An experienced and committed team

Jeff has deep roots in the financial industry; his grandfather and great-grandfather were Financial Advisors, and their work ethic and dedication to their profession inspired Jeff to follow their career path. Jeff brings a lifetime of experience to his wealth management practice, and for more than 25 years, Jeff has served exceptional families, organizations, and business owners.

Beginning with discovery and active listening, Jeff is committed to understanding the intricate details of each client's wealth as well as their short and long term goals. He builds a tailored plan to provide clarity and confidence for clients along their journey on the their path to financial freedom.

As a Financial Advisor, Jeff receives great satisfaction knowing he is making a significant impact on the quality of his clients' lives now and their future legacy.

Outside of UBS

Jeff and his wife Patty reside in Brandon, Florida, and together they have two children:

• A son Jason - a graduate of University of Virginia, who works for KPMG in Dallas
• A daughter Jessica - a fourth-year student at University of North Carolina, who is a member of the Rowing Team.

Jeff serves as a board member at University of South Florida Muma College of Business, Dean's Council.

A seasoned professional, David has over 20 years in the financial industry. He focuses on working with extraordinary families and successful individuals to create and implement strategies that serve as a cornerstone of his client's financial lives.

David process begins with a time investment to fully understand the intricate details of each client's unique financial story. He then develops a comprehensive financial plan and investment portfolio that reflects each client's future goals. David strives to build long- term, trusting relationships, and helps guide clients to along the way to simplify their financial lives. Strategically tracking progress, David helps ensure the plan remains aligned with their overall goals and objectives over time.

Outside of UBS

David and wife Rosa live in Valrico, Florida with their two children.  He is an avid runner, and enjoys basketball, tennis, golf, and plays the guitar.

Currently, David is a member of the Tampa Kiwanis Club, and formerly served on the Board of Directors for Big Brothers / Big Sisters of Tampa Bay.

Passionate about finance from a young age, Jeremy began pursuing a career as a Financial Advisor. He entered the profession as a financial planner gaining invaluable experience, and quickly saw the value of creating and implementing comprehensive financial plans.

Jeremy’s honest, straightforward approach is rooted in helping his clients understand their goals, and develop a targeted, strategic financial plan for a range of life stages. He knows your financial plan evolves and adapts with you and your family as your life and goals change.

Jeremy is focused on helping you navigate assets, estate planning strategies, retirement planning, and insurance needs. His approach is built on financial plans reflecting reflects an integrated view of multigenerational estate, tax and philanthropic goals as well as the legacy you hope to leave behind.

Outside of UBS

Jeremy and his wife reside in Brandon, Florida.  He enjoys spending time outdoors with his wife and two dogs.

A strong believer in serving his community, Jeremy is a Freemason and Shriner. He is deeply committed to the Shriner's Hospital for Children.