Let's move forward. Together.

Spencer serves as Senior Vice President, Senior Portfolio Manager and Financial Advisor for UBS Global Wealth Management and is a founding member of Summit Wealth Management. He is passionate about serving clients and building meaningful relation-ships. In his role, Spencer and his team provide customized and comprehensive wealth management solutions to individuals and families, as well as, public and private institutions.

Philosophically, Spencer and his team are relationship oriented and consultative in their approach to client work He firmly believes in simplifying and coordinating client financial goals and objectives. Spencer has over twenty years of experience in wealth management. Prior to joining UBS, Spencer served as Senior Vice President, Financial Advisor and Portfolio Management Director at Morgan Stanley. Spencer began his career with Kidder, Peabody & Co., Inc.

Spencer holds an undergraduate degree from Miami University in Oxford, Ohio and earned his Master of Business Administration degree, with a specialization in Finance, from The University of Toledo. He holds a Certified Investment Management Analyst (CIMA) designation, as well as, Series 7, 9, 10, 63 and 65 licenses. Spencer is active in the Toledo community and is currently a Trustee for the Boys and Girls Clubs of Toledo. He has previously served on the YMCA Storer Camps Board, The United Way Young Leaders Council and the Family and Child Abuse Prevention Center of Toledo. Spencer also served as a volunteer for Kids Unlimited and was a past mentor for Central City Ministries of Toledo. Spencer and his wife, Christy, reside in Toledo and have two daughters.

Rick has more than 35 years of financial services and business experience.  He began his career in the financial services industry with PaineWebber in 1984 after ten years as a private business owner.  He focuses his efforts on managing individual portfolios for clients using risk management, tax efficient investing and asset allocation models.  Rick is committed to a disciplined approach toward asset accumulation, with a long term emphasis.

Brad serves as Senior Vice President, Financial Advisor for UBS Global Wealth Management and is a founding member of Summit Wealth Management.

Brad brings a unique perspective and skill set to advising clients. As a result of his background in public accounting, Brad is able to effectively translate this knowledge to client financial and investment planning. Brad takes a holistic planning approach with his clients, specifically focusing on retirement cash flow planning and risk management. Brad employs and orchestrates a team approach in serving his clients. He firmly believes in communicating and coordinating financial strategy with his clients’ other advisors, such as their accountant and estate planning attorney, in order to obtain the best possible solution.

Brad has over twenty years of experience in the financial services industry. Prior to joining UBS, Brad served as First Vice President, Financial Advisor at Morgan Stanley. Brad is a graduate of The Ohio State University and earned a Bachelor of Science in Business Administration degree (accounting). Brad is a former Board member of The Toledo Hospital and is active in the community. He resides in Sylvania, Ohio with his wife, Christine, and three children. During his free time, Brad enjoys spending time with his family, playing golf, reading and traveling.

Justin is a Financial Advisor on the Summit Wealth Management Group.  He collaborates with the other advisors to work with individuals, families, and businesses to help critically weigh the best opportunities for managing and protecting their wealth.  Justin earned the professional designation of Charted Retirement Planning Counselor or CRPC from the College of Financial Planning and earned his Bachelor's degree from Ohio Northern Univeristy in Business Management.  He currently resides in Weston, OH with his wife Kendra and daughter's, Kolbie & Kyler.

Gail provides ongoing support for our clients on a daily basis and works with the team to meet all client objectives.  She has more than 30 years experience in the finance industry.  Gail earned her Associate's Degree in Business Adminstration from Stautzenberger College, and holds her Series 7 and 66 Licenses.

Stacy Morycz recently joined UBS as a member of the Summit Wealth Management Team.

Though Stacy just joined UBS, she has been in the Financial Industry since she began college in 2003.

Past roles have included everything from being a teller during university, to a Personal Banker, Branch Manager and for the last 7 years she has been in the role of a Client Associate.

Stacy is an enthusiastic and knowledgeable resource for clients.  She uses her diverse, informed background to educate clients and make recommendations that fit each individual and their specific needs.  Stacy can handle all administrative needs and is qualified to handle investment transactions when a Financial Advisor is not immediately available. 

Stacy has her Series 7, 66, and her CPRC designation.  While building relationships with clients is something she loves to do and is passionate about, in her spare time she loves spending time with her husband and their two daughters, Makenna (4) Mila (2).  Stacy prides herself on being efficient and raising the bar when it comes to client needs and expectations. 

 Stacy is an alumni of Marshall University in WV where she was born and raised and still loves to have the “Country Roads Take Her Home”.