A plan tailored for you

For the goals you want to accomplish

Pencil and ruler on blueprints

Backed by the extensive resources of UBS, Strope Financial Group provides seamless integration across all aspects of your financial world. With the expertise to manage your entire financial life and the commitment to engaging each generation of your family, we offer an experienced perspective and the thoughtful guidance you need to meet your goals.

Our clients require an exclusive and highly credentialed team of professionals to help coordinate and manage all aspects of their financial lives. Our team is supported by specialists in virtually every discipline, including retirement income planning, asset allocation, risk management, lending, insurance and estate planning strategies.

We’re big-picture people. We integrate your investments into a comprehensive wealth management plan—and catch all the details along the way.

- Peter Strope, Managing Director

Your financial life. Simplified.

At the Strope Financial Group at UBS, we work with highly successful individuals and their families to help them build a secure financial future.

  • Peter Strope Profile Photo

    Peter Strope, CAP, CFP

    Managing Director–Wealth Management

    Financial Advisor

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    • AZ
    • CA
    • CO
    • CT
    • DC
    • DE
    • FL
    • GA
    • HI
    • IA
    • IL
    • IN
    • LA
    • MA
    • MD
    • MI
    • MN
    • MO
    • MT
    • NC
    • ND
    • NH
    • NJ
    • NM
    • NV
    • NY
    • OH
    • OK
    • OR
    • PA
    • RI
    • SC
    • TN
    • TX
    • VA
    • VT
    • WA
    • WI
    • WV
    • WY

    With over 20 years of experience in the financial services industry, Peter has developed a comprehensive approach for offering his clients customized wealth management advice delivered with personalized service. Given his background in nursing, Peter prefers to adopt a scientific approach to providing financial advice and implementing solutions. He first explores each client’s needs and goals in order to diagnose the situation and, ultimately, recommend the best strategy to address it effectively. Whether he is assisting his clients with finding an accountant, funding a college education or obtaining a mortgage, Peter and the team take a comprehensive approach to helping clients coordinate all elements of their financial lives. At every step in this process, Peter never loses sight of his most important goals: to make a difference in the lives of his clients and to foster long standing client relationships based on trust and performance.

    To promote his field within the community, Peter teaches a financial planning course at the University of Pittsburgh Law School and a similar course in the Carnegie Mellon University Osher program. Additionally, Peter is a member of Pittsburgh’s Estate Planning Council and the International Association of Advisors in Philanthropy.

    Accomplishments

    • CERTIFIED FINANCIAL PLANNERTM certificant
    • Chartered Advisor in Philanthropy (CAP®)

    Education

    • Franciscan University, B.S. degree, nursing
    • Duquesne University, Executive Certificate in Financial Planning

    Community

    • International Association of Advisors in Philanthropy
    • Adjunct professor of Law, University of Pittsburgh School of Law
    • Study Leader for Osher at Carnegie Mellon University
    • Member of Pittsburgh’s Estate Planning Council
    • Ruffed Grouse Society committee member
    • American Corporate Partners (ACP) Mentor

    Licenses

    • Series 7, Series 31, Series 63, Series 65, Life and Health Insurance
    • CA Insurance License #0F36070
    • Barron's Top 1,000 Financial Advisors, 2009, 2010, 2011, 2012, 2013The Barron's rating is awarded annually in March and is based on information from the prior year Q3. 
    • Barron's Top 1,200 Financial Advisors, 2014, 2015, 2016, 2017, 2018, 2019, 2020, 2021, 2022
      The Barron's rating is awarded annually in March and is based on information from the prior year Q3. 
    • Forbes America's Top Wealth Advisors, 2018The 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.
    • Forbes Best-in-State Wealth Advisors, 2018, 2019, 2020, 2021, 2022The 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.
    • On Wall Street – Top 40 Advisors Under 40, 2013, 2014, 2015The Financial Planning rating is awarded annually in January or February and is based on information from October to December of the award year.

    • Franciscan University, B.S. Nursing
    • Duquesne University, Executive Certificate in Financial Planning
    • CERTIFIED FINANCIAL PLANNER™
    • Chartered Advisor in Philanthropy®
    4000 Town Center
    Canonsburg, PA 15317
  • Andrew Hanson Profile Photo

    Andrew Hanson

    Senior Vice President–Wealth Management

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    • AZ
    • CA
    • CO
    • CT
    • DC
    • DE
    • FL
    • GA
    • HI
    • IA
    • IL
    • IN
    • LA
    • MA
    • MD
    • MI
    • MN
    • MO
    • MT
    • NC
    • ND
    • NH
    • NJ
    • NM
    • NV
    • NY
    • OH
    • OK
    • OR
    • PA
    • RI
    • SC
    • TN
    • TX
    • VA
    • VT
    • WA
    • WI
    • WV
    • WY

    With more than 10 years of financial services experience, Drew has worked with a wide range of clients across a spectrum of unique needs. Whether offering guidance on estate planning, wealth transfer or portfolio management, Drew remains focused on making life better for his clients. His mission is to determine how best to achieve each client’s objectives, and he takes great satisfaction from seeing his clients achieve their most valued goals.

    Drew’s dedication to wealth management doesn’t stop in the office.  He also serves as an adjunct professor and teaches a financial planning course at the University of Pittsburgh. Outside of the office and classroom, Drew volunteers actively in the Pittsburgh community, from Toys for Tots and the Greater Pittsburgh Food Bank to youth groups at his church. In addition, he brings leadership experience to the team from his service as a program director and member of the board of AMI, a psychiatric healthcare facility in Washington and Greene County, Pennsylvania. He and the team also raise money to support students at the Colliers Primary School.

    For Drew, nothing is more important than family. He and his wife, Heather, have four children: Meredith, Autumn, Andrew and Lillian. Outside the office, he enjoys hiking, volleyball, landscaping and cooking.

    Accomplishments

    • Adjunct professor, University of Pittsburgh

    Education

    • Robert Morris University, B. S. degree, computer science, cum laude
    • Duquesne University, Executive Certificate in Financial Planning

    Licenses

    • Series 7, Series 31, Series 66, Life and Health Insurance, and Annuities licenses
    • CA Insurance License #0G36781
    • Forbes Best-in-State Wealth Advisors, 2019, 2020, 2021, 2022The 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.

    • Robert Morris University, B.S. Computer Science, cum laude
    • Duquesne University, Executive Certificate in Financial Planning
      4000 Town Center
      Canonsburg, PA 15317
    • Stephen Bulazo Profile Photo

      Stephen Bulazo Jr.

      Senior Wealth Strategy Associate

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      • CA
      • CT
      • FL
      • IA
      • IL
      • IN
      • NH
      • NJ
      • OH
      • PA
      • VA
      • WV
      • WY

      For more than 30 years, Stephen has been providing financial advice at UBS and its predecessor firm PaineWebber, exemplifying a long-standing commitment to effective, loyal and caring service to his clients and their families. In his current role, Stephen focuses on wealth planning and investment strategies, including wealth generation, education planning, retirement income planning, long-term care and estate planning.

      After working on a UBS financial team with his father for a number of years, Stephen provided a seamless transition of service upon his father’s retirement, delivering an exceptional continuation of service spanning more than 60 years.

      For some of his clients’ families, Stephen has had the pleasure of helping up to five generations achieve their financial goals—a testament to the legacy of his financial planning advice and the trust of his clients.

      Stephen is actively involved in family life with his wife, two daughters and two dogs. Additionally, he is a dedicated member of the St. Louise de Marillac Parish and the Washington County Chamber of Commerce.  He enjoys fishing, exercise and yoga to help keep him centered and focused on his work, and he is a loyal Pittsburgh sports fan, with the exception of his allegiance to WVU football.

      Education

      • West Virginia University, B.S. in finance

      Licenses

      • Series 3, 7, 9, 10, 63 and 65, Life and Health Insurance, and Annuities Licenses

        • West Virginia University, B.S. Finance
          4000 Town Center
          Canonsburg, PA 15317
        • Adam Fulton Profile Photo

          Adam Fulton, CFP, CIMA

          Senior Wealth Strategy Associate

          CERTIFIED FINANCIAL PLANNER™

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          • AK
          • AZ
          • CA
          • CO
          • CT
          • DC
          • DE
          • FL
          • GA
          • HI
          • IA
          • IL
          • IN
          • LA
          • MA
          • MD
          • MI
          • MN
          • MT
          • NC
          • NH
          • NJ
          • NM
          • NV
          • NY
          • OH
          • OK
          • OR
          • PA
          • RI
          • SC
          • TN
          • TX
          • VA
          • WA
          • WI
          • WV
          • WY

          Adam joined the Strope Financial Group in 2012, where he assists in analytics and the development of custom investment strategies by conducting market and security due diligence, meeting with representatives of asset management firms, following market updates, and keeping current on UBS and external market research. He works closely with clients by processing trades, answering inquiries and supporting portfolio reviews.

          To further his industry knowledge, Adam has earned the CERTIFIED FINANCIAL PLANNER™ designation. In addition, he received the Certified Investment Management Analyst® (CIMA®) designation by completing the education requirement through the Investment Management Theory and Practice program offered by the MIT Sloan School of Management and passing the exams.

          In his spare time, Adam enjoys supporting University of Pittsburgh sports, golfing, skiing and riding ATVs.

          Accomplishments

          • Earned the designations of CERTIFIED FINANCIAL PLANNER™and Certified Investment Management Analyst® (CIMA®)

          Education

          • University of Pittsburgh, B.S.B.A. in finance, minor in economics

          Licenses

          • Series 7, 31 and 66, Life and Health Insurance, and Annuities licenses

            • University of Pittsburgh, B.S.B.A. Finance, Minor in Economics
            • CERTIFIED FINANCIAL PLANNER™
            • Certified Investment Management Analyst®
            4000 Town Center
            Canonsburg, PA 15317
          • Lacey Thurner Profile Photo

            Lacey Thurner, CFP

            Senior Wealth Strategy Associate

            CERTIFIED FINANCIAL PLANNER™

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            • AZ
            • CA
            • CO
            • CT
            • DE
            • FL
            • IL
            • IN
            • MD
            • MI
            • NJ
            • NY
            • OH
            • PA
            • TN
            • TX
            • VA
            • WV

            With over 10 years of experience working with the Strope Financial Group, Lacey holds the role of Planning Specialist and works closely with clients to identify their needs and goals, analyze their cash flow and assets, and develop long-term financial plans.

            As part of her collaborative approach to working with clients, Lacey uses UBS’s Financial Goal Analysis to help ensure she understands each client’s unique situation and offers customized advice tailored to their needs. To further enhance her ability to assist clients with their financial planning needs, Lacey completed the Duquesne University Executive Certificate in Financial Planning program and has earned the CERTIFIED FINANCIAL PLANNER™ designation as well as her Chartered Advisor in Philanthropy (CAP®) designation.

            In addition to these roles, Lacey provides support and education to 401(k) plan sponsors and participants and handles the team’s event planning and marketing functions.

            Outside of work, Lacey is a member of United Way's Women's Leadership Council and Bridges Society. She enjoys spending free time with her husband and dog, long distance running, and she sings in a local band

            Accomplishments

            • CERTIFIED FINANCIAL PLANNERTM certificant
            • Chartered Advisor in Philanthropy (CAP®)

            Education

            • University of Pittsburgh, B.S.B.A. in finance and marketing, summa cum laude
            • Duquesne University, Executive Certificate in Financial Planning

            Licenses

            • Series 7 and 66, Life and Health Insurance, and Annuities licenses

             

             

              • University of Pittsburgh, B.S.B.A. Finance and Marketing, summa cum laude
              • Duquesne University, Executive Certificate in Financial Planning
              • CERTIFIED FINANCIAL PLANNER™
              • Chartered Advisor in Philanthropy®
              4000 Town Center
              Canonsburg, PA 15317
            • Gina Lanning Profile Photo

              Gina Lanning

              Client Associate

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                Gina has worked for UBS for 25 years and joined the team in 2009, currently serving as a Client Service Associate. In this role, Gina assists with day-to-day operational tasks. She values the relationships she makes with the team’s clients and takes pride in her ability to help them achieve their financial goals.

                Gina began her career in the financial services industry 34 years ago and has worked in many areas of the business, giving her a comprehensive understanding of all aspects of client service. Outside the office, Gina enjoys spending time with her husband and two children.

                 Licenses

                • Currently pursuing the Series 7 securities license

                      4000 Town Center
                      Canonsburg, PA 15317
                    Two executives

                    Financial planning

                    Family on beach

                    Multigenerational strategies

                    Two men laptop

                    Customized investing

                    Service

                    Exemplary service

                    Legacy—Wealth for others

                    For needs that go beyond your own—to help you improve the lives of others

                    What will your legacy be?
                    It’s never too early to plan ahead. A Legacy strategy can help you gain more control over your financial future and what you leave behind, so you can move forward with confidence.

                    Learn more at ubs.com/wealthway.

                    Backed by the strength of UBS

                    A global leader in wealth management

                    $2.8 trillion

                    In invested assets globally 
                    As of 06/30/2022

                    51 countries

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                    UBS is a world-leading wealth manager