Senior Vice President–Wealth Management
Financial Advisor
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.
Senior Vice President–Wealth Management
Financial Advisor
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.
Authorized Officer
Senior Client Associate
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.
Authorized Officer
Senior Client Associate
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.
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.
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.
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