Retirement planning. It's about time.

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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.

Plans

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 serves on the President’s Advisory Council at Xavier University. He is fortunate to volunteer for Ohio’s Hospice of Dayton, the Dayton Foundation, and Five Rivers MetroParks. Jamie and his wife, Agata, also enjoy supporting the amazing efforts of DECA in the Dayton community. Jamie and Agata appreciate the outdoors and have a bucket list goal to visit all the National Parks in the USA. Jamie and Agata live in Centerville, Ohio.

    • Forbes Best-in-State Wealth Management Teams, 2023, 2024The 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 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, 2023, 2024The 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 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 strategies, he has been helping clients meet their financial goals, address their complex asset issues and wisely pass along their wealth for nearly three decades.

          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.

          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. Dave and his wife, Diane, are avid motorcyclists and enjoy traveling the country, visiting national parks and America’s most scenic roads. The couple lives in Springboro, Ohio.

          • Forbes Best-in-State Wealth Management Teams, 2023, 2024The 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 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.

              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. 

              He is active in the Beavercreek Rotary Club. Colin and his wife, Nancy, live in Beavercreek, Ohio, near their two sons and seven grandchildren. The couple likes to play golf and bridge, cook gourmet meals, and travel, but their favorite pastime is getting together with family at their nearby lake house.

              • Forbes Best-in-State Wealth Management Teams, 2023, 2024The 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 is a native of Dayton, Ohio. He obtained a Bachelor of Science in Business Administration from Miami University in Oxford, Ohio. 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.

                  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. Greg specializes in multi-generational family relationships and also advises on educational funding and estate planning support.

                  Family, faith, travel, cooking, and service to others are all important to Greg. He and his wife, Diane, reside in West Chester, Ohio near their two sons. 

                  • Forbes Best-in-State Wealth Management Teams, 2023, 2024The 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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                    • GA
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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 2021, with a Bachelor of Science in Finance and a double minor in Sales and Consumer Science. Caroline is fully registered and holds her FINRA SIE, Series 7, and Series 66 licenses. She is currently working to obtain her Life and Health Insurance and Annuities licenses.

                              Caroline is originally from Troy, Ohio, and in her spare time she enjoys cooking, exploring local walking trails, traveling, 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 fan and loves to golf in his spare time.

                                            3601 Rigby Road
                                            Miamisburg, OH 45342

                                          Connecting you to the deep resources of UBS

                                          By seeing the big picture, we provide access to the global platforms and the financial and intellectual strengths of UBS’s experts in Wealth Management, Asset Management and our Private and Investment Banks.

                                          retirement couple

                                          Retirement planning

                                          Portfolio management

                                          Portfolio management

                                          Education financing

                                          Education financing

                                          A way forward

                                          Understanding your life, your wealth and what you want to accomplish.

                                          We ask the questions and find the answers that can help you explore and pursue your financial goals in the short term, long term or whatever your terms may be.

                                          Let's talk about how we can help you plan for the life you want

                                          Our approach incorporates Liquidity. Longevity. Legacy. strategies to assist clients in exploring and pursuing their wealth management needs and goals over different time frames. This approach is not a promise or guarantee that wealth, or any financial results, can or will be achieved. All investments involve the risk of loss, including the risk of loss of the entire investment.

                                          Backed by the strength of UBS

                                          A global leader in wealth management

                                          $5+ trillion

                                          In invested assets globally 
                                          As of 11/07/2023

                                          51 countries

                                          Our global footprint

                                          Global leader

                                          UBS is a world-leading wealth manager

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