Experience. Advice. Collaboration.

Planning for your family’s entire financial needs

Our comprehensive planning process begins with meaningful conversations about what matters most to you. By focusing on your priorities, we'll learn all we can about you, your family and your business. We will then work together to build a plan that helps put you—and keep you—on track pursuing your goals.

Pursuing your goals together

Our mission is to provide quality strategies customized to your needs. Our goal is to be your primary source of financial advice. To this end, we concentrate our efforts on developing long-term relationships through a commitment to quality client service.

Steven G. Trimble, CEPA

Senior Vice President–Wealth Management

Financial Advisor
View bio
- AK
- AL
- AR
- AZ
- CA
- CO
- CT
- DE
- FL
- GA
- ID
- IL
- IN
- KY
- LA
- MA
- MD
- ME
- MI
- MN
- MS
- MT
- NC
- NE
- NH
- NJ
- NY
- OH
- OK
- OR
- PA
- SC
- TN
- TX
- UT
- VA
- WA
- WI
For more than 30 years, Steve Trimble has been earning the trust of his clients with a holistic approach to financial planning and wealth management. As one of the lead advisors of Riverwatch Wealth Management, he serves business owners, successful professionals and their families with comprehensive financial planning and wealth management. His distinct perspective has helped investors - throughout major market shifts - overcome obstacles and realize their financial goals.

Steve is a graduate of the University of Cincinnati and has received specialized training in portfolio management, financial planning and estate planning from The Academy of Multidisciplinary Practice, Inc. and the Estate and Wealth Strategies Institute at Michigan State University. He is also a certified Exit Planning Advisor and assists in helping business owners effectively exit or sell their business.

Away from the office, Steve enjoys a very vibrant family life with his wife Paula, their ten children and five grandchildren. When not spending time with family and friends, Steve likes running, playing golf and coaching youth sports.
312 Walnut Street
Suite 3300
Cincinnati, OH 45202
Donald Harden, CIMA, CFP, ChFC, CLU

Senior Vice President–Wealth Management

Financial Advisor
View bio
- AK
- AL
- AZ
- CA
- CO
- CT
- FL
- GA
- ID
- IL
- IN
- KY
- LA
- MA
- MD
- MI
- MN
- MT
- NC
- NE
- NH
- NJ
- NY
- OH
- OK
- OR
- PA
- SC
- SD
- TN
- TX
- UT
- VA
- WA
- WI
Don began his financial services career in 1988, and he joined UBS Financial Services Inc. in April 2008. He is a Senior Vice President – Wealth Management. He is also an Institutional Consultant, UBS Institutional Consulting and a Retirement Plan Consultant, UBS Retirement Plan Consulting.

In addition to earning various industry designations, including Certified investment Management Analyst® (CIMA®), CLU®, ChFC®, and the CFP®. He earned the Master in Financial Services (MSFS) degree from The American College in Bryn Mawr, PA.

Outside of the office, Don is an avid runner and enjoys golf. He has been married to his wife, Mary Ann, for 33 years, and they have a daughter, Jessica and two granddaughters.
312 Walnut Street
Suite 3300
Cincinnati, OH 45202
James Leugers

Senior Vice President–Wealth Management

Financial Advisor
View bio
- AK
- AL
- AZ
- CA
- CO
- CT
- FL
- GA
- ID
- IL
- IN
- KY
- LA
- MA
- MD
- ME
- MI
- MN
- MT
- NC
- NE
- NH
- NJ
- NY
- OH
- OK
- OR
- PA
- SC
- TN
- TX
- UT
- VA
- WA
- WI
Assisting individuals and companies with their investing and planning needs has been Jim’s mission for over 33 years as a financial advisor. Experience through various market cycles has provided him the knowledge to manage clients portfolios to reach their goals and objectives. Our Financial Planning tool provides the framework to make well-informed decisions on what types of investments are appropriate for each client. Ongoing portfolio evaluation and review is essential to ensure clients reach their financial goals.

Jim is a proud graduate of Xavier University in Business Management and Finance. He and his wife, Kim live in Landen, Ohio and enjoy spending time with their children and three wonderful grandchildren.
312 Walnut Street
Suite 3300
Cincinnati, OH 45202
Anthony Watson

Senior Vice President–Wealth Management

Financial Advisor
View bio
- AK
- AL
- AZ
- CA
- CO
- CT
- FL
- GA
- ID
- IL
- IN
- KY
- LA
- MA
- MD
- MI
- MN
- MS
- MT
- NC
- NE
- NH
- NY
- OH
- OK
- OR
- PA
- SC
- TN
- TX
- UT
- VA
- WA
- WI
Tony began his career in the financial services industry over 36 years ago. He is a Senior Vice President – Wealth Management.

Tony is a proud graduate of the University of Cincinnati with a BA in Finance.

Tony and his fiancé, Sherri, enjoy traveling, cooking, golfing, college football, and various other activities. Tony has three grown children and one grandson.
312 Walnut Street
Suite 3300
Cincinnati, OH 45202
Diane Deck

Senior Vice President–Wealth Management

Financial Advisor
View bio
- AK
- AL
- AZ
- CA
- CO
- CT
- DE
- FL
- GA
- ID
- IL
- IN
- KY
- LA
- MA
- MD
- MI
- MN
- MS
- MT
- NC
- NE
- NH
- NY
- OH
- OK
- OR
- PA
- SC
- TN
- TX
- UT
- VA
- WA
- WI
Diane began her career in the financial services industry with Gradison, now UBS, in 1990. Her areas of expertise are Portfolio Strategy, Education and Retirement Planning.

After graduating from the University of Cincinnati, Diane continued her professional development by earning her Series 6, 7, 63, 65 and OH & IN Life, Accident & Health Insurance and Variable Annuity Licenses.

Diane, a Cincinnati native, is active in her community. She lives with her family in the Bright, IN area and enjoys gardening, cooking, reading and is a performing arts enthusiast.
312 Walnut Street
Suite 3300
Cincinnati, OH 45202
Kyle J. Rolfes, CFP®

Account Vice President

Financial Advisor
View bio
- AK
- AL
- AR
- AZ
- CA
- CO
- CT
- DE
- FL
- GA
- ID
- IL
- IN
- KY
- LA
- MA
- MD
- MI
- MN
- MO
- MS
- MT
- NC
- NE
- NH
- NJ
- NY
- OH
- OK
- OR
- PA
- SC
- TN
- TX
- UT
- VA
- WA
- WI
As the planning specialist for Riverwatch Wealth Management, Kyle is an integral part of the Live Planning Experience that is so important to our client's success. Prior to joining Riverwatch Wealth Management, Kyle spent two years running hundreds of live planning meetings for UBS's high net worth clients.

Kyle is a graduate of the University of Cincinnati with a bachelor's degree in Finance and Operations Management. He has also received in-depth financial planning training that resulted in an extensive knowledge of our planning software and the completion of his Certified Financial Planner designation.

Kyle enjoys a vibrant family life with his wife, Sarah. During his spare time, Kyle enjoys traveling, playing basketball, golf, and watching Cincinnati sporting events. Kyle looks forward to starting and raising a family of his own here in Cincinnati.
312 Walnut Street
Suite 3300
Cincinnati, OH 45202

Steven G. Trimble, CEPA

Senior Vice President–Wealth Management

Financial Advisor
View bio
- AK
- AL
- AR
- AZ
- CA
- CO
- CT
- DE
- FL
- GA
- ID
- IL
- IN
- KY
- LA
- MA
- MD
- ME
- MI
- MN
- MS
- MT
- NC
- NE
- NH
- NJ
- NY
- OH
- OK
- OR
- PA
- SC
- TN
- TX
- UT
- VA
- WA
- WI
For more than 30 years, Steve Trimble has been earning the trust of his clients with a holistic approach to financial planning and wealth management. As one of the lead advisors of Riverwatch Wealth Management, he serves business owners, successful professionals and their families with comprehensive financial planning and wealth management. His distinct perspective has helped investors - throughout major market shifts - overcome obstacles and realize their financial goals.

Steve is a graduate of the University of Cincinnati and has received specialized training in portfolio management, financial planning and estate planning from The Academy of Multidisciplinary Practice, Inc. and the Estate and Wealth Strategies Institute at Michigan State University. He is also a certified Exit Planning Advisor and assists in helping business owners effectively exit or sell their business.

Away from the office, Steve enjoys a very vibrant family life with his wife Paula, their ten children and five grandchildren. When not spending time with family and friends, Steve likes running, playing golf and coaching youth sports.
312 Walnut Street
Suite 3300
Cincinnati, OH 45202
Donald Harden, CIMA, CFP, ChFC, CLU

Senior Vice President–Wealth Management

Financial Advisor
View bio
- AK
- AL
- AZ
- CA
- CO
- CT
- FL
- GA
- ID
- IL
- IN
- KY
- LA
- MA
- MD
- MI
- MN
- MT
- NC
- NE
- NH
- NJ
- NY
- OH
- OK
- OR
- PA
- SC
- SD
- TN
- TX
- UT
- VA
- WA
- WI
Don began his financial services career in 1988, and he joined UBS Financial Services Inc. in April 2008. He is a Senior Vice President – Wealth Management. He is also an Institutional Consultant, UBS Institutional Consulting and a Retirement Plan Consultant, UBS Retirement Plan Consulting.

In addition to earning various industry designations, including Certified investment Management Analyst® (CIMA®), CLU®, ChFC®, and the CFP®. He earned the Master in Financial Services (MSFS) degree from The American College in Bryn Mawr, PA.

Outside of the office, Don is an avid runner and enjoys golf. He has been married to his wife, Mary Ann, for 33 years, and they have a daughter, Jessica and two granddaughters.
312 Walnut Street
Suite 3300
Cincinnati, OH 45202
James Leugers

Senior Vice President–Wealth Management

Financial Advisor
View bio
- AK
- AL
- AZ
- CA
- CO
- CT
- FL
- GA
- ID
- IL
- IN
- KY
- LA
- MA
- MD
- ME
- MI
- MN
- MT
- NC
- NE
- NH
- NJ
- NY
- OH
- OK
- OR
- PA
- SC
- TN
- TX
- UT
- VA
- WA
- WI
Assisting individuals and companies with their investing and planning needs has been Jim’s mission for over 33 years as a financial advisor. Experience through various market cycles has provided him the knowledge to manage clients portfolios to reach their goals and objectives. Our Financial Planning tool provides the framework to make well-informed decisions on what types of investments are appropriate for each client. Ongoing portfolio evaluation and review is essential to ensure clients reach their financial goals.

Jim is a proud graduate of Xavier University in Business Management and Finance. He and his wife, Kim live in Landen, Ohio and enjoy spending time with their children and three wonderful grandchildren.
312 Walnut Street
Suite 3300
Cincinnati, OH 45202
Anthony Watson

Senior Vice President–Wealth Management

Financial Advisor
View bio
- AK
- AL
- AZ
- CA
- CO
- CT
- FL
- GA
- ID
- IL
- IN
- KY
- LA
- MA
- MD
- MI
- MN
- MS
- MT
- NC
- NE
- NH
- NY
- OH
- OK
- OR
- PA
- SC
- TN
- TX
- UT
- VA
- WA
- WI
Tony began his career in the financial services industry over 36 years ago. He is a Senior Vice President – Wealth Management.

Tony is a proud graduate of the University of Cincinnati with a BA in Finance.

Tony and his fiancé, Sherri, enjoy traveling, cooking, golfing, college football, and various other activities. Tony has three grown children and one grandson.
312 Walnut Street
Suite 3300
Cincinnati, OH 45202
Diane Deck

Senior Vice President–Wealth Management

Financial Advisor
View bio
- AK
- AL
- AZ
- CA
- CO
- CT
- DE
- FL
- GA
- ID
- IL
- IN
- KY
- LA
- MA
- MD
- MI
- MN
- MS
- MT
- NC
- NE
- NH
- NY
- OH
- OK
- OR
- PA
- SC
- TN
- TX
- UT
- VA
- WA
- WI
Diane began her career in the financial services industry with Gradison, now UBS, in 1990. Her areas of expertise are Portfolio Strategy, Education and Retirement Planning.

After graduating from the University of Cincinnati, Diane continued her professional development by earning her Series 6, 7, 63, 65 and OH & IN Life, Accident & Health Insurance and Variable Annuity Licenses.

Diane, a Cincinnati native, is active in her community. She lives with her family in the Bright, IN area and enjoys gardening, cooking, reading and is a performing arts enthusiast.
312 Walnut Street
Suite 3300
Cincinnati, OH 45202
Kyle J. Rolfes, CFP®

Account Vice President

Financial Advisor
View bio
- AK
- AL
- AR
- AZ
- CA
- CO
- CT
- DE
- FL
- GA
- ID
- IL
- IN
- KY
- LA
- MA
- MD
- MI
- MN
- MO
- MS
- MT
- NC
- NE
- NH
- NJ
- NY
- OH
- OK
- OR
- PA
- SC
- TN
- TX
- UT
- VA
- WA
- WI
As the planning specialist for Riverwatch Wealth Management, Kyle is an integral part of the Live Planning Experience that is so important to our client's success. Prior to joining Riverwatch Wealth Management, Kyle spent two years running hundreds of live planning meetings for UBS's high net worth clients.

Kyle is a graduate of the University of Cincinnati with a bachelor's degree in Finance and Operations Management. He has also received in-depth financial planning training that resulted in an extensive knowledge of our planning software and the completion of his Certified Financial Planner designation.

Kyle enjoys a vibrant family life with his wife, Sarah. During his spare time, Kyle enjoys traveling, playing basketball, golf, and watching Cincinnati sporting events. Kyle looks forward to starting and raising a family of his own here in Cincinnati.
312 Walnut Street
Suite 3300
Cincinnati, OH 45202

Defining your priorities. Pursuing what matters.

Our experience and structured planning process drives a comprehensive financial plan and customized investment strategies. Depending on where you are in your life and the priorities that matter most, our planning conversations may focus on liquidity management, your cash flow needs, asset replacement solutions such as insurance, estate planning strategies, or tax and legal structures such as trusts and philanthropic vehicles.

US banking sector update: Where we are now?

Elena Guglielmin, CIO Credit Analyst for European Financials, David Lefkowitz, Head of Equities Americas, Bradley Ball, US Financials Sector Strategist, and Leslie Falconio, Head of Taxable Fixed Income Strategy Americas, sat down to discuss the latest developments in the wake of the collapse of Silicon Valley Bank and Signature Bank, the broader market and economic impact, and investment implications moving forward.

Advice for business owners and entrepreneurs

Professionals

How can you be more certain in an uncertain market?

Let's put your plan in place, for today, tomorrow and for generations to come

You don't have to let market volatility get in the way of your long-term goals. Through the plan we create together, we can help you pursue what matters most.

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Experience. Advice. Collaboration.

Pursuing your goals together

Steven G. Trimble, CEPA

Donald Harden, CIMA, CFP, ChFC, CLU

James Leugers

Anthony Watson

Diane Deck

Kyle J. Rolfes, CFP®