Experience

With over four decades in the financial services industry, Tim has built his career on trust, integrity, and exceptional client care—values proven not just in words but in action, reflected in client relationships that span decades, reaching back to his earliest days at            EF Hutton in 1983. He learned the business from the ground up and quickly earned a reputation for his relentless work ethic—a commitment that continues to define his practice today.

Tim went on to join PaineWebber in 1990 and later served as Branch Manager of the South Burlington, Vermont office from 1995 to 2001. In 2008, he earned the firm’s Wealth Advisor designation, underscoring his dedication to delivering thoughtful, personalized strategies. A testament to his continued dedication, Tim has been recognized on the Barron’s Top 1,200 Financial Advisors list every year since 2010.

He anticipates client needs, delivers clear strategies, and is fully present throughout each step of their financial journey. Inspired by Vince Lombardi’s words that “the dictionary is the only place where success comes before work,” Tim lives by that philosophy, working each day so his clients can move forward with confidence, protect their wealth, and preserve their legacies for generations to come.

Tim has a long history of community involvement, including his years of support for the Boys & Girls Club. Today, he also enjoys supporting his wife Jodie’s small business, DUET, especially through its partnership with the IDDeal Foundation, which creates meaningful employment opportunities for adults with intellectual and developmental disabilities.

Outside of work, Tim and Jodie share a love of travel, golf, and skiing, and they especially cherish time spent with their children and grandchildren.

Experience

• 26 years of experience in the insurance and financial service industry
• Stefanie started at Prudential Insurance in 1997 and joined PaineWebber Inc. in 1998
• In 2000 to 2003 she joined Smith Barney and then rejoined UBS Financial Services in 2003
• In 2013 Stefanie obtained her CERTIFIED FINANCIAL PLANNER® certification and is CFP® professional

Jake first joined UBS as an intern during college at our Portland, ME branch. After graduating from Trinity College he moved to New York City to join UBS in the Financial Advisor Development Program. Upon finishing the Development Program he worked in the firm’s Institutional Advisory Group for four years during which time he obtained his CERTIFIED FINANCIAL PLANNER®, certification. In that role he was a Financial Advisor and Corporate Stock Benefit Consultant working with Directors and Executives of the firm’s corporate clients in the equity award space. He moved to the South Burlington Branch in 2024.

Jake takes a planning-first approach to investing, using comprehensive financial planning to design strategies aligned with each client’s specific goals, timeline, and risk tolerance. Rather than relying on a one-size-fits-all approach, Jake focuses on tailoring investment decisions to what matters most to clients - whether that’s retirement security, wealth preservation, or long-term growth. This disciplined, goals-based framework helps ensure investments remain purposeful, adaptable, and aligned through any life changes.

In his personal life, Jake enjoys being active and spending time outside, something he cherished as a member of the Track and Field team at Trinity. While no longer competing on the Track, Jake enjoys golfing and playing basketball with friends. He lives in Shelburne with his wife, Eliza and their dog, Holley.

With more than 25 years of experience serving clients at UBS, Jennifer Christoffel McGrath is a trusted and long‑standing member of the South Burlington team. Since beginning her career with PaineWebber in August 1994, she has built a reputation for warm, attentive, and solutions‑driven support for families and high‑net‑worth clients.

As a Senior Registered Client Associate, Jennifer ensures a seamless and efficient client experience — helping clients navigate digital tools, coordinating account activity, supporting complex service needs, and helping keep both the team and the Burlington office highly organized. She holds her Series 7 and Series 66 licenses and has earned the UBS Wealth Management Associate (WMA) Program Certificate, underscoring her commitment to professional excellence and continuous learning.

Outside the office, Jennifer enjoys an active and creative life. She’s an avid sports fan who can often be found on the golf course, the soccer field, traveling with her partner, or working on design projects around her home. She especially loves watching baseball, whether cheering on a professional team or watching her son play at the collegiate level. She also cherishes spending time in Rhode Island with her three sons.