Let's move forward. Together.

My tailored professional advice to high net worth families dates back to 1989 when I began my career. Every engagement begins with an understanding of your needs, goals and aspirations.  This type of thoughtful and constructive conversation lays the foundation for a financial roadmap that is in sync with your family's unique goals.  

As a swimmer since birth and a former triathlete, I subscribe to "the greatest wealth is our health" theory. My passion for fitness and nutrition has helped me in all facets of my financial and personal life.  As a financial advisor I see my role much like that of a fitness trainer for professional athletes. I work closely with you to create clarity and vision of your desired goals and develop a game plan that leverages skills and expertise to bring about the desired outcomes. With a champion's disciplined and positive mindset, opportunities for growth can be found in almost every area of your life.

After experiencing the emotional trauma of my own divorce, I learned how fortunate I was to be the chief financial officer of our family's finances. Without this background and expertise, I would have been lost and even more fearful of my family's future. This life experience and awakening has inspired me to help other women that may not have the financial expertise required to navigate and negotiate a fair outcome. I obtained the Certified Divorce Financial Analyst (CDFA) designation to help women realize their potential, claim their financial power and be free to pursue new possibilities and opportunities that can result in a fulfilling new life.

I received my undergraduate degree from University of Cincinnati, and earned a Certified Investment Management Analyst (CIMA) designation from The Wharton School in 1996. In 2017 I acquired the CDFA certification.

I have 4 daughters and remarried in 2016 to Jim Bittel. You can be sure most of our time is spent living life to the fullest with our seven amazing children between us, our grandson and our new golden doodle Ruby.

Josh has spent almost fifteen years carefully crafting financial blueprints and measuring results for high net worth individuals, families and institutions.

Josh attended Miami University in Oxford, Ohio, earning a Bachelor of Science in Finance with a minor in Entrepreneurship. Before joining UBS as a financial advisor, he worked as an Investment Manager Research Analyst with McDonald Investments in Cleveland, Ohio.

Josh married his high school sweetheart, Kathleen. Together they spend most of their free time experiencing the world through the eyes of their two children, Abby and Jacob. 

An avid runner, Josh aims to complete his workout before dawn each day.  He enjoys participating in races of all distances, from one mile fun runs with his daughter to ultra-marathons through the mountains on his own.

When he’s not improving his craft, chasing his kids, or exercising; Josh can often be found obsessing over the Browns Super Bowl odds, the Cavs personnel decisions, or the Indians pitching rotation. Born and raised in Northeast Ohio, he is a lifelong, diehard Cleveland sports fan.

Kyle transitioned to UBS in early 2020 after gaining valuable experience working as a Client Service Associate/Operations Manager with another firm.  Kyle's a rare combination of organized, technical and personable; making him an ideal fit for his current role. 

In his free time, Kyle enjoys fishing, gardening, cooking, exercising and above all -- spending quality time with his wife, Alexis and stepdaughter, Abby.