Experience

Jim offers close to 30 years of wealth management experience.  Prior to joining UBS, he spent his career at some of the top named financial institutions.  He is a member of Portsmouth Country Club of NH and Pinehurst Country Club of North Carolina where he enjoys playing golf with his friends and his two sons. Jim did his undergraduate work at the University of Massachusetts in Amherst, MA where he studied English.  He resides on his gentleman's farm in North Carolina with his wife, Susan.

Walter has a passion for helping individuals, couples, and families create the lives they desire by providing comprehensive planning and investment advice.

He has been providing wealth management advice for more than 20 years and received the CERTIFIED FINANCIAL PLANNER™ certification in June of 2011. This rigorous curriculum gives him the knowledge necessary to help analyze all aspects of a client's financial needs. Walter earned his Bachelor’s Degree from Bentley College in Waltham, MA and Master’s Degree from Boston University in Boston, MA where he studied business.  

Walter volunteers often at non-profits including The Front Door Agency and UpReach Therapeutic Equestrian Center, where he served on the Board of Directors. Currently, he is on the finance committee for The Wilson House in East Dorset, VT. 

Outside of work, he enjoys reading, cooking, and hiking in the New Hampshire White Mountains. Walter currently resides in Milford, NH with his wife, Magdalena, and their children, Mario, and Alex.

Erin joined UBS in 2019 as a Register Client Associate. Prior to joining UBS, she worked at Fidelity Investments assisting 401(k) participants in creating retirement plans. She attended Norwich University where she earned her BA in Psychology and BS in Elementary Education.

Erin currently resides in Bradford, New Hampshire with her husband, two daughters, and two dogs. She enjoys reading, spending time outdoors, gardening, and traveling.