Knowledge

Kyle Rolfes joined UBS in 2015.  He primarily focuses on financial planning and portfolio construction.  Through advanced planning opportunities and cash flow analysis he prides himself on helping clients navigate both the accumulation of assets prior to retirement and creating supplemental income streams in retirement. 

Kyle is a graduate of the University of Cincinnati with degrees in both Finance and Operations Management.  He received his Certified Financial Planner® designation in 2017. 

Away from the office, Kyle has a growing family with his wife Sarah and his son George.  He enjoys local Cincinnati sports and any physical activity especially golfing with his friends and family. 

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.

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!!