Experience

Makes all the difference

Our team of professionals distinguishes itself with both financial experience and personal service. We strive to earn your loyalty through hard work, the right advice and a dedication to developing long-term relationships.

Jamie Schade

Senior Vice President–Wealth Management

Financial Advisor

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.

Registered States:
  • AK
  • AL
  • AR
  • AZ
  • CA
  • CO
  • FL
  • GA
  • IL
  • IN
  • KS
  • KY
  • MA
  • MD
  • ME
  • MI
  • MN
  • MO
  • MS
  • MT
  • NC
  • NH
  • NJ
  • NV
  • NY
  • OH
  • OR
  • PA
  • SC
  • TN
  • TX
  • VA
  • WA
  • WI

Recognized as an industry leader:

  • 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.

Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures

Credentials

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

Email Me

jamie.schade@ubs.com
Jamie Schade
3601 Rigby Road,Miamisburg,OH,45342

Mark Henestofel

Senior Vice President–Wealth Management

Financial Advisor

Mark graduated from 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.

Registered States:
  • AK
  • AL
  • AR
  • AZ
  • CA
  • CO
  • FL
  • GA
  • IL
  • IN
  • KS
  • KY
  • MA
  • MD
  • ME
  • MI
  • MN
  • MO
  • MS
  • MT
  • NC
  • NH
  • NJ
  • NV
  • NY
  • OH
  • OR
  • PA
  • SC
  • TN
  • TX
  • VA
  • WA
  • WI

Recognized as an industry leader:

  • 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.

Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures

3601 Rigby Road
Miamisburg, OH 45342

Email Me

mark.henestofel@ubs.com
Mark Henestofel
3601 Rigby Road,Miamisburg,OH,45342

David Scharff

Senior Vice President–Wealth Management

Financial Advisor

Dave is a veteran of the U.S. Army specialized units and a graduate of Antioch University in Yellow Springs, Ohio. He served for 23 years as a retirement planner for one of America’s largest financial services corporations before joining UBS in 2011. Specializing in retirement planning, he has been helping clients meet their financial goals since 1988.

Dave is active in his church, providing direction for Cancer Hope. Dave and his wife, Diane, are avid motorcyclists and enjoy traveling the country, visiting national parks and America’s most scenic roads.

Registered States:
  • AK
  • AL
  • AR
  • AZ
  • CA
  • CO
  • FL
  • GA
  • IL
  • IN
  • KS
  • KY
  • MA
  • MD
  • ME
  • MI
  • MN
  • MO
  • MS
  • MT
  • NC
  • NH
  • NJ
  • NV
  • NY
  • OH
  • OR
  • PA
  • SC
  • TN
  • TX
  • VA
  • WA
  • WI

Recognized as an industry leader:

  • 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.

Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures

3601 Rigby Road
Miamisburg, OH 45342

Email Me

dave.scharff@ubs.com
David Scharff
3601 Rigby Road,Miamisburg,OH,45342

Colin Kowalski

Senior Vice President–Wealth Management

Financial Advisor

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. He then went on to serve his country for 20 years in the U.S. Air Force, mostly as a B-52 pilot and instructor. After retiring from the Air Force, he started his career in financial planning in 1988.

Colin is active in the Beavercreek Rotary Club. He and his wife, Nancy, live in Beavercreek, Ohio, near their two sons and seven grandchildren. The couple likes to play golf and bridge, and travel.

Registered States:
  • AK
  • AL
  • AR
  • AZ
  • CA
  • CO
  • FL
  • GA
  • IL
  • IN
  • KS
  • KY
  • MA
  • MD
  • ME
  • MI
  • MN
  • MO
  • MS
  • MT
  • NC
  • NH
  • NJ
  • NM
  • NV
  • NY
  • OH
  • OR
  • PA
  • SC
  • TN
  • TX
  • UT
  • VA
  • WA
  • WI

Recognized as an industry leader:

  • 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.

Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures

3601 Rigby Road
Suite 210
Miamisburg, OH 45342

Email Me

colin.kowalski@ubs.com
Colin Kowalski
3601 Rigby Road,Miamisburg,OH,45342

Gregory Stevens

Vice President–Wealth Management

Financial Advisor

Greg obtained a Bachelor of Science in Business Administration from Miami University in Oxford, Ohio. Greg has been helping investors meet their financial goals for over three decades. He currently holds Series 8, 63, and 65 Securities as well as Life, Health Insurance and Variable Annuities licenses. He also holds the Certified Retirement Plan Counselor (CRPC™) designation.

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 and grandson.

Registered States:
  • AK
  • AL
  • AR
  • AZ
  • CA
  • CO
  • FL
  • GA
  • ID
  • IL
  • IN
  • KS
  • KY
  • MA
  • MD
  • ME
  • MI
  • MN
  • MO
  • MS
  • MT
  • NC
  • NH
  • NJ
  • NV
  • NY
  • OH
  • OR
  • PA
  • SC
  • TN
  • TX
  • VA
  • WA
  • WI

Recognized as an industry leader:

  • 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.

Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures

Credentials

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

Email Me

greg.stevens@ubs.com
Gregory Stevens
3601 Rigby Road,Miamisburg,OH,45342

Matthew Watson

Vice President–Wealth Management

Financial Advisor

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 (tax advice not provided in Matt's role at UBS) 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 and giving back, he currently serves on the Wright State University Foundation Investment Committee. 

Registered States:
  • AK
  • AL
  • AR
  • AZ
  • CA
  • CO
  • FL
  • GA
  • IL
  • IN
  • KS
  • KY
  • MA
  • MD
  • ME
  • MI
  • MN
  • MO
  • MS
  • MT
  • NC
  • NH
  • NJ
  • NV
  • NY
  • OH
  • OR
  • PA
  • SC
  • TN
  • TX
  • VA
  • WA
  • WI

Credentials

  • Chartered Financial Analyst
3601 Rigby Road
Miamisburg, OH 45342

Email Me

matt.watson@ubs.com
Matthew Watson
3601 Rigby Road,Miamisburg,OH,45342

Kathy Clark

Authorized Officer

Team Administrator

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. 

Kathy and her husband Mike have been married for 34 years and reside in Butler Township and have two adult sons, Zach and Josh.

Registered States:
  • AL
  • AZ
  • CA
  • CO
  • FL
  • IL
  • IN
  • KS
  • KY
  • MI
  • MO
  • MT
  • NC
  • NJ
  • NY
  • OH
  • OR
  • SC
  • TN
  • TX
  • WA
  • WI
  • WY
3601 Rigby Road
Miamisburg, OH 45342

Email Me

kathleen.clark@ubs.com
Kathy Clark
3601 Rigby Road,Miamisburg,OH,45342

Caroline Pratt

Client Associate

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 also has obtained 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.

Registered States:
  • OH
3601 Rigby Road
Miamisburg, OH 45342

Email Me

caroline.pratt@ubs.com
Caroline Pratt
3601 Rigby Road,Miamisburg,OH,45342

David Moyer

Client Associate

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 registered with his FINRA SIE, Series 7, and Series 66 licenses.

David and his wife Ally reside in Centerville, OH. In their free time they volunteer with YoungLife at a local high school and spend time at their church. They enjoy going on walks, watching football games, and playing sports like golf, disc golf, and pickleball.

Registered States:
  • OH
3601 Rigby Road
Miamisburg, OH 45342

Email Me

david.moyer@ubs.com
David Moyer
3601 Rigby Road,Miamisburg,OH,45342

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