Insight-based advice

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Aside from being an accomplished and recognized Wealth Advisor for the past twenty years, David has a history of community service, including serving as a past Vice Chairman of the Board for the Penfield Children’s Center in Milwaukee’s inner city. He has two sons, Brady (General Partner for a private equity fund in New York City) and David II (Financial Analyst for a sports marketing firm in Milwaukee). David has raced sailboats his entire life. He is a multiple-term board member and has served as past Commodore of the Pewaukee Yacht Club and currently serves on the Board of Directors for the Inland Lake Yachting Association. David has also served as treasurer of the Arrowhead Blue Line Hockey Club and for the Waukesha County Executive. David earned a B.A. in economics and M.P.A. in public policy and finance from the University of Wisconsin – Madison. He subsequently obtained Series 7, 8, 9, 10, 63 and 65 securities licenses, as well as life and health insurance licenses.

• University of Wisconsin – Madison, B.A. in Economics and M.P.A. in Public Policy and Finance

• Wealth Advisor

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Lynn has over 25 years of experience in financial and client services. Prior to joining UBS, she was with Morgan Stanley Dean Witter. She is currently a Vice President at UBS in Brookfield, WI. Although her expertise extends to asset management, education planning, and trust and estate planning, she has made retirement planning a mainstay of her business. Lynn was awarded a B.S. from the University of Wisconsin – La Crosse, and subsequently obtained Series 7, 31 and 66 securities licenses, as well as life and health insurance licenses. More impressively, she has earned designation as a Certified Financial Planner (CFP), as a Chartered Retirement Planning Counselor (CRPC), and as a Certified Divorce Financial Analyst, (CDFA).

Outside of work, Lynn is active within her community volunteering at Feeding America, Next Door Milwaukee, and Easter Seals of SE WI. Lynn's husband, Neil, is a lawyer with Magner & Hueneke in Greenfield, WI. Lynn and her husband, have a son, Jonathan, and a daughter, Genevieve.

CA License #OM88693

• University of Wisconsin – La Crosse, B.S.

• CERTIFIED FINANCIAL PLANNER®
• Chartered Retirement Planning Counselor
• Certified Divorce Financial Analyst

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Lee has over 25 years of experience in financial services industry. He has been a Financial Advisor in our Brookfield, WI office for the last 8 years. Prior to moving into wealth management, he was working with an institutional fixed income sales team in New York. Lee has a passion for helping individuals and families reach their financial goals.  He earned a B.A. in finance from University of Rhode Island.

In his free time, Lee enjoys golfing, running and spending time with his wife, Erin and their four boys (Declan, Cormac, Seamus, and Kieran).

• University of Rhode Island, B.A. in Finance

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Andrew has ten years of experience in the financial services industry. He has been working at UBS as a Wealth Strategy Associate since 2015. He is a graduate of UW-Milwaukee with a B.S. in Finance and Marketing. Andrew has obtained his Series 7 and 66 securities licenses. During his free time, Andrew enjoys golfing, biking, and playing hockey.

• UW-Milwaukee, B.S. in Finance and Marketing