Let's move forward. Together.

Where are you today and where do you want to be tomorrow? We recognize that a lasting relationship starts by listening and understanding your priorities and concerns. We'll work together to look at the big picture, discuss your vision for the future and help you confidently pursue your life goals.

Four people meeting in glass office

Pursuing your goals together

Our mission is to provide quality strategies customized to your needs. Our goal is to be your primary source of financial advice. To this end, we concentrate our efforts on developing long-term relationships through a commitment to quality client service.

  • Philip Ochs

    Philip Ochs, IV

    Senior Vice President–Wealth Management

    Financial Advisor

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    • AK
    • AL
    • AZ
    • CA
    • CO
    • CT
    • DC
    • FL
    • GA
    • HI
    • IL
    • IN
    • KY
    • LA
    • MA
    • MD
    • MI
    • MO
    • MT
    • NC
    • NJ
    • NV
    • NY
    • OH
    • OR
    • PA
    • SC
    • TN
    • TX
    • VA
    • WI

    Phil works primarily with high net worth families, business owners and corporate executives. He has been named by Forbes on the 2021 Best-In-State Wealth Advisors list. 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, 1st Priority of Cincinnati and Cincinnati Hills Christian Academy Friend of Fine Arts.

    • Forbes Best-in-State Wealth Advisors , 2019, 2020, 2021, 2022
        8044 Montgomery Road
        Suite 100W
        Cincinnati, OH 45236
      • Shawn Simmons

        Shawn Simmons, CFP

        Senior Vice President–Wealth Management

        Financial Advisor

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        • AK
        • AL
        • AZ
        • CA
        • CO
        • CT
        • DC
        • FL
        • GA
        • HI
        • IL
        • IN
        • KY
        • LA
        • MA
        • MD
        • ME
        • MI
        • MN
        • MO
        • MT
        • NC
        • NH
        • NV
        • NY
        • OH
        • OR
        • PA
        • SC
        • TN
        • TX
        • VA
        • WI

        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.

        • Forbes Best-in-State Wealth Advisors , 2020, 2021, 2022
            8044 Montgomery Road
            Suite 100W
            Cincinnati, OH 45236
          • Gregory Takas

            Gregory Takas

            Senior Vice President–Wealth Management

            Financial Advisor

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            • AK
            • AL
            • AZ
            • CA
            • CO
            • CT
            • DC
            • FL
            • GA
            • HI
            • ID
            • IL
            • IN
            • KY
            • LA
            • MA
            • MD
            • MI
            • MO
            • MT
            • NC
            • NV
            • NY
            • OH
            • OR
            • PA
            • SC
            • TN
            • TX
            • VA
            • WI

            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.

                  8044 Montgomery Road
                  Suite 100W
                  Cincinnati, OH 45236
                • Wayne Scott

                  Wayne Scott, CFP

                  Senior Vice President–Wealth Management

                  Financial Advisor

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                  • AK
                  • AL
                  • AR
                  • AZ
                  • CA
                  • CO
                  • CT
                  • DC
                  • FL
                  • GA
                  • HI
                  • IL
                  • IN
                  • KY
                  • LA
                  • MA
                  • MD
                  • MI
                  • MO
                  • MT
                  • NC
                  • NV
                  • NY
                  • OH
                  • OR
                  • PA
                  • SC
                  • TN
                  • TX
                  • UT
                  • VA
                  • WI

                  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.

                        8044 Montgomery Road
                        Suite 100W
                        Cincinnati, OH 45236
                      • Neil Binegar

                        Neil Binegar, CFP

                        First Vice President–Wealth Management

                        Financial Advisor

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                        • AK
                        • AL
                        • AZ
                        • CA
                        • CO
                        • CT
                        • DC
                        • FL
                        • GA
                        • HI
                        • IL
                        • IN
                        • KY
                        • LA
                        • MA
                        • MD
                        • MI
                        • MO
                        • MT
                        • NC
                        • NV
                        • NY
                        • OH
                        • OR
                        • PA
                        • SC
                        • TN
                        • TX
                        • VA
                        • WI

                        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.

                              8044 Montgomery Road
                              Suite 100W
                              Cincinnati, OH 45236
                            • Jordan Burger

                              Jordan Burger

                              Senior Wealth Strategy Associate

                              CERTIFIED FINANCIAL PLANNER™

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                              • AL
                              • AZ
                              • CA
                              • CO
                              • FL
                              • GA
                              • HI
                              • IL
                              • IN
                              • KY
                              • LA
                              • MA
                              • MD
                              • MI
                              • MN
                              • MO
                              • MT
                              • NC
                              • NJ
                              • NV
                              • NY
                              • OH
                              • OR
                              • PA
                              • SC
                              • TN
                              • TX
                              • VA
                              • WI

                              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.

                              Jordan is active with Junior Achievement of OKI Partners supporting work-readiness, entrepreneurship, and financial literacy skills in local schools. 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™
                                  8044 Montgomery Road
                                  Suite 100W
                                  Cincinnati, OH 45236

                                Selecting retirement savings plans

                                Retirement planning

                                Retirement planning

                                Multigenerational planning

                                Multigenerational planning

                                How do you plan confidently for the retirement you want?

                                Start by building a strategy based on the resources and needs over the course of your life.

                                Imagine the retirement you want. Then, let’s build a framework to help you pursue it. Learn more at ubs.com/wealthway.

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                                As of 06/30/2022

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