Let's move forward. Together.

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Phil works primarily with high net worth families, business owners and corporate executives. With over 3 decades of industry experience, Phil's mission is to help clients clearly identify their goals and to develop strategies to help make those goals become reality. His areas of focus include portfolio construction, risk management strategies and alternative investments.

Phil’s career as a financial advisor began in 1987 after graduating from Hanover College with a double major in economics and sociology.  His licenses include Series 7, 24, 63, and 65 as well as life, health, and annuity insurance licenses.

Phil and his wife of over 30 years, Christy, have a daughter and a son. He enjoys traveling, golf, skiing, reading and spending time with friends and family. Phil has formerly coached youth sports and served on the boards of Fellowship of Christian Athletes, 1^st Priority of Cincinnati and Cincinnati Hills Christian Academy Friend of Fine Arts.

• Forbes Best-in-State Wealth Advisors, 2019, 2020, 2021, 2022, 2023The 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 Management Teams, 2023The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.

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For over 30 years, integrity and hard work have been the centerpiece of Shawn’s career as an advisor. He works with a diverse client base comprised of high net worth families, business owners, and retirees.  Shawn is a true financial mechanic.  He rolls up his sleeves and examines every aspect of a client's financial life.  This helps Shawn ensure all aspects of a client's finances are fine-tuned and working as efficiently as possible. Shawn works hard to remain at the forefront of the latest developments in wealth planning and investment strategy.

A graduate of Indiana University with a Bachelor of Science degree in finance, Shawn attained his CERTIFIED FINANCIAL PLANNER™ (CFP®), Advisory & Brokerage Services designation in 2000. He holds the Series 7, 24, 63 and 65 securities licenses as well as life, health and annuity insurance licenses.

Shawn’s spare time activities include carpentry, skiing, golf, and hiking with his dog Toby. He and his wife Kim have two daughters. While he currently supports several charities, he is most active with the Peppermint Pig Animal Rescue. He formerly served as President of his local school’s athletic booster board.

CA insurance license #0H45628

• Forbes Best-in-State Wealth Advisors, 2020, 2021, 2022, 2023The 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 Management Teams, 2023The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.

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Greg is an investment advisor who works with a range of clients from corporate executives to the "millionaire next door."  Greg excels in assisting clients in all aspects of their financial lives.  He especially enjoys assisting clients in making the transition from their working lives to their retirement lives.  Greg's areas of focus include portfolio construction, retirement planning and risk management strategies.

Greg began his career as a financial advisor in 1989 after earning his B.S. degree in Business Administration from Miami University. He majored in Finance with a minor in International Business. He also studied abroad at Regents College in London, England.  He has licenses that include Series 7, 24, 63, and 65 as well as life, health, and annuity insurance licenses.

 Greg is active in the community through his church and Boy Scouts of America. He enjoys running, cycling, hiking and playing in an adult hockey league.

• Forbes Best-in-State Wealth Management Teams, 2023The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.

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Wayne is an investment advisor who works with clients from all walks of life.  He especially enjoys assisting the clients who need help the most.  Investments and personal finance can be very overwhelming to some.  Wayne takes the time and goes the extra mile to make sure clients understand their situations and his recommendations.  Wayne's areas of focus include portfolio construction, insurance strategies and business development.

Wayne graduated from Ohio State University with a major in marketing. He attained his CERTIFIED FINANCIAL PLANNER™ (CFP®), Advisory & Brokerage Services designation in 2000. His securities licenses include Series 7, 63 and 65 as well as life, health and annuity insurance licenses.

Wayne and his wife Beckey live in Milford with her menagerie of animals.  They have two daughters, Delaney and Riley.  Wayne spends his free time golfing, travelling, volunteering at his church and serving on the board of The Hearing, Speech and Deaf Center of Cincinnati.

• Forbes Best-in-State Wealth Management Teams, 2023The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.

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Neil serves as the team's financial planner.  He works with clients to develop financial plans that capture and review their goals, savings strategies, investments, debts, risk management, estate planning, and tax projections.  Neil has a true gift for explaining complex issues in an easy to understand manner.

Neil received his B.S.B.A. in Accounting from Xavier University, his J.D. from the University of Louisville School of Law, and his M.B.A. from the University of Cincinnati. Neil attained his CERTIFIED FINANCIAL PLANNER™ (CFP®), Advisory & Brokerage Services designation in 2009. Prior to joining UBS, Neil practiced as an estate planning attorney and as a tax C.P.A. Neil has more than 25 years of experience providing tax*, estate, and investment planning services.

In his spare time Neil enjoys kayaking, skiing, photography, and travel. Neil lives in Clifton with his wife, Megan, and their daughter. The family can often be seen in the Graeter's on Ludlow Ave.

• Forbes Best-in-State Wealth Management Teams, 2023The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.

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Jordan assists the team in creating comprehensive financial plans for our clients and implementing tailored solutions including investments, savings and distribution plans, lending, insurance, and estate planning.

Upon graduating from the Ohio State University with a double major in Economics and Psychology, Jordan began his career in financial services in 2011. He holds the Series 7 and 66 securities licenses as well as life and health insurance licenses.

Among many interests, Jordan especially enjoys golf, live music, and cooking. He and his wife Brittany welcomed their first child Renée in March 2021.

• CERTIFIED FINANCIAL PLANNER™

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Matt joined the Summit Wealth Consulting Group in 2022 as a Senior Wealth Strategy Associate. He supports the team in delivering effective client service, conducting analysis, and developing financial plans.

Matt graduated from the University of Cincinnati with a major in Finance and minor in Economics. After graduating, he spent five years in the financial industry with a focus on servicing High Net Worth individuals and active traders. He currently holds his Series 7, 63, and 66 licenses and is studying to attain his CFP® designation.

Matt is looking forward to partaking in UBS' Season of Service charitable activities and actively contributing to its Young Professionals Network. Outside of work he enjoys skiing, golfing, cooking, and backpacking with his fiancé, Megan, and their dog, Bruno.

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Vickie has been in the financial services industry for 35 years. Her experience with client services includes IRA administration, banking and investments.  Vickie has developed a reputation for fixing any issue.  She is a graduate of Miami University with a B.S. in finance and holds the Series 7 and 63 securities licenses.

Vickie and her husband Dave have two daughters. She enjoys spending time with family and friends, travelling, and is a big Miami hockey fan.

Chris oversees our team's client communications, scheduling, and a variety of other administrative functions. Frequent interaction with our clients is vital to providing true wealth management services. Chris keeps our office running smoothly and helps us to keep in touch with our clients. Prior to joining our team, Chris worked in retail and real estate sales.

Chris enjoys spending time with her family and grandkids, traveling, golfing and camping.

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Kari handles all aspects of client services.  She began her financial service career with UBS in 1995 and currently holds her Series 7 and 66 licenses. Kari's interaction with our clients is vital to providing superior wealth management services.  Kari and her husband, Dale live in Bridgetown and have three children.