Managing Director–Wealth Management
Financial Advisor
Business Background
Colin is about people and getting to the heart of the matter. He has been a part of Grové Parks Hegarty Wealth Advisors since 1996 and attributes much of his success to the fact that he enjoys getting to know his clients on a deeper level while helping them meet their financial goals.Colin advises our clients, who are primarily professionals and business owners nearing retirement. He also assists individuals who have experienced a significant life event such as sale of a business, a loss of a spouse or a divorce situation.
Credentials
A native of Cleveland, Ohio, Colin earned his B.A. in business from Bowling Green State University. He also holds the Series 6, 7, 63 and 65 securities licenses, as well as life, health, and long-term care insurance licenses. Colin is a graduate of the College of Financial Planning’s Professional Educational Program and has also earned the Certified Financial Planner™ designation, which attests to his dedication to enhancing his knowledge in wealth planning strategies to better serve his clients.
Personal
Colin is actively involved in his church and community. In his free time, Colin enjoys playing golf and participating in local triathlons. Colin and his wife, Karol, reside in Marysville, Ohio with their two children, Natalie and Connor.
Recognized as an industry leader:
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
Education
Credentials
Managing Director–Wealth Management
Financial Advisor
Business Background
Colin is about people and getting to the heart of the matter. He has been a part of Grové Parks Hegarty Wealth Advisors since 1996 and attributes much of his success to the fact that he enjoys getting to know his clients on a deeper level while helping them meet their financial goals.Colin advises our clients, who are primarily professionals and business owners nearing retirement. He also assists individuals who have experienced a significant life event such as sale of a business, a loss of a spouse or a divorce situation.
Credentials
A native of Cleveland, Ohio, Colin earned his B.A. in business from Bowling Green State University. He also holds the Series 6, 7, 63 and 65 securities licenses, as well as life, health, and long-term care insurance licenses. Colin is a graduate of the College of Financial Planning’s Professional Educational Program and has also earned the Certified Financial Planner™ designation, which attests to his dedication to enhancing his knowledge in wealth planning strategies to better serve his clients.
Personal
Colin is actively involved in his church and community. In his free time, Colin enjoys playing golf and participating in local triathlons. Colin and his wife, Karol, reside in Marysville, Ohio with their two children, Natalie and Connor.
Recognized as an industry leader:
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
Education
Credentials
Senior Vice President–Wealth Management
CERTIFIED FINANCIAL PLANNER™
Business Background
Derek embarked on his career as a Financial Advisor with a genuine desire to help people succeed in reaching their financial goals. He began his path with Grové Parks Hegarty Wealth Advisors in 2000, which coincided with the beginning of one of the most difficult times in economic history. His experience working with clients through these difficult times has helped formulate the risk management process used today.
Credentials
Derek plans each client’s wealth management strategy around their unique goals and circumstances. The financial plan and estate plan are at the core of each relationship. He is a graduate of The Ohio State University Fisher College of Business with a B.A. in business administration majoring in finance. He holds his General Securities license (Series 7) and Registered Investment Advisor license (Series 65) as well as life, health and long-term care insurance licenses. Derek has also earned the Certified Financial PlannerTM designation, which attests to his dedication to enhancing his knowledge in wealth planning strategies to better serve his clients.
Personal
Derek’s proudest accomplishment is his family. He married his college sweetheart, Hillarie, in 2004, and they now reside in Dublin, OH. They love spending time with their energetic son, Luke, and their playful daughter, Lily. He believes in giving back to his community, especially toward children and young adults. He is a past executive council member of Nationwide
Recognized as an industry leader:
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
Education
Credentials
Senior Vice President–Wealth Management
CERTIFIED FINANCIAL PLANNER™
Business Background
Derek embarked on his career as a Financial Advisor with a genuine desire to help people succeed in reaching their financial goals. He began his path with Grové Parks Hegarty Wealth Advisors in 2000, which coincided with the beginning of one of the most difficult times in economic history. His experience working with clients through these difficult times has helped formulate the risk management process used today.
Credentials
Derek plans each client’s wealth management strategy around their unique goals and circumstances. The financial plan and estate plan are at the core of each relationship. He is a graduate of The Ohio State University Fisher College of Business with a B.A. in business administration majoring in finance. He holds his General Securities license (Series 7) and Registered Investment Advisor license (Series 65) as well as life, health and long-term care insurance licenses. Derek has also earned the Certified Financial PlannerTM designation, which attests to his dedication to enhancing his knowledge in wealth planning strategies to better serve his clients.
Personal
Derek’s proudest accomplishment is his family. He married his college sweetheart, Hillarie, in 2004, and they now reside in Dublin, OH. They love spending time with their energetic son, Luke, and their playful daughter, Lily. He believes in giving back to his community, especially toward children and young adults. He is a past executive council member of Nationwide
Recognized as an industry leader:
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
Education
Credentials
Senior Vice President–Wealth Management
Senior Portfolio Manager
Tony’s wealth management experience spans more than two decades. Over this time, he has learned that two of the most important facets of the relationship between financial advisor and client, are trust and competence. He is a firm believer that trust comes from simply listening to each client and always placing their interests in the forefront. Competence is a result of not only successfully navigating through the myriad of markets over his career, but also his commitment to continued professional development. Tony believes it’s the important things—our families, our values, the impact we have on others—that connect us. And although making sense of it all can be hard, asking the right questions can make things clearer.
Experience to guide you forward
Throughout Tony’s career, he has held leadership positions as a former branch coach, and also as the former UBS Dublin Branch Manager for nine years. Currently, he dedicates 100% of his day toward advising the team’s private clients by creating plans, managing these plans, and portfolio construction. Finally, he scours the complex investment product landscape for suitable, risk appropriate, solutions and platforms.
My professional achievements and education
Tony received his Bachelor of Science (B.S.) in business administration finance from The Ohio State University where his interest in the markets began through his involvement with the formation of the Student Investment Management Committee, used by the university’s endowment fund.
Making a difference in my community
Tony has been actively involved with the local youth athletics association and with youth swim programs at the YMCA, USA Swimming, and the Olentangy Liberty High School Swim and Dive Team. Tony and his family are staunch supporters of St. Jude Children’s Research Hospital, The Columbus Zoo, American Cancer Society, Juvenile Diabetes Research Foundation, The Ohio State University, and others.
Outside the office
Tony resides in Powell, OH with his wife, Heather, and their two children. In his free time, he enjoys golfing, cooking, wine collecting and spending quality time with friends and family.
Recognized as an industry leader:
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
Education
Credentials
Senior Vice President–Wealth Management
Senior Portfolio Manager
Tony’s wealth management experience spans more than two decades. Over this time, he has learned that two of the most important facets of the relationship between financial advisor and client, are trust and competence. He is a firm believer that trust comes from simply listening to each client and always placing their interests in the forefront. Competence is a result of not only successfully navigating through the myriad of markets over his career, but also his commitment to continued professional development. Tony believes it’s the important things—our families, our values, the impact we have on others—that connect us. And although making sense of it all can be hard, asking the right questions can make things clearer.
Experience to guide you forward
Throughout Tony’s career, he has held leadership positions as a former branch coach, and also as the former UBS Dublin Branch Manager for nine years. Currently, he dedicates 100% of his day toward advising the team’s private clients by creating plans, managing these plans, and portfolio construction. Finally, he scours the complex investment product landscape for suitable, risk appropriate, solutions and platforms.
My professional achievements and education
Tony received his Bachelor of Science (B.S.) in business administration finance from The Ohio State University where his interest in the markets began through his involvement with the formation of the Student Investment Management Committee, used by the university’s endowment fund.
Making a difference in my community
Tony has been actively involved with the local youth athletics association and with youth swim programs at the YMCA, USA Swimming, and the Olentangy Liberty High School Swim and Dive Team. Tony and his family are staunch supporters of St. Jude Children’s Research Hospital, The Columbus Zoo, American Cancer Society, Juvenile Diabetes Research Foundation, The Ohio State University, and others.
Outside the office
Tony resides in Powell, OH with his wife, Heather, and their two children. In his free time, he enjoys golfing, cooking, wine collecting and spending quality time with friends and family.
Recognized as an industry leader:
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
Education
Credentials
Senior Vice President–Wealth Management
Wealth Advisor
Ed has over two decades of experience delivering financial planning and investment management services to clients. As a Certified Private Wealth Advisor® (CPWA®) professional and a CERTIFIED FINANCIAL PLANNER™ (CFP®) professional, one of his main responsibilities is heading up the financial planning efforts for the entire group. He believes that wealth management is about more than just helping clients manage their money, it’s about helping them uncover what’s most important in their lives, prioritizing competing goals, offering guidance and creating the plan that leads to the life and legacy they’ve always imagined.
Experience to guide you forward
Ed’s experience in the critical areas of wealth management assists in developing proper investment management strategies that are aligned to clients’ goals and objectives. His other areas of focus include estate planning strategies, insurance, annuities, portfolio construction, and structured investments. Ed also works closely with the group’s retirement plan clientele by providing executive financial planning services.
Professional achievements and education
Before joining UBS Financial Services Inc., he earned his Bachelor of Arts degree in business administration, majoring in finance and economics from Malone College in Canton, OH. In an effort to expand his education in wealth planning for the benefit of clients, Ed earned his Wealth Advisor designation in 2012. He is also a Senior Portfolio Manager in the Portfolio Management Program for the group.
Making a difference in my community
Ed supports organizations in his local area, including Fairbanks Local Schools Athletics, Marysville Junior Baseball and Softball Association, Marysville Mitts Travel Baseball, and Memorial Hospital.
Outside the office
Ed and his wife, Jody, reside in Marysville, Ohio with their three children: Max, Abigail, and Sam. He spends most of his time outside of work coaching youth sports, golfing, cooking, and enjoying family and friends.
Recognized as an industry leader:
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
Education
Credentials
Let's connect
Senior Vice President–Wealth Management
Wealth Advisor
Ed has over two decades of experience delivering financial planning and investment management services to clients. As a Certified Private Wealth Advisor® (CPWA®) professional and a CERTIFIED FINANCIAL PLANNER™ (CFP®) professional, one of his main responsibilities is heading up the financial planning efforts for the entire group. He believes that wealth management is about more than just helping clients manage their money, it’s about helping them uncover what’s most important in their lives, prioritizing competing goals, offering guidance and creating the plan that leads to the life and legacy they’ve always imagined.
Experience to guide you forward
Ed’s experience in the critical areas of wealth management assists in developing proper investment management strategies that are aligned to clients’ goals and objectives. His other areas of focus include estate planning strategies, insurance, annuities, portfolio construction, and structured investments. Ed also works closely with the group’s retirement plan clientele by providing executive financial planning services.
Professional achievements and education
Before joining UBS Financial Services Inc., he earned his Bachelor of Arts degree in business administration, majoring in finance and economics from Malone College in Canton, OH. In an effort to expand his education in wealth planning for the benefit of clients, Ed earned his Wealth Advisor designation in 2012. He is also a Senior Portfolio Manager in the Portfolio Management Program for the group.
Making a difference in my community
Ed supports organizations in his local area, including Fairbanks Local Schools Athletics, Marysville Junior Baseball and Softball Association, Marysville Mitts Travel Baseball, and Memorial Hospital.
Outside the office
Ed and his wife, Jody, reside in Marysville, Ohio with their three children: Max, Abigail, and Sam. He spends most of his time outside of work coaching youth sports, golfing, cooking, and enjoying family and friends.
Recognized as an industry leader:
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
Education
Credentials
Let's connect
Senior Vice President–Wealth Management
Financial Advisor
Business Background
Stephanie brings tremendous wealth management experience and knowledge to families, executives, professionals, business owner clients requiring expert assistance with financial, estate and retirement planning. She has been part of the industry for over 35 years and has earned a reputation for providing skilled and practical guidance through all market environments. Stephanie possesses years of fixed income and option strategy expertise for clients demanding such advice and execution. She began her long career at The Ohio Company and then joined McDonald Investments in 1994. In the mid-2000's, UBS AG acquired McDonald Investments where she has continued serving her clientele with distinction.
Credentials
She graduated from The Ohio State University with a degree in business administration. Stephanie is a lifetime member of The Ohio State Alumni Association, past board member of the Resurrecting Lives Foundation and a supporter of Goodwill Industries International.
Personal
With her free time, Stephanie enjoys golfing, working out and spending time with her family.
Recognized as an industry leader:
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
Education
Senior Vice President–Wealth Management
Financial Advisor
Business Background
Stephanie brings tremendous wealth management experience and knowledge to families, executives, professionals, business owner clients requiring expert assistance with financial, estate and retirement planning. She has been part of the industry for over 35 years and has earned a reputation for providing skilled and practical guidance through all market environments. Stephanie possesses years of fixed income and option strategy expertise for clients demanding such advice and execution. She began her long career at The Ohio Company and then joined McDonald Investments in 1994. In the mid-2000's, UBS AG acquired McDonald Investments where she has continued serving her clientele with distinction.
Credentials
She graduated from The Ohio State University with a degree in business administration. Stephanie is a lifetime member of The Ohio State Alumni Association, past board member of the Resurrecting Lives Foundation and a supporter of Goodwill Industries International.
Personal
With her free time, Stephanie enjoys golfing, working out and spending time with her family.
Recognized as an industry leader:
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
Education
Senior Vice President–Wealth Management
Senior Portfolio Manager
Business Background
Bill’s 50 years of experience has taught him that while no two clients are alike, they all share the goals of growing and protecting their wealth. Managing investments for individuals and not-for-profit clients across the county, Bill and his group create highly customized financial plans that drive longterm portfolios based on active and passive strategies. A firm believer in the “Three L’s” of Liquidity, Longevity, and Legacy, Bill seeks to ensure that his clients have the appropriate investment assets to satisfy their immediate needs, provide for a long-lasting retirement, and help achieve their goals of caring for the people and causes that are most important in their lives. Beyond investments, he and his group connect with clients’ estate planning attorneys and accountants to help ensure everyone is working together.
Credentials
Bill received his B.S. in business administration from The Ohio State University, where he and his wife, Casey, have established the Cseplo Family Endowment to support Dean’s Innovation Funds at the Fisher College of Business.
Personal
Bill and Casey live in Dublin, Ohio where they are active in the local community. Bill volunteers for Little League baseball and supports the Dublin Foundation and many other local charities. He has been past president of the Dublin Chamber of Commerce and Dublin Youth Athletics, a community recreation and travel sports organization with programs enjoyed by more than 3,300 young people. Today, Bill and Casey divide their time between Dublin, Ohio and Naples, Florida. They enjoy golf, traveling and spending time with their son, Billy, daughter-in-law, Jennifer, and two grandchildren, Jack and Reid.
Recognized as an industry leader:
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
Education
Credentials
Senior Vice President–Wealth Management
Senior Portfolio Manager
Business Background
Bill’s 50 years of experience has taught him that while no two clients are alike, they all share the goals of growing and protecting their wealth. Managing investments for individuals and not-for-profit clients across the county, Bill and his group create highly customized financial plans that drive longterm portfolios based on active and passive strategies. A firm believer in the “Three L’s” of Liquidity, Longevity, and Legacy, Bill seeks to ensure that his clients have the appropriate investment assets to satisfy their immediate needs, provide for a long-lasting retirement, and help achieve their goals of caring for the people and causes that are most important in their lives. Beyond investments, he and his group connect with clients’ estate planning attorneys and accountants to help ensure everyone is working together.
Credentials
Bill received his B.S. in business administration from The Ohio State University, where he and his wife, Casey, have established the Cseplo Family Endowment to support Dean’s Innovation Funds at the Fisher College of Business.
Personal
Bill and Casey live in Dublin, Ohio where they are active in the local community. Bill volunteers for Little League baseball and supports the Dublin Foundation and many other local charities. He has been past president of the Dublin Chamber of Commerce and Dublin Youth Athletics, a community recreation and travel sports organization with programs enjoyed by more than 3,300 young people. Today, Bill and Casey divide their time between Dublin, Ohio and Naples, Florida. They enjoy golf, traveling and spending time with their son, Billy, daughter-in-law, Jennifer, and two grandchildren, Jack and Reid.
Recognized as an industry leader:
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
Education
Credentials
Vice President–Wealth Management
Chartered Retirement Planning Counselor
Business Background
Joe's career has taken him from Prudential Securities to Merrill Lynch and now to UBS where he can fully utilize his 25 years of industry experience. Joe serves the complex financial
needs of high-net-worth families - from retirement and education planning to wealth transfer and business succession strategies. Joe feels personally rewarded for the client relationships he has built and the goals that he has helped clients fulfill. Today, he continues to serve generations of clients he's come to know and love.
Credentials
Joe holds the Chartered Retirement Planning CounselorSM (CRPC®) designation from the College for Financial Planning and a Bachelor’s degree from The University of Akron.
Personal
He lives in Dublin with his wife, Pam and is involved in numerous organizations in the Central Ohio area. Joe enjoys spending his free time traveling with his wife.
Education
Credentials
Vice President–Wealth Management
Chartered Retirement Planning Counselor
Business Background
Joe's career has taken him from Prudential Securities to Merrill Lynch and now to UBS where he can fully utilize his 25 years of industry experience. Joe serves the complex financial
needs of high-net-worth families - from retirement and education planning to wealth transfer and business succession strategies. Joe feels personally rewarded for the client relationships he has built and the goals that he has helped clients fulfill. Today, he continues to serve generations of clients he's come to know and love.
Credentials
Joe holds the Chartered Retirement Planning CounselorSM (CRPC®) designation from the College for Financial Planning and a Bachelor’s degree from The University of Akron.
Personal
He lives in Dublin with his wife, Pam and is involved in numerous organizations in the Central Ohio area. Joe enjoys spending his free time traveling with his wife.
Education
Credentials
Financial Advisor
Business Background
Anthony learned at an early age from his father, Joe, about the importance of serving the wealth and wellbeing of clients - not just their portfolios. Since joining his father and the team in 2019, he has assisted many client families he's known since he was a child.
Credentials
Anthony completed his Bachelor's Degree in Finance at John Carroll University in
2017 and finished his Masters of Business Administration at his alma mater during the summer of 2018. Prior to joining UBS, Anthony worked with his father at Merrill Lynch and also worked at Huntington National Bank where he held positions in Retail Banking, Business Banking and Mergers and Acquisitions.
Personal
He lives in Dublin with his wife Sara. In his free time, Anthony enjoys reading, playing golf and
supporting the Cleveland professional sports teams. Anthony was a four year varsity wrestler at John Carroll University and loves giving back to the youth wrestling community.
Education
Financial Advisor
Business Background
Anthony learned at an early age from his father, Joe, about the importance of serving the wealth and wellbeing of clients - not just their portfolios. Since joining his father and the team in 2019, he has assisted many client families he's known since he was a child.
Credentials
Anthony completed his Bachelor's Degree in Finance at John Carroll University in
2017 and finished his Masters of Business Administration at his alma mater during the summer of 2018. Prior to joining UBS, Anthony worked with his father at Merrill Lynch and also worked at Huntington National Bank where he held positions in Retail Banking, Business Banking and Mergers and Acquisitions.
Personal
He lives in Dublin with his wife Sara. In his free time, Anthony enjoys reading, playing golf and
supporting the Cleveland professional sports teams. Anthony was a four year varsity wrestler at John Carroll University and loves giving back to the youth wrestling community.
Education
Director
Team Administrator
Business Background
Jeb Slaven joined UBS in 2008 as part of Chicago's Private Wealth Management office before then joining the Muirfield Wealth Partners team in Columbus at the beginning of 2010. He then served in varying management capacities with UBS beginning in 2011, but just recently in 2021 rejoined Muirfield Wealth Partners as Team Business Manager.
Credentials
The holder of a BA degree in Economics from Denison University, Jeb subsequently earned an MBA degree from the Fisher College of Business at The Ohio State University. He currently holds the Series 7, 66, 9 and 10 FINRA securities licenses, as well as Ohio Life Insurance and Variable Annuity licenses.
Personal
Jeb and his wife Kathryn live in Upper Arlington, and she teaches American Studies at Dublin Coffman High School while also coaching their track and cross country teams.
Education
Credentials
Director
Team Administrator
Business Background
Jeb Slaven joined UBS in 2008 as part of Chicago's Private Wealth Management office before then joining the Muirfield Wealth Partners team in Columbus at the beginning of 2010. He then served in varying management capacities with UBS beginning in 2011, but just recently in 2021 rejoined Muirfield Wealth Partners as Team Business Manager.
Credentials
The holder of a BA degree in Economics from Denison University, Jeb subsequently earned an MBA degree from the Fisher College of Business at The Ohio State University. He currently holds the Series 7, 66, 9 and 10 FINRA securities licenses, as well as Ohio Life Insurance and Variable Annuity licenses.
Personal
Jeb and his wife Kathryn live in Upper Arlington, and she teaches American Studies at Dublin Coffman High School while also coaching their track and cross country teams.
Education
Credentials
Senior Wealth Strategy Associate
Certified Investment Management Analyst®
Business Background
Curtis works alongside Willie, Colin and Derek to analyze, formulate and implement customized financial strategies for our clients. He knows no two situations are the same and each requires its own unique plan to accomplish ones' financial goals. Curtis brings a detailed analytical approach to the team and specializes in research and portfolio building.
Credentials
Curtis joined the team in 2014 after graduating from the The Ohio State University Fisher College of Business. Curtis holds the Certified Investment Management Analyst® designation, administered by Investments & Wealth Institute™ and taught in conjunction with The Yale School of Management. He also holds the Series 7 General Securities license, Series 66, life, variable, accident and health insurance licenses..
Personal
Curtis enjoys staying active and being outdoors; whether that is playing golf or attending live sporting events. A native of Canal Winchester, he currently resides in Columbus, Ohio.
Education
Credentials
Senior Wealth Strategy Associate
Certified Investment Management Analyst®
Business Background
Curtis works alongside Willie, Colin and Derek to analyze, formulate and implement customized financial strategies for our clients. He knows no two situations are the same and each requires its own unique plan to accomplish ones' financial goals. Curtis brings a detailed analytical approach to the team and specializes in research and portfolio building.
Credentials
Curtis joined the team in 2014 after graduating from the The Ohio State University Fisher College of Business. Curtis holds the Certified Investment Management Analyst® designation, administered by Investments & Wealth Institute™ and taught in conjunction with The Yale School of Management. He also holds the Series 7 General Securities license, Series 66, life, variable, accident and health insurance licenses..
Personal
Curtis enjoys staying active and being outdoors; whether that is playing golf or attending live sporting events. A native of Canal Winchester, he currently resides in Columbus, Ohio.
Education
Credentials
Senior Client Associate
Business Background
Suzy has enjoyed serving Muirfield Wealth Partners clients since 1998. Her dedication to our clients throughout her career has created a solid imprint on many of the client relationships that have grown with our team. She enjoys detail oriented work and thrives on researching, investigating and solving problems for the clients she serves.
Credentials
Suzy is a graduate from Capital University and earned a Masters of Arts from The Ohio State University. She holds the Series 7 Securities license as well as the Ohio Life Insurance and Variable Annuity licenses. She is also a diligent member of the UBS Office Advisory and Charitable Advisory Committees.
Personal
Suzy is a native from Lima, Ohio. She sings professionally in Columbus and is very involved in her church activities. She is a member of the Senior Adult and Music Planning Committees as well as church choir. Suzy, her husband, Adam, and her daughter, Emily, enjoy living in Dublin, Ohio.
Education
Senior Client Associate
Business Background
Suzy has enjoyed serving Muirfield Wealth Partners clients since 1998. Her dedication to our clients throughout her career has created a solid imprint on many of the client relationships that have grown with our team. She enjoys detail oriented work and thrives on researching, investigating and solving problems for the clients she serves.
Credentials
Suzy is a graduate from Capital University and earned a Masters of Arts from The Ohio State University. She holds the Series 7 Securities license as well as the Ohio Life Insurance and Variable Annuity licenses. She is also a diligent member of the UBS Office Advisory and Charitable Advisory Committees.
Personal
Suzy is a native from Lima, Ohio. She sings professionally in Columbus and is very involved in her church activities. She is a member of the Senior Adult and Music Planning Committees as well as church choir. Suzy, her husband, Adam, and her daughter, Emily, enjoy living in Dublin, Ohio.
Education
Senior Client Associate
Business Background
Nichole began her at career at UBS in 2014 and is a Registered Client Service Associate. She assists in the daily administrative responsibilities of the team and the servicing of client accounts.
Credentials
She attended Central Michigan University where she studied Life Management Education and Mathematics before graduating cum laude from The Ohio State University with a Bachelor of Science degree in Human Ecology. She is fully licensed with a Series 7, 66 and Ohio life insurance and variable annuities licenses.
Personal
Nichole grew up in Kenton, Ohio. In her spare time, she enjoys playing soccer and sand volleyball, attending Columbus Crew and Ohio State football games, spending time with her family members and volunteering at a local dog rescue and hometown Elks lodge.
Education
Senior Client Associate
Business Background
Nichole began her at career at UBS in 2014 and is a Registered Client Service Associate. She assists in the daily administrative responsibilities of the team and the servicing of client accounts.
Credentials
She attended Central Michigan University where she studied Life Management Education and Mathematics before graduating cum laude from The Ohio State University with a Bachelor of Science degree in Human Ecology. She is fully licensed with a Series 7, 66 and Ohio life insurance and variable annuities licenses.
Personal
Nichole grew up in Kenton, Ohio. In her spare time, she enjoys playing soccer and sand volleyball, attending Columbus Crew and Ohio State football games, spending time with her family members and volunteering at a local dog rescue and hometown Elks lodge.
Education
Senior Client Associate
Business Background
Elizabeth began her career at UBS in 2018 as a Senior Registered Client Service Associate. She brings with her 15 years of investment knowledge and experience from her previous firms. Here at UBS, she is responsible for day to day servicing of client accounts, as well the operational activities. Elizabeth is fully licensed with her Series 6, 7 and 66.
Credentials
Elizabeth graduated from Penn State University with a Bachelor of Science in Marketing and Management.
Personal
She lives in Lewis Center, OH with her husband Nathan, their daughter Penny and two dogs. In her spare time, Elizabeth likes exploring Columbus and enjoying quality time with family and friends.
Education
Senior Client Associate
Business Background
Elizabeth began her career at UBS in 2018 as a Senior Registered Client Service Associate. She brings with her 15 years of investment knowledge and experience from her previous firms. Here at UBS, she is responsible for day to day servicing of client accounts, as well the operational activities. Elizabeth is fully licensed with her Series 6, 7 and 66.
Credentials
Elizabeth graduated from Penn State University with a Bachelor of Science in Marketing and Management.
Personal
She lives in Lewis Center, OH with her husband Nathan, their daughter Penny and two dogs. In her spare time, Elizabeth likes exploring Columbus and enjoying quality time with family and friends.
Education
Client Associate
Business Background
She has over 24 years of experience in the financial services industry. Krista brings with her a wealth of extensive knowledge in the financial operations department. Krista's focus is aligned with our team's mission in providing our clients the highest level of service to meet their needs.
Credentials
Krista attended Concord University in Athens, West Virginia and studied Broadcast Communications. She has been with UBS since 2010, and is currently pursuing her Series 7 General Securities License.
Personal
Krista enjoys spending time with her family and friends. Outside the office Krista enjoys many outdoor activities, She is also an avid reader with a keen sense of current events. Krista and her husband Jerry, reside in Dublin with their daughter.
Education
Client Associate
Business Background
She has over 24 years of experience in the financial services industry. Krista brings with her a wealth of extensive knowledge in the financial operations department. Krista's focus is aligned with our team's mission in providing our clients the highest level of service to meet their needs.
Credentials
Krista attended Concord University in Athens, West Virginia and studied Broadcast Communications. She has been with UBS since 2010, and is currently pursuing her Series 7 General Securities License.
Personal
Krista enjoys spending time with her family and friends. Outside the office Krista enjoys many outdoor activities, She is also an avid reader with a keen sense of current events. Krista and her husband Jerry, reside in Dublin with their daughter.
Education
Senior Client Associate
Business Background
Jodi brings over 23 years of experience in the financial services industry. She joined our service team in 2013 as a Senior Client Service Associate and is responsible for coordinating client meetings, implementing the team’s marketing strategy and overseeing major client events such as Zoofari, National Philanthropy Day and many other local community sponsored events. She handles internal business operations and compliance responsibilities. Jodi holds the Series 7 General Securities license, life, variable, accident and health insurance licenses.
Personal
Jodi and her husband, Keith, are the parents of four active sons. She spends most of her free time with family, friends, attends multiple sporting events and enjoys golf in her spare time.
Education
Senior Client Associate
Business Background
Jodi brings over 23 years of experience in the financial services industry. She joined our service team in 2013 as a Senior Client Service Associate and is responsible for coordinating client meetings, implementing the team’s marketing strategy and overseeing major client events such as Zoofari, National Philanthropy Day and many other local community sponsored events. She handles internal business operations and compliance responsibilities. Jodi holds the Series 7 General Securities license, life, variable, accident and health insurance licenses.
Personal
Jodi and her husband, Keith, are the parents of four active sons. She spends most of her free time with family, friends, attends multiple sporting events and enjoys golf in her spare time.
Education
Client Associate
Business Background
Most of Jessica’s professional career has been spent in the oral surgery industry. She joins Muirfield Wealth Partners as a Client Service Associate. Her extensive professional and administrative background compliments our existing support staff. Jessica is accustomed to managing multiple responsibilities. She is excited to help support and serve our clients.
Credentials
She obtained her Dental Assisting Diploma from Brown Mackie College.
Personal
She grew up in Kenton, Ohio and currently resides in Dublin with her husband Joshua, their daughter Theia and German Shepherd Cocoa. In her spare time, Jessica enjoys cooking, interacting with any and all animals, and spending time with family.
Fun Fact: Her sister is Nichole Kirk
Education
Client Associate
Business Background
Most of Jessica’s professional career has been spent in the oral surgery industry. She joins Muirfield Wealth Partners as a Client Service Associate. Her extensive professional and administrative background compliments our existing support staff. Jessica is accustomed to managing multiple responsibilities. She is excited to help support and serve our clients.
Credentials
She obtained her Dental Assisting Diploma from Brown Mackie College.
Personal
She grew up in Kenton, Ohio and currently resides in Dublin with her husband Joshua, their daughter Theia and German Shepherd Cocoa. In her spare time, Jessica enjoys cooking, interacting with any and all animals, and spending time with family.
Fun Fact: Her sister is Nichole Kirk
Education
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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