Lasting relationships

Understanding what matters most to you

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Where are you today and where do you want to be tomorrow? We recognize that a lasting relationship starts by listening and understanding your priorities and concerns. We'll work together to look at the big picture, discuss your vision for the future and help you confidently pursue your life goals.

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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.

  • John Spillane

    John Spillane

    Senior Vice President–Wealth Management

    Financial Advisor

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  • Kimm Sayre

    Kimm Sayre, CRPC

    Senior Vice President–Wealth Management

    Financial Advisor

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  • Ryan Spillane Profile Photo

    Ryan Spillane

    Financial Advisor

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  • Paul Hornstra Headshot

    Paul Hornstra

    Client Service Associate

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A focus on personalized access and service

Working with diverse clients with specific needs, our team sees it as our top responsibility to understand each aspect of your unique and often complicated financial life.

Education financing

Education financing

Your lifelong financial plan. UBS Wealth Way

Your lifelong financial plan. UBS Wealth Way

Multigenerational wealth planning

Multigenerational wealth planning

A way forward

Understanding your life, your wealth and what you want to accomplish.

We ask the questions and find the answers that can help you explore and pursue your financial goals in the short term, long term or whatever your terms may be.

Let's talk about how we can help you plan for the life you want

Our approach incorporates Liquidity. Longevity. Legacy. strategies to assist clients in exploring and pursuing their wealth management needs and goals over different time frames. This approach is not a promise or guarantee that wealth, or any financial results, can or will be achieved. All investments involve the risk of loss, including the risk of loss of the entire investment.

Backed by the strength of UBS

A global leader in wealth management

$3.1 trillion

In invested assets globally 
As of 03/31/2021

Global leader

UBS is the world's largest wealth manager
ADV Rating: as of 06/30/2020

#1

Global Equity Research 

Institutional Investor, 2021 Global Rankings

The proof is in our numbers

$416 million

Assets under management

As of 03/31/2021

3

Advisors on the team

50+

Collective years of experience