Retirement planning. It's about time.

Oculus

Retirement isn’t just about the year you stop working, it's about you, your lifetime of hard work, your family and the lifestyle you want to preserve. Most important, it’s about feeling confident about the future – for many years to come. We believe retirement confidence begins with a plan.

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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.

  • Jamie Schade

    Jamie Schade

    Senior Vice President–Wealth Management

    Financial Advisor

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    Jamie graduated from Xavier University in 1996 with a Bachelor of Science in Business Administration in Finance. He is a Wealth Management Advisor and has earned the Certified Private Wealth Advisor® industry designation. His experience in the financial services industry involves advising and working with a diverse group of clients. Jamie volunteers on the President’s Advisory Council at Xavier University. He is proud of his nearly 15 years of volunteer service to Hospice of Dayton. He enjoys working with young finance industry talent with his long term affiliation with the Davis Center Student Advisory Team at the University of Dayton. His wife, Agata, and he enjoy the outdoors and have a goal to visit all of the National Parks in the United States! Jamie and Agata live in Centerville, Ohio.

    • 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.

      • Certified Private Wealth Advisor
      3601 Rigby Road
      Miamisburg, OH 45342
    • Mark Henestofel

      Mark Henestofel

      Senior Vice President–Wealth Management

      Financial Advisor

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      Mark is a 1996 graduate of Xavier University with a Bachelor of Science in Business Administration in Accounting. Before beginning his career as a financial advisor in 2003, he worked as a CPA at MWWR CPAs, Inc. (tax advice not provided in Mark’s role at UBS). He has earned the Series 7 and 66 FINRA registrations. With a passion for serving the greater Miami Valley, Mark currently serves on the Executive Committee of the Board of Directors at the Dayton Area Chapter of the American Red Cross. He also serves on the Investment Committee for Aileron, where he is excited to contribute to the organization’s mission of helping small business owners. Mark resides in Springboro, Ohio with his wife Nicole and his two daughters Reis and Livvy.

      • 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.

          3601 Rigby Road
          Miamisburg, OH 45342
        • David Scharff

          David Scharff

          Senior Vice President–Wealth Management

          Financial Advisor

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          Dave Scharff has built his successful financial-services career on money-management principles he learned while operating his family’s small business and on personal values of integrity and service. Specializing in retirement planning, he has been helping clients meet their financial goals, address their complex asset issues and wisely pass along their wealth for nearly three decades.

          Above all, Dave values strong client relationships and often becomes a trusted advisor to entire families. He enjoys nothing more than helping them realize their dreams of a secure retirement, a long-awaited trip, a vacation home or a college fund for their children.

          A veteran of U.S. Army specialized units and a graduate of Antioch University in Yellow Springs, Ohio, Dave served for 23 years as a retirement planner for one of America’s largest financial services corporations before joining UBS in 2011.

          Away from the job, Dave is active in his church, providing vision and direction for its Cancer Hope ministry to support people across the U.S. who battle cancer. He also helps his wife, Diane, care for their two dogs that provide pet therapy to children with reading disabilities.

          Avid motorcyclists, he and Diane travel the country, visiting national parks and America’s most scenic roads. The couple lives in Springboro, Ohio.

          • 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.

              3601 Rigby Road
              Miamisburg, OH 45342
            • Colin Kowalski

              Colin Kowalski

              Senior Vice President–Wealth Management

              Financial Advisor

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              Colin Kowalski has mastered not just one challenging career, but two. First, he served his country for 20 years in the U.S. Air Force, mostly as a B-52 pilot and instructor. Flying more than 130 combat missions in Southeast Asia, he received a Distinguished Flying Cross and six Air Medals. He also served in Europe and at Wright-Patterson Air Force Base in Dayton, Ohio.

              A Maryland native, Colin earned a bachelor’s degree in accounting and finance from the University of Maryland and a Master of Business Administration from Washington State University. After retiring from the Air Force, he put his degrees to work. He started his career in financial planning in 1988 and has been serving clients as a portfolio manager since 1997. With integrity and honesty as guiding principles, he provides customized, cost-effective and balanced wealth-management advice to individuals in all stages of life.

              He is active in the Beavercreek Rotary Club and serves on several committees for his church. Colin and his wife, Nancy, live in Beavercreek, Ohio, near their two sons and seven grandchildren. Although the couple likes to play golf and bridge, cook gourmet meals and travel to Eastern Europe, their favorite pastime is getting together with family at their nearby lake house.

              • 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.

                  3601 Rigby Road
                  Miamisburg, OH 45342
                • Gregory M. Stevens

                  Gregory Stevens

                  Vice President–Wealth Management

                  Financial Advisor

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                  Greg has been helping investors meet their financial goals for almost two decades. He currently holds Series 8, 63, and 65 Securities as well as Life, Health Insurance and Variable Annuities licenses. He holds the Certified Retirement Plan Counselor (CRPC) designation from the College for Financial Planning. Prior to the financial service industry, Greg worked for over 10 years as a successful Vice President of Marketing in the commercial real estate industry overseeing projects throughout Ohio, Atlanta, and Florida.

                  Building long-term relationships based on trust, integrity and ethics are hallmarks of Greg's relationships with his clients. Greg works with clients to develop and understand their specific goals and needs and develops plans and strategies that will help them build and protect their financial security. He has a strong focus on asset allocation and portfolio management for his clients. Greg specializes in multi-generational family relationships and also advises on educational funding and estate planning support.

                  Greg is a native of Dayton, Ohio. He obtained a Bachelor of Science in Business Administration from Miami University in Oxford, Ohio. He serves on the Board of Directors for the National Voice of America Museum of Broadcasting in West Chester, Ohio. Greg currently serves on the National Advisory Board for Outback America, as well as the Steering Committee for Outback America-Cincinnati. He enjoys golf as a long-term member of Wetherington Golf and Country Club in West Chester, Ohio where he lives with his wife of 22 years and their two teenage sons. Family, faith, travel, cooking, and service to others are all important to Greg.

                  • 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.

                    • Chartered Retirement Planning Counselor
                    3601 Rigby Road
                    Miamisburg, OH 45342
                  • Matthew Watson

                    Matthew Watson

                    Vice President–Wealth Management

                    Financial Advisor

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                    Matt earned a Double Major in Accounting and Finance from Wright State University.  As a graduate student at Wright State University he earned his Master in Accountancy degree.  Matt has passed all levels of the CPA exam and is a CFA Charterholder.  He holds the Series 7 and 63 FINRA Registrations as well as Life and Health Insurance and Annuities licenses.  With a passion for serving others, he currently serves on the Wright State University Foundation Investment Committee. 

                        • Chartered Financial Analyst
                        3601 Rigby Road
                        Miamisburg, OH 45342
                      • kathy

                        Kathy Clark

                        Authorized Officer

                        Team Administrator

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                        Kathy began her career in the financial services industry in 1989. With more than three decades of experience, she strives to stay actively engaged and take a hands-on approach with clients. Kathy is fully registered and holds the Series 7, 9, 10, 63 and 66 securities licenses. After 22 years with Morgan Stanley Smith Barney, she joined UBS in early 2011, and during that time has held several roles including Branch Office Administrator and Administrative Manager and most recently Team Administrator for Synergy Schade Team. Kathy handles the day-to-day operations by providing the highest level of client service.  Kathy and her husband Mike have been married for 34 years and reside in Butler Township and have two adult sons, Zach and Josh.

                              3601 Rigby Road
                              Miamisburg, OH 45342
                            • Caroline Pratt

                              Caroline Pratt

                              Client Associate

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                                Caroline graduated from the University of Alabama in 2022, with a Bachelor of Science in Finance and a double minor in Sales and Consumer Science. She has obtained her FINRA SIE and Series 7 licenses. She is currently studying to obtain the Series 66 license. Caroline is originally from Troy, Ohio, and in her spare time she enjoys cooking, exploring local walking trails, and cheering on the Crimson Tide.

                                      3601 Rigby Road
                                      Miamisburg, OH 45342
                                    • david

                                      David Moyer

                                      Client Associate

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                                        David joined the team in the summer of 2023. He attended Miami University of Oxford, where he graduated with a Bachelor of Science in Business Finance. He is currently working on obtaining his SIE, Series 7, and Series 66 FINRA registrations. David spent his first year out of college serving a Christian ministry on Miami University's campus, and now he and his wife, Ally, are involved in their local church. David is an avid Cincinnati Bengals fans and loves to golf in his spare time.

                                              3601 Rigby Road
                                              Miamisburg, OH 45342

                                            Focus on liquidity management

                                            UBS to acquire Credit Suisse

                                            UBS to acquire Credit Suisse

                                            investments

                                            Investment Management

                                            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.

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                                            In invested assets globally 
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                                            UBS is a world-leading wealth manager