orders. She is a life long resident of Miamisburg and enjoys being with her children and grandchildren.
Registered Client Associate
Austin joined our team in 2023 from Williamsburg, Virginia, where he worked as an Investment Associate for a Portfolio Manager. In that position he obtained his Series 65 license and passed the first level of the CFA. Austin is originally from Pickerington, Ohio, a suburb of Columbus and attended Ohio University. At OU he earned two bachelor's degrees, one in Business Administration and the other in Sports Management. Austin returned to his home state of Ohio to be closer to family. He currently resides in Beavercreek with his wife Natasha, their son, and two dogs.
Associate Director
Team Administrator
Brittany has over a decade of experience in the financial services industry. She began her career in banking before coming to UBS where she has held multiple roles in the client service space. She obtained her Series 7,66, and Ohio insurance licenses before pursuing her 9/10 management licenses. She then spent several years as an Operations Manager with UBS’s Field Processing Center of Excellence before joining the Honaker Hayes Wealth Management Group as a Team Administrator in 2024.
Brittany is a lifelong Daytonian and currently resides in Moraine with her husband, Ryan, and their 2 cats. In her free time, she enjoys working out, reading, attending concerts, and spending time with friends and family.