Let's move forward. Together.

Scott started in the financial services industry in 1988.  Helping his clients navigate their individual financial circumstances gives him the greatest satisfaction.  His area of expertise is on the equity and option markets in addition to strategic asset allocation work.

Over the years, his focus has been on financial planning and relating the plan to investments.  From the plan, Scott likes to develop a solution that best fits the client.  All work is customized to the client and adjusted as life circumstances change.

Scott graduated from Miami University with a B.S. in Finance. He and his wife Kelli are parents to three children, Kelsey, Matthew, and Andrew.

Bill began his career in 2000, the beginning of a three year bear market.  Quickly he learned that a bear market not only was a great time to gain insight into the unique needs of his clients but also a great time to understand their feelings about money, investments, and the impact on their financial goals.

Because of his bear market experience and his natural analytical nature, Bill helps his clients develop and implement investment plans that are consistent with their goals for retirement.

Bill has a B.S. from Ohio State University, earned his MBA in finance from the University of Cincinnati, and achieved the Chartered Financial Analyst (CFA) designation in 2004.  He and his wife Cherie have one daughter.  Since playing in college, Bill remains an avid tennis player.  He is a former treasurer of the Cincinnati Tennis Club. 

Karen joined UBS in 2004 and has been in the financial services industry over 15 years.  She enjoys getting to know our clients and providing excellent customer service.

Karen and her husband Tim are from Northern Kentucky, where they raised their two children Rob and Julie.  They now enjoy their 2 grandchildren, who are their pride and joy.  Besides spending time with her family, Karen also enjoys her flower garden and showing Tim's classic cars.