Let's move forward. Together.

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.

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.

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.

Dominic joined the Northwest Wealth Management Group in August of 2015, working with families and companies' retirement plans to help them plan for and achieve their financial goals. In 2012, prior to joining the team, he served as a Wealth Planning Analyst for UBS’ Cincinnati Complex where he focused on creating financial plans for UBS clients. Dominic was the sole planning consultant for 130 Financial Advisors and helped their clients organize their financial life through a comprehensive financial plan. The plans he constructed included retirement planning, education planning, estate planning, income protection, liability planning, executive compensation, employee benefits, business and succession planning, charitable planning, retiree health care planning, insurance planning and risk analysis and mitigation.

Dominic lives on the westside of Cincinnati with his wife, Megan, and two young children, Oliver and Austen. They enjoy going to lake Laurel with his family, being involved in local parish life and attending the many festivities across the city.

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.

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

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.

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.