Experience

As one of a small number of UBS Financial Advisors who have earned the designation of “Wealth Advisor", Rick is eminently qualified to provide highly personalized wealth management services to his clients. More than 45 years ago, Rick began his career at Gradison & Company, where he was instrumental in the development and management of Gradison mutual funds and in building their 401(k) capabilities. He is a graduate of Xavier University, where he earned a B.S./B.A. in economics. Rick was a trustee of the Gradison Retirement Savings Plan and a board member of Gradison & Company.

Lee focuses on serving the wealth management needs of high net worth and ultra high net worth individuals. He also concentrates on helping small and medium-sized businesses with their corporate retirement plan needs. Lee joined UBS in 2007. Before becoming a part of the Mettman Wealth Management team, he specialized in sales for UBS’s securities backed lending business. A graduate of Michigan State University, Lee began his career as an engineer for Colgate-Palmolive. Read full bio

Cody began at UBS in February of 2015 as a member of Mettman Wealth Management.  He works with the team to specialize in lending, insurance, and implementing tailored investment solutions to fit all of our client's needs. Cody is originally from Paducah, KY and has a BBA in Finance from the University of Kentucky and an MBA in International Business from Xavier University. Cody holds a Series 7 and 66 security license.  Outside the office, Cody enjoys traveling, skiing, and watching sports.

Taylor joined Mettman Wealth Management as a Senior Wealth Strategy Associate in 2023. She has been in the financial services industry since 2014 and earned her CERTIFIED FINANCIAL PLANNER™ certification awarded by the Certified Financial Planner Board of Standards, Inc. in 2016. She uses the knowledge gained through this designation to assist clients in thorough retirement planning, risk management, and estate planning services. Taylor played college soccer and graduated with a finance degree from Xavier University. She lives in Centerville with her husband, Trent, and son, Chase. They enjoy all things sports and traveling to Hilton Head and Disney World.

Blair brings a wealth of experience to her role with our team, with over 10 years of financial industry experience. She plays a key role in helping our clients with daily operation and account service needs. Blair holds her series 7 and 63 licenses and resides in Morrow with her husband Kevin, daughter Holland and an ever growing family of furry animal friends.