How will we work together?

Build a plan for the future you envision

Team Photo

Where are you today and where do you want to be tomorrow? We recognize that a lasting relationship starts by listening and understanding your priorities and concerns. We'll work together to look at the big picture, discuss your vision for the future and help you confidently pursue your life goals.

Low Angle View Of Suspension Bridge

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.

  • James

    James "Jamie" Burchenal

    Senior Vice President–Wealth Management

    • image
    • image
    • CA
    • CO
    • CT
    • DE
    • FL
    • GA
    • IL
    • KY
    • LA
    • MA
    • MI
    • MS
    • MT
    • NC
    • NV
    • NY
    • OH
    • OR
    • PA
    • SC
    • SD
    • TN
    • TX
    • VA
    • WA
    • WV

    Jamie Burchenal joined the team in 1997, having accumulated fifteen years prior corporate banking, international banking and investment industry experience at First Union Bank (Charlotte, NC and Hong Kong), Fifth Third Bank (Cincinnati) and Dean Witter. Today his focus is institutional fixed income investing and equity trading. After receiving his bachelor’s degree from Washington & Lee University, Jamie earned his MBA at the University of North Carolina at Chapel Hill. He is a founding member of the Newport Aquarium.

    • Forbes Best-in-State Wealth Management Teams, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.

    • Washington & Lee University, Bachelor's Degree
    • University of North Carolina at Chapel Hill, MBA
      Estate planning strategies
      Banking
      Retirement planning
      Investing
      Lending services
      Cash management
      Legacy planning
      Business owners
      8044 Montgomery Road
      Suite 100W
      Cincinnati, OH 45236
    • Tad

      Troy "Tad" DeBord, CFA®

      Senior Vice President–Wealth Management

      Financial Advisor

      • image
      • image
      • image
      • CA
      • CO
      • CT
      • DE
      • FL
      • GA
      • IL
      • IN
      • KY
      • MA
      • MI
      • MN
      • MS
      • MT
      • NC
      • NV
      • NY
      • OH
      • OR
      • PA
      • TN
      • TX
      • VA
      • WA

      Tad DeBord joined UBS in June of 2015. He is a graduate of DePauw University where he played soccer and baseball. His 13 years in the industry started at Vestor Capital as a Portfolio Manager (Chicago) and then as Vice President of Institutional Equity sales at Goldman Sachs (Chicago) during which he earned the Chartered Financial Analyst (CFA) designation. He currently holds FINRA series 7 and 66 licenses and is a member of the CFA Society of Cincinnati.

      • Barron's Top 100 Institutional Consultants, 2021The Barron's rating is awarded annually in April and is based on information from the prior year Q4. 
      • Forbes Best-in-State Wealth Advisors, 2022, 2023The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.
      • Forbes Best-in-State Wealth Management Teams, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.

      • DePauw University
      • Chartered Financial Analyst®
      • Senior Institutional Consultant, UBS Institutional Consulting Program
      Institutional consulting
      Family Offices
      Asset allocation
      Executive compensation
      Business succession
      Alternative investments
      Retirement Plan consulting
      Business owners
      8044 Montgomery Road
      Suite 100W
      Cincinnati, OH 45236
    • JTLIV

      John Lawrence

      Senior Vice President–Wealth Management

      Financial Advisor

      • image
      • image
      • image
      • CA
      • CO
      • DE
      • FL
      • GA
      • IL
      • KY
      • MA
      • MI
      • MN
      • MS
      • MT
      • NC
      • NV
      • NY
      • OH
      • OR
      • TN
      • TX
      • VA
      • WA

      John Lawrence joined the team in the Spring of 2014 as a Registered Client Service Associate. A graduate of The University of Colorado - Boulder; he moved back to Cincinnati in 2012 and began working for UBS Financial Services shortly thereafter. He has both FINRA series 7 and 66 designations and became a Financial Advisor in February of 2016. John is currently a Senior Vice President - Wealth Management. He is on the Board of Director's for the Taft Museum of Art.

      • Forbes America’s Top Next-Gen (Generation) Wealth Advisors Best-in-State, 2022, 2023The Forbes rating is compiled by Shook Research and awarded annually between June and September based on information from a 12 month period ending in March of the award year.
      • Forbes Best-in-State Wealth Advisors, 2023The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.
      • Forbes Best-in-State Wealth Management Teams, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.

      • University of Colorado - Boulder
        Multi-generational families
        Family Offices
        Legacy planning
        Retirement planning
        Banking
        Lending services
        Custom portfolios
        Estate planning strategies
        8044 Montgomery Road
        Suite 100W
        Cincinnati, OH 45236
      • Sam

        Samuel Burchenal

        Senior Wealth Strategy Associate

        • image
        • image
        • CA
        • CO
        • CT
        • DE
        • FL
        • GA
        • IL
        • KY
        • LA
        • MA
        • MD
        • MI
        • MS
        • MT
        • NC
        • NV
        • NY
        • OH
        • OR
        • PA
        • SC
        • SD
        • TN
        • TX
        • UT
        • VA
        • WA
        • WV

        Samuel R. Burchenal has been a member of the team since 2017. His focus is equity research, and he works closely with high net worth clients on their Financial Plans. He currently holds FINRA series 7 and 66 licenses.

        Sam is very active in giving back to the community through his service on non-profit boards

         

        Xavier Jesuit Academy, 2022 - Present 

        o Founding Board Member

        o Finance Committee

        Catholic Inner-city Schools Education (CISE) Foundation, 2019 - Present

        o   Vice President

        o   Board Member

        Catholic Inner-city Schools Education (CISE), 2019 - Present

        o   Co-Chair, 2020 Annual Campaign

        o   Board Member

        o   Finance Committee

        The Children’s Home of Cincinnati, 2021 - Present

        o Ambassador Board Member

        Boys Hope Girls Hope, 2020 - Present 

        o Young Professional Board Member

          • University of Cincinnati, B.B.A. Finance - Summa Cum Laude
            Multi-generational families
            Estate planning strategies
            Custom portfolios
            Financial planning
            8044 Montgomery Road
            Suite 100W
            Cincinnati, OH 45236
          • Mark Clippinger

            Mark Clipinger

            Wealth Strategy Associate

            • image
            • image
            • OH

            Mark Clippinger joined UBS Financial Services, Inc. in 2011. He received a B.B.A. from Ohio University in 2011 and then spent time in New York City at a venture capital firm, Legion Enterprises. Mark specializes in institutional portfolio analysis, manager and equity portfolio research, and client communication. Mark has had active experience in the start-up space; having founded two separate entities, Breakleft and Start-Up Toolshop. He is also a member of the U.S.O. Committee in Cincinnati, Living Arrangements for the Developmentally Disabled, and ReelAbilities Film Festival.

              • Ohio University, B.B.A.
                Institutional consulting
                401(k) plan services
                Asset allocation
                Philanthropy
                8044 Montgomery Road
                Suite 100W
                Cincinnati, OH 45236
              • image

                Kimberly Martin

                Team Administrator

                • image
                • image
                • CA
                • CO
                • CT
                • FL
                • GA
                • IL
                • IN
                • KY
                • MA
                • MI
                • MN
                • MS
                • NC
                • NJ
                • NY
                • OH
                • OR
                • TN
                • TX
                • UT
                • VA
                • WA
                • WV

                Kim Martin started with The LBD Team in Feb 2023 as Team Administrator, after being at Merrill Lynch/Bank of America for 25 years. Kim Supports our clients with operational and administrative support on a day-to-day basis. Kim also has FINRA series 7 and 66 licenses.

                      8044 Montgomery Road
                      The Towers At Kenwood
                      Cincinnati, OH 45236
                    • image

                      William "Bill" Baylor

                      Senior Client Associate

                      • image
                      • image
                      • OH

                      Bill Baylor joined the team in 1997 after nine years with Fifth Third Investment Advisors. He is a registered Investment Associate with over twenty-two years of experience in the industry. He specializes in investment portfolio analysis, research and client communications.

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

                            Colin Driscoll

                            Investment Associate

                            • image
                            • image
                            • KY
                            • OH

                            Colin Driscoll joined the team from Sena Weller Rohs Williams Investment Advisors Inc. in 1990. He is a registered Investment Associate focusing on investment portfolio analysis and research and has over twenty-five years of experience in the investment industry. His focus is investment portfolio analysis, research and client communications.

                                  8044 Montgomery Road
                                  Suite 100W
                                  Cincinnati, OH 45236

                                CIO House View monthly livestream

                                Tree

                                UBS and Credit Suisse—stronger than ever

                                Family offices

                                Family offices

                                2023 planning guide

                                For your financial well-being

                                Every decision you make with regard to financial planning—whether it pertains to investments, insurance, education, housing, retirement and/or estate planning—can have some impact on your tax situation.

                                We are committed to helping you confirm that your current and future tax strategy supports your larger financial goals. Learn more.

                                Backed by the strength of UBS

                                A global leader in wealth management

                                $5+ trillion

                                In invested assets globally 
                                As of 11/07/2023

                                51 countries

                                Our global footprint

                                Global leader

                                UBS is a world-leading wealth manager

                                Insights