Experience

Makes all the difference

We are here to provide quality strategies customized to your needs–and to be your primary source of financial advice. We concentrate on developing long-term relationships through a commitment to quality client service. You can rely on our personalized advice, first-class solutions, and extensive wealth management experience.

James "Jamie" Burchenal

First Vice President–Investments

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.

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

Recognized as an industry leader:

  • Forbes Best-in-State Wealth Management Teams, 2023The 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.

Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures

Education

  • Washington & Lee University, Bachelor's Degree
  • University of North Carolina at Chapel Hill, MBA

Our advice is comprehensive. We help diverse clients in a broad range of areas, including:

Estate planning strategies
Banking
Retirement planning
Investing
Lending services
Cash management
Legacy planning
Business owners
8044 Montgomery Road
Suite 100W
Cincinnati, OH 45236

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Troy "Tad" DeBord, CFA®

Senior Vice President–Wealth Management

Financial Advisor

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.

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

Recognized as an industry leader:

  • 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.
  • Forbes Best-in-State Wealth Management Teams, 2023The 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.

Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures

Education

  • DePauw University

Credentials

  • Chartered Financial Analyst®
  • Senior Institutional Consultant, UBS Institutional Consulting Program

Our advice is comprehensive. We help diverse clients in a broad range of areas, including:

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

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John Lawrence

Senior Vice President–Wealth Management

Financial Advisor

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.

Registered States:
  • CA
  • CO
  • CT
  • DE
  • FL
  • GA
  • IL
  • KY
  • MA
  • MI
  • MN
  • MS
  • MT
  • NC
  • NY
  • OH
  • OR
  • PA
  • TN
  • TX
  • VA
  • WA

Recognized as an industry leader:

  • 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.
  • Forbes Best-in-State Wealth Management Teams, 2023The 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.

Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures

Education

  • University of Colorado - Boulder

Our advice is comprehensive. We help diverse clients in a broad range of areas, including:

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

Email Me

Mark Clipinger

Client Associate

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.

Registered States:
  • OH

Education

  • Ohio University, B.B.A.

Our advice is comprehensive. We help diverse clients in a broad range of areas, including:

Institutional consulting
401(k) plan services
Asset allocation
Philanthropy
8044 Montgomery Road
Suite 100W
Cincinnati, OH 45236

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Samuel Burchenal

Wealth Strategy Associate

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

Registered States:
  • CA
  • CO
  • CT
  • FL
  • GA
  • IL
  • KY
  • MA
  • MD
  • MI
  • NY
  • OH
  • TX
  • UT
  • VA
  • WA
  • WV

Education

  • University of Cincinnati, B.B.A. Finance - Summa Cum Laude

Our advice is comprehensive. We help diverse clients in a broad range of areas, including:

Multi-generational families
Estate planning strategies
Custom portfolios
Financial planning
8044 Montgomery Road
Suite 100W
Cincinnati, OH 45236

Email Me

Adam Schmidt

Wealth Strategy Associate

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.

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

Our advice is comprehensive. We help diverse clients in a broad range of areas, including:

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

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William "Bill" Baylor

Senior Client Associate

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.

Registered States:
  • KY
  • OH
8044 Montgomery Road
Suite 100W
Cincinnati, OH 45236

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Colin Driscoll

Investment Associate

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.

Registered States:
  • KY
  • OH
8044 Montgomery Road
Suite 100W
Cincinnati, OH 45236

Email Me