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

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    • AK
    • AL
    • AZ
    • CA
    • CO
    • DC
    • FL
    • GA
    • HI
    • IL
    • IN
    • KY
    • MA
    • MD
    • ME
    • MI
    • MO
    • NC
    • NJ
    • NM
    • NY
    • OH
    • OR
    • PA
    • RI
    • SC
    • TN
    • TX
    • UT
    • VA
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    • 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. In her spare time, Gina serves on the board for First Step Home and works at her plant store in Batavia. Gina and her children are avid dog lovers and volunteer and foster for Peppermint Pig Animal Rescue.

    California Insurance License #2042300

      • Spring Hill College
      • Xavier University, M.A. Organizational Psychology
      • CERTIFIED FINANCIAL PLANNER™
      8044 Montgomery Road
      Cincinnati, OH 45236
      gina.crowley@ubs.com
      Gina Crowley
      8044 Montgomery Road,Cincinnati,OH,45236
    • daniel

      Daniel Quible

      Senior Vice President–Wealth Management

      Financial Advisor

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      • AL
      • CA
      • 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

      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.

      California Insurance License #0M01919

        • Northwestern University, M.S., Geophysics
        • CERTIFIED FINANCIAL PLANNER™
        • Wealth Advisor
        8044 Montgomery Road
        Suite 100W
        Cincinnati, OH 45236
        daniel.quible@ubs.com
        Daniel Quible
        8044 Montgomery Road,Cincinnati,OH,45236
      • elizabeth

        Elizabeth Galvin

        First Vice President–Wealth Management

        Financial Advisor

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        • AL
        • AZ
        • 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

        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
          libby.galvin@ubs.com
          Elizabeth Galvin
          8044 Montgomery Road,Cincinnati,OH,45236
        • kimberly

          Kimberly Foote

          Assistant Vice President

          Team Administrator

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          • AL
          • AZ
          • CA
          • FL
          • GA
          • HI
          • IL
          • IN
          • KY
          • MA
          • MD
          • ME
          • MI
          • MO
          • NC
          • NJ
          • NM
          • OH
          • 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
            kim.foote@ubs.com
            Kimberly Foote
            8044 Montgomery Road,Cincinnati,OH,45236
          • deanna

            Deanna Collins

            Senior Client Associate

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            • FL
            • GA
            • IN
            • KY
            • MA
            • 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
                  deanna.collins@ubs.com
                  Deanna Collins
                  8044 Montgomery Road,Cincinnati,OH,45236
                • mark

                  Mark Schibi

                  Wealth Strategy Associate

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                  • IN
                  • KY
                  • OH
                  • TX

                  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
                      mark.schibi@ubs.com
                      Mark Schibi
                      8044 Montgomery Road,Cincinnati,OH,45236
                    • Jess Hays

                      Jess Hays

                      Client Associate

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                      • OH

                      Jessica Hays joined the Landmark Wealth Management team at UBS in November of 2020. Prior to joining UBS, Jess worked at Cardinal Health in Organizational Change Management and Human Resources. Jess grew up in Cincinnati and recently moved back after living in Columbus for the past 12 years while attending school and working. She graduated from The Ohio State University with a BS in Business with a specialization in Marketing. In her free time Jess enjoys Ohio State football, cycling, skiing, hiking and camping with her husband and dog. She frequently participates in an annual charity bike ride called Pelotonia to raise money for cancer research.

                        • The Ohio State University, BS Business
                          8044 Montgomery Road
                          Suite 100W
                          Cincinnati, OH 45236
                          jessica.hays@ubs.com
                          Jess Hays
                          8044 Montgomery Road,Cincinnati,OH,45236

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                        Crafted wealth intelligence

                        Now in its 15th edition, the Global Wealth Report 2024 offers you leading insights into household wealth and prosperity across the world. In the US, average wealth growth has spiked from 3.7% between 2000 and 2010 to nearly 6.3% between 2010 and 2023.

                        Gain additional insights into the trends shaping wealth in the US and around the world.

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