A plan for today, tomorrow and generations to come

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Jaime began her career in the financial industry in 2013, when she was hired as an intern with UBS in Lexington, KY. While in Lexington, she attended the University of Kentucky, earning her B.A. in marketing. Upon receiving her undergraduate degree, Jaime moved back to her hometown, Cincinnati, OH, where she joined the UBS Kenwood Office. In 2017, she moved to Sarasota, FL.

Jaime holds Series 7, 63 and 65 securities licenses, as well as life, health and variable annuity insurance licenses. She is also a CERTIFIED FINANCIAL PLANNER (CFP Professional) and Certified Wealth Strategist (CWS) who specializes in helping women achieve financial independence. She learns all about you and your family to help pursue your financial and lifestyle goals. Jaime assists individuals in a variety of areas in managing their finances, such as retirement, investing, education, insurance, and taxes.

Jaime is actively involved in the local community as a member of Sarasota’s Young Professional Group, associated with the Manatee Chamber of Commerce. She is also an active member of the Junior League of Sarasota.

• Forbes Best-in-State Wealth Management TeamsThe 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.

• CERTIFIED FINANCIAL PLANNER™
• Certified Wealth Strategist®

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David is known for his dedication to clients and for building long-term relationships. His approach involves educating clients and their families to make sound decisions through all stages of life’s various financial transitions.

With over 18 years of experience, David focuses on providing comprehensive planning and portfolio management to help guide clients smoothly and successfully through periods of significant change. Recognizing that his clients deserve the very best insights, he has earned multiple industry accreditations, including the Chartered Financial Consultant (ChFC) and Certified Divorce Financial Analyst (CDFA) designations and the Certified Financial Planner (CFP) certification. David earned a B.S. in finance.

David grew up in Australia and moved to the US in 1995. He proudly holds both US and Australian citizenship.

Outside of work, David is an avid runner and is actively involved in promoting youth running in Sarasota County. He organizes a youth running group with more than 140 underserved members to promote healthy lifestyles, character development and values through running.

David and his wife, Jodi, live in Sarasota with their two sons, Lucas and Ryan.

• 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.

• Certified Divorce Financial Analyst
• CERTIFIED FINANCIAL PLANNER™
• Chartered Financial Consultant

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• MA
• MD
• MI
• MS
• MT
• NC
• NH
• NJ
• NM
• NV
• NY
• OH
• PA
• RI
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• UT
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• 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.

• Certified Private Wealth Advisor®
• Certified Exit Planning Advisor
• Accredited Asset Management Specialist

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Al has over 41 years of experience in the financial services industry. Before becoming a financial advisor, he spent 18 years as a branch manager overseeing branches on both coasts of Florida. He is a member of the strategy team and specializes in advising clients on portfolio construction and asset allocation, providing investment ideas and recommendations, performing routine rebalancing and tax-loss harvesting, offering perspective on the markets, and taking action as circumstances change. Al also serves as the primary advisor for many client families. He enjoys spending time on both sides of our industry—diving into the details of investment strategies as well as putting those strategies into action with clients as he helps them work towards their financial goals.

He is a research enthusiast and spends his time reading the Wall Street Journal, Barron’s and UBS publications to educate and inform clients of new opportunities. He earned his B.S. in marketing and management from Duquesne University. Al and his wife have lived in Florida for over 36 years. They have one son. They love to travel and cruise.

• 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.

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• CA
• CO
• CT
• DE
• FL
• IL
• IN
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Craig has over 20 years of experience in the financial services industry and he has helped his clients manage their wealth through the volatile periods in the market. Craig joined UBS in 2008 after having worked at Morgan Stanley for 16 years. Prior to that he was a store manager with Sears Roebuck & Co.

Craig’s long-term focus with his clients utilizes a conservative and consultative approach to all aspects of Family Finance. He focuses on retirement income planning, active portfolio management and family wealth transfer. Craig is FINRA registered and holds series 7 and 63 securities licenses and licenses for life, health, and accident insurance and annuities. Craig and his wife, Charmaine, reside in Lakewood Ranch. They have a daughter Meghan, and enjoy travelling and spending time at their lakeside cabin in Newfoundland, Canada.

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Dee began her career in the financial industry in 1999 working for Morgan Stanley and joined UBS in 2008 as a Senior Registered Client Service Associate. Dee also worked for Prudential Securities and Wachovia Securities.

Dee’s focus is on client service, account administration and supporting the team with day-to-day operations. With attention to detail, she is able to give our clients consistent dependable service. Dee holds the Series 7, 63 and 65 securities licenses.

Dee grew up in Sarasota and currently lives in Bradenton with her husband Tony. Dee and Tony have five children and six grandchildren with their blended family. In her free time Dee enjoys skiing in Colorado and spending time in Florida Keys with her family.

Maura manages the marketing, advertising, and business development strategies for the team. Maura has four years experience in her role.

Maura earned her B.A. in history from Marywood University and her M.A. in history from Villanova University. In her spare time, Maura enjoys traveling, exercising and photography.