$3.9 trillion
In invested assets globally
As of 12/31/2022
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Our team's personalized approach provides goals-oriented, multigenerational wealth management for affluent families and comprehensive consulting for nonprofits and privately held businesses.
Whether we are advising a foundation or a successful family, we work closely together with our clients to create a fully integrated, customized plan to help them achieve what matters most. Our disciplined approach, industry knowledge and deep experience has helped give our clients comfort in knowing their finances are aligned with what they seek to achieve.
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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.
Providing consulting services to clients since 2001, Samantha has assets under advisement of $1.8B (as of December 31, 2019). Her team's client base is comprised of High Net Worth Individuals and Families, Corporate Retirement Plans, Foundations & Endowments, and Not-for-Profit Organizations. She has served on UBS's Institutional Consulting Advisory Council since December 2020.
Samantha began her career in public accounting in 1992, later transitioning to corporate accounting, mergers and acquisitions for large publically traded institutions. She was active in the tax-free spinoff of Eveready Battery from Ralston Purina in 1999-2000 and performed analytical analysis and reporting on global subsidiaries of both companies, working in over 15 countries. In 2001, Samantha transitioned her career to the investment consulting industry where she leveraged her skills to build a highly successful practice. Her combination of experience and expertise has enabled her clients to successfully navigate the complexities surrounding preparing for retirement, selling a business, estate planning, and the ever-changing fiduciary landscape associated with running a business.
She is a graduate of Leadership Lakeland Class XXIX and is a member of the following organizations: Council on Foundations, Alliance of Merger & Acquisition Advisors, NAPA-National Association of Plan Advisors, Investments & Wealth Institute, Partnership for Philanthropic Planning of Tampa Bay, Lakeland Chamber of Commerce, LRMC Women in Philanthropy, United Way of Central Florida Community Investment Team. She has served on numerous community boards and is a frequent speaker on topics such a financial planning and board responsibilities.
CA Insurance License #0G64976
Since 1993, Jeff has been helping a diverse clientele of business owners, professionals, executives, and their families with all aspects of their financial lives. His background as a commercial lending officer and private banker, combined with his M.B.A., experience as a portfolio manager and his designations as both a Certified Financial PlannerTM (CFP®) professional and Certified Exit Planning Advisor (CEPA®), has given him a rare set of skills and insights that sets him apart from other advisors.
Jeff’s commitment to financial planning comes directly out of his own life experience. Shortly after Jeff finished college, his father suddenly passed away. Because his father had done little financial planning, Jeff was forced into action and quickly took the reins to settle his father’s business and set a plan for his widowed mother. The experience put him on his path as a financial advisor, not only because of his financial acumen but because of his compassionate understanding of the experiences and emotions that play a role in one’s feeling of security and independence.
Originally from Guthrie, OK, Jeff has called Gainesville, FL home since 1974 where he and his wife, Amy, are raising their two children, Kendall and Carson. Outside of work, Jeff enjoys traveling, hiking, scuba diving, and coaching youth athletics. Jeff's community involvement includes serving on several boards and committees including Haven Hospice, the Community Foundation of North Central Florida and Anthem Community Church. Jeff is a graduate of the Greater Gainesville Chamber of Commerce’s Leadership Gainesville program. He has been recognized by the Community Foundation of North Central Florida as an inaugural member of the Door Opener’s Society and received the 2020 Legacy Award for professional advisors. He was also named the 2020 "Best of the Best" financial advisor by the readers of the Gainesville Sun newspaper.
CA Insurance License #0K51808
As a Registered Client Service Associate, Matt is dedicated to building relationships with clients, handling client inquiries and guiding new clients through their comprehensive onboarding process. An outgoing person, Matt is focused on helping clients reach their goals and delivering an outstanding client service experience.
Matt graduated from the University of South Florida, having majored in Finance. He is FINRA Series 7 and 66 registered.
In his free time, Matt enjoys running and cycling with his local groups in Tampa and spending time with his family and friends.
Kristin serves as the key operations specialist for our team and is responsible for the day-to-day elements of our practice ensuring that our clients' requests are met in a timely and accurate fashion. She is a true advocate for our clients and assists in developing and maintaining relationships with both internal and external partners as well as our clients' other trusted advisors such as attorneys and tax professionals. Her goal is to deliver exceptional service and make sure that the clients' needs always come first.
Born and raised in Gainesville, FL, Kristin has strong ties to our community. She is a graduate of the University of Florida with a Bachelor of Arts degree in Linguistics specializing in communication disorders. It was while she was attending college that Kristin began her professional career working in the financial services industry as a part-time bank teller. Her talents and dedication were quickly recognized and she quickly rose through the ranks to a supervisory role responsible for an entire team of tellers. Shortly thereafter, Kristin was promoted to the role of a personal banker who worked directly with both individual and business clients. Kristin's attention to detail and focus on service was helpful as she assisted clients with their cash management and financing needs.
Outside of work, Kristin continues to help others whenever she can. She is passionate about helping improve the lives of others, particularly when it comes to students. Kristin has served as a mentor at High Springs Community School, participated in the Food4Kids Backpack Program of North Florida, and has volunteered with the Reading Program at Myra Terwilliger Elementary School. In her free time, Kristin loves to spend time with her husband and son. They enjoy the outdoors and you can often find them fishing or kayaking on the rivers and along the coastline of North Florida.
Providing consulting services to clients since 2001, Samantha has assets under advisement of $1.8B (as of December 31, 2019). Her team's client base is comprised of High Net Worth Individuals and Families, Corporate Retirement Plans, Foundations & Endowments, and Not-for-Profit Organizations. She has served on UBS's Institutional Consulting Advisory Council since December 2020.
Samantha began her career in public accounting in 1992, later transitioning to corporate accounting, mergers and acquisitions for large publically traded institutions. She was active in the tax-free spinoff of Eveready Battery from Ralston Purina in 1999-2000 and performed analytical analysis and reporting on global subsidiaries of both companies, working in over 15 countries. In 2001, Samantha transitioned her career to the investment consulting industry where she leveraged her skills to build a highly successful practice. Her combination of experience and expertise has enabled her clients to successfully navigate the complexities surrounding preparing for retirement, selling a business, estate planning, and the ever-changing fiduciary landscape associated with running a business.
She is a graduate of Leadership Lakeland Class XXIX and is a member of the following organizations: Council on Foundations, Alliance of Merger & Acquisition Advisors, NAPA-National Association of Plan Advisors, Investments & Wealth Institute, Partnership for Philanthropic Planning of Tampa Bay, Lakeland Chamber of Commerce, LRMC Women in Philanthropy, United Way of Central Florida Community Investment Team. She has served on numerous community boards and is a frequent speaker on topics such a financial planning and board responsibilities.
CA Insurance License #0G64976
Since 1993, Jeff has been helping a diverse clientele of business owners, professionals, executives, and their families with all aspects of their financial lives. His background as a commercial lending officer and private banker, combined with his M.B.A., experience as a portfolio manager and his designations as both a Certified Financial PlannerTM (CFP®) professional and Certified Exit Planning Advisor (CEPA®), has given him a rare set of skills and insights that sets him apart from other advisors.
Jeff’s commitment to financial planning comes directly out of his own life experience. Shortly after Jeff finished college, his father suddenly passed away. Because his father had done little financial planning, Jeff was forced into action and quickly took the reins to settle his father’s business and set a plan for his widowed mother. The experience put him on his path as a financial advisor, not only because of his financial acumen but because of his compassionate understanding of the experiences and emotions that play a role in one’s feeling of security and independence.
Originally from Guthrie, OK, Jeff has called Gainesville, FL home since 1974 where he and his wife, Amy, are raising their two children, Kendall and Carson. Outside of work, Jeff enjoys traveling, hiking, scuba diving, and coaching youth athletics. Jeff's community involvement includes serving on several boards and committees including Haven Hospice, the Community Foundation of North Central Florida and Anthem Community Church. Jeff is a graduate of the Greater Gainesville Chamber of Commerce’s Leadership Gainesville program. He has been recognized by the Community Foundation of North Central Florida as an inaugural member of the Door Opener’s Society and received the 2020 Legacy Award for professional advisors. He was also named the 2020 "Best of the Best" financial advisor by the readers of the Gainesville Sun newspaper.
CA Insurance License #0K51808
As a Registered Client Service Associate, Matt is dedicated to building relationships with clients, handling client inquiries and guiding new clients through their comprehensive onboarding process. An outgoing person, Matt is focused on helping clients reach their goals and delivering an outstanding client service experience.
Matt graduated from the University of South Florida, having majored in Finance. He is FINRA Series 7 and 66 registered.
In his free time, Matt enjoys running and cycling with his local groups in Tampa and spending time with his family and friends.
Kristin serves as the key operations specialist for our team and is responsible for the day-to-day elements of our practice ensuring that our clients' requests are met in a timely and accurate fashion. She is a true advocate for our clients and assists in developing and maintaining relationships with both internal and external partners as well as our clients' other trusted advisors such as attorneys and tax professionals. Her goal is to deliver exceptional service and make sure that the clients' needs always come first.
Born and raised in Gainesville, FL, Kristin has strong ties to our community. She is a graduate of the University of Florida with a Bachelor of Arts degree in Linguistics specializing in communication disorders. It was while she was attending college that Kristin began her professional career working in the financial services industry as a part-time bank teller. Her talents and dedication were quickly recognized and she quickly rose through the ranks to a supervisory role responsible for an entire team of tellers. Shortly thereafter, Kristin was promoted to the role of a personal banker who worked directly with both individual and business clients. Kristin's attention to detail and focus on service was helpful as she assisted clients with their cash management and financing needs.
Outside of work, Kristin continues to help others whenever she can. She is passionate about helping improve the lives of others, particularly when it comes to students. Kristin has served as a mentor at High Springs Community School, participated in the Food4Kids Backpack Program of North Florida, and has volunteered with the Reading Program at Myra Terwilliger Elementary School. In her free time, Kristin loves to spend time with her husband and son. They enjoy the outdoors and you can often find them fishing or kayaking on the rivers and along the coastline of North Florida.
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
Planning focused on your priorities at every stage of life
Managing your wealth goes beyond managing your money. Our planning process begins with a series of meaningful conversations. By actively listening, we’ll discover what’s important to you and work together to establish a comprehensive financial plan that prioritizes your goals.
Understanding the unique needs of nonprofit organizations
Endowments, foundations and not-for-profits come to us with a range of financial challenges. We are critical thinkers who go beyond financial guidance to work with institutions as problem solvers focused on each organization’s unique situation. We truly believe in the ability of the private sector to a make profound impact in our communities and are actively engaged in philanthropic work ourselves, serving on boards and championing causes near and dear to us.
Navigating complex challenges business owners face
Our experienced team keeps up with changing regulations, stays on top of requirements and designs retirement and incentive programs to attract and retain top talent. With complicated benefit packages—as well as potentially complex tax consequences—employees need specialized advice.
UBS Investor Watch
Keeping up with the latest insights can give you great ideas for making the most of your wealth. That's where UBS Investor Watch comes in, bringing you the views of investors around the world. Explore our reports and see how they might help you reach your goals.
Want fresh insights into what matters most to you?
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$3.9 trillion
In invested assets globally
As of 12/31/2022
51 countries
Our global footprint
Global leader
UBS is a world-leading wealth manager
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