Managing Director–Wealth Management
Private Wealth Advisor
Blair knows he is at his best when he is challenged to think outside of the box to help a client reduce their concerns and, ideally, find opportunities they may not have thought possible.
Having worked with his father his entire career, he learned the importance of patience and authenticity in working alongside clients. And, like his father, Blair believes that building trust is more valuable than any product or strategy.
Today, as a Private Wealth Advisor, he specializes in strategic planning for high-net worth clients.
Blair and his wife are the founders of JoyRide, the non-profit that brings together special needs kids and car enthusiasts. Inspired by their son, JoyRide allows kids to trade the everyday worry of doctor’s visits and medications for a chance to cruise in high-end or one-of-a-kind cars. A disciplined philanthropist and entrepreneur, Blair often speaks to groups about his journey with JoyRide and the fulfillment of combining your passions.
Blair is a native of Kettering and resides in Centerville with Kat and their children Caitlin, Carter and twins, Brady and Davis. He enjoys golfing, spending time in the mountains of Colorado and boating with his family. Blair has been an active member of Fairhaven Church for over 30 years.
Blair is assisted by Melissa Smith, Team Administrator
CA insurance license #0L46663
Recognized as an industry leader:
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures
Education
Credentials
Our advice is comprehensive. We help diverse clients in a broad range of areas, including:
Managing Director–Wealth Management
Financial Advisor
Tim's personal philosophy stresses integrity as the cornerstone of his 48 years of service. He has earned the Certified Investment Management Analyst designation the only financial services credential accredited by the American National Standards Institute, representing the highest level of credibility, integrity and investment consulting knowledge.
An active Dayton community member, Tim dedicates time to the Greater Dayton Brain Health Foundation, The Breast Cancer Foundation and is on the Governing Board of Fairhaven Church. Tim and Ann have three adult children and are residents of Kettering. He enjoys playing golf, biking, skiing, reading and jogging. Tim and his daughter have completed several half marathons together.
Tim is assisted by Melissa Smith, Team Administrator
Recognized as an industry leader:
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures
Credentials
Our advice is comprehensive. We help diverse clients in a broad range of areas, including:
Senior Vice President–Wealth Management
Financial Advisor
Tiffany knows that when it comes to discovering what is important to people, nothing is more powerful than having great listening skills. While it’s essential to also have the knowledge and resources for financial planning, building trust comes from active listening.
Having lost her father when she was young, she learned what can happen to a family without the right plans in place. From these struggles grew a passion for helping her clients reach their goals, but also a strong focus on helping protect them from life’s uncertainties.
Tiffany believes her best work is done with individuals or families for whom she can make a significant impact – those that are looking for a financial partner they can trust to provide solutions for some of their most important decisions.
Tiffany has been in the financial industry for 25 years, starting her career while still in college, majoring in personal financial planning. She currently serves on the Board of Directors for the Gala of Hope Foundation and is a member of the UBS PAC. She and Eric reside in Centerville with their clever and loving children, Evan, Emelia and Adalyn.
Tiffany is assisted by Amanda Priaulx, Senior Client Service Associate
CA insurance license #0L46681
Recognized as an industry leader:
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures
Education
Credentials
Our advice is comprehensive. We help diverse clients in a broad range of areas, including:
Senior Vice President–Wealth Management
Financial Advisor
After a 22 year career as a Master Navigator in the Air Force, Rick knows he is fascinated by problem solving. His work as a financial advisor allows him to discover an issue, and then set out collaboratively towards a resolution. Along the way, he seeks to be reliable, transparent, sincere, and focused as he researches the best solutions.
In creating roadmaps for individuals and families, Rick focuses on reducing unexpected risks to keep his clients on track. Simply put, he wants to be able to help create financial peace of mind.
Rick has always loved flying. He has a private pilot’s license, and is a certified instrument flight instructor for single and multi-engine land aircraft with a commercial rating.
Rick is assisted by Stephanie Kelly, Senior Registered Client Service Associate
CA insurance license #0C79305
Education
Our advice is comprehensive. We help diverse clients in a broad range of areas, including:
Senior Vice President–Wealth Management
Financial Advisor
Equipped with over 35 years of practical experience and ongoing industry education, Randy is well-positioned to work with clients of all ages and backgrounds.
Seeing long-term clients realize their life-long goals and their children and even grandchildren reach great milestones, are among his greatest rewards. He says that in these moments, he feels he has done his best work.
With his friendly, outgoing personality it is no surprise that he was a co-host of the live call-in radio show, "Money talk for the 90s."
As a proud University of Dayton alum, Randy is an avid UD basketball fan, so you may hear him cheering on the Flyers at most home games.
Randy is assisted by Linnie Whitaker, Senior Registered Client Service Associate
Recognized as an industry leader:
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures
Education
Credentials
Our advice is comprehensive. We help diverse clients in a broad range of areas, including:
Senior Vice President–Wealth Management
Financial Advisor
Tom knows he does his best work when he is being proactive so he is focused on staying current on the issues that could impact his clients.
He enjoys working on a multi-generational team and says it gives him the ability to leverage different skills and areas of expertise to create great opportunities for his clients.
Tom wants his clients to know he is always working in their best interests. However, many would be surprised to know of his hidden singing and acting talents! Tom lives in Washington Township and has three children that he adores.
Tom is assisted by Savannah Hulme, Client Service Associate
Recognized as an industry leader:
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures
Education
Our advice is comprehensive. We help diverse clients in a broad range of areas, including:
Senior Wealth Strategy Associate
With constantly changing markets and unlimited investment options, John knows some may be tempted to recommend the hot area of the day. But, as he says, “investing with purpose leads to much greater satisfaction.”
To John, “investing with purpose” means guiding clients as they build financial plans with specific goals in mind. He focuses on all stages of planning, from getting on track to and through retirement, and building legacies for families.
A Centerville, Ohio native, John is passionate about coaching youth sports, his kids (Brody, Gavin, Madison, and Trey) and wife, Heather.
John is assisted by Michelle Gudorf, Senior Registered Client Service Associate
Education
Credentials
Our advice is comprehensive. We help diverse clients in a broad range of areas, including:
Senior Wealth Strategy Associate
Mike has a passion for helping clients achieve financial success through, in his words, “brutal honesty and a very strong commitment to following through on all of the details to implement their plan.”
He enjoys helping clients that can really benefit from organizing their finances. Over the years as a Senior Wealth Strategy Associate, he has come to know that discussions over detailed planning, budgeting and targeted investment are his most valuable tools for helping his client meet their goals.
Mike played baseball and soccer in college and was the field goal kicker for a local semi-pro football team. He and Tracy have three beautiful children and live in Kettering.
Mike is assisted by Stephanie Kelly, Senior Registered Client Service Associate
Education
Credentials
Our advice is comprehensive. We help diverse clients in a broad range of areas, including:
Senior Wealth Strategy Associate
Colin believes this work is in his blood, as evidenced by the framed notepad hanging in his home office that his grandfather used to track stocks on during church services.
Over the last few years, Colin has come to know there is no such thing as a typical financial plan. He places emphasis on understanding client’s goals so he can identify any roadblocks to their success
Equally important to his work, Colin values his network of fellow advisors and professionals that help with issues beyond investing. He knows that if he does not have an answer, he certainly has powerful resources to tap.
While not building financial plans for clients, Colin spends time with family and friends, reading, improving his health and fitness as well as finding opportunities to serve in the local community and his church.
Colin is assisted by Savannah Hulme, Client Service Associate
Education
Credentials
Our advice is comprehensive. We help diverse clients in a broad range of areas, including:
Authorized Officer
Team Administrator
Melissa works with one goal in mind – to simply help people feel financially secure. She finds it very rewarding to witness clients achieve the sense of freedom that comes with financial security.
A Team Administrator, Melissa has over 25 years of experience in building trusted relationships with clients and her team mates. She values honesty and treating clients like family. Melissa specializes in client support for Blair Cornell.
Melissa and Jason are parents to a tall, handsome son, Noah, and enjoy doing volunteer work together.
Client Associate Senior
Michelle specializes in client support for John Reagan. A graduate of Wright State University, Michelle has 25 years of industry experience having worked at two other financial firms in the area. She is a senior registered client service associate holding her Series 7, 63 and 66 and insurance licenses. Michelle, her husband Mitch and their son Zackary reside in Tipp City.
Education
Client Associate Senior
Stephanie believes people do business with the people they like and trust. Her 26 years of client service experience and industry knowledge help her lessen client stress and create amazing relationships. Always looking to stay on top of industry education, she is the team associate coach for the branch. Stephanie specializes in client support for Rick Archibald.
Born and raised in a small West Virginia town at the foothills of the Appalachian Mountains, Stephanie could see the mighty Ohio River from every window in the back of her childhood home, but remembers being forbidden from ever swimming in it.
Today, Steph and her husband Kim reside in Centerville. Together they have 5 children and 2 grandchildren. Her two youngest daughters attend the University of Dayton. She is a passionate supporter of Making Strides for Breast Cancer.
Client Associate Senior
Amanda feels most rewarded when she sees a family’s financial planning has given them real peace of mind. To her, that is priceless.
For over 17 years she has focused on asking good questions and following up as goals change. She enjoys a challenge and thrives on working with clients that are excited to see what planning can do for their future.
Amanda loves a good read and searching for the next great podcast to listen to. She and Josh live in Tipp City with their children Anderson and Adeline and the other love of her life, Charlie, a French Bull Dog.
She specializes in client support for Tiffany Kellner.
Education
Client Associate Senior
Linnie has worked alongside Randy Byrd for over twenty years, ever since he convinced her that her years of customer service experience would serve her well in the financial services industry. She has always valued listening skills and caring for and building strong relationships with clients.
Her co-workers know she is a fan of “to-do” lists and likes to challenge herself to have very productive mornings. They also know she has never met a stranger and thrives on learning about others and their experiences.
Linnie is a native of New York state and grew up in Syracuse, New York. She lives in Miami Township with her husband, John.
Education
Client Associate
With a deep understanding of the great need for our work, Logan finds tremendous fulfillment in making a meaningful impact on people's lives. He believes that integrity, accountability, and trust are the essential values for his success. Logan is at his best when he can serve clients during challenging times, ensuring their needs are met with utmost dedication. He aspires to be known as a genuinely good person whom others can always rely on.
Joining The Radius Group in July 2023, Logan brings his fresh perspective as a graduate from the University of Cincinnati, where he earned a B.A. in Financial Planning. Throughout his studies, Logan gained valuable experiences through internships at Ameriprise Financial and Beacon Capital Management. Most recently, he served as a Team Associate at a UBS branch in Cincinnati, Ohio. In the near future, he hopes to successfully pass the CFP exam, further enhancing his qualifications.
Outside of his professional pursuits, Logan enjoys golfing, hiking, and hanging out with his Golden Retriever, Molson.
Education
Client Associate
Savannah knows she does her best work under pressure. She enjoys the challenge of working on a deadline and the feeling of accomplishment when the task is completed.
Savannah works alongside Tom Young and Colin Faulkner and will tell you her favorite aspect of her role is helping clients, of course. She strives to bring a hardworking, and trustworthy approach to each day.
A graduate of Wright State University with a degree in Finance, Savannah is working towards passing the SIE, Series 7, and Series 66 exams. She lives on her family’s farm in Piqua, OH and enjoys walking her dogs and time with her friends.
Education
Business Development Specialist
As the team's Business Development Specialist, Candace knows that no marketing job is too small to make a big difference in the success of the team. Her positive attitude and attention to detail have been an asset to the team since she joined in 2005.
She has held several positions at UBS, giving her a broad understanding of how to get things done. She feels she is doing her best work when she has identified opportunities for business growth and implemented key marketing strategies.
Candace will tell you she is prepared for just about anything, having raised four babies under three years old, with the help of husband, Drew.
Education
Credentials