How will we work together?

Build a plan for the future you envision

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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

    First Vice President–Investments

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    • CA
    • CO
    • CT
    • DE
    • FL
    • GA
    • IL
    • KY
    • LA
    • MA
    • MI
    • MS
    • MT
    • NC
    • NY
    • OH
    • OR
    • PA
    • SC
    • 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.

      • 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

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        • CA
        • CO
        • CT
        • DE
        • FL
        • GA
        • IL
        • IN
        • KY
        • MA
        • MI
        • MN
        • MS
        • MT
        • NC
        • 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, 2022The 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.

        • 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

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        • CA
        • CO
        • CT
        • DE
        • FL
        • GA
        • IL
        • KY
        • MA
        • MI
        • MN
        • MS
        • MT
        • NC
        • NY
        • OH
        • OR
        • PA
        • 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, 2022The 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.

        • 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
        • Mark Clippinger

          Mark Clipinger

          Client Associate

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          • 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
            • Sam

              Samuel Burchenal

              Wealth Strategy Associate

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              • CA
              • CO
              • CT
              • FL
              • GA
              • IL
              • KY
              • MA
              • MD
              • MI
              • NY
              • OH
              • 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
                • Adam Schmidt

                  Adam Schmidt

                  Wealth Strategy Associate

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

                  Adam joined UBS in 2018 and became part of the team in mid 2019. A Cincinnati native and graduate of The Ohio State University, Adam first joined the business with T. Rowe Price in Colorado Springs in 2012. Wanting to move his family closer to home, he then began work at Fidelity Investments in 2014. There he received his Series 7 and 66 licenses and worked as a planning consultant with first Equity Compensation plans, and then Retirement plans. As part of Lawrence, Burchenal, DeBord, Adam enjoys the human side of wealth planning and helping our clients turn life goals into reality.

                   

                  Outside of work, Adam enjoys getting outside with his son Charlie, daughter Scarlett, and wife Jenny. During the winter Adam volunteers as a Ski Patroller at Perfect North Slopes and a coach for the Highlands Wrestling Club.

                        Financial planning
                        Retirement planning
                        Equity plans
                        Corporate executives
                        8044 Montgomery Road
                        Suite 100W
                        Cincinnati, OH 45236
                      Retirement planning

                      Retirement planning

                      Multigenerational planning

                      Multigenerational planning

                      Family offices

                      Family offices

                      2022 tax 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.

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                      As of 06/30/2022

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