Experience

Fully invested in his clients and their success

As the leader of Skelton Wealth Management, Tim works with executives, entrepreneurs and successful individuals and their families to uncover opportunities to help create meaningful growth and wealth. He goes beyond finances to form close personal relationships with his clients as he helps them pursue their cherished life goals. Tim’s goal is excellence in all aspects of his work.

Tim and his team are part of UBS, one of the world’s largest wealth managers. They leverage the firm’s global footprint, intellectual capital and expansive range of independent investment solutions on behalf of their clients. While Tim has the knowledge and skill to offer vast resources and design comprehensive solutions, he is known for making complex financial issues easy to understand. Tim prides himself on being straightforward and accessible to his clients.

Investing has been a passion of Tim’s since his teenage years. Prior to going into the investment world, he worked for Abbott Labs and Eli Lilly. He was a brokerage firm client first, so he knows what it’s like to be on the other side of the table. Tim began his investment career in 1998 and was an advisor at Merrill Lynch before joining UBS in 2008.

Credentials that build confidence

• B.S., Communications, DePauw University
• Series 7, 65 and 31 securities licenses, insurance licenses

Making a difference

Tim supports Peyton Manning Children’s Hospital, First Tee of Indiana and the Evans Scholar Programs.

Outside the office

Tim is an avid golfer who enjoys spending time with his family, taking lake trips to Culver, IN and hosting dinner parties with friends. Tim and his wife, Patsy, live in Carmel, IN. They are the proud parents of two sons.

Kristin holds dual roles as Branch Manager for UBS’s Indianapolis office and producing Financial Advisor with Skelton Wealth Management. Her perspective at the branch level enables her to connect clients with the full breadth of resources, capabilities and thought leadership offered by UBS. Her experience as a partner at Skelton allows her to help successful families and individuals address their complex wealth management needs.

 Kristin is a problem solver who prides herself on staying calm during the storm. Prioritizing financial goals and making strategic decisions can be overwhelming for many people. But with Kristin by their side, clients feel more confident about planning for their future. Her goals are to simplify complex topics, focus on the clients’ needs, and bring greater intention to their financial situation.

 One of Kristin’s greatest strengths is the ability to provide viewpoints from multiple perspectives. She worked at Morgan Stanley as the Private Banker for Indiana, which gave her a deep understanding of both sides of people’s personal balance sheets. She and her family own a small business, which has made her keenly aware of the multi-faceted needs of business owners, executives and their families. At Skelton Wealth Management, she has worked with high net worth and ultra high net worth clients, and knows how to help them grow and preserve wealth.

 Kristin volunteers at several local charities in the Indianapolis area. She lives with her husband Michael and sons AJ (age 6) and Lukas (age 4) in Fishers. Her boys are active in baseball and soccer, and love to go fishing. When not at work, Kristin enjoys any activity with her sons. She also has a love of classic cars, and tries to spend as much time as possible with her large extended family. 

Credentials that build confidence

·         B.S., Purdue University

·         Series 7, 66, 31, 9 and 10 securities licenses, 

It’s the important things—our families, our values,
the impact we have on others—that connect us.
And although making sense of it all can be hard,
asking the right questions can make things clearer.
So when I talk to you about wealth management,
I want to learn about those life questions that are
on your mind. “Should I start my own business?
Is it better to leave my kids everything? Or
nothing? How do I set up a charitable fund? Will
my family be ok when I’m gone?”Together, I know we can find the
answers.
Whatever your concerns, I can help you create a comprehensive
financial plan to address your important priorities. Over the last 15
years, I have put my experience to work for each of my clients, helping
them find the best way forward to pursue the goals that truly matter.
Capabilities to impact your life and wealth
I deliver comprehensive wealth management and focus on these areas:
– Longevity planning, including retirement income and insurance
planning
– Wealth transfer strategies, including inheritance and business
succession planning
– Life transition planning for marriage, divorce or loss of a loved one
Experience to guide you forward
– Financial Advisor, Wealth Management, UBS, 2020 – present
– Senior Private Client Advisor, Charles Schwab, Inc., 2017-2019
– Portfolio Consultant, Charles Schwab, Inc, 2012-2019
My professional achievements and education
– CERTIFIED FINANCIAL PLANNER™
– Series 7, 63, 66 securities licenses
– Certified Wealth Strategist (CWS)
– B.A., Literature and French, University of South Carolina
Making a difference in my community
– Make a Wish Foundation Volunteer
– CFP™ Board WIN (Women's Initiative) Advocate
– Junior League Member
– NAFE (National Association of Female Executives) Member

Before joining UBS, Steve worked at Merrill Lynch, where he was named Rookie of the Year as a Financial Advisor and also previously served in the role of Sales Manager. His corporate experience includes positions at Baxter Healthcare and Walt Disney.

Steve earned his degree in history at Lake Forest College, where he served a three-year term on the board. Outside of the office, he gives back to the community as a board member at Meridian Hills Country Club. He stays physically active by playing platform tennis, tennis and most recently, golf. His other hobbies include playing guitar and piano. Steve enjoys spending time with his family, which includes three adult children and four grandchildren. 

Paul was born and raised on a dairy farm in northern Indiana. He entered the financial services industry in the mid-’70s and spent his first 30 years in management before finally transitioning to working with individual clients and small businesses.

Paul holds numerous professional designations, including the Certified Investment Management Analyst®, Certified Financial Planner™ and Chartered Life Underwriter® certifications.

Paul and his wife, Cheryl, have been married for 51 years. Together they enjoy attending their grandchildren’s sporting events and traveling in their motor home.

Emily began her career in the financial services industry in 1993 and joined UBS in 2008. She provides comprehensive financial services customized to her clients' individual needs, concentrating her efforts on developing long-term relationships through a commitment to quality client service. Emily believes in maintaining an ongoing dialogue with her clients, enabling her to make adjustments to their financial plans according to their unique needs and the ever-changing financial markets.

A native of Indianapolis, Emily splits her time between Indiana and Florida.

Scott has client servicing expertise and internal knowledge that will allow him to leverage the full capabilities of our firm to enhance your client experience.  Scott joined UBS in 2006 and brings with him over 20 years of financial services knowledge.  He graduated from Purdue University with a bachelor's degree in Financial Planning and the Keller School of Management with a master's degree in Accounting and Financial Management.  In his spare time, Scott enjoys travel and is a highly skilled organist. 

Kim has been serving clients at UBS for over 30 years.  Having held nearly every administrative support position in our office, her knowledge and experience in operations has made her a key member of the team in providing excellent service to clients.  Kim lives in Indianapolis with her husband Todd and they have 2 grown sons, Grant and Mitchell.  She enjoys baking, cake decorating and maintains a small catering business.