Understanding

Dan is a Senior Vice President and Portfolio Manager with UBS and a life-long resident of Fort Wayne. He has over 33 years experience in the Financial services industry, serving both business and
individual clients.

Dan is passionate about helping people. Through a consultative approach, he takes the time to thoroughly understand the unique needs and circumstances of each client. He develops customized advice, strategies, and recommendations to help clients achieve their goals and dreams.

Dan has an extensive background in investment, financial and business management. He is a CPA/PFS and has earned both the CPWA (Certified Private Wealth Advisor) and CRPC (Chartered Retirement Planning Counselor) designations. He is a strong believer in Financial education, encouraging clients, professionals and students to be Financially prudent and savvy.

Dan is an accounting and Finance graduate of Indiana University. Dan and his wife Barbara enjoy spending time with their three children and seven grandchildren. Dan is passionate about his faith, and currently is the Endowment Committee Chairman at his church. He enjoys running, swimming, and biking and has competed in numerous marathon and triathlons.

Aimee started her career at Merrill Lynch in July of 1978. Through various roles, starting out as a bookkeeper, sales assistant and ultimately becoming a Financial Advisor. She has earned the CRPC (Chartered Retirement Planning Counselor) designation. Aimee enjoys preparing people to live comfortably in retirement. She also enjoys working with the next generation members of her clients. Aimee thinks of her clients as her friends and family not just as clients.

Aimee is a long time member of the downtown Fort Wayne Optimist Club which is a service devoted to children. Aimee and her husband Doug are volunteer drivers for Community Harvest Food Bank of the senior food packs. They are members of St. Vincent DePaul Catholic Church where they serve as Sunday greeters. They have two children, Kelly and Kristine (Krissy), three grandchildren and a golden retriever.  

William "Matt" followed in his father's footsteps and began his career at Merrill Lynch in 1993 in the financial advisor training program. Over three decades later he brings with him a wealth of knowledge to UBS. He is committed to delivering professional investment management and building personalized relationships with clients. He also focuses on helping clients realize their wealth planning and retirement goals.

Matt received his BA in Business Administration from Taylor University and has earned the CRPC (Chartered Retirement Planning Counselor) designation. Matt has been married to his wife, Debi, for over 35 years and is the father of six children, Adam, Andrew, Austin, Alex, AJ and Amber. They are active members of the First Assembly Church in Fort Wayne, IN.

Eileen has worked in the financial industry for over 30 years, including banking, insurance and brokerage experience.  She brings a wealth of knowledge to the team.   She is fully registered and can help you with all your needs, including UBS website questions.

Eileen is a life-long resident of the Fort Wayne area and has been married to her husband, Mark, for over 30 years.  They have one son, Logan.  She enjoys spending time at the lake with her family, boating, jet-skiing, snowmobiling and crafting.