Knowledge

Hunter Wolbach is a Senior Vice President – Wealth Management and Portfolio Manager at UBS Financial Services.  He has been with UBS or its predecessor company, Piper Jaffray, since 2002.  He and his team provide concierge-level advanced financial planning for a select group of successful families. 

Unlike most “retail” advisors, Hunter has a unique perspective on the opportunities available for legacy investment, having served on the Board of Trustees or Endowment Investment Committee for The Nelson-Atkins Museum of Art, The Children’s Mercy Hospital Foundation, Pembroke Hill School, and the Kansas City Art Institute.  Hunter has also served as an advisor to The Shumaker Family Foundation, The Ina Calkins Foundation, The Wolbach Family Foundation, as well as multiple private family foundations and donor-advised funds.

Hunter and his wife, Hillary, have three school-aged daughters. 

Hunter enjoys history and he actively curates one of the largest collections of antique novelty cuff-links in the world as a hobby as well as a passion.   

The entire family enjoys water sports.    

Steve has been a Financial Advisor with UBS Financial Services and its predecessor firms PaineWebber and Kidder Peabody, since 1993. Steve is a Certified Financial Planner (CFP), and a Certified Investment Management Analyst (CIMA). Steve has a particular expertise in asset allocation using independent money managers or funds, often utilizing alternative investments for his clients.

He received a AB from Bowdoin College, and a MBA from the University of Kansas.  He is a passionate sailor, and particularly enjoys sailing the Coast of Maine, traveling and reading.  Steve spent 2 years building a wooden rowboat now in Maine. Now he is building a 17' wooden sailboat with friends. He is also active with not-for-profits, having served as a Board of Director on several organizations including Pembroke Hill School, Boys & Girls Club of Greater Kansas City, Quality Hill Playhouse, Heart of America Shakespeare Festival of Kansas City,  and Young Audiences. He has also served on the capital campaign for the Nelson Atkins Museum, and served on the Bowdoin College Alumni Board.

Steve grew up in Kansas City. He and his wife, Kate, have been married for 37 years, and have 2 grown married children.

Jay began his career in the wealth management business in 1986.  He has been an advisor with UBS Financial Services Inc. and its predecessor firms PaineWebber, and Kidder, Peabody, & Co.  Jay received his Bachelor's degree in Personnel Administration from the University of Kansas and subsequently earned his Series 7, 8 and 66 licenses.  He has achieved recognition through UBS and predecessor firms for both the PaceSetter's and President's Council.

Through the years, he has been active in his church, his college fraternity, Beta Theta Pi, and as a mentor for American Corporate Partners (ACP) which helps military personnel integrate into the private business sector.  He has also served on the Boards of Bethany Medical Center and Kingswood Senior Living Community.

Jay and his wife, Janie, live in Leawood, Kansas.  They are proud parents of three children, a son-in-law and daughter-in-law, and three grandchildren.  Jay enjoys both fresh water and salt water fishing in the Florida Keys.  He also enjoys hunting duck, upland game, and turkey, as well as, playing golf, traveling and spending time with his family.

David joins Plaza Wealth Management to provide a fresh perspective on issues that affect clients and their families.  He is passionate about working with younger clients to achieve their long-term goals.  David is a CERTIFIED FINANCIAL PLANNER™.  Previously, David has worked in Corporate Finance and as an analyst in the Financial Services Industry.  David received his Bachelor's Degree in Finance from the University of Kansas where he was a member of the Phi Delta Theta Fraternity.

David and his wife, Jenny have two sons Andrew and Preston, live in Fairway, Kansas. David enjoys the outdoors, traveling and spending time with his family and friends.

Tina began her career at UBS in 2013, after spending over 4 years at Morgan Stanley. Prior to working in the financial industry, Tina worked as a Paralegal in Tulsa, Oklahoma. 

Tina is a Team Administrator, Team Associate Coach and a former member of the Team Associate Advisory Council at UBS and holds both Series 7 and Series 66 licenses. Tina’s commitment to help others has followed her through her career as she strives to provide excellent client service with integrity and dependability. In 2022, Tina was selected to be on the UBS Training Ambassador Committee and was vital to the launching of UBS’s new Team Associates training program and has served as a class mentor. Tina has successfully piloted several new UBS programs and has been able to use her experiences and leadership to positively train and provide feedback to other Team Associates, not only to local employees but stretching also to different markets and branches throughout UBS. 

Tina resides in Grain Valley, Missouri with her husband, Martin, and has two grown children and two grandchildren. In her free time, she enjoys spending time with her family, reading, camping, and exploring mountains and national forests.

Jennifer joined UBS in 2018 with 27 years of experience in the financial and insurance industry. She is a Senior Wealth Strategy Associate at UBS and holds Series 6, 7, 63, and 66 registrations along with Life, Health, Long Term Care, and Property and Casualty Insurance Licenses. She has held the Chartered Life Underwriter designation since 2012.

She serves as a mentor for the UBS Team Associate Mentoring Program. Jennifer and her mentee have developed a relationship of trust and understanding. She fosters a positive influence in the development of her mentee’s long term personal and career success.   

Jennifer and her husband, Danny, reside in Eagle Rock, Missouri on Table Rock Lake and they have two grown married sons and 3 grandchildren. Jennifer enjoys making her own clothes, reading, knitting, and beekeeping! 

Cheryl has been with The Plaza Wealth Management Group for 17 years and has a background in accounting and management.  She earned her Series 7 and 66 licenses in 2008 and has an M.B.A. in marketing and an M.A. in education from the University of Missouri – Kansas City.  She is customer-focused and enjoys helping clients with their questions about the complicated world of investments.

Cheryl and her husband, Jeff, reside in Kansas City, Missouri and have two grown married children and 2 grandchildren.  Cheryl enjoys most outdoor activities and is an avid movie watcher.

Tyler began his career at UBS in 2020 as a Financial Advisor at the Wealth Advice Center in Weehawken, New Jersey. During that time, he worked with clients from various regions across the United States, gaining experience in providing comprehensive financial services.

In 2022, Tyler relocated to Kansas City and transitioned to a financial planning role, assisting hundreds of advisors within the Midwest market. Now, he is solely dedicated to supporting the Plaza Wealth Management group’s financial planning services. Tyler holds a deep passion for financial planning, having witnessed firsthand the profound impact it has on the lives of the clients he has served.

Tyler and his wife, Janae, are both from Las Vegas, Nevada. They have one young son. As a family, they enjoy discovering new restaurants, watching sporting events, and exploring parks and walking trails.

Tyler served a two-year mission for his church in Paraguay and strives to maintain his fluency by reading and listening to music in Spanish.