Senior Vice President–Wealth Management
Financial Advisor
As the planning specialist for Riverwatch Wealth Management, Kyle is an integral part of the Live Planning Experience that is so important to our client's success. Prior to joining Riverwatch Wealth Management, Kyle spent two years running hundreds of live planning meetings for UBS's high net worth clients.
Kyle is a graduate of the University of Cincinnati with a bachelor's degree in Finance and Operations Management. He has also received in-depth financial planning training that resulted in an extensive knowledge of our planning software and the completion of his Certified Financial Planner designation.
Kyle enjoys a vibrant family life with his wife, Sarah. During his spare time, Kyle enjoys traveling, playing basketball, golf, and watching Cincinnati sporting events. Kyle looks forward to starting and raising a family of his own here in Cincinnati.
Credentials
Senior Vice President–Wealth Management
Financial Advisor
As the planning specialist for Riverwatch Wealth Management, Kyle is an integral part of the Live Planning Experience that is so important to our client's success. Prior to joining Riverwatch Wealth Management, Kyle spent two years running hundreds of live planning meetings for UBS's high net worth clients.
Kyle is a graduate of the University of Cincinnati with a bachelor's degree in Finance and Operations Management. He has also received in-depth financial planning training that resulted in an extensive knowledge of our planning software and the completion of his Certified Financial Planner designation.
Kyle enjoys a vibrant family life with his wife, Sarah. During his spare time, Kyle enjoys traveling, playing basketball, golf, and watching Cincinnati sporting events. Kyle looks forward to starting and raising a family of his own here in Cincinnati.
Credentials
Senior Client Associate
Professional commitment has always been Nancy’s goal. Her 35 years of service in the Investment Management Industry is evidenced by her knowledge and experience in managing the operations and administrative service issues, including trade execution and compliance requirements. She works closely with the team and clients, helping them feel confident in identifying and achieving goals through each stage of their life.
Outside of work, Nancy enjoys spending time with her three sons and grandchildren. She is an avid football fan and enjoys traveling, gardening and reading.
Senior Client Associate
Professional commitment has always been Nancy’s goal. Her 35 years of service in the Investment Management Industry is evidenced by her knowledge and experience in managing the operations and administrative service issues, including trade execution and compliance requirements. She works closely with the team and clients, helping them feel confident in identifying and achieving goals through each stage of their life.
Outside of work, Nancy enjoys spending time with her three sons and grandchildren. She is an avid football fan and enjoys traveling, gardening and reading.
Client Associate
Working side-by-side with Steve, Kyle and Nancy, Sherry focuses on relationship building, scheduling client meetings, client service and event planning. Simply, she provides that important "WOW" factor - going above and beyond and exceeding client expectations. Sherry has more than 32 years experience in customer service and 13 years in the financial services industry.
Sherry enjoys spending time with her husband, two sons and five grandchildren. During her spare time, Sherry loves to travel, watch her grandkids sporting events and root for Elder, Cincinnati Bearcats and the Bengals. Who Dey!!
Client Associate
Working side-by-side with Steve, Kyle and Nancy, Sherry focuses on relationship building, scheduling client meetings, client service and event planning. Simply, she provides that important "WOW" factor - going above and beyond and exceeding client expectations. Sherry has more than 32 years experience in customer service and 13 years in the financial services industry.
Sherry enjoys spending time with her husband, two sons and five grandchildren. During her spare time, Sherry loves to travel, watch her grandkids sporting events and root for Elder, Cincinnati Bearcats and the Bengals. Who Dey!!
Eligibility 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
Eligibility 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
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