The right path toward retirement

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• Passionate student of the markets and investment themes
   
• Experienced Portfolio Manager who custom-designs solutions for High-Net-Worth clients
   
• Strong believer in strategic planning (estate, gifting, retirement cash flow)
   
• Active alum of Georgetown University, President of GU Baseball Alumni Association
   
• Avid urban hiker (usually inside the DC Beltway)
   
• Coach and mentor for teens and young adults

• Forbes Best-in-State Wealth Management Teams, 2023, 2026The 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.
• PLANADVISER Top Retirement Plan Advisers, 2019, 2020The PLANADVISOR rating is awarded in Q1 based on information from Q1 of the award year.

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Patrick has over 18 years of experience in the wealth management industry and is a founding member of Siegel, Martin & Associates. Prior to joining UBS in 2022, Patrick spent his entire career with Merrill Lynch. He closely works with business owners, individuals, and 401(k) participants in helping them prepare for a sound retirement. In 2018, Patrick was named to Forbes Top Next-Gen Wealth Advisors list. 

Patrick attended Butler University and graduated with a B.S. in Finance where he was a member of the Men's Soccer Team and is active in their alumni group. Originally from St. Louis, MO Patrick resides in Washington, DC with his wife, son and daughter. For fun, Patrick enjoys live music, playing the guitar, traveling, and spending time with his family.

The Forbes rating is awarded annually between June and September and is based on information from March of the prior year to March of the award year. The rating 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.

• Forbes America’s Top Next-Gen (Generation) Wealth Advisors, 2018, 2019The Forbes rating is compiled by Shook Research and awarded annually in August based on information from a 12 month period ending in March of the award year.
• Forbes Best-in-State Wealth Advisors, 2026The 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, 2026The 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.
• PLANADVISER Top Retirement Plan Advisers, 2019, 2020, 2024, 2026The PLANADVISOR rating is awarded in Q1 based on information from Q1 of the award year.

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• CO
• DC
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• FL
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• IL
• IN
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• MD
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• NC
• NJ
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• NY
• OH
• PA
• SC
• TN
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• VA
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• WI
• WV
• WY

As a Financial Advisor on the team Michael assists individuals, families and businesses in portfolio management, wealth planning and 401k administration. Michael works closely with each client to address their priorities and concerns with a unique tailored approach. His disciplined process and commitment to each client on a personal level provide an enduring experience. Michael also holds the Certified Investment Management Analyst® ( C I M A ® ) designation sponsored by the Investments and Wealth InstituteTM (The Institute).

Michael graduated cum laude from Canisius College with a Bachelor's in Accounting and a Master's in Forensic Accounting where he was also a member of the Men's Golf Team. Outside of work Michael enjoys spending time with his wife, Stephanie, son, Michael and dog, Birdie.

• Forbes Best-in-State Wealth Management Teams, 2023, 2026The 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.

• Institutional Consultant, UBS Institutional Consulting Program

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Justin joined Siegel, Martin and Associates in 2019 as a Registered Client Associate. His goal is to provide a positive experience to every client and views each interaction as an opportunity to enhance the relationship.

Justin graduated from The Pennsylvania State University with a Bachelor’s of Science in Recreation, Parks and Tourism Management with a focus in Professional Golf Management. Justin is a Class A PGA professional who enjoys golfing, fishing and watching Nittany Lions football.

Barbara focuses on providing excellent client service and administrative support for all of the teams existing relationships. She helps ensure that client requests are handled in a smooth and efficient manner and assists with day to day client interaction. Prior to joining UBS in 2022, Barbara spent over 25 years with Merrill Lynch Wealth Management and has been with the team since its inception.

• DC

Travis joined Siegel, Martin & Associates in 2026 as a Client Associate and is currently a participant in UBS’s Advancing Advisor Development Program, where he is working toward becoming a Financial Advisor. Travis is assisting families and businesses in portfolio management, wealth planning, and 401k administration. 

Travis graduated from Georgetown University with a Bachelor of Arts in Economics and was a member of the Georgetown Varsity Baseball team. Outside of work, he enjoys spending time with family and friends and participating in a variety of outdoor activities.

Carson joined Siegel, Martin & Associates in 2026 as a Client Associate. Carson supports the team through investment research, financial planning assistance, and the operational details that keep the team running efficiently and delivering a consistently high level of service to its clients. Carson is dedicated to ensuring every client interaction reflects the same level of care and attention to detail that has defined the team's reputation.

Carson holds the Securities Industry Essentials (SIE), Series 63, and Series 66 licenses, along with Life, Health, and Fixed Annuities licenses, and is currently working toward his Series 7.

Carson graduated from The Pennsylvania State University with a Bachelor of Science in Organizational Leadership, where he was named a 2026 Outstanding Senior Awardee and Dean's List Honoree. He began his collegiate career at Franklin & Marshall College, a top-25 Division III soccer program, where he competed on the men's soccer team for two seasons before transferring to Penn State. At Penn State, Carson continued his athletic pursuits by training in Brazilian Jiu-Jitsu and mixed martial arts.

Outside of work, Carson is a BJJ blue belt, and enjoys golf, soccer, watching Penn State sports, and spending time with his friends and family.