Retirement planning. It's about time.

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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

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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.

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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.

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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.

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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

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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

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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.

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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.

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.