How will we work together?

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Scott has been a financial advisor at UBS in Richmond since 1998. A native of Albemarle County, VA, he graduated from Radford University in 1997 with a degree in Finance and earned the designation of Certified Financial Planner™ in 2003. He has completed the rigorous Portfolio Management Program (PMP) at UBS and was promoted to Senior Vice President in 2013. He has completed the Columbia Value Investor Course in 2018, the Series 7, 63, and 65 securities exams to be registered as a General Securities Representative and an Investment Advisor and is a licensed insurance agent. 

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

• Barron's Top 1,200 Financial Advisors, 2022, 2023, 2024, 2025
  The Barron's rating is awarded annually in March and is based on information from the prior year Q3. 
• Forbes Best-in-State Wealth Advisors, 2018, 2019, 2020, 2021, 2022, 2023, 2024, 2025The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.
• Forbes Best-in-State Wealth Management Teams, 2023, 2024, 2025The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.

• Radford University, Finance

• CERTIFIED FINANCIAL PLANNER®
• Certified Portfolio Manager®

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Dan has been a financial advisor since 1975. He was born in Fayetteville NC while his dad, a career Army officer, was stationed at Fort Bragg.  He and his wife, Linda, live in Midlothian. Their four children and eleven grandchildren live nearby.

• CERTIFIED FINANCIAL PLANNER®

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George joined UBS in June 2022 after expanding his career with Merrill Lynch for ten years.  During his tenure, he initially worked as a Client Associate where he developed operational and client service skills and ultimately transitioned into the role of Financial Advisor.  As a Financial Advisor, he committed to business expansion by focusing on relationship management.   He discerned and met client needs through developing financial plans and trust and estate solutions, and solidified connections with the next generation.

George has been awarded the CERTIFIED FINANCIAL PLANNER™ designation through the CFP Board.  He is a registered representative with the Financial Industry Regulatory Authority (Series 7), and an investment advisory representative (Series 66) with the Securities and Exchange Commission.  He graduated from East Carolina University with a B.S. degree in Business Administration with a concentration in Finance. 

George was born and raised in Chesapeake, Virginia.  He currently lives in Midlothian with his wife Madison. He is an active member at Saint Bridget’s Parish where he serves as an usher and is affiliated with the Knights of Columbus.  George is involved in the community and served as a council member for the Dementia Alliance of North Carolina and volunteered with Junior Achievement for three consecutive years. 

• CERTIFIED FINANCIAL PLANNER®

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Ashley graduated from Virginia Commonwealth University in 2010 and has over a decade of experience working in Wealth Management. She has earned the Chartered Retirement Planning Counselor designation, passed her Series 7 and Series 66 exams, and serves as a Virginia Notary Public. She and her husband, Jason, have two children, Giuliana and Luca. She is using her experience to passionately serve our clients.

• Virginia Commonwealth University

• Chartered Retirement Planning Counselor

Scott's wife, April, has joined the team after having been a homemaker for the last twenty-four years. Their daughter attends the University of Denver, and their son attends Penn State University. April has a BS in Physics from the University of Georgia. She says that she loves answering your calls and looks forward to speaking with you. 

Scott and April’s son Beck is a rising Junior at Penn State University. Beck graduated from Collegiate School in 2023 after thirteen years. Throughout the same time, he was involved in the community as an Eagle Scout. He is eager to become more involved with serving our clients.