Insight-based advice

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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.

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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.

  • katherine

    Katherine Kakas

    Senior Client Associate

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          3601 Rigby Road
          Miamisburg, OH 45342
        • lawrence

          Lawrence Hayes

          Vice President–Wealth Management

          Financial Advisor

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          • AZ
          • CA
          • CO
          • FL
          • GA
          • IL
          • IN
          • KS
          • KY
          • MD
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          • MS
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          • 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.

              3601 Rigby Road
              Miamisburg, OH 45342

            Focus on liquidity management

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            UBS and Credit Suisse—stronger than ever

            Managing wealth is our craft

            We’re committed to understanding what wealth means for you.

            At UBS, excellence comes from nurturing the best of our heritage, mastering the details and delivering the expertise you need to turn your financial vision into a reality. The result? Financial advice that is finely crafted for what matters most to you.

            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