Financial planning and beyond

landmark wealth

By understanding what’s most important to you, we can organize your financial life to help make sure your short-term needs don't cloud your long-term goals. We provide a structure so you clearly understand where your money is, and why. The plan we create together can help you stay focused at each stage of life, today, tomorrow and for future generations.

Plans

Pursuing your goals together

Our mission is to provide quality strategies customized to your needs. Our goal is to be your primary source of financial advice. To this end, we concentrate our efforts on developing long-term relationships through a commitment to quality client service.

  • gina

    Gina Crowley

    Senior Vice President–Wealth Management

    Financial Advisor

    • image
    • image
    • image
    • AK
    • AL
    • CA
    • CO
    • DC
    • FL
    • GA
    • HI
    • IL
    • IN
    • KY
    • MA
    • MD
    • ME
    • MI
    • NC
    • NJ
    • NM
    • NY
    • OH
    • OR
    • PA
    • RI
    • SC
    • TN
    • TX
    • UT
    • VA
    • WA
    • WI
    • WV

    Gina is one of three Financial Advisors on the Landmark Wealth Management team at UBS, along with Dan Quible and Libby Galvin. Gina joined Gradison McDonald Investments (UBS) in 1999 and holds the CERTIFIED FINANCIAL PLANNER™ (CFP®) designation. She is a graduate of Spring Hill College and holds a M.A. degree in organizational psychology from Xavier University. Gina's main area of focus is personal financial planning with an emphasis on asset allocation, retirement income planning and insurance analysis. Gina serves on the board for First Step Home and volunteers with May We Help. Gina and her children are avid dog lovers and volunteer and foster for Peppermint Pig Animal Rescue. Gina lives in Anderson Township and enjoys collecting and cultivating houseplants.

      • Spring Hill College
      • Xavier University, M.A. Organizational Psychology
      • CERTIFIED FINANCIAL PLANNER™
      8044 Montgomery Road
      Cincinnati, OH 45236
    • daniel

      Daniel Quible

      Senior Vice President–Wealth Management

      Financial Advisor

      • image
      • image
      • image
      • CA
      • CO
      • FL
      • GA
      • HI
      • IL
      • IN
      • KY
      • MA
      • MD
      • ME
      • MI
      • NC
      • NJ
      • NM
      • NY
      • OH
      • OR
      • PA
      • RI
      • SC
      • TN
      • TX
      • UT
      • VA
      • WA
      • WI
      • WV
      • WY

      Dan is one of three Financial Advisors on the Landmark Wealth Management team at UBS, along with Gina Crowley and Libby Galvin. Dan joined Gradison McDonald Investments (UBS) in 1992 and holds the CERTIFIED FINANCIAL PLANNER™ (CFP®) designation. He is a graduate of Northwestern University with a M.S. degree in geophysics. Dan's main areas of focus are personal planning for clients, retirement income planning, and wealth management. He is active in volunteer activities within his community and is past president of the Northwestern University Club of Cincinnati. In his spare time, he enjoys tennis, biking and skiing. Dan lives in the Village of Indian Hill with his wife, Amy, and they have three adult children.

        • Northwestern University, M.S., Geophysics
        • CERTIFIED FINANCIAL PLANNER™
        • Wealth Advisor
        8044 Montgomery Road
        Suite 100W
        Cincinnati, OH 45236
      • elizabeth

        Elizabeth Galvin

        Vice President–Wealth Management

        Financial Advisor

        • image
        • image
        • image
        • AL
        • CA
        • CO
        • CT
        • FL
        • GA
        • HI
        • IL
        • IN
        • KY
        • MA
        • MD
        • ME
        • MI
        • MO
        • NC
        • NJ
        • NM
        • NY
        • OH
        • OR
        • PA
        • RI
        • SC
        • TN
        • TX
        • UT
        • VA
        • WA
        • WI
        • WV

        Libby is one of three Financial Advisors on the Landmark Wealth Management team at UBS, along with Gina Crowley and Dan Quible. Before joining UBS, Libby spent 10 years in the nonprofit arena in positions with the Newport Aquarium, Cincinnati Nature Center and the Juvenile Diabetes Research Foundation. Libby graduated from Miami University in Oxford, OH and further expanded her studies with an M.A. in Training in Development from Xavier University. In 2007 Libby joined her father's practice at UBS and earned her Certified Financial Planning ® designation in 2012. She joined Landmark Wealth Management in 2016 after her father retired. 

        Libby is an active volunteer with her children’s school community and is on the Board of Directors for the Children’s Theatre of Cincinnati. She and her husband Tony live in Anderson Township with their three children, Aiden, Lucy and Ryan. 

          • Miami University
          • Xavier University, Training in Development
          • CERTIFIED FINANCIAL PLANNER™
          8044 Montgomery Road
          Suite 100W
          Cincinnati, OH 45236
        • kimberly

          Kimberly Foote

          Assistant Vice President

          Team Administrator

          • image
          • image
          • image
          • AL
          • AZ
          • CA
          • DE
          • FL
          • GA
          • HI
          • IL
          • IN
          • KS
          • KY
          • MA
          • MD
          • ME
          • MI
          • MO
          • NC
          • NH
          • NJ
          • NM
          • OH
          • OK
          • OR
          • RI
          • SC
          • TN
          • TX
          • UT
          • VA
          • WI
          • WV

          Kim has worked in the financial services industry for more than 25 years. She joined Gradison McDonald Investments in 1999 after working at Key Investments for over five years. At Gradison McDonald, Kim was the Kenwood branch operations manager responsible for employee management, trade reconciliations, account activity oversight, and regulatory compliance. She is the team administrator for Landmark Wealth Management.

          Kim is a graduate of the University of Florida and has also earned the Chartered Retirement Planning Counselor designation. In her spare time, she likes to travel and take pictures.

            • University of Florida
            • Chartered Retirement Planning Counselor℠
            8044 Montgomery Road
            100W
            Cincinnati, OH 45236
          • deanna

            Deanna Collins

            Senior Client Associate

            • image
            • image
            • FL
            • GA
            • IN
            • KY
            • MA
            • NJ
            • NY
            • OH
            • PA
            • WI

            Deanna Collins has worked for UBS Financial Services (previously PaineWebber) since 1996. She is a Senior Client Service Associate and holds her Series 7 and Series 66 securities licenses.

            Deanna lives in Union, Kentucky with her youngest son, Hunter, who recently graduated from NKU. Her eldest son, AJ, lives and works in Saratoga, NY. Her daughter, Kaylyn Clark and her family (husband Chris, daughter Karsyn and son Maverick) live nearby. Deanna enjoys spending time outdoors with her family, her grandchildren and her three dogs. She also enjoys watching sports and doing DIY projects.

                  8044 Montgomery Road
                  Suite 100W
                  Cincinnati, OH 45236
                • mark

                  Mark Schibi

                  Wealth Strategy Associate

                  • image
                  • image
                  • image
                  • IN
                  • KY
                  • OH

                  Mark Schibi joined the Landmark Wealth Management team at UBS as our Wealth Strategy Associate in 2018. Before joining UBS, Mark spent 2 years with TD Ameritrade as a Senior Financial Consultant and prior to that, 6 years with Fidelity Investments working with clients. Mark is a Cincinnati native. He is a graduate of the University of Cincinnati with a BBA and concentration in Information Systems. Mark is an avid sports fan and cheers on his hometown Bengals and Reds. He and his wife Heather live in Miami Township with their two daughters Hadley and Reagan.

                    • University of Cincinnati, B.B.A.
                      8044 Montgomery Road
                      Suite 100W
                      Cincinnati, OH 45236

                    The Year Ahead - Sustainable Investing

                    Retirement planning

                    Retirement planning

                    Multigenerational planning

                    Multigenerational planning

                    Legacy—Wealth for others

                    For needs that go beyond your own—to help you improve the lives of others

                    What will your legacy be?
                    It’s never too early to plan ahead. A Legacy strategy can help you gain more control over your financial future and what you leave behind, so you can move forward with confidence.

                    Learn more at ubs.com/wealthway.

                    Backed by the strength of UBS

                    A global leader in wealth management

                    $2.8 trillion

                    In invested assets globally 
                    As of 06/30/2022

                    51 countries

                    Our global footprint

                    Global leader

                    UBS is a world-leading wealth manager

                    Insights

                    Market Outlook

                    Market Outlook October 22