Experience. Advice. Collaboration.

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Financial Experience
Well known in the industry and highly respected by clients, Jim began his financial services career in 1991 and joined UBS in 2017. He is a Senior Vice President , who in addition to providing traditional advice and guidance, can help clients pursue their investment objectives by recommending individual, or any combination of, UBS or approved third- party investment managers’ strategies, funds or portfolios. For over 25 years, he has helped families build financial legacies through customized investment strategies which match their risk tolerance.

Educational Background
A Texas native, Jim graduated from Sam Houston State University with a B.B.A. degree in Economics in 1989. In addition, he has completed the multiyear Security Industry Institute program at the Wharton School, University of Pennsylvania.

Family Life
Jim lives in Zionsville with his wife of 25 years, Adalyn. They are experiencing “empty nesting” for the first time this year as their four children are attending college or beginning their careers across the United States.

Outside Involvement
Jim serves several non-profit organizations in a consulting role. He draws on his experience as a former President of the Boone County 4-H Council, former President of the Boone County 4-H Fair, and former Board Member of the Zionsville Education Foundation, Boone County 4-H Council, and Indiana Sports Corporation Presidents’ Advisory Council.

Hobbies
He strives to break a sweat at least once a day; Enjoys discovering new restaurants; and cherishes traveling and spending time with his family.

• Forbes Best-in-State Wealth Advisors, 2020, 2021, 2022, 2023, 2024The 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.
• UBS Wealth Management President’s Council, 2024UBS Financial Services Inc. Councils are a distinction held by UBS Financial Advisors based on criteria including evaluation of compliance with firm rules, standards & policies and revenue. Council membership is not representative of any one client's experience and is not indicative of the advisor’s future performance.

• Sam Houston State University, B.B.A. degree in Economics: 1989

• AL
• AZ
• CA
• CO
• DC
• DE
• FL
• GA
• HI
• ID
• IL
• IN
• KS
• KY
• LA
• MA
• MD
• MI
• MN
• MO
• MT
• NC
• NM
• NY
• OH
• OK
• OR
• PA
• RI
• SC
• SD
• TN
• TX
• UT
• VA
• WA
• WI
• WV
• WY

Financial Experience
As a *CFP® professional, Kevin has enjoyed advising, educating, and being a financial confidant to his clients for the last 20 years. He works hard to create and execute detailed wealth management strategies for his clients.

Certifications
*CERTIFIED FINANCIAL PLANNER™

Educational Background
A Pittsburgh native, Kevin earned his Bachelor of Arts degree from Allegheny College. However, 20 years of experience has taught him more than anything learned in the classroom.

Family Life
The son of a bus driver from a blue collar town, Kevin is smart, honest, and hard-working. He has three amazing children and a wife cut from the same cloth... "My own little breakfast club." Erin is Kevin's kind-hearted better half. Luke is his "Big Bang Theory meets Rudy," a great teammate whose thirst for knowledge is unquenchable. Jake has "it." If you spend time with him, you will know what "it" is, for he is a loyal friend who always works hard behind the scenes. Last but not least, the life of the party, MJ is a fierce competitor who makes fast friends with everyone.

Outside Involvement
Kevin loves coaching youth sports and actively volunteering in his community. 

Hobbies
In his spare time, Kevin is spending time with his family.

Words to Live By
"Truth Sells...I believe everyone should have a financial advisor who tells them the truth!"
"Be a life-long learner…I owe it to my clients to stay on the cutting edge of the industry."

• Allegheny College, Bachelor of Arts degree

• CERTIFIED FINANCIAL PLANNER®

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• CA
• CO
• DC
• FL
• GA
• HI
• ID
• IL
• IN
• KS
• KY
• LA
• MA
• MD
• MI
• MO
• MT
• NC
• NY
• OH
• OK
• OR
• PA
• SC
• SD
• TN
• TX
• VA
• WA
• WI

Financial Experience
With 17 years of experience in financial services, Brian untilizes his professional knowledge to customize investment, retirement, and education strategies aligned with clients' overall financial picture. He also relies on a background in banking to find lending and liquidity solutions to meet client needs.

Educational Background
Brian is a graduate of Hanover College with a degree in Business Administration.

Family Life
Brian married his college sweetheart Valerie, an elementary school teacher. They live in Zionsville, IN with their three daughters, Courtney, Reagan, and Adelle. They spend a majority of their time (and money) at Interactive Academy where all three girls are gymnasts. They also play soccer, cheer, and are budding musicians.

Outside Involvement
The birth of a special needs child to a lifelong friend compelled Brian and Valerie to support the special needs community. They support the Down Syndrome Association of Greater Cincinnati, Down Syndrome Awareness of Indiana, and the Special Olympics. They are also active coaching youth sports.

Hobbies
On his off time, Brian loves traveling Northern Michigan and Key West, boating every chance he can get. As a Cincinnati native, he also loves watching his hometown sports teams.

Words to Live By
“The four most dangerous words in investing are: 'this time it's different.'" - Sir John Templeton

• Hanover College, Degree in Business Administration

• CA
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• IN
• KY
• MA
• OH
• SC
• TX

Financial Experience
Sarah began her financial career back in 1991 in Chicago with Paine Webber/UBS trading commodities and futures on the trading floor at the Chicago Board of Trade. After moving to Indiana in 2011, she joined  the Schillaci Group. Her wide variety of experience provides her a unique insight into clients' financial needs.

Educational Background
Sarah graduated from Purdue University in 1991, then started as an intern in US Treasury Futures at the Chicago Board of Trade.

Family Life
Sarah and her husband Don live in Fishers and have three almost grown children.

Hobbies
Sarah and Don spend their free time traveling, playing golf, and hosting gatherings for their friends and family.

• Purdue University: 1991

Elizabeth brings a personal devotion to meeting clients' needs with responsible and responsive attention that has become a hallmark of service among the firm's advisory groups. Handling client inquiries, transactions and account administration, Elizabeth feels especially fulfilled in serving multiple generations of clients. A lifelong resident of Noblesville, Elizabeth shares her passion for animals with her daughter, and together they own five dogs they have rescued. To "relax," Elizabeth runs and cycles on local trails virtually every day.