Experience

Since joining UBS in 2002 after several years with another brokerage firm, Paul has expanded his practice to encompass a full array of client brokerage and advisory services including estate planning and discretionary portfolio management. In Paul's 14+ years as a Financial Advisor, he has focused on serving the complex needs of business owners and their families. A native of the Portland area, Paul received his B.S. with honors in accounting from the University of Southern Maine. Married with four children, he is a resident of Scarborough.

For the past several years, Danielle, as an Advisor, has taken the lead in delivering financial planning services to our clients. Through the planning process, she helps clients identify goals and implement strategies that lead to financial success. Having been with the firm for more than 15 years, her current role follows a successful period as a Sr. Registered Client Services Associate working with Paul. Danielle graduated from Providence College with a B.A. in Political Science. She lives in Brunswick with her husband and two children.

Jenn began her career at UBS in 2011 as an Operations Specialist in Portland, ME. She joined Stonecoast Financial Group in June 2015, bringing valuable experience from her prior role in operations. Jenn strives to provide the highest level of client service, using her enthusiasm, honesty and professional experience as a guide. 

Jenn grew up in Yarmouth, ME and was a graduate of Yarmouth High. She received her bachelor's degree in Psychology at St. Michael's College in Colchester, VT. Jenn enjoys skiing, playing soccer and spending time with her family and friends. Jenn currently lives in Pownal, ME with her husband Rick and son Bennett. 

Joining UBS in 2023, Brett has over 10 years of experience in the client service role with other brokerage firms. Brett holds both the Series 7 and Series 66 licenses and assists the team with client related service and administrative tasks. Originally from Maryland and a graduate of the University of Maryland, Brett now lives in North Yarmouth, ME with his wife and Pembroke Welsh Corgi.