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.    

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 five 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 joined Plaza Wealth Management in 2019 and has worked with individuals and families to help them make informed financial decisions and stay focused on what matters most to them. He believes successful financial planning goes beyond investments. It starts with understanding each client’s goals, priorities, and vision for the future.

David is a CERTIFIED FINANCIAL PLANNER professional and especially enjoys working with clients who are growing their careers, building wealth, raising families, and planning for the opportunities ahead. His background in corporate finance and the financial services industry gives him a broad perspective when helping clients navigate complex financial decisions.

David earned his bachelor’s degree in finance from the University of Kansas, where he was a member of Phi Delta Theta fraternity.

A Kansas City-area native, David lives in Fairway, Kansas, with his wife, Jenny, and their two sons, Andrew and Preston. When he is away from the office, he enjoys traveling, spending time outdoors, and being with family and friends.

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 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.

Tina Davis began her career with UBS in 2013 after spending more than four years with Morgan Stanley. Prior to entering the financial services industry, she worked as a paralegal in Tulsa, Oklahoma.

Tina currently serves as a Team Administrator and Team Associate Coach and is a former member of the UBS Team Associate Advisory Council. She holds both the Series 7 and Series 66 licenses. Throughout her career, Tina’s commitment to helping others has remained a consistent focus, and she strives to provide exceptional client service with integrity, professionalism, and dependability.

In 2022, Tina was selected to serve on the UBS Training Ambassador Committee, where she played an important role in the launch of UBS’s new Team Associate training program and subsequently served as a class mentor. She has also successfully piloted several UBS programs, drawing on those experiences to train, mentor, and provide valuable feedback to team associates across multiple markets and branches. Her passion for developing others and sharing knowledge has allowed her to make an impact beyond her local team.

In 2025, Tina received the UBS Rhonda Barth Field Excellence Award in recognition of her hard work and contributions, as well as her continued demonstration of the UBS Principles and Behaviors.

Tina resides in Grain Valley, Missouri, with her husband, Martin. She has two grown children and two grandchildren. Outside of work, Tina enjoys spending time with her family, reading, camping, and exploring mountains and national parks and forests.

Kaitlyn joined UBS as a Client Associate in March 2022 eager to begin her career in the financial services industry. Now a Senior Wealth Strategy Associate, Kaitlyn holds the SIE, Series 7, and Series 66 licenses and continues to grow her knowledge base and seeks out opportunities to enhance her skills. Prior to joining UBS, Kaitlyn served in the Missouri Army National Guard as an Intelligence Analyst. Kaitlyn’s commitment to serve others has followed her as she strives to provide excellent client service with integrity and dependability.

Kaitlyn resides in Grain Valley, Missouri with her husband, Nathanael, and their two children. In her free time, she enjoys reading, writing, and spending time outdoors with her family.

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! 

Colin joined UBS in 2026 as a Senior Wealth Strategy Associate after spending two years with J.P. Morgan Private Bank in Fort Worth, Texas, where he specialized in working with ultra-high-net-worth families, family offices, and financial sponsors on bespoke wealth strategies tailored to their unique objectives.

Today, Colin supports the Plaza Wealth Management Group's financial planning efforts, specializing in goal-based financial planning, investment strategy, and portfolio reporting. He is passionate about helping clients better understand their financial lives and working on personalized strategies that align their investments with their long-term objectives. Colin particularly enjoys the impact of simplifying complex financial concepts and helping clients understand how their investments support the goals that matter most to them.

Originally from the Kansas City area, Colin attended the University of Kansas, where he studied Finance and Business Analytics. Outside of work, he enjoys staying active through running and cycling and exploring new trails throughout the region.

Max Patterson joined UBS Plaza Wealth Management in 2026 after graduating from Washington and Lee University, where he completed a double-major in Accounting and English. Through his combination of financial analysis and strong communication skills, he supports the team and contributes to its comprehensive approach to wealth management.

As a Client Associate, Max works closely with the team on client service, account maintenance, research, and technology-driven initiatives. He has an interest in emerging technologies, particularly artificial intelligence, and how it can help advisors deliver a more personalized and efficient client experience. He also enjoys bringing perspectives from history, literature, and other humanities disciplines into conversations about financial markets, investor behavior, and wealth planning.

A Kansas City native, Max is proud to begin his career servicing clients in the community where he grew up. He is passionate about learning every aspect of the wealth management business and is working toward his eventual goal of becoming a Financial Advisor.

Outside of the office, Max enjoys reading, playing tennis, cooking, and rediscovering everything Kansas City has to offer.

Kenlie joined UBS in March of 2026 where she serves as an Executive Team Assistant. She is a recent graduate of Kansas State University where she obtained her Bachelor’s Degree in Business Administration – Marketing. She is currently pursuing her Securities Industry Essentials (SIE), Series 7, and Series 66 registrations as she continues to expand her knowledge within the financial services industry.

Outside of work, Kenlie enjoys hosting friends and family, playing golf, reading, and traveling. This summer she became engaged to her fiancé, Logan, and the two are excited to have recently purchased their first home in Shawnee, Kansas.