Let's move forward. Together.

Mission Statement

We are experienced and trusted members of a financial advisory team, committed to providing excellent service and quality financial guidance to our clients and their families. 

Northwest Wealth Management Group is a multi-talented financial advisory team within UBS. Collectively, we bring over 100 years of combined expertise in investment management, as well as a full complement of financial planning, trust and banking services. Our five advisors serve clients and their families in all areas of wealth management: the accumulation and growth of assets, the protection and preservation of wealth, its use and distribution during lifetime, and the foundation and realization of a wealth legacy for future generations. We work with corporate employees, small business owners, and retirees. We are intimately familiar with the plans and benefits of Procter and Gamble employees and retirees, our largest client segment.

Why Northwest? In a graph of portfolio return versus risk, the northwest quadrant is the one that provides superior returns with lower risk. Our goal is to deliver all our clients a "Northwest" experience.

 

John Fahrmeier

Senior Vice President–Wealth Management

Financial Advisor

John's experience in financial services began in 1987. He worked for Northern Trust Company in Chicago as an institutional investment consultant for large international clients. John joined Gradison, which later became UBS in 2007. His areas of expertise include financial planning, asset allocation strategy and investment manager selection. John has a B.A. in Political Science from Northwestern University and an M.B.A. in Finance and Accounting from the University of Michigan. He and his wife, Judy, have two children and live in Anderson Township.

Registered States:
  • AL
  • AZ
  • CA
  • CO
  • FL
  • GA
  • IA
  • IL
  • IN
  • KY
  • MA
  • MD
  • MI
  • MN
  • NC
  • NJ
  • NY
  • OH
  • PA
  • SC
  • TN
  • TX
  • UT
  • VA
  • WA

Education

  • Northwestern University, B.A. in Political Science
  • University of Michigan, M.B.A. in Finance Accounting

Credentials

  • Wealth Advisor
  • Senior Portfolio Manager

Our advice is comprehensive. We help diverse clients in a broad range of areas, including:

Financial planning
Retirement planning
Estate planning strategies
401(k) plan services
Multi-generational families
312 Walnut Street
Suite 3300
Cincinnati, OH 45202

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Timothy Giglio

First Vice President–Wealth Management

Financial Advisor

Tim’s career in financial services began in 1991 when he joined Gradsion, which later became a part of UBS in 2007.  His areas of experience include financial planning, taxable and tax-free fixed income investments, individual stocks and mutual funds.  A Cincinnati native and Clifton resident, Tim received his bachelor’s degree in Business Administration from the University of Cincinnati.  He is very passionate about the arts in Cincinnati, and serves on boards of trustees for CCMpower and the Cincinnati Symphony Orchestra where he chairs the endowment investment committee.  Tim also serves on committees for Artswave and the Greater Cincinnati Foundation.

Registered States:
  • AL
  • AZ
  • CA
  • CO
  • DC
  • FL
  • GA
  • IA
  • IL
  • IN
  • KY
  • MA
  • MD
  • MI
  • MN
  • MT
  • NC
  • NE
  • NJ
  • NV
  • NY
  • OH
  • PA
  • SC
  • TN
  • TX
  • UT
  • VA
  • VT
  • WA

Education

  • University of Cincinnati, B.A. in Business Administration

Credentials

  • Wealth Advisor

Our advice is comprehensive. We help diverse clients in a broad range of areas, including:

Lending services
Securities-backed lending
Financial planning
Education planning
Philanthropy
Legacy planning
Retirement planning
Investing
312 Walnut Street
Suite 3300
Cincinnati, OH 45202

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James Hider

Senior Vice President–Wealth Management

Financial Advisor

Jim joined UBS in 1995. He was first a Portfolio Manager with Gradison Asset Management and then became a Financial Advisor in 2009. Prior to joining UBS, Jim served as Portfolio Manager and Trust administrator at PNC Bank and National City Bank, developing an expertise in estate planning. He earned the Chartered Financial Analyst designation in 1990 and Certified Financial Planner in 1991. Jim received a B.S. in accounting from the University of Dayton and an M.B.A. in finance from Case Western Reserve University. He lives in Cincinnati with his wife, Jill, and their triplets.

Registered States:
  • AL
  • AZ
  • CA
  • CO
  • FL
  • GA
  • IA
  • IL
  • IN
  • KY
  • MA
  • MD
  • MI
  • MN
  • NC
  • NJ
  • NY
  • OH
  • PA
  • SC
  • TN
  • TX
  • UT
  • VA
  • WA

Education

  • University of Dayton, B.S. in Accounting
  • Case Western Reserve University, M.B.A. in Finance

Credentials

  • CERTIFIED FINANCIAL PLANNER™
  • Chartered Financial Analyst®
  • Wealth Advisor
  • Senior Portfolio Manager

Our advice is comprehensive. We help diverse clients in a broad range of areas, including:

Financial planning
Education planning
Philanthropy
Retirement planning
312 Walnut Street
Suite 3300
Cincinnati, OH 45202

Email Me

Dominic A. Palmisano, Jr.

Account Vice President

Financial Advisor

 Dominic joined UBS directly after graduating from Ohio State University with a B.S. in economics. His initial UBS position tasked him with the financial planning responsibilities for all of the UBS clients in the greater Cincinnati area. This experience, the AWMA® and the series 7 & 66, along with other studies, have helped Dominic gain an expertise in financial planning and risk management techniques. Dominic lives downtown with his dog, Harper.

Registered States:
  • AL
  • AZ
  • CA
  • CO
  • FL
  • GA
  • IA
  • IL
  • IN
  • KY
  • MA
  • MD
  • MI
  • MN
  • NC
  • NJ
  • NY
  • OH
  • PA
  • SC
  • TN
  • TX
  • UT
  • VA
  • WA

Education

  • Ohio State University, B.S. in Economics

Credentials

  • Accredited Wealth Management Advisor℠
  • CERTIFIED FINANCIAL PLANNER™

Our advice is comprehensive. We help diverse clients in a broad range of areas, including:

Financial planning
Education planning
Philanthropy
Retirement planning
401(k) plan services
312 Walnut Street
Suite 3300
Cincinnati, OH 45202

Email Me

Heather Mardis

Investment Associate

Heather joined UBS in 2008 and has 25 years experience in the financial services industry. Heather holds Series 7 and Series 66 securities licenses and is insurance licensed in Life, Health, Accident & Variable Annuities.  Originally from the Chicago area, Heather has been living in northern Kentucky since 2005.  She's active in the community with various charitable organizations benefiting children, animals and veterans.

Registered States:
  • FL
  • KY
  • NY
  • OH
  • TX
312 Walnut Street
Suite 3300
Cincinnati, OH 45202

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Kimberly Fielman

Team Administrator

Kim joined UBS in 2000.  She has 22 years experience in the financial services industry.  Kim holds Series 7 & 63 securities licenses.

Registered States:
  • AZ
  • FL
  • GA
  • IN
  • KY
  • MA
  • MI
  • MN
  • NC
  • NY
  • OH
  • PA
  • SC
  • WA
312 Walnut Street
Suite 3300
Cincinnati, OH 45202

Email Me

Noely Acevedo

Client Associate

Noely joined our team as a Client Service Associate in April 2021. She spent the early part of her career in retail and financial risk management. She is currently in the process of obtaining multiple licensures and accreditations. Noely enjoys spending most of her time at home with her husband and two small children.

312 Walnut Street
Suite 3300
Cincinnati, OH 45202

Email Me

Drew Kearns

Client Associate

Drew joined UBS in 2022. He is a graduate of Miami University with a bachelor’s degree in Finance and Accounting. Since joining the team, he has acquired his Series 7, Series 66, and insurance licenses. He is currently pursing a CFP designation. Drew lives in Oakley where he enjoys working out, golfing, and spending time with friends and family.

Registered States:
  • CA
  • CO
  • FL
  • KY
  • MI
  • OH
  • SC
312 Walnut Street
Suite 3300
Cincinnati, OH 45202

Email Me

Ryan Whitford

Client Associate

Ryan joined UBS in February of 2023 and is ecstatic to be working with the Northwest Wealth Management Group. He is a graduate of Xavier University with a bachelor's degree in both Finance and Musical Theatre. Since joining the team, Ryan has acquired his Series 7 and Series 66 licenses and will soon be working towards a CFP designation. In his free time, Ryan loves to make use of his Musical Theatre degree at karaoke nights or by seeing a production in town.

Registered States:
  • FL
  • KY
  • OH
  • SC
312 Walnut Street
Suite 3300
Cincinnati, OH 45202

Email Me