First Vice President–Wealth Management
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.
Vice President–Wealth Management
Lynn has over 20 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 the UBS with offices located in downtown Milwaukee and 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 with the Collaborative Family Law Council of WI, Feeding America, Next Door Milwaukee, and Make-A-Wish 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.
Account Vice President
Lee has over 15 years of experience in financial services industry. He has transitioned to a Financial Advisor in our Brookfield office after working as a Wealth Strategy Associate in our Milwaukee office for the last 5 years. Prior to moving into private wealth management, he was working with an institutional fixed income sales team in one of our New York offices. Lee has obtained his Series 7, 63, and 66 securities licenses and is working towards becoming a Certified Financial Planner®. 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 three boys (Declan 7, Cormac 5, and Seamus 2).
Wealth Strategy Associate
Andrew has two years of experience in the financial services industry. He has been working at UBS as a Registered Client Service Associate since 2015. He is a recent 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.