Experience

Connecting wealth with purpose and meaning is the ultimate financial success story.

Wendy has a natural curiosity of life and genuine interest in people. With nearly 30 years of experience in helping clients manage their financial resources, she most enjoys transforming a complex and challenging problem into a simple and streamlined solution. Prior to joining UBS, Wendy was Vice President and Director of Investments at a local bank in KY, where she managed investment assets and served as Principal of the LPL Financial office. She enjoys being active in the community and believes that the most rewarding investment we can make is in building strong relationships with those around us.

Jordan has a passion for building relationships with clients and helping them reach their financial goals. He enjoys creating financial plans that are customized for the unique needs of each client and their families. 

He attended Murray State University majoring in Finance/Financial Planning. He holds his Series 7 and 66 licenses along with his Life Insurance license. Prior to joining UBS, Jordan was a Financial Advisor with Stifel.

Jordan currently lives in Metropolis, Illinois, with his wife, Emily, their daughter, Blaire and their dog, Brooks. They enjoy spending time with family and friends, traveling, and being outdoors. He especially enjoys playing golf and pickleball.

A commitment to excellent client service

As a Client Service Associate, Caleb works with clients to ensure each receives the best service experience possible. He has a collaborative attitude and a quick and witty sense of humor, so talking with him will always brighten your day.

Raised in Metropolis Illinois, Caleb attended the University of Louisville majoring in Finance. After graduating university, Caleb worked for some time with Fifth Third Bank in Louisville. Caleb joined UBS in May of 2022 and is finishing his certifications to be fully licensed.

Outside of work you can find Caleb spending time with his wife, son, 3 dogs, and friends. Enjoys golf, traveling and sports.

Austin moved to Murray, KY from his hometown of Bowling Green in 2016 to pursue a degree in Finance/Financial Planning at Murray State University. After graduating, Austin began his career at Community Financial Services Bank, where he worked closely with community members to ensure seamless, efficient experiences. Austin takes pride in building meaningful relationships and helping clients achieve their financial goals.

Now living in Paducah, Austin is excited to continue serving the community at UBS, where he strives to provide personalized comprehensive guidance to each client. Outside of work, you can find Austin on the golf course or watching sports.

Building meaningful connections and delivering thoughtful solutions

Amber brings a thoughtful and empathetic approach to client service, grounded in her belief that meaningful connections are the foundation of lasting financial relationships. With a degree in Psychology from the University of Durham in England and over a decade of experience as a multi-business owner, Amber offers a unique blend of entrepreneurial insight, leadership, and attention to detail.

Her international background and deep appreciation for diverse cultures allow her to connect with clients in a personal and tailored way. Amber’s commitment to delivering thoughtful solutions is reflected in her ability to listen deeply, understand individual goals, and help clients navigate complex decisions with confidence.

Originally from Michigan, Amber has strong family roots in western Kentucky through her father’s side and has called the region home for the past 16 years. She and her husband own two local businesses, raise their three children and their dog, Chutney, in Paducah. Her mother’s French heritage and time spent living in England have shaped her love of travel, photography, and culinary exploration.

Outside of work, she contributes as a photographer for a local lifestyle magazine and enjoys discovering new restaurants and cities—her favorites include Paris, Edinburgh, and Charleston, SC.