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 excellence, 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

Degree

• Master of Business Administration, Champlain College, Burlington, Vermont
• Bachelor of Arts – Professional Studies, focus in business, Johnson State College

Experience:

Jennifer joined the firm, formerly, PaineWebber in 1994.  She worked with Tim and his Branch Management Team until she left to raise her three boys.  She returned to the O'Brien Gretkowski Team in 2014.  She is a Senior Registered Client Associate with 20 years experience in the Financial Services Industry.

Degree:

Bachelor of Arts - Business Administration 1998, Champlain College, Burlington, VT

Personal:

Played 2 years, Soccer and Softball at the Collegiate level.  She loves to play golf with her family.  She enjoys watching her boys play baseball, from Little League right up through the Collegiate Level.

Experience      

Jake's first experience with UBS was an internship during summer in 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 graduating from 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.

Degree

• Bachelor of Arts – Economics, Trinity College
• Minor in Formal Organizations, Fast Track in Entrepreneurial Studies, Trinity College
• Tuck Business Bridge Program at Dartmouth

Personal

• Jake was on the Track and Field team at Trinity for four years.
• Jake enjoys golfing, fishing and most things outdoors. 
• He lives in South Burlington with his wife, Eliza.