Senior Vice President–Wealth Management
Financial Advisor
Paul is CERTIFIED FINANCIAL PLANNER™ professional, a Chartered Retirement Plans Specialist® as well as an NFLPA Registered Player Financial Advisor. He provides a unique holistic and comprehensive planning-based perspective to clients to assist them with their complex portfolio management and legacy planning needs. Paul has over 15 years of experience and previously worked at Merrill Lynch. He earned his bachelors degree in finance from The University of Akron Honors College.
He is married to Nicole and they have a daughter and love spending time together as a family. They enjoy being outdoors, staying active and traveling to new places together. Paul is an avid sports fan and also an automotive enthusiast.
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
Senior Vice President–Wealth Management
Financial Advisor
Paul is CERTIFIED FINANCIAL PLANNER™ professional, a Chartered Retirement Plans Specialist® as well as an NFLPA Registered Player Financial Advisor. He provides a unique holistic and comprehensive planning-based perspective to clients to assist them with their complex portfolio management and legacy planning needs. Paul has over 15 years of experience and previously worked at Merrill Lynch. He earned his bachelors degree in finance from The University of Akron Honors College.
He is married to Nicole and they have a daughter and love spending time together as a family. They enjoy being outdoors, staying active and traveling to new places together. Paul is an avid sports fan and also an automotive enthusiast.
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
Authorized Officer
Financial Advisor
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.
Authorized Officer
Financial Advisor
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.
Associate Director
Senior Wealth Strategy Associate
Kyle is a Senior Wealth Strategy Associate who has been in the Financial Services industry for over a decade. He is fully registered holding his Series 7, Series 66, Series 9, and Series 10 securities licenses. Kyle has a wide range of experience including operations, supervision, trading, margin, and risk. Additionally, he held various management roles such as Operations Manager and, most recently, Supervisory Officer where he was responsible for supervisory duties and business risk management for multiple UBS branches including Austin, Texas.
Outside the office Kyle enjoys seeking adventure and engaging in hobbies such as motorsports, cooking, camping, and traveling as much as possible with his wife, Kallie.
Associate Director
Senior Wealth Strategy Associate
Kyle is a Senior Wealth Strategy Associate who has been in the Financial Services industry for over a decade. He is fully registered holding his Series 7, Series 66, Series 9, and Series 10 securities licenses. Kyle has a wide range of experience including operations, supervision, trading, margin, and risk. Additionally, he held various management roles such as Operations Manager and, most recently, Supervisory Officer where he was responsible for supervisory duties and business risk management for multiple UBS branches including Austin, Texas.
Outside the office Kyle enjoys seeking adventure and engaging in hobbies such as motorsports, cooking, camping, and traveling as much as possible with his wife, Kallie.
Client Associate
Client Associate
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.
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.
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